Home / System builds

Bespoke operations systems

One system for the
whole operation.

Built quickly, at low cost, around how you actually work. It runs alongside what you have today until it's proven.

Talk through your system on WhatsApp (opens in a new tab)

No big bang

  1. Runs alongside your current system
  2. Takes over one area at a time
  3. Old system off only when proven

The difference /

From scattered to joined-up.

Today

  • CRM
  • OGL / Sage
  • Excel
  • Email
  • Paper
  • WhatsApp
  • Phone calls
  • Sticky notes
Good tools, joined together by people. Details retyped at every step.

With your system

Your system
  • Sales
  • Jobs
  • Stock
  • Site
  • Customers
  • Accounts
Entered once. Seen by everyone who needs it.

What we can build /

Your work, as one clear flow.

Project-led businesses

  1. Enquiry
  2. Quote
  3. Job
  4. On site
  5. Sign-off
  6. Invoice
  7. Paid

Product and stock businesses

  1. Goods in
  2. Available
  3. Reserved
  4. Out: sale, trial or rental
  5. Returned
  6. Cleaned & checked
  7. Available

One tap or one scan per step. Everything else updates itself.

Jobs · LiveExample layout, not real data
JobCustomerStageNext stepOwner
J-1042Example Builders, Unit 4On siteSign-off photos due FriA. Khan
J-1039Example Homes, Plot 12QuotedFollow up quoteS. Reid
J-1035Example EstatesSigned offInvoice raised automaticallyA. Khan
J-1031Example FacilitiesScheduledMaterials orderedL. Grant
  • Quotes & estimates
  • Jobs & scheduling
  • Site app & photos
  • Stage payments
  • Serial & barcode tracking
  • Multiple bins & depots
  • Trials, loans & rentals
  • Servicing & returns
  • Client-owned stock
  • Customer portal
  • Training & bookings
  • Margins & reporting

How it fits together /

Your system in the middle. Everything else plugs in.

  • Your CRM staysStatus flows back into every deal.
  • Your current ERPKept in step, then retired area by area.

Your operations system

  • Quotes & orders
  • Jobs & projects
  • Stock & locations
  • Trials & rentals
  • Servicing & returns
  • Invoicing

One database · one audit log · one login

  • Phone & scanner appWarehouse, site and van.
  • Customer portalOrder, track, report issues.
  • Xero or SageInvoices and payments post across.

Moving over without the risk /

Built fast. Switched over carefully.

  1. 0

    Discovery

    Walk the floor, map every hand-off, agree a plan and price.

  2. 1

    Run alongside

    The most painful areas go live first.

  3. 2

    Move the core

    Stock, jobs or orders move across.

  4. 3

    Switch off the old

    Parallel month-end, then read-only.

  5. 4

    Automate the rest

    Bank feeds, reminders and reports run themselves.

Work still on the old system. Each phase ends only when its agreed check passes.

Security /

Hack-resistant by design.

  • Who gets inSingle sign-on + MFANo shared logins.
  • What they can doRole-based accessCustomers only see their own data.
  • Protecting dataEncrypted, UK-hostedIn transit and at rest.
  • Seeing problemsFull audit logWho, what and when, with alerts.
  • Recovering fastLocked backupsRestores tested, not assumed.
  • ProvenIndependent pen testBefore go-live.

Cost /

Low cost to build. Low cost to run.

  • A price per phaseAgreed before work starts.
  • Running costs, line by lineStart small, move up later.
  • Your system, your dataHosting in your own name.
  • Old licences retiredAs each area moves across.

What would you fix first?

Tell us which system or spreadsheet causes the most pain.