Who it's for · Office teams

Quotes in Word, customers in folders, the week’s plan in three diaries - and everyone rings you for updates

Run the office from one job record: quote and invoice, book the week, keep customer history together, and pipe emails onto the job instead of your personal inbox.

Why it's good for you

For office teams

Quotes and invoices on the job

Create, send, and track quotes from the same job you will schedule and fabricate. When the job is done, raise the invoice without hunting for the original estimate in email.

  • Customer email from the job
  • Deposit and what’s owed stay visible on the record
  • Pro quote-chase automation can nudge outstanding quotes for you

Customers without the filing cabinet

Each customer pulls together jobs, quotes, invoices, files, and notes. Callbacks are faster because history is already on the record - not split across Outlook and a shared drive.

One calendar the shop trusts

Plan templating, fabrication, and installation in a shared view tied to the job. Fewer double-bookings and fewer “I thought it was Tuesday” moments with the workshop and field.

Email and alerts that stay with the work

Pipe customer and supplier email onto the job timeline. Use Inbox for assignments, mentions, and automation alerts so nothing important dies in a personal mailbox.

Day to day

How the office day runs

  1. 01

    Capture the enquiry

    Open or create the job, attach the customer, and scope the work.

  2. 02

    Quote and book

    Send the quote, then schedule template / fab / install when it’s accepted.

  3. 03

    Keep everyone current

    Update status, answer from the job email thread, and let Inbox surface what needs you.

Ready to ditch the paper chase?

Start your 14-day free trial or book a demo with our team. Built specifically for stone and worktop fabricators.