CUSTOM CRM / WORKFLOW

Functional local pilot

A builder’s whole job, in one place.

From an imported scope to a reviewed quote.

HARD YARD / CONTROL ROOMInteractive demo
OAKLINE BUILDING CO. · FICTIONAL BUSINESS

Today, under control.

Pick a record. See the next step.

05Need attention
04Connected views
One place to
see what’s next.
3 records
Illustrative sync · 4:42 pmNo live accounts connected
Sample records and amounts. Connections are configured around your software and workflow.

The brief, in plain English

Type
Builder CRM & quoting
Stage
Functional local pilot
Focus
Scopes, jobs & quotes
Explore
Dashboard demonstration

Less information scattered. More work moving.

The builder CRM prototype brings customers, jobs, imported scopes and estimating into one workspace. Its quoting workflow supports labour and material inputs, a reviewed quote and a PDF output—reducing the need to piece a job together across separate documents.

The interactive dashboard above is a separate Hard Yard demonstration of that approach, using fictional records. It is not a screen connected to the private pilot or a customer’s live accounting system.

Explore the dashboard demo

From scope to estimate.

Structured imports, labour inputs and scope notes bring the estimating material into one place.

A quote you can review.

A deliberate quote workflow keeps commercial decisions visible before a document is issued.

Connection, with boundaries.

The pilot’s live connections are configuration-dependent. No claim is made that Xero or Buildxact is currently connected.

A related workflow / Try the interaction

HARD YARD / JOB WORKFLOWInteractive demo
THE EXTRA POWER POINT

A small change.
A clear record.

PADDINGTON KITCHEN · VAR-004Awaiting approval

Extra kitchen power point

One double power point at the kitchen island, installed during rough-in. Existing access assumed.

Additional cost
$185incl. GST
Time impact
No extra daysFor this example
Client approval goes hereThe scope, cost and timing stay together.
JOB TOTAL
Before this change
$24,800
Extra power point
+ $185
Total if approved$24,985AUD · incl. GST · illustrative amount

Try it. This approval only changes the demo.

A record you can come back to.
Fictional project. No real variation is approved and no accounting record is changed.
Separate fictional example. No real approval, invoice or accounting entry is created.
Prototype, not a production claim.The underlying builder CRM is a local working pilot, not a publicly launched Hard Yard customer platform. This page demonstrates the engineering approach without exposing private records, credentials or client data.

Let’s make work easier

Want the whole job in one place?

Tell Brock what’s costing you time, money or patience. We’ll work out a sensible place to start.

Talk to Brock