CUSTOM CRM / WORKFLOW
Functional local pilotA builder’s whole job, in one place.
From an imported scope to a reviewed quote.
Today, under control.
Pick a record. See the next step.
see what’s next.
The brief, in plain English
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 demoFrom 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
A small change.
A clear record.
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
- Before this change
- $24,800
- Extra power point
- + $185
Try it. This approval only changes the demo.
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.