
STEP 1
Set up your typical work items
Add your common jobs once (e.g. room painting, tiling per m², socket installation).
Walk through the property
Quickly tap to add rooms, doors or tasks while surveying on site.
STEP 2
STEP 3
Automatic calculation
The app works out price, materials, surcharges and estimated time instantly.
Send professional quote
Generate a branded PDF and email or share it with your client on the spot.
STEP 4
STEP 5
Client approval & book job
Customer approves digitally → you get notified and can book it straight into your calendar.
Job Survey – all in one workflow
The Survey Module makes quoting faster, smarter and fully connected to your workflow.
Save your work items once – set up your typical jobs with prices, units, VAT rates and optional deposit rules.
Walk through the property – add rooms, tasks or units in seconds while surveying on site.
Automatic calculation – the app instantly works out totals including labour, materials, surcharges, deposits and VAT.
Send a professional quote – generate a branded PDF and email or share it with the client on the spot.
Client approval & notifications – customers approve with one click, you get instant push notifications.
Calendar booking – accepted jobs go straight into your in-app calendar with reminders.
Convert to invoice – when the job is complete, turn the quote into an invoice in one tap, with deposits deducted automatically.
Stay compliant – VAT shown clearly, deposits and due dates handled automatically.
This way you save hours of admin every week, reduce mistakes, and impress clients with instant, clear and professional offers.

