Systems and planning
Every service in this group, what each one fixes, and the order to do them in.
You need this if
What is in this group
01
Built around how your business actually runs.
A custom CRM built to match your sales process instead of forcing your process into a vendor's boxes. Customisation beyond the base build is scoped and quoted separately as a statement of work.
First moveA session on how you actually sell: the stages, the handovers, and what makes a deal real.
Custom CRM, in full02
A written plan before anything gets built.
A written plan of the systems your business needs, in what order to build them, what each one replaces, and what it costs to run once it exists. It is a document you can act on, hand to another developer, or use to say no to the next piece of software somebody tries to sell you.
First moveA session on how the business runs now, and what you want it to look like in two years.
System planning, in full03
Every job tracked from quote to invoice.
A build that tracks each job through its stages, from accepted quote to invoice sent. Checklists for the work, photos and sign-off captured on site from a phone, and one screen showing where every job is right now.
First moveI follow a job through your business from accepted quote to paid invoice, and note every handover.
Job and project management, in fullHow they fit together
Nothing here has to be bought at once. This is the sequence I would build it in, and it is the sequence your free plan puts it in.
Per-seat CRM rent never ends and the tool never quite fits. A build costs more once, then it is yours, shaped to the business, with no monthly bill growing as you hire.
Most businesses have bought software three times and use none of it. Buying in the wrong order is the usual reason, and an order is cheap to work out on paper.
Jobs do not usually fail in the middle. They fail at the handovers, between quoting and scheduling and invoicing, where nobody owns the next step.
What people get wrong
They sayA subscription CRM is cheaper than building one.
For two users it usually is. Per-seat rent grows every time you hire and never ends, so the comparison that matters is over three years and the whole team, not month one.
Custom CRMThey sayPlanning is a delay. We should just start building.
A week of planning routinely changes which build comes first, and building the wrong thing first is what makes businesses give up on systems entirely.
System planningThey sayThe crew will not use it.
They will if it is faster than the paperwork it replaces: a few taps and two photos on a phone they already carry. Crews reject systems that ask for typing, not systems that remove it.
Job and project managementStraight answers
Per-seat rent never ends and the tool never quite fits. A build is yours, shaped to the business. Changes beyond the base build are scoped and quoted as their own statement of work, so the price stays honest.
More on Custom CRMNo. The plan is written so another developer could work from it, and the running costs are named so you can price it elsewhere.
More on System planningYes. The site app holds what the crew entered and sends it when the phone gets coverage, which matters on rural jobs and inside buildings.
More on Job and project managementThe next move
The free plan asks a few questions about the business, then comes back with the services that fit, the order to build them in, and the figure for each one. Nothing is charged and nothing is booked at the end of it.