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Your result

Good news: you’re ready.

Your answers point one way. The friction you ticked is exactly the kind of work custom software removes. So we sketched what your app could look like. Take it for a spin.

This is what we think your app could look like.

app.yourbusiness.com

Dashboard

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14 Active jobs
5 Quotes awaiting reply
£24,300 Invoices due
312 Hours logged this week
Needs attention
  • Quote Northgate Civils — Q-1042 unanswered for 5 days Chase
  • Invoice Fenwick Legal — £3,200 now 14 days overdue Remind
  • Onboarding Bluebird Events — waiting on signed contract View
Today
  • Priya approved 4 timesheets
  • Marcus sent quote Q-1044 to Osprey Property
  • Sam closed job #381 — Harrington & Co
  • Invoice INV-2210 paid — £1,840

Quotes & Documents

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Recent quotes
+ New quote
  • RefClientValueStatus
  • Q-1044Osprey Property£6,200Sent
  • Q-1043Bluebird Events£2,750Draft
  • Q-1042Northgate Civils£4,850Awaiting reply
  • Q-1041Harrington & Co£9,400Accepted
Q-1044 — Osprey Property
Total — £6,200
Generate PDF

Work Tracker

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To do 3
Osprey PropertySite survey — Unit 4Sam
Bluebird EventsKick-off packElena
In progress 4
Northgate CivilsPhase 2 deliveryMarcus
Harrington & CoQuarterly review prepPriya
Waiting 2
Fenwick LegalClient sign-off — 6 daysSam
Done 12
Harrington & CoJob #381 closedSam

Onboarding

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New client — Bluebird Events
Step 3 of 5
Details
Documents
Checks
Contract
Go live
  • Done Company details collected via client link — no email chain
  • Done Insurance & compliance documents uploaded and filed
  • Running ID and credit checks — automatic, results in ~2 minutes
  • Next Contract generated and sent for e-signature

Timesheets & Approvals

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This week
Approve all (6)
  • PersonHoursClientStatus
  • Sam Carter38.5Harrington & CoAwaiting
  • Priya Patel40.0Northgate CivilsApproved
  • Marcus Reid36.0Osprey PropertyAwaiting
  • Elena Sousa32.5Bluebird EventsMissing Friday
Chases sent for you
  • Reminder to Elena — Friday not submitted
  • Weekly summary to payroll — sent Monday 9am
  • Overtime flag — Sam 4.5h over contract

Client Portal

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Clients
  • Northgate Civils Active
  • Harrington & Co Active
  • Bluebird Events Onboarding
  • Osprey Property Quoted
What Northgate sees in their portal
Client view

Welcome back, Northgate Civils

Briefed
Phase 1
Phase 2
Handover
  • Phase 2 delivery — on track for the 24th
  • 2 documents shared with you this week
  • Invoice INV-2208 — paid, thank you

Automations

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Connected systems
Your Business
AccountsXero
EmailOutlook
CalendarGoogle
FilesSharePoint
Rules working for you
  • Quote accepted → create job, draft invoice, notify the team
  • Invoice paid in Xero → update the job, thank the client
  • New enquiry email → create contact, start follow-up sequence
  • Job closed → request a review after 7 days

Saved this month: 41 hours of copy-paste and double entry

Reporting

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Revenue — last 6 months
Export
Jan
Feb
Mar
Apr
May
Jun
This quarter
  • Revenue per head £18,400 ↑ 12%
  • Quote win rate 61% ↑ 6%
  • Avg. days to invoice 2.1 ↓ from 9
  • Admin hours saved 126 / month

Like what you see?

This preview took eight questions. Imagine the version built around how your business actually works.

Ready to make it real?

A free 15-minute call: we’ll walk through your preview and what a first version would save you. No pitch, no obligation.

While you're deciding

Three free spreadsheet tools, yours either way. No sign-up needed.

Simple CRM

Track companies, contacts, deals and follow-ups. One tab per entity, nothing hidden, nothing clever — just a clean structure that keeps every relationship in one place.

This is for you if

You're managing client relationships in your head, a notebook, or a spreadsheet that's become unmanageable.

The starter is blank and ready for your data. The example shows it filled in for a small agency.

Quote Tool

Build a quote, check your margin, send a clean client-facing PDF, then log it and chase it. Labour and materials auto-populate from your own rates and price list.

This is for you if

You're pricing jobs by hand, emailing figures in the body of a message, or losing track of quotes you've sent.

The examples come pre-filled with a realistic price list and a few logged quotes, so you can see how it hangs together.

Project Tracker

Projects, tasks, workload and a self-drawing Gantt timeline. One row per record — update a status and it ripples through everything automatically.

This is for you if

You're running more than two jobs at once and keeping track of who's doing what in your head or a group chat.

The example shows a trades business running four jobs side by side.

Not ready to talk? Connect instead.

Join the small business growth conversations on LinkedIn. No pitch, just useful posts.