Construction and Trades
Trade and construction businesses where too many days sit between finished work and a paid invoice.
Jobs are coordinated over WhatsApp. Hours get written down in the evening from memory. Materials are on a note in the van. By the time the invoice goes out, three days have passed and some line items are missing.
Why this happens
The work happens on site; the administration happens in the office. As long as nothing sits between them, every piece of information is captured twice: once roughly on site, once later from memory. The loss does not happen in the office, it happens in the gap.
Approach
What we actually do
- 01We follow one real job from enquiry to payment received, and mark every point where something is re-entered by hand.
- 02Capture happens where the work happens: photo, time, materials, in one entry on a phone.
- 03The quote comes from the captured job, and the invoice from the quote, with nothing retyped.
- 04Invoice status is visible without digging through a folder.
- 05Existing bookkeeping stays. It just receives clean data.
Outcome
What changes afterwards
- Invoices go out on the day the work is finished, not days later.
- Line items stop going missing, because they no longer come from memory.
- The evening in the office disappears.
- You can see which jobs are open and which money is outstanding.
- We work with
- Trade business owners · Site managers · The office manager who owns quotes and invoicing
Next step
A conversation, not a pitch
Send us one typical job with all the paperwork that goes with it. We will show you how many of those steps are duplicates.