Map the starting point
Identify the files, templates and working practices you want to keep. Decide which information needs cleaning before it moves.
Get the foundations right.
Useful software starts with useful data. We help organise the databases, supplier lists and templates that support your estimating process, and plan a rollout that reflects your scope.
Connect the office and the job.
Plan how estimates, purchasing and project information move between the people who use them.
A setup your team can work with.
Test one representative job
Build a small working example before rolling the setup across the team. Check inputs, outputs and responsibilities together.
Agree the handover
Document the parts your team will maintain, such as rates, templates and user access. Include training in the rollout discussion.
Start with a clear scope.
Tell us what you use today, the work you do and what you want to improve. We can review a suitable example and discuss the help you need before agreeing the work.
- Database and supplier information setup
- Templates and user configuration
- A rollout plan matched to your business
About this service.
Can you guarantee all of our old data will transfer?
We need to review the source data and destination software first. A sample migration or setup helps reveal what can transfer and what needs rebuilding.
Do you connect every accounting package?
Integration depends on the products, versions and workflow involved. Tell us what you use so we can investigate the specific requirement.