GROWTH
▲ 0%
BUSINESS COMMAND CENTRE
Business Hub Demo
A hands-on demo of CRM, site surveys, quoting, jobs, finance, recurring work and business analytics.
CONVERSION
0% won
Leads → jobs won
BUSINESS INTELLIGENCE
AUTOBusiness Insight
PIPELINE
Live opportunities
SMART ACTIONS
Needs attention
CRM & SALES
Lead pipeline
Track every enquiry from first contact through to won work.
AUTOMATIC QUOTING
Quotes
Build from saved price items, calculate totals automatically and convert accepted work into jobs.
OPERATIONS
Jobs & diary
Confirmed work generated from accepted quotes.
FIELD TO HANDOVER
Operations+ Demo
Try the extra modules a production Business Hub can include. Everything here is fictional sample data.
SITE SURVEYS
Survey → quote
VARIATIONS
Extras & changes
RECURRING WORK
Maintenance plans
HANDOVER
Completion & reviews
AUTOMATIC INVOICING
Invoices & payments
Generate invoices from completed jobs, track balances and mark payments.
FINANCE & MARGIN
Costs, cash & margin view
Record example job costs and see how the figures change. All figures are fictional demo data.
EXPENSES
Latest costs
COST MIX
Spend by category
BUSINESS INTELLIGENCE
Growth & performance
Revenue, conversion, pipeline, service mix and cash collection in one place.
Booked value by month
Accepted quote value by month from live Business Hub data.
Revenue by service
Which work types are producing the most value.
CONNECTED SYSTEMS
Business Hub platform
The Business Hub is designed to sit above the systems you already have, not replace them.
CRM & Operations
A connected CRM pipeline for enquiries, jobs, tasks and recurring work.
Customer Project Hub
Live customer journey, quote approval, project tracking and uploads.
Payments
Production builds can generate secure customer payment links and automatically update payment status.
Business database
Production Hubs use a protected database for CRM, quotes, jobs, invoices, costs and audit records.
Project files
Project photos, documents and customer uploads can be connected to secure cloud storage.
Business Insights
Automated follow-up warnings, weighted pipeline and margin observations can sit above the live workflow.
Safe public demo
This public demo contains fictional sample data only. A production Business Hub is built around the client’s own workflow and secured separately.