System Components

AI & Agentic Systems

We build across the full AI spectrum — from connecting your existing system to modern AI tools, through to fully autonomous agentic systems where specialist agents explore, produce, review, and iterate without constant human intervention. This isn't a single module. It's a capability layer that can be applied to any part of your business operating system.

• Prompt & AI Tool Integration

  Connect your business system to AI tools like ChatGPT, Claude, or Gemini. Surface relevant data from your system directly inside AI conversations — customer history, job details, product specs — so your team gets accurate, context-aware answers without switching between tools.

• Assisted Workflows

  Give AI access to your materials, documents, and guidelines so it can produce work directly inside your system. Draft quotes, summarise job notes, suggest follow-up actions, or generate reports — with your team reviewing and approving before anything is finalised.

• Structured Agent Systems

  Deploy specialised agents with distinct roles: a researcher that gathers context before any work begins, a producer that does the work, a reviewer that checks quality, and a quality gate that enforces standards. Each agent has a specific job — and together they produce consistent, reviewable output at scale.

• Full Agentic Systems

  The complete picture: every task starts with exploration, conventions and skills are loaded per project, specialist agents handle production and review, and nothing is finalised without passing automated gates and explicit human approval. The system compounds — each project gets better as patterns accrete.

• MCP Tool Integration

  Connect AI agents to your existing tools and data sources using Model Context Protocol — a standard that lets agents access file systems, databases, APIs, and external services without custom integration work for each connection. Credentials are handled out-of-band, so agents only access what they've been explicitly given.

• Embeddings & Semantic Search

  Convert your business data — job notes, product specs, customer history, documentation — into vectors that capture meaning. Agents and users can then search semantically, finding relevant records by intent rather than exact keyword match. The right context, loaded at the right time.

• AI-Enhanced Reporting & Analytics

  Layer AI analysis on top of your operational data. Identify patterns, surface anomalies, and generate plain-language summaries of business performance — without needing to write queries or export spreadsheets. Insights delivered in the context of the work, not in a separate reporting tool.

• Custom AI Assistants

  Domain-specific assistants trained on your business: your products, your pricing, your processes, your customers. Staff get accurate answers to business-specific questions instantly. Customers get consistent, informed responses without waiting for a human. Built for your context, not the generic internet.

Not sure where to start? Let's talk — we'll map out the right level of AI integration for your business.

General

• File Uploads

  Attach documents, images, and files to any record in the system: quotes, orders, work orders, customer profiles, and more. Supports multiple file types including PDFs, images, and spreadsheets. Files are stored securely and accessible to authorised users across the network.

• Emails

  Send and receive emails directly within the system, linked to the relevant record. Quote confirmations, order updates, and customer communications are logged automatically against the customer and job. No more switching between your inbox and your business system.

• Print Views

  Generate professional, branded print-ready documents for any record: quotes, invoices, work orders, delivery dockets, and more. Print views are fully customisable and can be sent directly as PDFs or printed on demand.

• Print View Emails

  Send print-ready documents directly to customers, suppliers, or installers via email from within the system. The email is logged against the record, and the document is attached automatically, no manual steps required.

• Dashboard

  A real-time overview of your business at a glance. See open quotes, pending orders, scheduled work, outstanding invoices, and key performance metrics, all in one place. Dashboards are role-based, so each user sees what's relevant to them.

Sales & Quoting

• Customer Inquiries

  Capture and manage inbound customer inquiries from the moment they arrive. Log the source, assign to a sales rep, track follow-up activity, and convert directly to a quote or order. Nothing falls through the cracks.

• Sample Checkouts

  Manage the loan and return of product samples to customers. Track which samples are out, who has them, and when they're due back. Automated reminders reduce lost samples and keep your showroom stock accurate.

• Measures

  Record and manage on-site measurement appointments. Capture room dimensions, product selections, and installation notes in the field, then sync back to the quote automatically. Reduces errors and eliminates double-entry.

• MeasureSquare Integration

  Direct integration with MeasureSquare for professional floor measurement and estimation. Import measurement data directly into quotes, eliminating manual re-entry and reducing calculation errors on complex jobs.

• Quote / Orders

  Create detailed quotes with product selections, installation rates, and pricing, then convert to orders with a single action. Supports complex multi-product, multi-room jobs with line-item detail, discounts, and margin visibility.

• Payments

  Record and reconcile customer payments against orders and invoices. Supports deposits, progress payments, and final payments. Payment status is visible across the system, so your team always knows where a job stands financially.

• Invoices

  Generate and send invoices directly from orders. Invoices are linked to the original quote and order, maintaining a complete financial trail. Supports partial invoicing for staged jobs and automatic sync to your accounting system.

• Job Templates

  Create reusable job templates for common order types: standard installations, corporate jobs, insurance work. Templates pre-populate product selections, pricing, and workflow steps, reducing setup time and ensuring consistency.

Commercial Projects

• Commercial Projects

  Manage large commercial projects from initial scope through to final completion. Track milestones, budgets, variations, and progress against the original contract. Designed for the complexity of commercial construction and fit-out work.

• Commercial Project Quotes

  Create detailed project quotes with line-item breakdowns, variation allowances, and margin analysis. Supports the multi-stage quoting process common in commercial work, with version control and approval workflows.

• Progress Claims & Payments

  Submit and track progress claims against commercial contracts, linked to project milestones and contract value. Record and reconcile payments received against each claim, with full visibility of outstanding balances, payment dates, and any retentions held, giving your finance team real-time project cash flow.

• Retention Management

  Track retention amounts held throughout the project lifecycle. Generate retention invoices at project completion or agreed milestones, and record payments when retention is released. Maintains a complete history of retention held, released, and paid, essential for project close-out and financial reporting.

Purchasing

• Purchase Orders

  Create and manage purchase orders to suppliers. Link POs to customer orders or stock replenishment needs, track approval status, and monitor delivery against expected dates. Full integration with your accounting system.

• Receiving Tickets

  Record the receipt of goods against purchase orders. Capture quantities received, note discrepancies, and update inventory levels automatically. Receiving tickets create the audit trail needed for supplier reconciliation.

• Inventory List

  A complete view of all stock across your locations: current levels, reorder points, and movement history. Filter by product, category, supplier, or location to get the information you need quickly.

• Stock Levels & Ordering

  Monitor stock levels against minimum thresholds and generate replenishment orders automatically. Reduces stockouts and overstock situations by giving your purchasing team the data they need to make good decisions.

• Inventory Transfers

  Move stock between locations with a full transfer record. Transfers are tracked from initiation through to receipt, with inventory levels updated at both ends in real time.

• Inventory Counts & Adjustments

  Conduct stocktakes and record adjustments to inventory levels. Supports full counts and cycle counts, with variance reporting to identify discrepancies and shrinkage.

• Bulk Buys

  Manage bulk purchase opportunities: record the buy, allocate stock to participating stores, and track the financial settlement. Designed for franchise networks where central office coordinates group purchasing.

Scheduling

• Schedule

  A visual scheduling board showing all upcoming installations, deliveries, and work orders. Drag-and-drop rescheduling, resource allocation, and real-time updates keep your operations team in control.

• Work Orders

  Generate and manage work orders for all types of field work. Work orders contain everything the installer or delivery team needs: customer details, product information, site notes, and access instructions.

• Delivery Tickets

  Create delivery tickets for product deliveries, linked to the underlying order. Track delivery status from dispatch through to customer sign-off, with proof of delivery captured in the system.

• Installation Work Orders

  Detailed work orders for installation jobs, including product specifications, room-by-room breakdowns, and installer instructions. Supports complex multi-day installations with progress tracking.

• Delivery Work Orders

  Work orders specifically for delivery-only jobs, no installation required. Streamlined for efficiency, with the key information delivery drivers need without the complexity of a full installation work order.

• Customer Pickup Work Orders

  Manage customer pickups from your warehouse or showroom. Generate a pickup work order, notify the customer when their order is ready, and record the handover when they collect.

• Hourly Charges

  Record and bill for time-based work: additional labour, variations, and call-backs. Hourly charges are linked to the work order and flow through to the invoice automatically.

Payables

• Installer Invoices

  Receive, review, and approve invoices from subcontract installers. Match installer invoices against work orders, verify rates and quantities, and approve for payment. Full integration with your accounting system for payment processing.

• Supplier Invoices

  Manage invoices from product suppliers. Match against purchase orders and receiving tickets, identify discrepancies, and approve for payment. Reduces the manual effort of three-way matching and speeds up your payables process.

• Commission Paysheets

  Calculate and manage sales commissions for your team. Commission paysheets are generated automatically based on sales data, with configurable rules for different products, roles, and performance tiers.

• Credit Claims

  Manage credit claims against suppliers for returned, damaged, or incorrectly supplied goods. Track the claim from lodgement through to credit note receipt, with full visibility of outstanding credits.

Products & Installation

• Products

  A complete product catalogue with pricing, specifications, categories, and supplier information. Supports complex product structures including ranges, colours, and variants. Pricing rules handle retail, trade, and corporate pricing tiers.

• Installation Rates

  Define and manage installation rates for different product types, room configurations, and job complexity levels. Rates are applied automatically when building quotes, ensuring consistent and accurate pricing.

• Other Charges

  Manage miscellaneous charges that appear on quotes and orders: delivery fees, disposal charges, travel, and other job-specific costs. Other charges are configurable and can be set as fixed amounts or calculated rates.

• Alliance Partners / Suppliers

  Manage your supplier and alliance partner relationships. Store contact details, trading terms, product ranges, and performance history. Alliance partner portals give suppliers visibility into orders and invoices without needing access to your full system.

• Installers

  Manage your installer network: employee installers and subcontractors. Store qualifications, availability, rates, and performance history. Installer profiles are linked to work orders, commissions, and payables.

• Price Tickets

  Generate shelf-edge price tickets for your showroom. Price tickets pull current pricing from the product catalogue and can be printed in bulk when prices change. Supports multiple ticket formats and sizes.

• Sample Orders

  Manage orders for product samples from suppliers. Track what's been ordered, when it's expected, and where it's going. Sample orders feed into your sample inventory and showroom management.

Marketing & CRM

• Campaigns

  Plan, execute, and track marketing campaigns across your network. Manage campaign budgets, target customer segments, track responses, and measure ROI. Campaigns are linked to customer inquiries and orders so you can see what's actually driving sales.

• Campaign Calendar

  A visual calendar of all marketing activity across the network. See what's running, what's coming up, and how campaigns overlap. Helps central marketing teams coordinate activity and avoid conflicts.

• Customer Inquiries

  Manage inbound inquiries within the CRM, linked to the customer record. Track the source, assign to a rep, log follow-up activity, and measure conversion rates from inquiry to sale.

• YouTube Video

  Embed and manage product and brand videos within the system. Videos can be linked to products, campaigns, and customer communications, giving your team rich content to share with customers.

Corporate & Commercial

• Corporate Jobs

  Manage jobs for corporate clients: insurance companies, commercial builders, and large organisations. Corporate jobs have specific requirements: purchase order references, special pricing, approval workflows, and detailed reporting.

• Job Templates

  Reusable templates for common corporate job types. Templates pre-populate the job structure, product selections, and pricing, reducing setup time and ensuring consistency across your corporate client work.

• Insurance Agencies

  Manage relationships with insurance agencies and their specific requirements. Store agency details, preferred suppliers, pricing agreements, and reporting requirements. Insurance jobs are tracked separately for performance analysis.

• Commercial Clients

  A directory of commercial clients with their specific trading terms, contacts, pricing agreements, and job history. Commercial client profiles give your team everything they need to manage the relationship effectively.

• Installation Items

  Manage the specific installation items and rates applicable to corporate and commercial jobs. Commercial installation often has different complexity and pricing to retail, this module handles that distinction.

• Other Charges

  Manage additional charges specific to corporate and commercial jobs: site fees, after-hours work, travel, and project management charges. Configurable to match the requirements of each commercial client.

Finance

• Financial Dashboard

  A real-time view of your business's financial position: outstanding invoices, payments received, payables due, and cash flow trends. Role-based visibility ensures finance teams see the detail they need while executives see the summary.

• Invoicing

  Generate and send professional invoices directly from orders and jobs. Supports full invoices, partial invoices for staged work, and recurring billing. Invoice status is tracked in real time: sent, viewed, paid, and overdue, so your team always knows where each account stands.

• Payments & Receipts

  Record and reconcile customer payments and supplier receipts against the relevant invoices and orders. Supports multiple payment methods and partial payments. Payment data flows automatically to your accounting system, eliminating manual reconciliation.

• Accounts Payable

  Manage all outgoing payments: supplier invoices, installer invoices, and other payables, in one place. Three-way matching against purchase orders and receiving records catches discrepancies before payment. Approval workflows enforce your financial controls.

• Levies & Rebates

  Calculate and manage network levies and supplier rebates automatically. Levies are applied based on sales data; rebates are tracked against supplier agreements and reconciled at the agreed frequency. Reduces the manual effort of network financial management significantly.

• Accounting System Integration

  Deep, bi-directional integration with leading accounting platforms: MYOB, Xero, QuickBooks, and others. Customers, invoices, payments, purchase orders, inventory movements, and payroll data flow automatically between systems. No manual re-entry, no reconciliation headaches.

• Financial Reporting

  On-demand financial reports covering revenue, margins, payables, receivables, and cash flow. Reports can be filtered by store, region, product category, or time period. Export to spreadsheet or push directly to your BI tool of choice.

Intranet

• Intranet Home

  The central hub for your network's internal communications. The intranet home page surfaces the most relevant news, documents, and links for each user based on their role and location.

• Calendar

  A shared calendar for the network: events, deadlines, campaigns, and key dates. Visible to all authorised users, with the ability to filter by category or location.

• Links

  A curated directory of useful links: internal systems, supplier portals, industry resources, and tools. Organised by category and searchable, so your team can find what they need quickly.

• Information Requests

  A structured way for stores to submit queries to central office. Information requests are categorised, assigned, tracked, and responded to, creating a searchable record of questions and answers over time.

• News Bulletins

  The primary channel for network-wide communications. Bulletins can be targeted by region, store type, or role, ensuring the right people see the right information.

• Documents

  A central document library for the network. Policies, procedures, training materials, templates, and reference guides, all version-controlled, searchable, and accessible to authorised users.

Integrations

We connect your business system to anything. Whether you're working with modern cloud APIs, legacy on-premise systems, or industry-specific platforms, we build integrations that are reliable, maintainable, and built to last.

• Accounting & Finance

  Bi-directional integration with MYOB, Xero, QuickBooks, and other accounting platforms. Customers, invoices, payments, purchase orders, and inventory data flow automatically, keeping your financial records accurate without manual effort.

• CRM & Marketing Platforms

  Connect to HubSpot, Salesforce, Mailchimp, and other CRM and marketing tools. Customer data, leads, and campaign responses flow between systems, giving your sales and marketing teams a single source of truth.

• Measurement & Estimation Tools

  Integration with specialist measurement and estimation tools like MeasureSquare. Measurement data flows directly into quotes, eliminating re-entry and reducing errors on complex jobs.

• Payment Gateways

  Integrate with payment gateways to accept online payments, process card transactions, and reconcile receipts automatically. Supports major gateways and can be configured to match your payment workflow.

• Supplier & Product Data Feeds

  Receive product catalogues, pricing updates, and inventory data directly from suppliers via EDI, API, or file-based feeds. Keep your product data current without manual updates.

• ERP & Legacy Systems

  Connect to enterprise ERP systems and legacy on-premise platforms, regardless of age or technology. We've built integrations with systems that predate modern APIs, using file-based exchange, database connectors, and custom middleware where needed.

• Communication Platforms

  Integrate with email, SMS, and messaging platforms to automate customer and team communications. Triggered notifications, confirmation messages, and alerts are sent automatically based on system events.

• Custom API Integrations

  If it has an API, we can connect to it. We build custom integrations for any platform: industry-specific tools, government portals, partner systems, and internal corporate platforms. REST, GraphQL, SOAP, webhooks, we work with whatever the platform supports.

Imports & Exports

• Data Import

  Bulk import data from spreadsheets, CSV files, and external systems. Supports product catalogues, customer lists, pricing updates, supplier data, and historical records. Validation rules catch errors and duplicates before they enter the system, with a clear error report for anything that needs attention.

• Data Export

  Export any data from the system in standard formats: CSV, Excel, JSON, and more. Products, customers, orders, financial data, and operational records can all be exported on demand for analysis, reporting, or sharing with external parties.

• Scheduled Transfers

  Automate recurring data transfers between the business system and external platforms. Scheduled imports and exports run on a defined cadence: hourly, daily, or weekly, without manual intervention. Ideal for keeping supplier catalogues, pricing, and customer data in sync.

• Migration Support

  Moving from a legacy system? We handle data migration as part of every implementation. Historical records, customer data, product catalogues, and financial history are mapped, cleaned, and imported, so you start on the new system with your full data set intact.

Reporting

• Built-in Reports

  A comprehensive library of operational and financial reports covering every module in the system: sales performance, inventory levels, installer productivity, campaign ROI, outstanding payables, and more. Reports run on demand with flexible date ranges, filters, and grouping options. Export to spreadsheet or PDF for sharing.

• Custom Report Builder

  Build your own reports from any data in the system. The custom report builder lets you define the fields, filters, groupings, and visualisations you need, without developer involvement. Save reports for reuse and share them with your team.

• Scheduled & Automated Reports

  Schedule reports to run automatically and be delivered by email to the right people at the right time. Weekly sales summaries, monthly financial reports, and daily operational snapshots, all delivered without anyone having to remember to run them.

• Business Intelligence Integration

  Connect your business data to any BI platform: Power BI, Tableau, Looker, and others. We expose your data through secure, well-structured APIs and data connectors, so your analytics team can build the dashboards and models they need.

• AI & Agent-Ready Data

  We can expose your business data to internal AI agents and corporate-approved AI tools, securely, with appropriate access controls. Whether you're building internal copilots, automated analysis workflows, or executive reporting agents, we structure and surface your data in a way that AI systems can work with effectively.

• Network & Multi-Site Reporting

  For franchise networks and multi-site businesses, reporting spans the entire network. Compare performance across stores, regions, and time periods. Identify top performers, spot trends, and surface the insights that drive network-wide decisions.