Dashboard

Live position across jobs, quotes, compliance and people
Your Refurbishment Co · 14 staff · Surrey

Compliance score

Recalculated nightly from every register below
0%Overall
Fire safety64%
Insurances & accreds81%
Training & tickets76%
RAMS & job packs92%
2
Expired right now
5
Expiring inside 30 days
3
Fire actions overdue
11/14
Operatives fully ticketed

Needs attention this week

Chases already queued — nothing waits for someone to remember

Chases sent automatically — last 14 days

Email + SMS, no one had to write these
SentToAboutResult
14
Live jobs
£214k
Quoted, awaiting answer
£386k
Won — scheduled or on site
2
Jobs with no next action

Every live job, one screen

Each job carries a named next action — nothing lives in someone's head
JobClientValueStageNext action

How jobs move

Enquiry → survey booked → quote out → chased on day 2, 7 and 14 automatically → won → compliance pack & RAMS generated → week planner slot → on site → snag → invoice chased. Every stage change is one tap on a phone. The two jobs flagged red above have sat still for a week — the system noticed, not a person.

9
Quotes out right now
£214k
Value awaiting answer
3
Won after an auto-chase
£68k
Oldest unanswered quote

Quote follow-up — day 2 / 7 / 14

Nobody writes these. Nobody forgets these.
QuoteClientValueOutChase status

Why this module pays for the whole system

Ask any director how many quotes went out last month and how many got a follow-up call. The honest answer is the leak. The chase goes out politely on day 2, with a nudge on day 7 and a "closing the file" on day 14 — the same sequence that wins back jobs everyone assumed were dead.

Fire risk assessment register

FRAs carried out by an accredited assessor — this system schedules, chases and holds the evidence
PremisesLast FRAAssessorNext reviewOpen actionsStatus

Open actions from last assessments

Each one chased to the named owner until closed with photo evidence
ActionPremisesOwnerDueSeverity

Routine fire checks

Logged on a phone in 30 seconds — builds the evidence trail automatically
CheckFrequencyLast doneByStatus
5
Variations raised this month
£18,420
Agreed on site, never signed
2
Verbal only — nothing in writing
£31,900
Recovered into final accounts

Variations on live jobs

Raised the day the work changes, not the week the job finishes
JobWhat changedAsked byValueStatus
A variation raised from site on the day carries the photo, the person who asked and the time it was agreed. That's the difference between a conversation and an invoice line the client's QS will accept.

Final account position

Contract sum, variations, retention — per job, live
JobContractVariationsInvoicedRetentionOutstanding
Retention release dates are diarised the day the job completes. Most firms this size never chase them — it's the cheapest money in the business and it goes uncollected because nobody owns the date.

Insurances

Renewal chases start 60 days out — broker copied in automatically
DocumentProviderExpiresStatus

Accreditations & licences

The badges that get you past PQQ filters
AccreditationRefExpiresStatus

Training & ticket matrix

Green = valid · Amber = expiring ≤60 days · Red = expired · Grey = not held

Booked renewals

Courses found and booked as soon as a ticket goes amber
OperativeCourseProviderDate bookedStatus

Live jobs — RAMS & sign-off

No operative on site without a signed method statement on record
JobClientRAMSSign-offsAsbestos checkStatus

What sign-off looks like on site

Each operative gets a link by SMS the evening before they start. They read the RAMS on their phone, tap to sign, and it's timestamped against the job. If anyone hasn't signed by 7am, the site supervisor gets a text with the names. The paper trail builds itself.

Tender / PQQ compliance pack

Every document, current version, one PDF — in about 20 seconds

Pack preview

Select the documents required and generate. Expired documents are flagged before anything leaves the building.

14
Messages in today
5
Became variations
£11,240
Captured this week that used to be verbal
6
Places work arrives from

Where work actually reaches you

Six doors. One list.
6Site WhatsApp group
3Office phone
2Email
1Main contractor portal
1Client direct to you
1Out of hours

Every one of them lands in the same list, with a reference, before anybody has to remember it. 14 messages · 6 places · 1 list.

What each message turned into

The foreman types it once, on his phone, in the group he already uses
Came inWhat was saidJobBecameValue
Site WhatsApp
07:52 · Foreman
"Client's asked for two extra coats on the stairwell, plaster dried patchy"J-1044VARIATION — awaiting signature£2,500
Site WhatsApp
09:15 · Foreman
"Asbestos survey found extra ceiling tiles second floor"J-1051VARIATION — sent to client PM£6,900
Main contractor portal
10:04
RFI 14 — fire door frame tolerancesJ-1047RFI logged · answer due Thu
Office phone
11:20 · Mrs Patel
"Chasing the extension quote"Q-2219Chase stopped — she replied£124,000
Email
14:38 · Client PM
"Approved the worktop change, go ahead"J-1039VARIATION signed — was verbal only£4,600
Out of hours
19:47
"Water ingress, second floor, need someone first thing"J-1042Emergency — allocated 07:00

Why this is the one that pays

A variation agreed by talking is a variation you will argue about later, and usually lose. The message the foreman already sends becomes the record — the day it happens, not the week the job finishes.

14
Operatives this week
5
Live jobs
2
Spare Thursday
1
Job with nobody on it Friday

Who's on what, this week

Filled in once — everybody reads the same board
Gang / operativeMonTueWedThuFri
Gang 1
4 men · strip-out
J-1051J-1051J-1051sparespare
Gang 2
3 men · first fix
J-1047J-1047J-1047J-1047J-1047
Steve C.
Carpenter
J-1042J-1042CSCS expiredCSCS expiredCSCS expired
Decorators
Subcontract · Hartley & Co
J-1044J-1044RAMS not returned
J-1039 Kitchen fit-out
Client expects Friday
coveredcoveredcovered1 man shortnobody allocated

The two red cells are the ones worth looking at: a card that expires mid-week, and a job the client expects finished on Friday with nobody on it. Both were visible on Monday.

9
Subcontract firms on the books
2
Insurances expiring inside 30 days
1
RAMS not returned
£46,200
Committed to subbies this month

Subcontractor register

Chased before a site turns them away — not after
FirmTradePublic LiabilityEmployers' LiabilityCISRAMSOn job
Hartley & CoDecorating£5m · Mar 27£10mVerifiedNot returnedJ-1044
Marden ElectricalM&EExpires in 11 days£10mVerifiedSignedJ-1047
Coulsdon PlasteringPlastering£2m · Sep 27£5mVerifiedSignedJ-1051
Redgate ScaffoldingScaffold£10m · Jan 27£10mVerifiedSignedJ-1051
Vale FlooringFloor finishesExpires in 26 daysNot on fileVerifiedNot yet needed

What happens without anyone doing it

Marden Electrical's PL expires in 11 days. First chase went 30 days out, second goes Friday, and they come off the allocation board automatically if it lapses — rather than being turned away at the gate on Monday morning.

Hartley & Co haven't returned RAMS for J-1044 and they're due on site Wednesday. Job pack was sent twice; this one needs a phone call.

6
Trade accounts
£18,900
On account right now
3
Prices moved this month
2
Orders awaiting confirmation

Accounts and terms

What you actually pay, not the list price
SupplierAccountTermsDiscountOn accountLast order
Travis PerkinsTP-447130 days EOMTrade + 12%£7,420J-1051 · strip-out sundries
JewsonJW-221030 days EOMTrade + 9%£4,180J-1047 · timber, first fix
SIGSIG-889060 daysTrade + 15%£5,900J-1051 · plasterboard
HowdensHW-1032Pro-formaTrade£1,400J-1039 · kitchen carcasses
ScrewfixSF-6654Card£0Site sundries · weekly

Prices that moved

Caught against what you last paid, not what the list says

Plasterboard 12.5mm up 4.1% at SIG since the J-1051 order. Three live quotes still carry the old rate — worth re-checking before they go out, or that's £610 out of your margin.

Softwood CLS down 2.8% at Jewson. Nobody has to act on that one — but it's in the quote next time it prices.

Two orders for J-1047 never confirmed back. They're due on site Tuesday. Chase already drafted, waiting for you.

£61,400
Retention held against you
3
Releases due inside 90 days
£24,800
Application overdue for payment
1
Release date nobody diarised

Retentions — money you have already earned

Diarised the day the contract is signed
JobClientContract sumRetentionRelease dueStatus
J-1018Ellison Retail£186,000£9,30014 Sep 2026Chase queued 4 weeks out
J-1022Main contractor · Kier£412,000£20,6002 Oct 2026Chase queued
J-0994Private landlord£78,000£3,900Passed 3 weeks agoNobody diarised it
J-1031Thornton Developments£540,000£27,60011 Jan 2027Chase queued

The red row is the whole point. £3,900 you finished the work for, sat there because the release date lived in somebody's memory.

Applications out

JobApplicationValueDueStatus
J-1047App 4£38,20028 daysCertified
J-1042App 2£24,8009 days overdueChase drafted, waiting for you
J-1051App 1£16,900Submitted MonAwaiting certification

What runs on its own

Plain English. Switch any of it off yourself.
Chase a quote on day 2, 7 and 14Stops the moment they reply. Never sends a fourth.
ON
Turn a site message into a variationAnything on site that changes the job gets a reference and a value the same day.
ON
Chase an unsigned variation after 3 daysGoes to whoever asked for the change, not to everyone.
ON
Chase a subcontractor insurance 30 days outSecond chase at 7 days. Comes off the board if it lapses.
ON
Diarise a retention release the day the contract is signedChase drafted four weeks before the date.
ON
Book a ticket renewal before it expiresOperative comes off the allocation board if it runs out.
ON
Ask for a review a week after final paymentHappy clients only, and never twice.
OFF

Guardrails

These cannot be switched off — deliberately
LOCKED

Nothing goes out in your name without you pressing send. Everything above drafts. You approve. There is no setting that changes this.

LOCKED

It never invents a number. If a value isn't known it says "to confirm" — it does not estimate and it does not fill a gap.

LOCKED

Statutory clocks cannot be muted. Fire risk assessments, CDM duties and insurance expiries keep flagging whether you want them to or not.

LOCKED

Every action is on the record. Who changed what, when, and what went out — because that is the thing you'll need if a variation is ever argued about.

Paste a real message from site

Runs in your browser. Nothing is sent anywhere.

Type it the way your foreman would actually type it — badly, in a hurry, no punctuation. That's the test.

Where work arrives

It reads these. It does not replace them.
Site WhatsApp group
Office email
Office phone & out of hours
Main contractor portals
Website enquiry form
Client direct to you

What stays exactly where it is

No migration. Nothing to move.
£Xero / Sage — still your books
BigChange / Simpro — still your scheduling
Supplier trade accounts — unchanged
CHAS / SafeContractor — still your accreditation

This sits over the top and catches what arrives outside those systems — which, on most jobs, is most of it.

Three questions for anyone selling you AI for construction

1

Do I have to leave the systems I already pay for? If the answer is yes, you're buying a migration, not a fix.

2

Does anything send without me seeing it? If the answer is yes, it will eventually send something you'd never have written.

3

Is it measured in won contracts, or in "conversations handled"? One of those is money.

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