Problem[01]
Quotes that sit in inboxes
Proposals go out as a link the client can read, choose options on and accept online, so you know where every quote stands.
Residential builders
Price the job, get it signed, keep the client in the loop and the trades on programme. One workspace from first quote to handover, on the web and on site.
14 days free · card required · cancel before day 15 and pay nothing
Problems
Problem[02]
Selections that blow the budget
Allowances and client selections are tracked against the budget, and an overrun becomes a draft change order rather than a surprise.
Problem[03]
Clients asking for updates
Send regular progress updates from what was recorded on site. A client portal for quotes, change orders and invoices is in early access.
How it runs
Each part of the job sits on the same project record, kept current by the office in a browser and the site on their phones.
[01]Estimating & proposals
Estimates and proposals that win work
Build estimates from your own cost catalog and send proposals clients accept online.
Cost catalog and assemblies. Price a kitchen or an extension from items you already trust.
Takeoff from the drawings. Measure lengths, areas and counts straight into the estimate.
Proposals with options and e-signature. The client chooses options and signs online.
Fig. 01An estimate, priced line by line
- 1Draft to sent to accepted
- 2Grouped lines, quantity times rate
- 3Client and terms beside the work
[02]Projects & scheduling
A schedule the trades can follow
Plan the build, share the look-ahead, and see what is slipping before the client does.
Gantt with links. Move one task and everything after it follows.
Tasks and meetings. Actions and decisions recorded against the job.
Site progress from the phone. Daily logs and photos from the trades on site.
Fig. 02Programme, week view
- 1Finish date, overdue and milestones
- 2Gantt with critical path and baseline
- 3Tasks with dates and progress
[03]Job costing & billing
Money you can see job by job
Budgets, allowances, change orders and progress billing in one place.
Selections and allowances. Chosen items checked against the allowance.
Change orders. Priced, approved and added to the contract sum.
Progress billing. Invoice the stage that is complete.
Fig. 03Project financials, Albion Wharf
- 1Contract, cost, change orders, cash
- 2Spent and committed against budget
- 3Every commercial record, one click
[04]Site operations
Handover and aftercare included
Snags, closeout documents and aftercare requests stay on the job after you leave site.
Snag lists with photos. Assigned to the trade, closed with an after photo.
Closeout and handover packs. Certificates and manuals collected before you hand over.
Aftercare. Defects after completion logged and tracked.
Fig. 04Snags sent in from site
- 1Every kind of site record, one place
- 2Filter by status, priority, owner
- 3Overdue in red, an owner on every row
Questions
01Can clients accept quotes online?
Yes. Proposals are sent as a link; the client reads the proposal, chooses any options and accepts it online with an e-signature.
02Is there a client portal?
A client portal for quotes, change orders, invoices and selections is in early access. Progress updates can be sent to clients today.
03Does it work for renovations as well as new builds?
Yes. Konverge works for one-off renovations, extensions and new homes; you set up the project, budget and schedule to match the job.
By business
- B-01General contractorsEvery job, from tender to handover, office and site on one record.Open →
- B-03Commercial contractorsDocument control, RFIs and valuations for jobs with a design team and a contract to run.Open →
- B-04Specialist contractorsCrews, timesheets, quotes and compliance for trade and specialist firms.Open →
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14-day free trial with your card at sign-up: cancel before day 15 and you pay nothing. Bring a live job, your drawings and your team, and see it on site the same day.