Your side of the project, step by step. Choose a builder or homeowner guide and watch with narrated instructions.
Set up the job, invite your client and keep payments and variations clear.
Set up a project end to end: your business name and logo, VAT-inclusive or exclusive pricing, payment stages you set and the homeowner accepts, signing reminders, then variations, snags, documents and the completion certificate.
Add your homeowner (free for them) so they can accept the payment schedule, sign the contract, approve variations, raise snags and see every photo, document and message.
Save and verify your business bank details, show clients where to pay, send a BACS payment confirmation when funds arrive, and follow accepted variations through the running total and the homeowner's payment choice.
Set up the optional project timeline and tick off each part, show how variations affect the finish date, attach compliance certificates (electrical, Gas Safe, HETAS and more) and put your letterhead on the completion certificate.
Set up your first project free and follow along with the videos.
Start your first project