Solutions / Contractor
ContractorQuote the job, run the site, control the cost
Prepare BOQ-style quotations, run each site as a project with milestones, record labour and material expenses against the site, track tools and machinery, and get client approvals on record.
What gets in the way
- Site costs exceeding quotes unnoticed
- Material requests without approval
- Client changes approved verbally
A typical flow in Coopernut
Switched on for you
The modules a contractor workspace starts with.
Customers & Contacts
One record per customer, everything linked
CRM & Sales Pipeline
Leads, opportunities and follow-ups
Quotations & Estimates
Branded quotes, approvals and conversions
Invoices & Payments
Invoices, partial payments, reminders
Projects & Tasks
Kanban, calendar, timeline, checklists
Expense Management
Receipts, categories, approvals
Approvals
Internal and client approvals with audit trail
Documents
Private storage, folders, versions
Inventory & Stock
Stock ledger, locations, low-stock alerts
Asset Management
Asset tags, check-in/out, maintenance
Renewals & Reminders
Contracts, licences, deadlines
Forms & Requests
Public forms that create leads and tasks
Workflow Automation
When this happens, do that
Client Portal
Clients see their own records securely
Try every feature free for 7 days
No card needed. Your workspace is ready in under a minute, with sample stages, lists and templates for your type of business.