10 apps, one login, one bill. Invoicing, payslips and expenses are live.
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Written by an assistant. Nothing here is a quote or a contract.
Solutions for contractors
A CRM for contractors should follow a job from the first phone call to the paid invoice, and know where your tools are while it happens. ExecCortex does that with four apps on one set of records: the CRM for enquiries and site visits, Invoicing for estimates and invoices, Projects for the job itself, and Assets for your tools and equipment.
Start with the CRM and Invoicing, and add Projects and Assets as the team grows.
What you switch on: Customer Relationship Management, Project Management System, Invoicing Management System and Asset Management.
Each job, the app that handles it, and the screens you will use, named as they appear on the menu.
Calls and web enquiries become leads, and Booking Pages let a customer pick a time for a site visit.
Customer Relationship Management: Leads, Appointments, Booking Pages
Write an Estimate or a Quotation in the same builder as your invoices. A quotation the customer agrees to is marked Accepted, and one they turn down is marked Declined.
Invoicing Management System: Quotations, Products
A larger tender is a Pursuit with its documents and brief. When you win it, it becomes a project and the bid files stay linked.
Project Management System: Pursuits
Each job is a project with a board, milestones and a folder library for drawings and photos. Time is logged on the cards by the people doing the work.
Project Management System: Board, Milestones, Files, Financials
Raise the invoice, send a Pay Link, and record part payments as they arrive. A wrong invoice is put right with a credit note, never by deleting it.
Invoicing Management System: Invoices, Payments, Pay Links, Credit Notes
Every tool and machine is on the register with a QR code label. Holdings by person shows what each worker has, and the Custody ledger records every handover.
Asset Management: Assets, Asset labels, Holdings by person, Custody ledger
Schedules raise work orders for servicing, and Warranties keeps the cover in one place before you pay for a repair.
Asset Management: Work orders, Schedules, Warranties
Worth knowing before you start, so nothing here surprises you later.
Step by step guides: how to use Customer Relationship Management, how to use Project Management System, how to use Invoicing Management System, how to use Asset Management, how to use Human Resource Management.
Prices are per workspace and read live from the platform. Switch on only the apps you need.
Together: $31 per month per workspace.
Worth adding later: Human Resource Management.
Every workspace starts on the free plan, with no card required. See every plan and price.
Yes. Estimates, quotations and invoices are the same kind of document in Invoicing, so they share the builder, the templates and the numbering.
Yes. Holdings by person in the Assets app answers what each person holds, and the Custody ledger keeps the history of every handover.
Yes. Time logged on project cards can become a draft invoice with Bill time on the project Financials tab.
Yes. A schedule raises work orders on its own. A fixed schedule keeps its dates, and a floating one measures from when the work was actually done.
No. It is optional and priced on its own. Add it when keeping track of tools and equipment starts to cost you time.
The same apps, put together for the work a particular kind of business does every day.
Enquiries, proposals, engagements, logged hours and invoices on one client record.
Create a workspace, invite your team and import your first leads, all on the free plan.
