A company of 25 people, with teams that work at customer sites. We follow one job from the first phone call to the final payment, and see how much it makes while it is still under way.
Book 30 minutesWhile the jobs are few, the owner keeps track of them from memory. With four teams and twenty open jobs nobody can, and the numbers come from the accountant when it is too late to change anything.
You start from the previous customer's file and change the prices from memory.
The team writes them down wherever they can. At the end of the month someone tries to put them together.
The supplier invoice goes to the accountant and nobody brings it back to the job it was for.
If a job made little money nobody knows, and the next quote uses the same hours.
The customer calls. The office checks who is free and books the site visit, linked to the customer's company.
The notes from the visit become the quote lines, with prices from the price list. The PDF goes out with the usual email.
The customer accepts. The office opens the project with the agreed value, the deposit, the balance and the expected hours.
The days at the customer's site go into the team's calendar, linked to the project. Everyone confirms from their phone.
Whoever does the work logs their own hours. The materials invoice is allocated to the project.
Costs and margin update with every hour and every invoice. When the hours pass 80% of the estimate, the project flags it.
A new customer wants a quote. Anna books the site visit for Thursday.
Paolo, the owner, goes with Luca. The notes reach Anna.
Lines and prices from the price list. Paolo adds the one price that is missing. Total €6,500.
Anna opens the project with 80 expected hours and records the €2,000 deposit.
Five days in the calendar for Luca and Davide. They confirm from their phones.
Everyone logs their hours. The materials, €1,380, go on the project.
66 hours out of 80. Paolo sees it on the dashboard and calls Luca.
86 hours and €2,798 of margin. The next similar quote starts from 90 hours.
The hourly cost is set by the company and only admins and back office see it. Luca and Davide see their hours, not the numbers.
The customer invoice is issued by your accounting software or your accountant. Here it is recorded, so you know what is left to invoice and to collect.
The AI writes the quote lines. It takes prices from the request or from the price list, and if a price is missing the line is left to complete.
The quote with AI and the project are prepared in the browser. Calendar, confirmations and hours also work in the app.
If the customer has an account on your platform, they accept the quote online and the answer lands on the document straight away.
Example built on the modules that exist today. Names and figures are made up.
Tell me how you keep track of it today. Thirty minutes, no commitment.
Book 30 minutes2026 Dino Solano · VAT 10312320962 · Milano · All rights reserved