Staff training portals
Courses on a phone, a quiz to pass, and a certificate with a name and a date for the insurer.
What we build
Software shaped around how your business already works.
Portals for your customers, tools for your staff, and the reports everyone keeps asking for. Six kinds of software, each already running in a real business, so your project starts well past the blank page.
Real screens from the sample accounts of software we built: a client portal, a boutique dashboard, a builder's schedule and a site walk on a phone.
6
kinds of software we build again and again
3
businesses running every day on what we built
4
languages on one customer booking page
30
or so reports in one system, each with its own date range and download
Jump to one
1 of 6
Customer portals
Your customers see what is happening, without ringing you.
A private place for each customer: their jobs, their files, their bookings, what they owe. They sign in, or open a private link with no password to remember. They see their own records and nothing else.
Typical starting price
From $12,000
Usually built as: one tool that fixes one job in your business. One fixed price, in writing, before anything starts.
Proposed prices in Canadian dollars. See all prices on the pricing page.
Their own page only.
Each customer sees their records and nobody else's. You decide what shows and what stays private.
Send what we need.
One link with a list of documents to send. They tick "I do not have this" instead of going quiet.
Progress they can follow.
Where the job has got to, the latest photos, the next date.
Invoices and quotes in one place.
They open, sign and pay without a phone call.
Real screens from sample accounts: a client compliance portal on the desktop, and a traveller's trip page on the phone.
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Booking and scheduling
A calendar that will not double-book by accident.
Customers book themselves in, offered only the times your rooms, staff and opening hours really have free. Take a deposit by card when they book. Confirmations and reminders go out on their own.
Typical starting price
From $9,500
Usually built as: a shop or clinic site with a real booking button. One fixed price, in writing, before anything starts.
Proposed prices in Canadian dollars. See all prices on the pricing page.
Book online, pay a deposit.
The deposit is taken by card and comes off what they buy.
By room or by person.
A two-hour appointment looks like two hours, so nobody books into a gap that is not there.
Your rules, enforced.
Minimum notice, gaps between appointments, and bookings that need your approval first.
Emails that go out on their own.
Confirmation, reminder and follow-up, in your words.
RingUps, a sample day: the boutique's day by fitting room, and the booking page a bride sees on her phone.
Already running inRingUps
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Field and phone apps
Filled in once, at the job, on a phone.
Inspections, checklists, site walks and job updates on a phone or tablet. It opens in the browser, so there is nothing to install from an app store. Answers and photos save on the device as you go, so a dead zone or a closed tab loses nothing.
Typical starting price
From $12,000
Usually built as: one tool that fixes one job in your business. One fixed price, in writing, before anything starts.
Or ready-made: Site forms$3,900 to set up, then $290 a month. About two weeks to fit.Proposed prices in Canadian dollars. See all prices on the pricing page.
Works where the signal does not.
Answers and photos are kept on the phone. Photos finish sending when the bars come back.
Signed and dated.
Every finished form carries who filled it in and when, and prints as a clean PDF.
In walking order.
A site walk sorted by where you are standing, not by question number.
Four buttons and a camera.
A trade marks where the job is up to and adds a photo. That is the whole thing.
Sending a finished form needs a connection. Nothing typed is lost while you wait for one.
Site walk, scored on the spot
A trade updates the job
Only their own jobs
Real phone screens: a scored site walk from the compliance console, and the BuildTrack trade app.
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Quotes, payments and accounting
Quote, signed, paid, and in your books.
Send a quote from your own system. The customer reads it, signs it, and pays by card from the same page. The sale posts to QuickBooks, with the tax worked out to the cent.
Typical starting price
From $12,000
Usually built as: one tool that fixes one job in your business. One fixed price, in writing, before anything starts.
Proposed prices in Canadian dollars. See all prices on the pricing page.
One page for the customer.
Quote, signature and card payment, with no phone call.
Follow-ups on a schedule.
A quote that has gone quiet gets a reminder, never two in a row too close together.
Posted to QuickBooks.
Customer, items and tax, without retyping.
Deposits counted properly.
Money taken up front is held as money owed until the work is delivered.
QuickBooks posting is proven for GST provinces. In an HST province we test it on your books before launch.
A sample proposal the client signs and pays in one go, in front of the RingUps payments ledger.
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Dashboards and reports
The numbers you check every Monday, and the report someone else asked for.
The lender's package, the insurer's training record, the board's report. Each of those used to be a folder and an afternoon. Now each is a button, and what you download always matches the screen.
Typical starting price
From $12,000
Usually built as: one tool that fixes one job in your business. One fixed price, in writing, before anything starts.
Proposed prices in Canadian dollars. See all prices on the pricing page.
Monday at a glance.
What is due, what is late, what is waiting on somebody.
Reports that print properly.
A cover, a one-page summary, the detail, and a plan.
The download matches the screen.
Both come from the same figures, so they cannot disagree.
An empty figure says so.
A number nobody entered is shown as missing, never as zero.
A scored assessment from the compliance console, with a BuildTrack lender draw package printed in front.
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AI that does the paperwork
A first draft in minutes. A person signs it off.
It reads the documents you upload and writes the first draft: an assessment answer, a reply to a client email, a trip plan. Every draft shows where it came from. Where it cannot find the words in your own files, it stops and hands the question to a person.
Typical starting price
From $12,000
Usually built as: one tool that fixes one job in your business. One fixed price, in writing, before anything starts.
Or ready-made: Bid sheet$4,500 to set up, then $290 a month. About three weeks to fit.Proposed prices in Canadian dollars. See all prices on the pricing page.
It shows its working.
Each drafted line points at the file, the words and the page it came from.
No quote, no answer.
If nothing in your documents backs it up, it says so instead of guessing.
Reads what you upload.
Supplier confirmations, quotes and PDFs become a draft you check before anything is saved.
Nothing sends itself.
A person reads and approves every draft before it reaches a customer.
What you upload
Ladder inspection log.pdf14 pages
Toolbox talks, spring.pdf22 pages
Orientation checklist.docx3 pages
Site photos, June.zip48 photos
What it drafts for you to check
Are ladders inspected before use?
DraftYes. Ladders are inspected before each use, and the check is logged on the weekly sheet.
Source: Ladder inspection log.pdf, page 2."Each ladder is inspected prior to use."
A person approves before it is savedApprove
Is fall arrest gear inspected yearly?
Needs a personNo matching document, so nothing was written.
An illustration of how the drafting works: uploads on the left, a draft that quotes its source on the right.
Also built
And the pieces that come up again and again.
A sales pipeline that reads your inbox
Every enquiry on a board by stage, pulled from your email, with renewals that come round on their own.
Step 3 of 7About 6 minutes left
Do any of your crews work at height?
YesNo
Drop your current procedure here, if you have one
Intake questionnaires
A form that asks the right next question, takes uploads, and saves a fortnight of back and forth.
Heating and cooling, fitted properly the first time.
Book a visitSend an enquiry
NamePhoneWhat do you need?Saved, even if email failsWebsites and online stores
Pages that tell people what you do, an enquiry form that cannot lose a message, and checkout when you sell online.
Underneath every one
The parts nobody shows in a demo.
Yours from day one.
Your software runs in accounts in your business's name.
Backed up every night.
A copy is taken every night.
A button on every screen.
Whoever finds a problem circles it and sends it, with the page attached.
Ordinary tools.
Any good developer could pick it up and carry on.
Not sure which of these you need?
That is the normal place to start. Tell us what goes wrong in your week and we will tell you what to build, or what to buy instead.