TMNotes
Capture context, decisions and reminders on any record, visible to the whole team instead of buried in one inbox.
For custom home builders
Keep every change clear and every home profitable.
Save administration time and manage the full customer journey, from first enquiry and estimate through selections, variations, construction and handover.
Built for residential buildersThe expensive problem
Small changes become expensive surprises.
Selections move, clients request changes and the schedule shifts. When approvals and costs live in separate threads, the builder absorbs the gap. Consuite turns each decision into a clear, priced and traceable part of the job.
CRM & lead management
Turn every enquiry into a managed client relationship.
Capture each enquiry, qualify the ones worth pursuing, and follow up on time — then keep the whole client relationship, from first call through selections and variations to handover, in one place instead of a personal inbox.
Capture every enquiry
Website leads, referrals and calls land in one pipeline, not across phones and notebooks.
Qualify and follow up
Budget, block, timeframe and next action are recorded so good leads never go quiet.
One client history
Conversations, quotes, selections and approvals stay attached to the client for life.
Client relationshipThe Whitfield familyReferred by past client · Knockdown rebuild
- Key contact
- James & Anna Whitfield
- Last activity
- 30 Jul · Design consult booked
- Next action
- 2 Aug · Send preliminary estimate
Opportunity pipeline
Hillside custom homeQuoting$1.15mQuote due 6 Aug
Coastal renovationDesign$680kSelections 9 Aug
Acreage new buildNew enquiry$920kQualify 4 Aug
The workflow
From first enquiry to clean handover.
01
Win the right work
Track enquiries, follow-ups, estimates and the path to contract.Quote consistently and follow up on time.
02
Set the job up properly
Carry scope, budget, selections and documents into delivery.Start with one agreed source of truth.
03
Control every change
Price, issue and approve variations before the work disappears into site.Protect margin and client trust.
04
Keep the build moving
Coordinate schedules, updates, claims, defects and handover records.Fewer calls, clearer next actions.
Notes, tasks, comms, documents and locations
Every record carries its own context.
Attach a note, task, message, document or location to any record, then find it from both ends. A task on a project shows under the project and in the assignee's list. Nothing lives in a separate app or a personal inbox.
ProjectRiverstone Villas
Tasks
Notes
Communications
Documents
Locations
Linked records
Open any of these from the project, and jump straight back to the project from any of them.
Tasks
Assign work with owners, due dates and reminders against the exact record it belongs to. Overdue work stands out.
Communications
Log calls, emails and site conversations on the record so the history stays put when someone moves on.
Documents
Store a drawing, quote or approval once, then link it wherever it is needed and open it from either end.
Locations
Tie sites, levels and areas to records so people, work and evidence are always attached to the right place.
Linked records
Connect a project to its client, suppliers, tenders, variations and RFIs, so related work is one click away.
Productivity for every role
Help every role move faster without losing accuracy or accountability.
Owner
Sees leads, active homes, margin, claims and upcoming decisions.
More control without another admin hire.Estimator
Builds detailed estimates and carries the accepted scope into delivery.
No rebuild when the job is won.Supervisor
Checks current plans, tasks, selections and site issues from the job.
Less ambiguity on site.Client-facing team
Issues structured updates, decisions, variations and approvals.
Clients know what changed and what comes next.A simple return
Save time, prevent leakage and create capacity for more productive work.
6 hrsadmin returned each week
Example: one owner and supervisor reduce repeated updates and re-entry.
$2,500change captured
Example: one approved change pays for months of the platform.
1 placefor every client decision
Selections, updates, variations and approvals share a record.
Illustrative examples only. Your results depend on your workflows, team and adoption.
Drill down when you need to
The detail is there. It does not get in the way.
Sales and estimating
Enquiries, client details, follow-up, estimates, scope, budgets, revisions and accepted work in one connected pipeline.
Build and communicate
Schedules, selections, variations, documents, client updates, RFIs, photos, defects and handover actions.
Know the real job position
Budget, supplier commitments, claims, invoices, variation impact and Xero information move with the build.
Start with the workflow your team needs
Starter covers quoting, projects, procurement and direct invoicing. Pro adds CRM, claims, forecasting, project controls, workforce, site operations and reporting. External collaborators remain unlimited.
Move the business without leaving the history behind.
Consuite can configure your workflows, backfill practical history, train each role and connect the systems you still need.
30-minute personalised demo
See your workflow, not a generic product tour.
Tell us how you win work, deliver it and get paid. We will show the relevant Consuite path and where the return comes from.
Built around your commercial, residential or subcontractor workflowBring the owner, estimator, PM or accounts lead who needs to see itClear next steps for plan, implementation and migration
YOUR BUSINESS, YOUR WORKFLOW
Book your Consuite walkthrough
Choose a time that suits. We will ask about your business before the meeting, then focus the demonstration on the work, risks and return that matter to your team.
Pick an available time onlineTell us where work currently slows downInvite the people who need confidence in the decision
Choose a demo timeNo generic sales deck. We use your construction workflow.