TMNotes
Capture context, decisions and reminders on any record, visible to the whole team instead of buried in one inbox.
For project trade contractors
Quote faster. Run the job. Invoice without the chase.
Turn a builder's package into a quote, the quote into a job and the job into an invoice, without typing it all in again.
Built for subcontractorsThe expensive problem
Quoting steals time from paid work.
Packages arrive in different formats, supplier prices sit in email and last week’s quote is hard to reuse. Consuite gives the trade business one repeatable path from scope and price to job and invoice.
CRM & lead management
Keep every builder relationship and tender invitation moving.
Track the head contractors, estimators and project managers who send you work, keep repeat-client history in one place, and qualify each package before pricing, so your quoting time goes to the invitations worth winning.
Know the people behind the package
Builder contacts, past jobs, conversations and working preferences stay together.
Qualify before pricing
Fit, value, location, due date and bid decision are recorded before you spend estimator time.
Follow through to won work
Reminders, submissions and decisions tracked, then a won package carried into the live job.
Client relationshipAxis CommercialRepeat builder · 7 completed packages
- Key contact
- Daniel Price · Senior Estimator
- Last activity
- 30 Jul · Tender invitation received
- Next action
- 1 Aug · Confirm scope gaps
Opportunity pipeline
Riverside services packageQuoting$284kDue 7 Aug
Airport amenities fitoutQualified$162kSite walk 3 Aug
Northbank servicesNurture$410kFollow up 12 Aug
The workflow
Quote to invoice, without starting over.
01
Capture the opportunity
Keep every enquiry, package, due date and follow-up together.Nothing good goes cold in the inbox.
02
Build the quote
Reuse rates, labour, materials, supplier prices and proven scope.Send a cleaner quote in less time.
03
Run the work
Carry scope, documents, labour, site records and changes into the job.The crew works from the priced scope.
04
Invoice accurately
Turn completed work and approved changes into invoices and Xero records.Bill sooner with better backup.
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.
By role
What changes for each person on the team.
Estimator
Builds repeatable quotes from rates, supplier pricing and prior work.
More quotes out, with margin intact.Operations
Plans active work, labour, dates, documents and site requirements.
Crews arrive ready for the package.Foreperson
Records time, progress, issues and changes against the live job.
Site evidence is ready when accounts needs it.Accounts
Creates invoices from completed work and approved changes.
Faster billing and fewer disputes.Rough maths
Where the time and money come back.
3 morequotes sent each week
Example: reusable scope and rates shorten repetitive pricing work.
1 dayearlier invoicing
Example: site records reach accounts without a manual handover.
Enter oncefrom quote to job
Accepted scope and price become the live delivery record.
Illustrative examples only. Your results depend on your workflows, team and adoption.
More detail
What is included
Pipeline and quoting
Enquiries, tender invitations, reminders, scope templates, supplier pricing, labour, markup, quote revisions and professional issue.
Delivery and labour
Jobs, schedules, documents, site notes, changes, timesheets, cost codes, crew records and compliance details.
Billing and Xero
Invoices, outstanding amounts, job cost, supporting records and two-way accounting workflows without double entry.
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 demo
A half-hour call about your jobs.
Tell us how you quote, run and bill a job today. We will show you the same job in Consuite and give you a straight answer on price and setup.
Commercial, residential or trade, we show the parts you would useBring the owner, estimator, PM or accounts person who would use itYou leave knowing which plan fits and what setup costs
PICK A TIME
Book your Consuite walkthrough
Pick a time that suits. We ask a couple of questions about your business first, so the call is about your work and not a slide deck.
Pick an available time onlineTell us where jobs currently get stuckInvite anyone else who needs to see it
Choose a demo timeNo slide deck. Just your jobs.