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.
Spend more time on productive, paid work by turning an enquiry or tender package into a clear quote, an organised job and an accurate invoice without rebuilding the information.
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.
Productivity for every role
Help every role move faster without losing accuracy or accountability.
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.A simple return
Save time, prevent leakage and create capacity for more productive work.
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.
Drill down when you need to
The detail is there. It does not get in the way.
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 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.