Business Systems Cost Calculator and ROI Estimator

1Choose the documents and joined-up workflow you need

Required dependencyRecommended

Your documents

Choose a document below to continue. Your first selection will reveal the databases and operational dashboards required to produce it.

CustomAdd your own documents

Migrate data

The databases where your data is stored.

Operational dashboards

The systems needed to access your data.

Your documents

The files your systems can generate.

Automate your work

Actions that your systems can do automatically.

Migrate data

The databases where your data is stored.

Operational dashboards

The systems needed to access your data.

CustomAdd your own databases

CustomAdd your own systems

Your documents

The files your systems can generate.

Automate your work

Actions that your systems can do automatically.

CustomAdd your own documents

CustomAdd your own automations

2How much time does the manual creation of the above documents currently take?

Your time is calculated by multiplying the average daily hours by the number of people and 260 working days. The value of that time uses an eight-hour working day and your average day rate, then adds 12 months of software fees.

Average admin time per person per day

The number of people in your team who do this work

Their average day rate

Your current software fees / month

3Choose your level of detail

Choose one option for each below.

− + ++

Databases

Systems

Documents

Automations

Automations are costed separately for each active document, system or database connection. They are defaulted to off because often not absolutely everything needs to be automated. Select in Section 4 which connections you would like each automation to engage.

All

4Fine tune the budget

See and Edit Information Your Way

Every part of moya is designed around your business rather than forcing your team into a fixed software layout. Different people prefer to understand and work with information in different ways, so we normally suggest building multiple dashboards for each type of user. The examples below all use the same underlying editable data—you can change the presentation without creating duplicate records or separate versions.

Invoice ledger

Database

0.5 days · £200

Job status records

Database

0.5 days · £200

Outgoing costs ledger

Database

0.5 days · £200

Possible risks

Database

0.5 days · £200

Quote database

Database

0.5 days · £200

Rate card info

Database

0.5 days · £200

Risk assessment records

Database

0.5 days · £200

Task and to-do records

Database

1 day · £400

Terms And Conditions

Database

0.5 days · £200

User activity log

Database

1 day · £400

Users and access

Database

0.5 days · £200

Website view records

Database

1 day · £400

Accounts - Invoice Tracker

System

1 day · £400

Accounts - Payment Tracker

System

1 day · £400

CRM - Active jobs

System

1 day · £400

CRM - Quote and proposal tracker

System

1 day · £400

Pricing estimator tool

System

2 days · £800

Risk assessment builder

System

2 days · £800

Task manager

System

1 day · £400

Terms And Conditions Editor

System

1 day · £400

Brief

Document

1 day · £400

Invoice

Document

1 day · £400

Quote

Document

2 days · £733

Risk assessment

Document

1 day · £400

Service level agreement

Document

1.5 days · £533

Terms and conditions

Document

1 day · £400

To-do list

Document

1 day · £400

VAT return

Document

1 day · £400

Autofill documents

AUTOMATION THAT CAN BE APPLIED TO DOCUMENTS

0.5 days · £200

Document view notifications

AUTOMATION THAT CAN BE APPLIED TO DOCUMENTS

1 day · £400

E-Signing tool

AUTOMATION THAT CAN BE APPLIED TO DOCUMENTS

1 day · £400

Interactive web based documents

AUTOMATION THAT CAN BE APPLIED TO DOCUMENTS – Required for Document view notifications, E-Signing tool

1 day · £400

Logic flowcharts

AUTOMATION THAT CAN BE APPLIED TO DOCUMENTS

0.5 days · £200

Report / Batch exporter

AUTOMATION THAT CAN BE APPLIED TO DATABASES

0.5 days · £200

Voice and AI intake assistant

AUTOMATION THAT CAN BE APPLIED TO SYSTEMS

0.5 days · £200

Integration

All active connections

1.5 days · £667

Name	Type	Days	Cost	Editable options
Invoice ledger	Database	0.5	£200	Existing Data
Job status records	Database	0.5	£200	Existing Data
Outgoing costs ledger	Database	0.5	£200	Existing Data
Possible risks	Database	0.5	£200	Existing Data
Quote database	Database	0.5	£200	Existing Data
Rate card info	Database	0.5	£200	Existing Data
Risk assessment records	Database	0.5	£200	Existing Data
Task and to-do records	Database	1	£400	Existing Data
Terms And Conditions	Database	0.5	£200	Existing Data
User activity log	Database	1	£400	Existing Data
Users and access	Database	0.5	£200	Existing Data
Website view records	Database	1	£400	Existing Data
Accounts - Invoice Tracker	System	1	£400	Platform Reach Existing System Design Level
Accounts - Payment Tracker	System	1	£400	Platform Reach Existing System Design Level
CRM - Active jobs	System	1	£400	Platform Reach Existing System Design Level
CRM - Quote and proposal tracker	System	1	£400	Platform Reach Existing System Design Level
Pricing estimator tool	System	2	£800	Platform Reach Existing System Design Level
Risk assessment builder	System	2	£800	Platform Reach Existing System Design Level
Task manager	System	1	£400	Platform Reach Existing System Design Level
Terms And Conditions Editor	System	1	£400	Platform Reach Existing System Design Level
Brief	Document	1	£400	Existing Template Design Level
Invoice	Document	1	£400	Existing Template Design Level
Quote	Document	2	£733	Existing Template Design Level
Risk assessment	Document	1	£400	Existing Template Design Level
Service level agreement	Document	1.5	£533	Existing Template Design Level
Terms and conditions	Document	1	£400	Existing Template Design Level
To-do list	Document	1	£400	Existing Template Design Level
VAT return	Document	1	£400	Existing Template Design Level
Autofill documents	Automation	0.5	£200	Automated documents1 selected
Document view notifications	Automation	1	£400	Automated documents2 selected
E-Signing tool	Automation	1	£400	Automated documents2 selected
Interactive web based documents	Automation	1	£400	Automated documents2 selected
Logic flowcharts	Automation	0.5	£200	Automated documents1 selected
Report / Batch exporter	Automation	0.5	£200	Automated databases1 selected
Voice and AI intake assistant	Automation	0.5	£200	Automated systems1 selected
Integration	Connections	1.5	£667	Calculated from active connections

Item name	Type	Days	Cost	Existing Data	Platform Reach	Existing System	Design Level	Existing Template	Apply to Accounts - Invoice Tracker	Apply to Accounts - Payment Tracker	Apply to Brief	Apply to CRM - Active jobs	Apply to CRM - Quote and proposal tracker	Apply to Invoice	Apply to Invoice ledger	Apply to Job status records	Apply to Outgoing costs ledger	Apply to Possible risks	Apply to Pricing estimator tool	Apply to Quote	Apply to Quote database	Apply to Rate card info	Apply to Risk assessment	Apply to Risk assessment builder	Apply to Risk assessment records	Apply to Service level agreement	Apply to Task and to-do records	Apply to Task manager	Apply to Terms And Conditions	Apply to Terms and conditions	Apply to Terms And Conditions Editor	Apply to To-do list	Apply to User activity log	Apply to Users and access	Apply to VAT return	Apply to Website view records
Invoice ledger	Database	0.5	£200		—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—
Job status records	Database	0.5	£200		—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—
Outgoing costs ledger	Database	0.5	£200		—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—
Possible risks	Database	0.5	£200		—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—
Quote database	Database	0.5	£200		—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—
Rate card info	Database	0.5	£200		—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—
Risk assessment records	Database	0.5	£200		—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—
Task and to-do records	Database	1	£400		—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—
Terms And Conditions	Database	0.5	£200		—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—
User activity log	Database	1	£400		—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—
Users and access	Database	0.5	£200		—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—
Website view records	Database	1	£400		—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—
Accounts - Invoice Tracker	System	1	£400	—				—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—
Accounts - Payment Tracker	System	1	£400	—				—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—
CRM - Active jobs	System	1	£400	—				—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—
CRM - Quote and proposal tracker	System	1	£400	—				—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—
Pricing estimator tool	System	2	£800	—				—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—
Risk assessment builder	System	2	£800	—				—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—
Task manager	System	1	£400	—				—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—
Terms And Conditions Editor	System	1	£400	—				—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—
Brief	Document	1	£400	—	—	—			—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—
Invoice	Document	1	£400	—	—	—			—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—
Quote	Document	2	£733	—	—	—			—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—
Risk assessment	Document	1	£400	—	—	—			—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—
Service level agreement	Document	1.5	£533	—	—	—			—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—
Terms and conditions	Document	1	£400	—	—	—			—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—
To-do list	Document	1	£400	—	—	—			—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—
VAT return	Document	1	£400	—	—	—			—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—
Autofill documents	Automation	0.5	£200	—	—	—	—	—	—	—		—	—		—	—	—	—	—		—	—		—	—		—	—	—		—		—	—		—
Document view notifications	Automation	1	£400	—	—	—	—	—	—	—		—	—		—	—	—	—	—		—	—		—	—		—	—	—		—		—	—		—
E-Signing tool	Automation	1	£400	—	—	—	—	—	—	—		—	—		—	—	—	—	—		—	—		—	—		—	—	—		—		—	—		—
Interactive web based documents	Automation	1	£400	—	—	—	—	—	—	—		—	—		—	—	—	—	—		—	—		—	—		—	—	—		—		—	—		—
Logic flowcharts	Automation	0.5	£200	—	—	—	—	—	—	—		—	—		—	—	—	—	—		—	—		—	—		—	—	—		—		—	—		—
Report / Batch exporter	Automation	0.5	£200	—	—	—	—	—	—	—	—	—	—	—					—	—			—	—		—		—		—	—	—			—
Voice and AI intake assistant	Automation	0.5	£200	—	—	—	—	—			—			—	—	—	—	—		—	—	—	—		—	—	—		—	—		—	—	—	—	—
Integration	Connections	1.5	£667	Calculated from active connections

Cost estimate

OT&T example

O'Neill Trees & Timber did not build all of this in one go. The work was delivered in several tranches. We started small by automating their quoting process and organising their existing documents. Once they saw how much time that saved, they added more features and gradually built out the wider system.

See the O'Neill Trees & Timber case study

Item	Days	Cost
Consultation	4.4	£1,767
Understanding how the work happens now, agreeing priorities, gathering requirements and defining what a successful result needs to do.
Invoice ledger	0.2	£67
Job status records	0.2	£67
Outgoing costs ledger	0.2	£67
Possible risks	0.2	£67
Quote database	0.2	£67
Rate card info	0.2	£67
Risk assessment records	0.2	£67
Task and to-do records	0.2	£67
Terms And Conditions	0.2	£67
User activity log	0.2	£67
Users and access	0.2	£67
Website view records	0.2	£67
Accounts - Invoice Tracker	0.1	£33
Accounts - Payment Tracker	0.1	£33
CRM - Active jobs	0.1	£33
CRM - Quote and proposal tracker	0.1	£33
Pricing estimator tool	0.3	£100
Risk assessment builder	0.3	£100
Task manager	0.1	£33
Terms And Conditions Editor	0.1	£33
Brief	0.2	£67
Invoice	0.2	£67
Quote	0.3	£100
Risk assessment	0.2	£67
Service level agreement	0.2	£67
Terms and conditions	0.2	£67
To-do list	0.2	£67
VAT return	0.2	£67
Design	5.6	£2,233
Mapping the workflow, information structure, screens, controls, user journeys and how each part should connect before the build begins.
Invoice ledger	0.2	£67
Job status records	0.2	£67
Outgoing costs ledger	0.2	£67
Possible risks	0.2	£67
Quote database	0.2	£67
Rate card info	0.2	£67
Risk assessment records	0.2	£67
Task and to-do records	0.2	£67
Terms And Conditions	0.2	£67
User activity log	0.2	£67
Users and access	0.2	£67
Website view records	0.2	£67
Accounts - Invoice Tracker	0.1	£33
Accounts - Payment Tracker	0.1	£33
CRM - Active jobs	0.1	£33
CRM - Quote and proposal tracker	0.1	£33
Pricing estimator tool	0.3	£100
Risk assessment builder	0.3	£100
Task manager	0.1	£33
Terms And Conditions Editor	0.1	£33
Brief	0.2	£67
Invoice	0.2	£67
Quote	0.4	£167
Risk assessment	0.2	£67
Service level agreement	0.3	£133
Terms and conditions	0.2	£67
To-do list	0.2	£67
VAT return	0.2	£67
Autofill documents - Quote	0.1	£33
Document view notifications - Risk assessment	0.1	£33
Document view notifications - Service level agreement	0.1	£33
E-Signing tool - Risk assessment	0.1	£33
E-Signing tool - Service level agreement	0.1	£33
Interactive web based documents - Risk assessment	0.1	£33
Interactive web based documents - Service level agreement	0.1	£33
Logic flowcharts - Quote	0.1	£33
Report / Batch exporter - Invoice ledger	0.1	£33
Voice and AI intake assistant - Pricing estimator tool	0.1	£33
Implementation	6.4	£2,567
Building and configuring the databases, dashboards, documents and automations that make up the working system.
Invoice ledger	0.2	£67
Job status records	0.2	£67
Outgoing costs ledger	0.2	£67
Possible risks	0.2	£67
Quote database	0.2	£67
Rate card info	0.2	£67
Risk assessment records	0.2	£67
Task and to-do records	0.3	£133
Terms And Conditions	0.2	£67
User activity log	0.3	£133
Users and access	0.2	£67
Website view records	0.3	£133
Accounts - Invoice Tracker	0.2	£67
Accounts - Payment Tracker	0.2	£67
CRM - Active jobs	0.2	£67
CRM - Quote and proposal tracker	0.2	£67
Pricing estimator tool	0.3	£133
Risk assessment builder	0.3	£133
Task manager	0.2	£67
Terms And Conditions Editor	0.2	£67
Brief	0.2	£67
Invoice	0.2	£67
Quote	0.3	£100
Risk assessment	0.2	£67
Service level agreement	0.2	£67
Terms and conditions	0.2	£67
To-do list	0.2	£67
VAT return	0.2	£67
Autofill documents - Quote	0.1	£33
Document view notifications - Risk assessment	0.1	£33
Document view notifications - Service level agreement	0.1	£33
E-Signing tool - Risk assessment	0.1	£33
E-Signing tool - Service level agreement	0.1	£33
Interactive web based documents - Risk assessment	0.1	£33
Interactive web based documents - Service level agreement	0.1	£33
Logic flowcharts - Quote	0.1	£33
Report / Batch exporter - Invoice ledger	0.1	£33
Voice and AI intake assistant - Pricing estimator tool	0.1	£33
Integration	1.7	£667
Connecting the selected items so information can move between them without duplicate entry or manual handovers. Each line below shows the single fixed allowance added for one active connection.
Autofill documents – Quote	0.2	£67
Document view notifications – Service level agreement	0.2	£67
Document view notifications – Risk assessment	0.2	£67
E-Signing tool – Service level agreement	0.2	£67
E-Signing tool – Risk assessment	0.2	£67
Interactive web based documents – Service level agreement	0.2	£67
Interactive web based documents – Risk assessment	0.2	£67
Logic flowcharts – Quote	0.2	£67
Report / Batch exporter – Invoice ledger	0.2	£67
Voice and AI intake assistant – Pricing estimator tool	0.2	£67
Testing	4.3	£1,700
Checking calculations, permissions, data handling, screen behaviour, outputs and complete workflows against realistic scenarios.
Task and to-do records	0.2	£67
User activity log	0.2	£67
Website view records	0.2	£67
Accounts - Invoice Tracker	0.2	£67
Accounts - Payment Tracker	0.2	£67
CRM - Active jobs	0.2	£67
CRM - Quote and proposal tracker	0.2	£67
Pricing estimator tool	0.3	£100
Risk assessment builder	0.3	£100
Task manager	0.2	£67
Terms And Conditions Editor	0.2	£67
Brief	0.2	£67
Invoice	0.2	£67
Quote	0.3	£100
Risk assessment	0.2	£67
Service level agreement	0.2	£67
Terms and conditions	0.2	£67
To-do list	0.2	£67
VAT return	0.2	£67
Autofill documents - Quote	0.1	£33
Document view notifications - Risk assessment	0.1	£33
Document view notifications - Service level agreement	0.1	£33
E-Signing tool - Risk assessment	0.1	£33
E-Signing tool - Service level agreement	0.1	£33
Interactive web based documents - Risk assessment	0.1	£33
Interactive web based documents - Service level agreement	0.1	£33
Logic flowcharts - Quote	0.1	£33
Report / Batch exporter - Invoice ledger	0.1	£33
Voice and AI intake assistant - Pricing estimator tool	0.1	£33
Bug fixing	4.9	£1,967
Resolving defects and unexpected behaviour found during testing so the agreed workflow operates reliably.
Task and to-do records	0.2	£67
User activity log	0.2	£67
Website view records	0.2	£67
Accounts - Invoice Tracker	0.3	£100
Accounts - Payment Tracker	0.3	£100
CRM - Active jobs	0.3	£100
CRM - Quote and proposal tracker	0.3	£100
Pricing estimator tool	0.3	£133
Risk assessment builder	0.3	£133
Task manager	0.3	£100
Terms And Conditions Editor	0.3	£100
Brief	0.2	£67
Invoice	0.2	£67
Quote	0.3	£100
Risk assessment	0.2	£67
Service level agreement	0.2	£67
Terms and conditions	0.2	£67
To-do list	0.2	£67
VAT return	0.2	£67
Autofill documents - Quote	0.1	£33
Document view notifications - Risk assessment	0.1	£33
Document view notifications - Service level agreement	0.1	£33
E-Signing tool - Risk assessment	0.1	£33
E-Signing tool - Service level agreement	0.1	£33
Interactive web based documents - Risk assessment	0.1	£33
Interactive web based documents - Service level agreement	0.1	£33
Logic flowcharts - Quote	0.1	£33
Report / Batch exporter - Invoice ledger	0.1	£33
Voice and AI intake assistant - Pricing estimator tool	0.1	£33
Feedback / revisions	4.3	£1,700
Reviewing the working build with you and applying the agreed refinements, wording changes and practical improvements.
Accounts - Invoice Tracker	0.2	£67
Accounts - Payment Tracker	0.2	£67
CRM - Active jobs	0.2	£67
CRM - Quote and proposal tracker	0.2	£67
Pricing estimator tool	0.3	£133
Risk assessment builder	0.3	£133
Task manager	0.2	£67
Terms And Conditions Editor	0.2	£67
Brief	0.2	£67
Invoice	0.2	£67
Quote	0.4	£167
Risk assessment	0.2	£67
Service level agreement	0.3	£133
Terms and conditions	0.2	£67
To-do list	0.2	£67
VAT return	0.2	£67
Autofill documents - Quote	0.1	£33
Document view notifications - Risk assessment	0.1	£33
Document view notifications - Service level agreement	0.1	£33
E-Signing tool - Risk assessment	0.1	£33
E-Signing tool - Service level agreement	0.1	£33
Interactive web based documents - Risk assessment	0.1	£33
Interactive web based documents - Service level agreement	0.1	£33
Logic flowcharts - Quote	0.1	£33
Report / Batch exporter - Invoice ledger	0.1	£33
Voice and AI intake assistant - Pricing estimator tool	0.1	£33
Training / handover	1.8	£733
Preparing guidance, demonstrating the finished system and making sure the people using or managing it know how it works.
Accounts - Invoice Tracker	0.1	£33
Accounts - Payment Tracker	0.1	£33
CRM - Active jobs	0.1	£33
CRM - Quote and proposal tracker	0.1	£33
Pricing estimator tool	0.3	£100
Risk assessment builder	0.3	£100
Task manager	0.1	£33
Terms And Conditions Editor	0.1	£33
Autofill documents - Quote	0.1	£33
Document view notifications - Risk assessment	0.1	£33
Document view notifications - Service level agreement	0.1	£33
E-Signing tool - Risk assessment	0.1	£33
E-Signing tool - Service level agreement	0.1	£33
Interactive web based documents - Risk assessment	0.1	£33
Interactive web based documents - Service level agreement	0.1	£33
Logic flowcharts - Quote	0.1	£33
Report / Batch exporter - Invoice ledger	0.1	£33
Voice and AI intake assistant - Pricing estimator tool	0.1	£33
Total	33.3	£13,333
+ vat

Introductory offer25% discount

For a limited introductory period, your full estimate is reduced from ~~£13,333~~ to £10,000

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Next step

Turn this estimate into a practical plan

This is a rough initial estimate based on the options selected. Book a consultation day and we can properly map your current processes, identify the most valuable improvements, agree what should be built first and produce a realistic phased plan.

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Send the estimate with a few details. It will be saved first, and you will receive a link you can use to return to it.

Your name

Email address

Company

Phone

How can we help?

I'd like help planning and building the exact items selected in this estimate.

My selected requirements are:

- Databases: Users and access, User activity log, Job status records, Quote database, Invoice ledger, Rate card info, Risk assessment records, Possible risks, Terms And Conditions, Task and to-do records, Outgoing costs ledger, Website view records
- Systems: CRM - Active jobs, CRM - Quote and proposal tracker, Accounts - Invoice Tracker, Pricing estimator tool, Risk assessment builder, Terms And Conditions Editor, Task manager, Accounts - Payment Tracker
- Documents: Brief, Invoice, Quote, Risk assessment, Service level agreement, Terms and conditions, To-do list, VAT return
- Automations: Logic flowcharts, Autofill documents, Document view notifications, Interactive web based documents, E-Signing tool, Report / Batch exporter, Voice and AI intake assistant

The current estimate for these selections is 33.3 days at £13,333.

Please review these selections with me, confirm how they should connect, and recommend the best next steps.

Your documents

Migrate data

Operational dashboards

Your documents

Automate your work

Migrate data

Operational dashboards

Your documents

Automate your work

Databases

Systems

Documents

Automations

All

See and Edit Information Your Way

Invoice ledger

Job status records

Outgoing costs ledger

Possible risks

Quote database

Rate card info

Risk assessment records

Task and to-do records

Terms And Conditions

User activity log

Users and access

Website view records

Accounts - Invoice Tracker

Accounts - Payment Tracker

CRM - Active jobs

CRM - Quote and proposal tracker

Pricing estimator tool

Risk assessment builder

Task manager

Terms And Conditions Editor

Brief

Invoice

Quote

Risk assessment

Service level agreement

Terms and conditions

To-do list

VAT return

Autofill documents

Document view notifications

E-Signing tool

Interactive web based documents

Logic flowcharts

Report / Batch exporter

Voice and AI intake assistant

Integration

Cost estimate

Turn this estimate into a practical plan

Thanks for sending your estimate

Discuss your estimate