How the work moves

From the first enquiry to the money landing.

Five stages, in the order they happen. Each one hands its work to the next, so the stage after it starts with something rather than nothing.

A signed deal, priced from the catalogue.

Quote

Build the proposal from your service catalogue so the prices are the ones you meant to charge. The customer signs it in the browser, the signed copy files itself against their record, and the deal moves without anybody dragging a card.

A booked job with a form attached.

Schedule and dispatch

Plan the round on a drag-and-drop board. The engineer opens their phone and finds the address, what has gone wrong there before, and the form they are supposed to fill in. They sign the job off on site and it comes back ready to invoice.

The project board, showing tasks grouped by status.

Logged time against a contract.

Support and resolve

Tickets arrive by email or through the portal and land in queues you have defined. Statuses are yours to name and to give behaviour to. The SLA clock stops while you are waiting on the customer, and starts again when they reply.

The helpdesk ticket queue, showing open tickets with their status, priority, contact and assignee.

A paid invoice and a real cost.

Invoice and get paid

The costs are already on the job, so the invoice is mostly written before you open it. Send it, take payment by card or bank through Stripe, and let the unpaid ones chase themselves. Retainers bill on the day you set and tell you when the hours are nearly gone.

An invoice detail view showing line items, VAT, payment history and who will receive it.

A margin figure you can click into.

See where you are

One date range across the helpdesk, jobs, billing, SLA and customer satisfaction at once. The margin is calculated from the same costs you invoiced, so the reports and the bank account tend to agree.

The Concorbit dashboard, showing pipeline value, won revenue, active contacts and recent activity.

It goes out under your brand

The documents that leave the platform are yours, not ours. A document theme sets your colours, your type and your cover treatment once, and proposals and invoice PDFs render from it: the page your customer reads, the PDF they download and the copy they sign are one design.

When a document goes out, its appearance is frozen with it. Redesign the theme next month and the documents your customers already hold keep the look they went out with.

Send yourself a proposal, change the theme, and open the proposal again.

Rules for the boring parts.

Workflows do the things you would otherwise remember to do: chase the unsigned proposal, warn you at eighty per cent of a retainer, put the right engineer on the right kind of job. Every run is logged, so when something odd happens you can read what it did and why.

Connects to what you already run.

Not a marketplace of half-finished connectors. A short list of the systems an operations business actually runs, wired to the one record.

Microsoft 365
Identity, mail and per-tenant backup.
Stripe
Card and bank payments, in and out.
Xero
Your invoices pushed to the ledger.
QuickBooks
Invoices reconciled against the books.
Autotask
Read your PSA while you migrate across.
UniFi
Site Manager and self-hosted controllers.
Psono
Vault secrets mirrored across.
BookStack
Books and chapters, published as docs.

Bring a job you lost money on and we will run it through.