How long does the baseline take?

About 10–15 minutes. You’ll get a score by category and a digital snapshot with your top 3 recommended actions.

We already use a job management app will this still help?

Yes. The Digital Index looks across quoting, invoicing, scheduling, safety, marketing and security. You’ll spot gaps and quick wins even if you already have a tool.

Do you integrate with our accounting?

You keep your accounting where it is. We focus on the practices that reduce admin and improve cashflow; your actions include how to link quotes, invoices and payments cleanly.

Is this only for bigger firms?

No. It’s designed for sole traders up to 50-person teams. The baseline adapts and you can invite your team on Premium when you’re ready.

Can I share the results?

Yes. You can download a branded digital snapshot on Free, and on Premium you’ll get trend charts, pulses and exports.

Win more jobs. Do less admin.
Know your digital score.

For builders, electricians, plumbers, decorators and contractors. Take a short survey and get a free digital snapshot showing where you stand and the three quickest actions to improve quoting, scheduling, payments, safety and local marketing.

Get your free snapshot How it works

• No credit card required
• 10–15 minutes
• Benchmarked vs UK SMEs
• Clear next actions

Construction & trades digital maturity snapshot and actions

Faster quoting & invoicing

Standardise quotes, reduce errors, and get paid sooner with deposit links and mobile payments.

Scheduling that sticks

Right job, right team, right time. Reduce no-shows and callbacks with confirmations and job checklists.

On-site photos & forms

Capture evidence, snag lists and signatures from the job, stored centrally and searchable.

Safety & compliance

Digital RAMS, certificates, toolbox talks and audit trails that are easy to retrieve.

Reviews & local leads

Boost your Google Business Profile, collect reviews and show real job photos to win work.

Security basics

Password manager + MFA, device backup and simple policies to protect cashflow and reputation.

What you’ll fix first

Your snapshot prioritises actions that cut admin and increase booked work. Typical first wins:

Field service platform

Adopt a light job management tool (e.g., Jobber, Tradify, ServiceM8, Fergus) for jobs, quotes, invoices and scheduling.

Quote → invoice flow

Use templates, deposits and one-click online payment. Reduce time-to-cash by 3–10 days.

Google Business Profile

Complete categories, service areas and hours. Add before/after photos and collect a review after each job.

On-site capture

Standard photo sets and digital forms (H&S, sign-off, warranty) saved to the job record automatically.

Team comms

Move from scattered WhatsApp threads to a shared channel (Teams/Slack) with job-linked messages.

Security quick wins

MFA on email/accounting, shared vault for team logins, automatic device backups.

See features and benchmarks for details.

“Quoting and invoicing used to take us evenings. After the snapshot, we standardised our flow and started taking card payments - cashflow improved in a fortnight.”

Owner-operator, Electrical contractor (6 engineers)

FAQs

How long does the baseline take?: About 10–15 minutes. You’ll get a score by category and a digital snapshot with your top 3 recommended actions.
We already use a job management app will this still help?: Yes. The Digital Index looks across quoting, invoicing, scheduling, safety, marketing and security. You’ll spot gaps and quick wins even if you already have a tool.
Do you integrate with our accounting?: You keep your accounting where it is. We focus on the practices that reduce admin and improve cashflow; your actions include how to link quotes, invoices and payments cleanly.
Is this only for bigger firms?: No. It’s designed for sole traders up to 50-person teams. The baseline adapts and you can invite your team on Premium when you’re ready.
Can I share the results?: Yes. You can download a branded digital snapshot on Free, and on Premium you’ll get trend charts, pulses and exports.

Start free baseline

Win more jobs. Do less admin. Know your digital score.