Project Management
Turn a signed quotation into a running project without lifting a pen.
When a client signs a quotation in QuotCraft, you can convert it to a project in one click. Projects organise the work into phases, assign jobs to team members, schedule appointments, and trigger invoices automatically when each phase is marked complete.
Complete bathroom renovation: Laurent
In progress01. Demolition and preparation
02. Plumbing rough-in
03. Tiling and wet room
04. Fixtures and finishing
Phase 03 at 65%. Ready to invoice on completion.
Phase-based work fits how trades operate
Most trade jobs have distinct stages: preparation, materials delivery, installation, testing, finishing. QuotCraft lets you define these phases in the project and schedule them separately. When a phase is done, mark it complete and the invoice goes out automatically.
Team coordination without the confusion
Assign each phase or task to a specific team member. They see their jobs in the mobile app, can log time and expenses on-site, and upload photos. You get a real-time view of what is happening without chasing updates by phone.
Keep cash flow predictable
Phase invoicing means you get paid progressively as the work is done, not in one large amount at the end. QuotCraft tracks what has been invoiced, what is outstanding, and what is due next.
What is included
- Convert signed quotations to projects instantly
- Define work phases with start and end dates
- Assign tasks and appointments to team members
- Track progress and mark phases complete
- Auto-generate invoices when a phase is completed
- Upload site photos and notes per phase
- Monitor time logged against project budget
- Share live progress updates with clients via the portal
No credit card required