Everything from the first call to money in the bank.
Waypoint replaces the spreadsheet, the diary, the group text and the folder in the ute. Here is every part of it, with the screens your team will use.
Estimating built on your own numbers
Your estimator is set up with how your business actually prices, so anyone in the team can produce a quote you would be happy to sign.
- Price lists, labour rates, markups and margins loaded for you
- Assemblies and rules: enter 32 metres of fence and every post, rail and sheet is added
- Measure on site on a phone or tablet, finish it at the office
- Cost, sell price and margin on every line before you send
- Copy a past job and adjust, no starting from scratch
Proposals and e-signing
A proposal that looks like it came from a much bigger business, signed on the client's phone in minutes.
- Your cover photo, scope, inclusions and exclusions
- Optional extras the client can tick to add
- E-signature with name, date and time recorded
- See when it has been opened, so you follow up at the right time
- Accepted quote becomes a job with the deposit invoice ready
Jobs, all in one place
Everything about a job sits on one screen, from the first site visit to the final invoice.
- Scope, contacts, documents, photos and notes together
- Status board from booked to complete, so nothing stalls
- Budget against actual cost as the job runs
- Tasks and checklists for each stage
- A full history of who did what and when
Scheduling and crews
One planner for the whole team. Book the work, see the clashes, and every crew knows where to be.
- Drag and drop planner by crew, person or week
- Leave and clashes shown before you book
- Subcontractors scheduled alongside your own crews
- Deliveries and site visits on the same view
- Changes appear on the crew's phone straight away
The site phone app
Made for gloves, glare and patchy signal. Your crew gets what they need for today and nothing they do not.
- Clock on and off against the job
- Read and sign the SWMS before work starts
- Site diary with photos, weather and delays
- Dockets for hours, plant and materials, signed by the client on site
- Saves on the phone with no signal and syncs when back in range
SWMS and site safety
Safe work method statements that are filled in, read and signed for every job, not left in a folder in the ute.
- SWMS templates for your high risk work, completed per job
- Each worker signs on their phone before starting
- Hazards and toolbox talks recorded on the day
- Every signature kept on the job, ready if anyone asks
Compliance registers
Tickets, licences and inductions in one register, with a nudge before anything runs out.
- Tickets, licences and white cards for every worker, with expiry dates
- Site inductions recorded and linked to the job
- Reminders before anything expires
- See who is cleared to work on which site
- Insurance and subcontractor documents kept on file
HR and payroll export
Your staff records and timesheets in one place, with pay figures ready to send to your payroll system.
- Staff details, emergency contacts and employment records
- Timesheets built from clock on and clock off, approved by a manager
- Leave requests and approvals
- Payroll export for Xero, so the pay run is not retyped
Purchasing with approval limits
Order what the job needs, keep spending under control and see every cost land on the right job.
- Purchase orders raised from the job and sent to your supplier
- Approval limits per person, so big orders go to the right manager
- Supplier bills matched to the order and the job
- Material costs show on the job budget straight away
Contracts and variations
Agree the work properly, then capture every change so you are paid for it.
- Contracts created from the accepted quote with your terms
- Variations priced, sent and signed by the client on their phone
- Signed variations flow into the next claim or invoice
- A clear record of what was agreed, by whom and when
Progress claims and retention
Claim on time, every time, with variations and retention worked out for you.
- Claim by stage or percentage complete against the contract
- Approved variations included automatically
- Retention held and released on the dates you set
- Claimed, paid and outstanding at a glance
Invoicing and card payments
Invoices that go out on time and get paid faster, because paying is one tap for your client.
- Deposit, progress and final invoices from the job in a couple of clicks
- Clients pay by card from the invoice, processed by Stripe
- Reminders sent for you when an invoice is overdue
- Paid invoices marked off and ready for Xero
Cash flow and BAS
The money side sits right next to the work, so you are never guessing how the quarter is going.
- Money in and money out month by month, plus what is owed to you
- Business costs such as fuel, rego and insurance with GST worked out
- Profit per job: quote against actual cost
- BAS figures for each quarter, cash or accrual, exported for Xero
- Untick anything that does not belong before you export
Online bookings
Your own booking page. Clients book themselves into the right amount of time and you stop playing phone tag.
- Your page with your services, prices, photos and colours
- Smart questions set the right length of appointment
- Confirmations with calendar invites, and reminders before the day
- Deposits taken by card when they book
- Trades can let clients book site visits the same way
Client forms and texting
Collect what you need before you arrive and keep clients in the loop without picking up the phone.
- Intake forms and questionnaires sent before the job or appointment
- Answers saved on the client and the job
- On our way messages, job updates and reminders by text
- Messages kept with the client, so the whole team can see them
- Text messages included on every plan
Your branding on everything
Waypoint wears your brand, not ours. Clients see your business on every page they touch.
- Your logo and colours on quotes, proposals, invoices and the booking page
- Your own terms, documents and email wording
- Your services, price lists and job types
- All set up for you before you start
Help and support
Help built into every screen, and real people in Adelaide when you need them.
- Help guides inside Waypoint, right where you are working
- Email the team who built it at info@waypointstudioco.net
- Support can only see your account when you let them in, for a set time, and every visit is logged
- Training for new staff whenever you need it
Xero does the books. Waypoint runs the work that fills them.
Keep Xero. It is excellent accounting software and it is where your BAS gets lodged. Waypoint handles everything before the money lands, then hands Xero clean figures so nothing is typed twice.
See everything Waypoint works with on the Integrations page.
Runs the business day to day
- Leads, bookings and follow ups
- Quotes priced with your own rules
- Jobs, crews, schedule, materials and site paperwork
- Invoices, costs, cash flow and profit per job
- Prepares your BAS figures and payroll export
no retyping
Keeps the books and lodges
- Bank feeds and reconciliation
- BAS lodgement and GST reporting
- Payroll, super and Single Touch Payroll
- Reports for your accountant
See it working on a business like yours.
A 30 minute demo with your own kind of work. No credit card and no obligation.