Fulcrum Solutions Let’s talk

The job finishes.
The admin
shouldn’t start.

Calls while you’re on the tools. Quotes after dinner. Invoices on Sunday. We connect the work around the job, so running the business takes less of your evening.

Talk about your working day

For trade businesses with an office, a crew, and too much in between.

Electrical
Call-outs, installations and compliance records.
Plumbing
Urgent jobs, site photos and materials used.
HVAC
Service bookings, equipment and maintenance visits.
Building & renovations
Quotes, variations and subcontractor handovers.
Landscaping
Crew schedules, deliveries and progress claims.

Sound like
your day?

For electricians, plumbers, builders and service crews.

  1. You miss the call while you’re doing the job.

    The phone rings when your hands are full. By the time you call back, the customer may have moved on.

  2. The quote goes out. Then it goes quiet.

    Following up relies on remembering who you sent it to. Good enquiries get buried under the next urgent job.

  3. The paperwork follows you home.

    Photos, job notes and hours are in different places. An invoice means starting from scratch again.

01

Be on the tools.
Still catch the enquiry.

A customer calls while your hands are full. By the time you listen to the voicemail, you still need to find out what they want, where the job is and when to call.

A voice assistant or website enquiry flow can capture those details and put them into a shared record. Give the callback an owner and a next step, so it stays visible when the day gets busy.

A useful brief. A clear follow-up. You take it from there.

02

They said yes.
Stop chasing.
Start the job.

The customer says yes, but the follow-up reminder keeps going. The address, scope and access notes still need to be typed into a diary and texted to the crew.

Connect the quote response to the next step. Stop the reminder, carry the agreed work into the schedule and give the crew the same job details. You confirm who is going and when.

One record that moves with the work.

03

The work is done.
The details are, too.

Invoicing should not start with a search through messages, a camera roll and someone’s memory of Tuesday.

Capture photos, hours and materials against the job as the work happens. Bring those records into invoice preparation in your supported accounting tools, flag what is missing and leave the final check with you.

Less rebuilding the job after you have already finished it.

One job. From first call to final invoice.

We can connect enquiry capture, quotes, scheduling and job records around the same customer. An accepted quote carries its details into the job; completed work gives the office what it needs to prepare the invoice. One team to build the connections and a view that makes sense on your phone.

  1. Catch the enquiry

    A callback with the right details

  2. Follow up the quote

    An owner and a next step

  3. Run the job

    Schedule, notes and photos

  4. Prepare the invoice

    Use the work already recorded

Software, websites and automation.
One team to bring it together.

The phone, the job,
and the paperwork.

One team to connect the office and the crew, around the tools you already use.

Start with a useful first piece. Clear scope, written quote. You own the software and source code we build.

SGD Civil’s actual Plant register, with machines, locations, hours and recorded issues.

SGD Civil

Built for the office.
Built for the crew.

A related build in civil construction: SGD Civil’s own operations platform brings plant, job records and field paperwork together. The office sees the wider picture. The crew have an app shaped around work on site.

Explore the SGD Civil build

Start with one
real working day.

We do the software, the connections and the handover. You bring the part of the day that should be easier.

  1. 01

    Follow a real job.

    From the first enquiry to getting the invoice out. Show us the tools, the workarounds and where someone has to chase.

  2. 02

    Agree the first useful fix.

    Check the connections, decide who approves what and put the build into a clear scope and written quote.

  3. 03

    Try it with the people doing the work.

    Run the handover with your office and crew. Check the awkward cases as well as the straightforward ones.

  4. 04

    Make it part of the day.

    Train the team, hand over the build and agree ongoing support. Connect the next piece when it makes sense.

Which bit comes
home with you?

Tell us where the calls, quotes or paperwork get stuck. We’ll work through the handover with you and find a useful place to start.

Tell us about your business
We already use job software. Do we have to replace it?

Usually the first step is to look at what you already use: job management, accounting, your website and your phone setup. We check the connections those systems actually support, then scope the gaps. A useful first build might connect two existing tools rather than replace either one.

Can we start with just the missed calls or quote follow-ups?

Yes. We trace that part of a real job, agree the handover and build a first piece your team can try. That might be a callback brief with an owner, or a quote follow-up that stops when the customer responds. We can connect the next part when you are ready.

Who approves quotes, booking changes and invoices?

You decide the rules. We agree what can happen automatically and what needs someone to review it. A captured enquiry is not a confirmed booking; an invoice draft is not a sent invoice. Exceptions need a clear owner, so they do not disappear into the system.

Will it actually work for the crew on site?

We design the field screens around the details your crew need to see or record on a phone. We test the workflow with the people using it. If your sites have poor reception, we scope that early: offline support and later syncing depend on the tools and build.

How do we know what it will cost?

We map the first useful piece, check the systems involved and give you a written scope and quote before the build. External software, phone usage and ongoing support are discussed separately, so you can see what the work depends on.

What happens once it is working?

We hand over the workflow, train the people using it and agree how issues and changes will be handled. You own the custom software and source code we build. Support and any later improvements can be scoped around what the business needs.