Plan the work
Prepare a line-by-line scope estimate
Give renovation jobs a structured trail from initial scope through follow-up visits and invoicing. Keep customers informed with accurate records rather than piecing them together after the work.
← All industriesScope estimates, progress photos and scheduled work visits.
Prepare a line-by-line scope estimate
Keep photographs and internal notes associated with the job
Schedule the next site visit and record completed work
Every job is linked to an organisation and its customer records. The team works inside a permission-controlled workspace, while billing reflects the services actually performed.
Available through a responsive web browser, including mobile devices. The installable PWA is not a substitute for fully offline-native apps.
Different services have different records, visits and billing needs. Here are examples of how to organise the work.
Start with an accurate customer and site record, then define what success looks like.
Make clear assignments, scheduled visits and equipment or access instructions.
Finish with recorded service evidence and itemised financial follow-up.
Use this checklist as a planning reference. Adjust it to your trade, local regulations, workplace safety rules and the customer's agreed scope.
Start with a free browser-based estimate or invoice, or use the connected business workspace to link work directly to a client and job.
Accepted estimates can be converted into invoices in the web workspace. Construction change-order approval workflows remain a future enhancement.
Staff can access role-appropriate jobs, assigned visits, customer history and permitted financial workflows in the ZelvotriX web app.
You can update the related job and create revised documents; a legally binding change-order approval workflow is not yet included.
No. Quantities and room measurements are entered manually.
Keep your people, customers and work moving on one platform.