Custom business systems, built around how you work.
We build custom software to simplify manual processes in your business. That could mean managing quotes, jobs and invoices, or replacing a repetitive task that takes up too much of your day. We plan it with you, build it in stages and hand it over in your name.
Most businesses grow on whatever tools were to hand at the start. A custom system is worth a conversation when a few of these sound familiar.
You are struggling to keep up with invoices and who has paid.
Too much of the week goes on copying, checking and chasing.
Customers keep asking where things are up to.
Jobs, quotes or orders slip through the gaps because nobody can see them all.
The business is growing, and so is the paperwork.
What we can build.
These are examples of what we can build. If your business works differently, we can plan a system around that.
InvoicesNew
INV-014Part paidPaid
INV-013Due
INV-012Paid
INV-011Paid
Payment recorded
01
Invoicing and payments
Numbered invoices, part payments and a clear view of what is owed.
Numbered invoices made from your own records
Part payments recorded as they come in
One list of what is owed, and by whom
HB
Enquiry received
Quote sent
Follow-up booked
02
Customer records (CRM)
Every customer, conversation and follow-up in one place.
A record for every customer and contact
Calls, emails and notes in one timeline
Reminders when a follow-up is due
Your portal
Your next step
Review
03
Client portals
A private login where each customer sees their own work, files and next step.
A private login for each customer
Files, invoices and progress in one place
One clear next step, so customers know what to do
QuoteQ-208
Total
Accepted
Job created
04
Quotes and estimates
Quotes built from your own prices, ready to turn into a job when accepted.
Quotes built from your own price list
Accepted quotes turned into jobs
A record of every quote you have sent
Send
JMApproved
05
Forms and approvals
Paper forms and email chains replaced by one form that reaches the right person.
Online forms in place of paper and email
Each form sent to the right person
A record of who approved what, and when
Enquiry1
Active2
Done3
Done0
06
Job and project tracking
Every job’s stage at a glance, from first enquiry to sign-off.
Every job on one board, by stage
Jobs moved on as the work progresses
A clear view of what is due next
StockLive
Reorder sent
07
Stock and orders
Stock levels, suppliers and orders kept in one record.
Stock levels updated as orders go out
A warning when an item runs low
Supplier details and orders kept together
This weekMon to Fri
08
Reports and dashboards
The figures you check every week on one screen, without copying them out.
Your weekly figures on one screen
Figures taken from the system, not copied out
Totals by week, month or customer
Need bookings, memberships or payments on your website? Those are part of our bespoke websites.
Our own system, from both sides.
We built a client portal to run our own projects. We see what needs doing today, and each customer sees their own project and their next step.
Overview
Every day starts with one list of changes to action and setup tasks to check, beside a board showing where every project is up to.
Customer
Each customer sees where their project is up to, the one thing they need to do now and their invoices.
Feedback
Customers leave notes page by page in a private draft, then send them together. We receive one round of changes instead of a trail of emails.
Setup
Domains, email and accounts are set up in the customer’s name. Each task has a step-by-step guide, and we check it off when it is done.
How it works
How a custom system project runs.
1.
Talk it through.
Tell us how work moves through your business now, and where it gets stuck.
ConversationYour businessYour customersWhat the system needs
Project notes
2.
Agree the plan.
We map the system with you, then put the approach, project plan and price in writing before any work begins.
Agreed plan
Screens & features
Data & connections
Build stages
In writingClear price
✓Plan agreed
3.
Build in stages.
You try each part as it is built, so it fits the way your team works.
wdsw.build
Built & tested
4.
Hand it over.
You get step-by-step written guides, and the accounts it runs on are in your name.
Your system
Ready to launch✓ Accounts in your name✓ Final checks✓ Handover complete
→Your system
Questions about custom systems.
Choose a question. Anything not covered here, ask on WhatsApp.
It depends on what the system needs to do. Once we have talked it through, we put the approach, project plan and price in writing before any work starts.
That depends on the size of the system. Your project plan sets out each stage and what you will be able to try at the end of it.
The domain and the agreed service accounts the system runs on are set up in your name, and your data stays yours.
Most systems need hosting and a database. Many of these services have free plans, and larger systems may need a paid monthly plan. The client portal we built for ourselves runs entirely on free plans, with no monthly costs.
Often, yes. If a tool you rely on, such as your accounting software or email platform, can share its data, we can plan the system around it. We check this before the plan is agreed.
New features can be planned and added later as a separate piece of work, quoted in writing like the first.
No. A system can stand on its own or sit alongside a new or existing website.
How much does a custom system cost?
It depends on what the system needs to do. Once we have talked it through, we put the approach, project plan and price in writing before any work starts.
Tell us how your business works.
Describe the jobs, customers and paperwork you juggle now. We will suggest what a system could do, then confirm the plan and price in writing.
