ExactaPlan

ExactaPlan — Exactly right, every job.

ExactaPlan is the operating system for install and fit-out businesses. Quote, plan, deliver, snag, procure and bill — every job, end to end, in one connected platform.

Most install businesses run on a patchwork: one tool for quoting, another for field service, a spreadsheet for stock, and accounts software that finds out about costs last. Every handoff between them is where time is lost and margin leaks.

ExactaPlan closes the loop:

• Quote — build accurate, line-item quotes from your equipment catalogue, with revisions, proposals and online acceptance

• Plan & deliver — turn quotes into projects, jobs and tasks, worked against real drawings, with crew scheduling and completion certificates

• Snag — capture and close defects on site, and share live progress with clients

• Procure — requests, approvals, purchase orders and goods receipt, with spend tracked back to every project

• Stock — multi-warehouse inventory with serials, stock counts and full movement history

• Bill — supplier invoices and real cost-vs-quote margin, so you always know where you stand

Built for specialist trade and installation contractors — electrical, security, fire & alarm, AV, HVAC, data/networking and general fit-out.

One system, from quote to cash. Know your numbers exactly, on every job.

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