From opportunity to site
Tenders & projects
Keep a record of the work you are pursuing and the work you are delivering. Projects are included in Starter, Professional and Enterprise; the tender register is available on Professional and Enterprise.
Follow the tender
Record opportunities with closing dates, values, stages and next actions. Keep the pipeline visible to your team.
Set up the project
Create a project with its client, location, dates and status. A tender can be converted into a linked project for delivery planning.
See plant allocation
See which machines are allocated to each project alongside their equipment records. Your team still makes the allocation decisions.
Available today: Explore the tender-to-allocation sequence using made-up records in the product tour.