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The work behind the build

Everything a building business runs on. In one job.

From the first enquiry to the final progress claim — here's every tool, with real screens and the documents it produces.

CRM & sales

Turn enquiries into signed jobs

A pipeline built around how builders sell: site visit, estimate, tender issued, contract pending.

  • Pipeline with weighted forecast

    Drag opportunities between your stages; each stage carries a probability so the forecast is honest.

  • Activities and follow-ups

    Calls, emails, site visits and follow-ups logged against the deal; due follow-ups surface on the dashboard.

  • Lead projects

    Start estimating before the deal is won. Client, site address and notes carry into the project; nothing is re-typed.

  • Contacts with ABN lookup

    One directory for owners, subbies, suppliers and consultants, validated against the Australian Business Register.

CRM pipeline board with opportunities in Enquiry, Site visit, Estimating and Tender issued columns

Estimating & tenders

Price the job once, reuse it everywhere

From a template-generated estimate to a frozen tender, with the same number on every document.

  • Formula-driven estimate templates

    Quantities computed from built-up area, storeys and constants against your rate library; regenerate when the plan changes without losing manual lines.

  • Inclusion packages and tiers

    Essentials, Gold, Turnkey — priced bundles whose items name the brand and range, with fixed-price or POA upgrades and single/double-storey conditions.

  • PS / PC allowances and selections

    Provisional sums and prime cost items with allowances; client selections and over/unders raise a draft variation in one click.

  • Discounts and promotions

    Named, client-facing discount lines applied last on the GST-inclusive price and printed on every client document.

  • Client proposal

    The estimate through a privacy filter: descriptions and summary prices, never rates or margins. Hide stage totals per stage.

  • Tender Builder

    Numbered, hashed, immutable tender revisions with sections, site assumptions, allowances, deposit and validity dates, and a signature block for every owner.

Scope & Estimate workspace with stages, commercial adjustments and discount lines
Estimating & tenders PDF generated by Mero Build

Contracts, variations & claims

From contract to paid, without leaving the job

The documents Sydney builders actually issue — CV, CCV, PCC, tax invoice — generated from one reconciled price.

  • Contract from the approved estimate

    Milestones generated from your template (Deposit, Base, Frame…). Creation is refused if the latest published tender is at a different price.

  • Contract Variations (CV-01…)

    Sections, numbered items, Priced / No Charge / Note Only / By Owner / Included. Delete an original contract item and its price is credited back automatically.

  • Per-item accept / cancel

    Owners approve the variation; you accept or cancel individual items afterwards and the totals, amended price and unpaid milestones re-derive.

  • Progress claims and tax invoices

    Claims capped at the amended contract price; approval issues a GST tax invoice with your bank and PayID details; receipts and credit notes on the same trail.

  • Progress Claim Certificate

    Tender price → discounts → original contract → variations → payments → balance owing, on one page for the owner and their lender.

  • Branded documents

    Logo, legal name, ABN, address and licence in the header; every owner's Print / Sign / Date block at the foot.

  • E-signatures

    Send tenders, contracts and variations for legally binding e-signature through Annature (Australian hosted).

  • Online invoice payments

    Clients pay tax invoices by card or BECS direct debit through Stripe; each payment records itself against the invoice.

  • Accounting sync

    Invoices and payments sync to Xero, MYOB or QuickBooks Online with your own account mappings.

Financial Control variations register listing CV-01 approved and CV-02 draft
Contracts, variations & claims PDF generated by Mero Build

Financial control

Know the margin while the job is live

GST-exclusive cost control anchored to the executed contract.

  • Cost-code budget

    Generated from the approved estimate so committed and actual spend compare line by line.

  • Purchase orders and actual costs

    Committed cost to suppliers and subbies by cost code; supplier invoices settle against them; void with a reason.

  • Labour timesheets

    Hours × hourly cost computed server-side and rolled into actual cost.

  • Profitability and reports

    Original vs revised contract, forecast cost, forecast margin per job and across the organisation.

Financial Control cards for original contract, revised contract, cost budget, forecast cost and margin

Site delivery

Run the site from the same job

Tasks, diary, issues and programme, with the owners seeing exactly what you publish.

  • Tasks and subtasks

    Assign trades and supervisors, set priority and dates, tick off checklists, @mention colleagues; blocked and overdue work rolls up to the dashboard.

  • Daily site logs

    Weather, work completed, blockers, attendance and photos — compressed on the phone and retried on poor signal.

  • Issues

    Blocker, defect, safety or RFI with priority and owner; open issues block project completion.

  • Timeline and baselines

    Gantt phases from a template, dependencies, a locked baseline and variance as dates move. Working days skip your state's public holidays.

  • Drawings register

    Number drawings by discipline, issue revisions to named recipients, supersede the old set and see who has acknowledged.

  • Inspections and hold points

    Checklist templates with photo evidence, rectification and sign-off; a hold point stops the dependent phase starting.

  • Files and handover

    Documents and photos by category with a client-visible flag; the statutory handover manifest (tailored to the site state) gates completion.

Delivery tasks board with assigned trades, priorities and progress

Client portal

Keep owners informed without the group chat

A portal you publish to. Nothing internal ever crosses the line.

  • Proposal and plan

    Approved scope, selections, indicative timeline, price before discounts, discounts and total.

  • Variations to approve

    Items, PDF and Approve / Reject on a phone; the decision lands in the job's audit trail.

  • Payments

    Contract total, paid, outstanding, payment history, tax invoices and retention status.

  • Updates, photos and files

    Client-visible tasks, daily logs, photos and documents — only once you publish them.

  • Multiple owners

    Every owner gets a login; owners with several builds switch projects from one account.

Client portal payments view with contract total, paid, outstanding and tax invoices

Catalogues & templates

One source of truth for pricing and scope

What your whole team estimates from — customised from a starter library.

  • Work stages, tender sections, selection categories

    The structure every estimate, tender and selection list follows.

  • Estimate templates

    Versioned, published formula sets with their own commercial defaults.

  • Materials

    Categories, brands and ranges with base rates, referenced by packages and selections.

  • Milestone and schedule templates

    Progress payment percentages and construction phase sequences applied in one step.

Catalog inclusion packages with tiers and items

Team & security

Access that matches how the business runs

Roles and a permission matrix down to individual actions, with modern sign-in for every user.

  • Roles, categories and project teams

    Organisation admin, project manager, supervisor, staff; org-defined categories; project-scoped roles on top.

  • Permission matrix

    Over forty permissions across estimating, delivery, commercial, client portal and administration — per person, organisation-wide or for one project.

  • Passkeys and 2FA

    Touch ID, Face ID, Windows Hello or an authenticator app; admins can require MFA for everyone.

  • Audit trail

    Every approval, publication, payment and document action logged against the person who made it.

Organisation settings with profile, ABN, licences and document branding

Which plan includes what?

Start free with one real job. Paid plans add your team, contracts, invoicing and the client portal.

Your next job starts here

Less scattered admin.
More room to build.

Explore the toolkit, or talk through your workflow with us.

Try Pro free for 14 daysBook a demo

Card required — nothing is charged during the 14-day trial. Cancel any time before it ends from Settings → Billing.