ClearPath Agency

Who we help Builders and trade operators

Project management for builders, built around how your jobs run

Small-to-medium builders and trade operators outgrow texts and spreadsheets fast. We build your own system for jobs, quotes, sign-off and payments, shaped around the way your jobs already run.

Sounds familiar?

  • Quotes built from memory and an old spreadsheet
  • Deposits and progress payments chased by text
  • No one place that shows where every job is up to

The build

What we build for you

  • Every job through the same steps, from lead and quote to deposit, install, sign-off and final payment
  • Quotes priced from your own rate card, with costs and margins only the owner sees
  • Customers accept quotes and sign variations and completion on their phone, then pay each milestone invoice by card
  • Crew sign in on site with a PIN, and labour cost lands on each job
  • A morning list of what needs you, plus automatic chasers for unpaid invoices and open quotes

Business system

A business operating system for your trade

Every job from first enquiry to final payment, in one system built around how your jobs actually run. Not a generic tool you bend your business to fit.

Posted price

A system like this is a Portal build.

It starts with a paid scoping block, where we map how your jobs run. Then we build it in stages, starting with the part that costs you the most time.

Portal from$15,000 + GST

by application, after a scoping block

How a Portal build works

Questions

Common questions.

Is this off-the-shelf software?

No. We map how your jobs run today and build the system around that, in stages, starting with the part that costs you the most time.

Do my customers need an account?

No. They accept quotes, sign off and pay from a link on their phone, with no login.

Who owns it?

You do: the code and every account are in your name.

Start here

Tell us what's not working. You'll hear back within one business day.

Only if you'd rather we call

A sentence is plenty. "Our enquiry form goes nowhere" is a great brief.

No sales call. You get a straight answer and, if it's worth doing, a fixed price in writing.