How it works

One job, start to finish, in one system.

Without it, a job lives across a CRM, a spreadsheet planner, an accounting package and a payroll tool. Here it follows one line from first enquiry to final payment.

  1. 01

    A customer enquiry arrives

    It lands in one pipeline, with every call, email and site visit on the client's timeline.

    The Leads pipeline in Ultimate BMS
  2. 02

    The team creates a quotation

    Equipment, labour and allowances come from your own price list. Email the PDF or mark it sent.

    The Quotations screen in Ultimate BMS
  3. 03

    The accepted quote becomes a project

    One click turns it into a project with phases, a schedule and a budget.

    A project with phase checklist, schedule and budget
  4. 04

    The planner assigns the resources

    Drag phases, crew, equipment and vehicles onto the week. Clashes are flagged before they happen on site.

    The weekly Planner in Ultimate BMS
  5. 05

    Costs and invoices stay linked to the job

    Expenses, deposit and final invoices and variance sit on the project, so margin is visible while you can still act.

    Job finance with expenses, invoices and variance
  6. 06

    The owner sees how the business is doing

    The dashboard shows every pipeline stage, overdue invoices and what needs attention.

    The Ultimate BMS dashboard

See your entire business working together