Every lead, every site and every dollar, from first enquiry to handover and warranty. Built inside a working design studio, for firms like yours.
An enquiry came in on Tuesday. There was a viewing, a good conversation, then silence. Following up was nobody's job, so nobody did.
The site passed fifty percent two weeks ago. The claim for it is still in someone's head, so the money arrives a month late and the firm floats the carpenter meanwhile.
The handover went beautifully. Then, silence. No review, no referral, and next year's marketing bill grew again, because the clients who loved your work were never asked at the right moment.
None of this shows up in the accounts until the money is already gone. keyplan makes it visible while it can still be fixed.
Nine stages, in the order the work actually happens. Each one exists because a real project demanded it.
Every enquiry lands in one desk with a next action and an owner. Quiet leads surface before they go cold.
From first message to signed contract, every lead sits in a stage you can see. Nothing lives in someone's head.
Quotations in your brand, itemised the way the trade actually quotes. Clients sign on their phone.
Every live site on one calendar. Who is where this week, which trade comes next, what is blocked, from the office or from your pocket.
Extra work gets a VO the day it is agreed, priced and signed before the carpenter starts.
Claims raised on schedule, in your brand. The unbilled dollar has nowhere to hide.
Every project carries its own profit line, live. You know which jobs make money before they finish.
One passwordless page where your client sees progress, documents and payments. Under your brand, not ours.
Handover starts the warranty clock and the referral loop. The project ends; the relationship does not.
Every quotation, invoice and portal page a client touches carries your firm's identity. keyplan stays in the back office. We make firms look good, not ourselves.
The process lives in the system, not in a senior's spare hour. A new hire follows the flow from lead to handover and does it your way from week one.
Quiet leads, unbilled work, overdue claims. The system watches the whole firm and tells you what needs a decision, even when the answer is uncomfortable.
Fourteen days, no card, your real numbers. You will see where it leaks.