A pipeline you can see
Every enquiry tracked from first contact to paid, so nothing slips through.
One system for enquiries, quotes, jobs and payments.
We build the back office that small firms usually run on spreadsheets, WhatsApp and memory. It fits how you already work and connects to the tools you use.
Start a project
from £2,000
A real back office, start to finish.
Casali Office runs a Cheshire building firm from one phone: leads from the website, compliance, subcontractors, invoices and safety paperwork. Shown here with sample data.
- One screen for the dayExpiring insurance, new leads and overdue invoices, most urgent first.
- Leads from the websiteEvery estimate lands with what the customer was quoted. Call or WhatsApp in one tap.
- Compliance remindersInsurance, waste carrier, training cards and the legal must-haves, flagged before they lapse.
- Subcontractor checksInsurance and CIS status for every trade, so nobody unverified starts or gets paid.
- Invoices with CISBuilt on site, with CIS taken off the labour only, saved as a PDF.
- Safety packsFive screens of tick boxes produce the risk assessment, method statement and CDM plan.
What is included
Quotes and invoices
Send branded quotes from your phone. Accepted quotes become jobs, finished jobs become invoices.
Card payments and deposits
Stripe payments matched to the right job automatically.
Accounting sync
Invoices and payments pushed to Xero, so nobody retypes them.
Your own data
A proper database you own, with logins and permissions for each person on your team.
Works on site
Phone-first screens for people who are on a job, not sat at a desk.
Our homepage runs a working version of this board with sample data. Jobs move, totals update and payments sync while you watch.
Watch the live boardWhat it costs
from £2,000
A fixed price, agreed in writing before work starts. We confirm yours after a short call. Hosting and support can continue on a care plan from £250 a month.
Common questions
Why not use an off-the-shelf tool?
If one fits, use it, and we will tell you so. Custom pays off when you are paying for several tools that do not talk to each other, or bending your process to fit one.
Can it import what we already have?
Yes. Spreadsheets, CSV exports and most cloud tools can be brought across.
Which systems can you connect to?
Stripe, Xero, Google Workspace, Microsoft 365, email and most tools that have an API.
Who hosts it?
It runs on managed cloud hosting in accounts you own, so you are never locked in to us.
Related services
Tell us what you are building.
A few lines is plenty. You will hear back within one working day with questions or a rough price.
Or email hello@rijo.ai