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BTP and site work
For BTP firms that lose devis between WhatsApp and the site.
Site work starts with a devis, then a project, workers, suppliers, and payments. Own the chase so a devis or site visit leaves within a business day.
Devis, site job, materials, and invoice in one workspace.
How the work moves
- 01Inquiry
- 02Devis
- 03Site job
- 04Invoice
Who works this mix
These apps and this AI Employee sit in the same workspace. Here is what each one is for.
App
Sales
Every enquiry becomes an owned file with a next step.
What they do
- A live pipeline, not a buried chat
- Follow-up with a named owner
- Visits and quotes on the same record
App
Projects
The brief becomes a project the team can see.
What they do
- Work has an owner and a date
- Blockers are visible without a standup
- Delivery stays on the same job as the invoice
App
Inventory
Stock truth sits next to the order.
What they do
- Products and movements in one list
- No second spreadsheet for counts
- Chase and stock share the workspace
App
Finance
Quotes and invoices stay attached to the same work.
What they do
- Bill from the job, not from memory
- See what is unpaid
- Chase sits on the invoice, not in a notebook
AI Project Coordinator
Planvault
Creates projects, updates tasks, milestones, time, and delivery status on request.
What they do
- Create delivery projects with clear ownership
- Break work into starter tasks your team can edit
- Refresh milestone status from real task progress
- Log time against tasks when you ask
The mix that does the work
BTP is a mix: inbound inquiries, devis in Sales, site jobs in Projects, materials in Inventory, and invoices in Finance. There is no separate site-work app.
Inquiries that become devis
Site and work requested are named before the buyer messages the next firm.
Site visit on the file
Address and window sit with the devis, not in a side chat.
Jobs in Projects
Once they say go, the site lives where the team already works.
Materials next to the job
Stock truth sits in Inventory. Payments sit in Finance.
What changes in your day
A referral is a devis within a day
Someone owns the site visit and the chase if they ghost.
The job is a project
Site work lives in Projects. This page does not invent a BTP module.
Materials are Inventory
Suppliers and stock sit next to the job, not in a second spreadsheet.
Payments are Finance
Invoices follow the same workspace as the devis.
How the work moves
01
An inquiry arrives
WhatsApp or referral is named and assigned.
02
You send a devis
Site and scope stay on the file.
03
Go-ahead becomes a project
Projects, Inventory, and Finance carry the site. No extra app.
Where it stops
Devis follow-up stays here. Site jobs live in Projects. There is no separate site-work app.
SagaSprint gives BTP teams a workspace of Projects, Inventory, and Finance. Not a separate site-work product.
You pick the combination: follow-up, finance, tasks, stock, people, automation, and AI Employees. One workspace. The mix is the product.
Get your BTP workspace running.