Practical Solo workflow guidance
Software for small construction companies
Solo helps UK builders show completed work, take consultation bookings, send quotes and prepare invoices from one workspace.
Published by VCMP · Reviewed
From a site visit to an invoice
A homeowner wants a rear extension. Here is how a small building team could follow the job through Solo.
- Take a consultation booking. Show similar jobs on your website so the homeowner can see your work and book a time to talk.
- Prepare for the visit. Keep the customer's details and project notes together. Agree the site address and what you need to look at during the visit.
- Send a quote. List labour, materials and optional work separately so the customer can see what the price covers.
- Prepare the invoice. Convert an eligible quote to an invoice and check the work, amount and payment terms before sending it.
What to bring to your demo
Bring a few project photos and a recent quote with the customer details removed. We can walk through the consultation booking and show how your scope and line items look in a branded PDF. If you use specialist estimating or accounting software, include those steps so you can see where figures need to pass between tools.
Sources and next checks
VCMP publishes this guidance for evaluating its own product. Follow the linked workflow pages for the relevant capabilities and setup requirements. Examples explain a process; they are not customer results or independent product tests.