Onboarding

From sign-up to your first signed variation

About four business days, and around 90 minutes of your team's time. Watch the whole thing, or jump to the step you want.

The timeline

  1. Day 0–1You fill in the intake form and sign the agreement.
  2. Day 2We build your rate card and job setup, and test it on your old messages.
  3. Day 3A 45-minute setup call: you sign off the rate card and job sheets.
  4. Day 4Go-live. Your crew save the number, and your builders get a short letter.
  5. First two weeksWe check every draft alongside you and fix rates or wording the same day.

Step 1 · Day 0–1 · You

Tell us about your business

You get a private link to a short form that saves as you go, so anyone in the office can help fill it in.

  • Your company details, as they appear on your subcontracts
  • Who runs variations in your office, and your crew's mobile numbers
  • Your rates in whatever form you keep them: spreadsheet, supplier price list, even a photo
  • Each live job, the builder's people, and the signed subcontract
  • A few old site messages, and which of them were variations
Transcript · 1:50

Here's how Variation Capture works, from the first form to getting paid. We'll follow Mulga Air Conditioning, a sample business up in Townsville.

Step one. You get a private link to a short form. It saves as you go, so anyone in the office can chip in. Start with your company details, the way they appear on your subcontracts. Then who runs variations in your office, and your crew's mobile numbers. That's how we know it's them on WhatsApp.

Upload your rates however you've got them. A spreadsheet, a supplier price list, even a photo of the rate sheet. And tell us how you price. Your margin on materials, and what half a day means on your jobs.

Add each live job, with the builder's people and the signed subcontract. We read the scope and the variations clause out of it. Last, paste in a few old site messages, and say which ones turned out to be variations. We'll test your setup on them. Hit send, and that's your part done.

Step 2 · Day 2–3 · Us, then a call with you

We build your setup

We turn what you sent into a rate card and a setup sheet for each job, read from your subcontracts. Then we run your old site messages through it and check each answer against what your office decided.

  • Your rate card: every price in a draft comes from it, never a guess
  • A setup sheet per job: who approves what amount, where notices go, the notice period, the scope
  • A test-run report on your own past messages
  • A one-page crew guide, and a letter for each builder

You sign off the rate card and job sheets on a 45-minute setup call.

Transcript · 0:44

Step two. We build your setup, and test it on your own messages before anything goes live.

Here's your rate card. Every price in a draft comes from this, never a guess. You sign it off on a forty-five minute setup call. Each job gets a setup sheet. Who approves what amount, where notices go, and how long you've got to give them.

And here's the test run. Your old messages, drafted and checked against what your office actually decided. There's a one-page guide for the crew, and a letter for each builder, so everyone knows what's coming.

Step 3 · Day 4 onwards · Your crew

On site

Your crew save one WhatsApp number and send changes the way they already do: a few words, a photo, a voice note. No app, and nothing new to learn.

  • They get a reply straight away
  • Each message is filed to the right job from what it says
  • If it could be for more than one site, it asks them
Transcript · 0:44

Step three. On site. The crew save one number, and message it like they'd text anyone.

Dylan's at the aged care job. The supervisor's just asked for an extra diffuser. He gets a reply straight away, and the draft's already being written. Chloe's at the townhouses. It's filed to the right job from what she wrote.

Hamish didn't say where, and Lachlan runs two of the jobs. So it asks him. One tap, sorted.

Step 4 · Your office

In the office

By the time your office looks, each message is a draft variation: checked against that job's subcontract scope and priced only from your rate card, with your margin on materials.

  • The crew's message and photo stay attached as the record
  • Your office can change anything
  • Nothing goes to a builder until you approve it
Transcript · 0:39

Step four. In the office. Nothing goes to a builder until you approve it.

Shona's inbox has three drafts, each on its own job. Each one's checked against that job's scope, and priced only from your rate card, with your margin on materials. Dylan's message and photo stay attached as the record.

She can change anything she likes. When it's right, she approves it. It works out who on the builder's side can sign off this amount, and one click sends them the notice.

Step 5 · Your builder

The builder approves

The notice goes to whoever can approve that amount, with the contract's notices contact copied, and it's addressed to the company named on your subcontract.

  • They approve or query from a link, with no login or app
  • Your crew hear straight away: go ahead, or hold off
  • Anything not on your rate card is flagged for you to price, never guessed
  • A query comes back to your office, and the builder keeps the same link
Transcript · 1:26

Step five. The builder approves.

The notice goes to Jas, who can approve up to twenty-five hundred on this job, with the contract's notices contact copied in. No login, and no app. The change, the photo and the price, all on one page. And Dylan hears straight away. Approved, go ahead.

The split system itself isn't on Mulga's rate card, so it's flagged for Shona to price by hand. Never guessed. Melissa at the builder queries it. They'll supply the unit themselves. Chloe's told to hold off until it's sorted. Shona takes the unit off, and sends it back. Same link. Install only. Approved.

Step 6 · Your office

Getting paid

Every variation sits in one register with its notice deadline under the contract, so none slips past the time limit.

  • At claim time, each job's approved variations go to the builder's claims address in one email
  • Addressed to the right company, with a spreadsheet for their claims portal
  • Each claimed variation shows when payment is due, until you mark it paid
Transcript · 0:41

Step six. Getting paid.

Every variation sits in one register with its notice deadline, so nothing slips past the contract's time limit. At claim time, each job's approved variations go to the builder's claims address in one email. Addressed to the right company, with a spreadsheet for their claims portal. When the money lands, mark it paid.

Your crew message it. Your office approves it. Your builder signs it. Get paid for every site change.

Ready to get set up?

Start with a 15-minute walkthrough. We'll show you how it fits your jobs, rates and crew.

No lock-in. Cancel any time.