Your stack

Built inside Fergus, simPRO and Xero.

You keep the platform your team already knows. WorkArc builds the system inside it, so the quote, the job and the invoice stay in one flow with nothing entered twice.

3-minute diagnostic
01  Three platforms

What we build inside each one.

These are the platforms we work inside today. What we connect depends on how your business is set up, and we agree it with you before building.

Job management

Fergus

Where most of the businesses we work with already run their quotes and jobs.

  • Quotes built from your price book land in Fergus as Fergus quotes, ready to send.
  • Job, time and cost data feed live margin tracking, so an overrun shows up while the job is running.
  • The sales view keys off quote status, so an accepted quote moves straight to won.
Job management

simPRO

For larger teams running projects, stock and scheduling in simPRO.

  • Quotes built around how you already price and cost work in simPRO.
  • Job and cost data drive live margin and the weekly numbers.
  • Your team keeps working in simPRO. The system works around it.
Accounting

Xero

The accounting side, where invoices, payments and the real numbers live.

  • Your weekly numbers line up with your books.
  • Invoices and payments drive work in progress and margin reporting.
  • Your accountant keeps working in Xero as they do today.
The big one  Job system ↔ CRM

Your job system and your CRM, finally talking.

Most businesses run sales in one place and jobs in another, and someone retypes between them. We connect the two, so a lead becomes a quote without re-entry and the job’s progress flows back to the client record.

CRMHubSpot · Salesforce · HarperPlus · GoHighLevel
  • New leads and enquiries become quotes
  • Quote status, won and lost work back to the deal
  • Job progress and invoices back to the client record
Job systemFergus · simPRO · and others
02  Around the core

Connected to the rest of your stack.

The job platform is the centre. The system connects the CRM, messaging and workspace tools your business runs around it, so leads, messages and numbers end up where your team already works.

CRM

HubSpot

For teams running their sales pipeline in HubSpot.

  • New enquiries land where quoting starts.
  • Quote status and won work flow back into your deals.
  • The sales view works off the same record your sales team uses.
CRM

Salesforce

For larger businesses with Salesforce at the centre of sales.

  • Opportunities turn into quotes without re-keying.
  • Won and lost work reported against your pipeline.
  • Your sales process stays the one you already run.
CRM and marketing

HarperPlus

The trade CRM for leads, campaigns and client messaging.

  • Leads from your campaigns go straight to quoting.
  • Every sent quote stays in view until it’s a yes or a no.
  • Client updates go out from the platform you already use.
CRM and marketing

GoHighLevel

For businesses running leads and automation in GoHighLevel.

  • New leads picked up and moved to quote fast.
  • The sales view sits alongside your existing automations.
  • Pipeline and job status in one view.
Messaging

WhatsApp

Where most clients and crews actually reply.

  • Quote replies and client updates sent where clients read them.
  • Crews get job details without another app.
  • Replies land back on the job.
Team messaging

Slack

For offices that run the day in Slack.

  • The flags that need you arrive in the channel you watch.
  • The Monday numbers posted for the whole team.
  • Ask ArcAssist about any job without leaving Slack.
Email

Gmail

For owners who still run the business from their inbox.

  • Quotes and replies sent from your own address.
  • Client emails attached to the right job.
  • The weekly report in your inbox on Monday.
Workspace

Notion

For teams that keep processes and notes in Notion.

  • Job notes and handovers kept alongside your processes.
  • The weekly numbers where the team already looks.
  • One source for how a job was run.
Workspace

monday.com

For teams planning work on monday.com boards.

  • Jobs and stages kept in step with your boards.
  • Crew and material tasks created from won work.
  • Progress visible without double entry.

And many more, from accounting add-ons to the apps your crews already use.

03  Something else

Running something not listed here? If it has an open API, we connect it.

04  How it gets set up

Built around how you already work.

Setting up a system properly takes more than a login. We agree the timeline with you on the call, based on how your platform is set up today.

  1. A 30-minute callWe look at which platform you run, how your team uses it and where time and margin leak.
  2. We map your setupPrice books, templates, job stages and how data moves between quote, job and invoice.
  3. We build the first partUsually quoting or follow-up, connected to your platform and checked against real jobs before it goes live.
  4. We keep improving itOn a monthly retainer, adding the next part and sharpening what is already running.
05  Ready when you are

Book a call.

Thirty minutes on the platform you run and how your team uses it. We'll tell you straight what we'd build inside it, and what comes first.

Take the diagnostic