Features

Everything Vellier does

From the first enquiry to the final invoice, and everything your team does in between. This page is built from the same feature list the app uses, so what you read here is what's in the app.

Choose your trade to see what you'd see first. The business owner switches each feature on or off, so your team only sees what you use. Some are add-ons; the pricing page says which package includes what.

Today

Open Vellier in the morning and see what needs you: jobs on today, quotes waiting, invoices due and anything the team has flagged.

  • Daily brief: What needs you today
  • Notifications: Alerts in one place

Projects

Every job from survey to sign-off in one place: the rooms and the work in them, the site file, daily reports, variations, snags and the handover booklet.

  • Rooms: Room-by-room work and specs
  • Site file: RAMS, QR pack, documents
  • Daily reports: Reports that become the client diary
  • Completion booklet: Handover booklet for clients
  • Walk-round: Final walk-round in person or remote
  • Snags: Snag reports and snag visits
  • Variations: Changes the client approves
  • Forms: Checklists, handover and sign-off forms you build
  • Cleaning: Cleaning rounds, keys, checklists and cover (for cleaners)
  • Design Studio: Moodboards, specs, clipper, procurement and design fees (for designers)

Tasks

Break each job into tasks, reuse task lists for the work you do every week, and plan tomorrow before you leave site.

  • Task templates and packs: Reusable task lists
  • Plan tomorrow: Plan before leaving site

Planner

See who is where and when. Plan shifts and crews, and book surveys and video calls with travel time worked out.

  • Shifts: Shifts and crew scheduling
  • Appointments: Surveys and video calls with travel-aware times

Quotes & proposals

Survey in person, by video or from photos, price with your own rates and materials, and send proposals clients read and sign online. See what they read and when. Protect your business: terms written for you from a few plain questions, with your clients' rights set out on every proposal.

  • Surveys: In-person, video and photo surveys
  • Proposals: Proposal editor and client view
  • Proposal analytics: What clients read and when
  • Prices and rates: Rates, materials and price lists
  • Tendering: Send work packages out to subcontractors for prices, compare and award

Clients

Every client, site and enquiry in one place, with where each lead came from and a portal you can invite them to.

  • Leads: Enquiries and lead sources
  • Portal access: Invite clients to their portal

Money

Invoices and reminders, receipts and supplier bills, bank payments from clients, and the profit, budget and forecast for every job.

  • Invoices: Invoices and reminders
  • Receipts: Receipts and supplier invoices
  • Finance: Profit, budgets and forecasts
  • Pay by bank: Bank payments from clients
  • Job costing and margin: Live job costs and margin while the job runs, and profitability reports
  • Approvals: Spending and margin thresholds that need a manager's approval
  • Retentions: Retention held on subcontract payments and released later
  • Payment notices: Construction Act payment and pay-less notices
  • CIS: CIS deductions on subcontractor payments and the monthly CIS300 figures

Team

Timesheets from the phone, holidays, training, reviews, bonuses, crews and expenses, with each person seeing only what their role allows.

  • Timesheets: Clock in and out, amendments
  • Holidays: Requests and entitlement
  • Training: Plans, sign-off and certificates
  • Bonuses: Goals and bonus payments
  • Reviews: Performance reviews
  • Crews: Crew groupings
  • Expenses: Expense claims and mileage

Health and safety

Insurance and registrations with expiry reminders, the accident book with a RIDDOR helper, daily vehicle checks and lone working check-ins.

  • Company certificates: Insurance and registrations with expiry reminders
  • Accident book: Accidents, near misses and the RIDDOR helper
  • Vehicle checks: Daily walkaround checks, defects, MOT and tax dates
  • Lone working: Check-ins and alerts for people working alone

Stock

Materials, kit and ordering: stock levels, equipment checks and maintenance, purchase orders and suppliers.

  • Items: Stock items and levels
  • Equipment: Kit, checks and maintenance
  • Purchase orders: Ordering from suppliers
  • Suppliers: Supplier records

Library

A colour library across the major paint brands, your own how-to articles, and work recipes that show how each job is done.

  • Colour library: Major paint brands
  • Knowledge base: SOPs and articles
  • Work recipes: How each job is done

Marketing

Ask happy clients for Google reviews, plan and post updates, and see how you show up in local search.

  • Posts: Compose and schedule posts
  • Reviews: Google reviews
  • Search: Keywords, audit and competitors

Client portal

What your clients see: the project diary, colour choices with a preview in their room, and invoices they can pay online. Never your costs or margins.

  • Project diary: Daily reports for the client
  • Colours and room preview: Choose colours, see them in the room
  • Payments: Invoices and paying online

Phone app

The app your team uses on site. It works with no signal and records journeys and mileage. Location is only recorded during shifts.

  • Offline working: Works with no signal
  • Journeys and mileage: Travel tracking

Client Check

Look up a client before you quote, and rate clients after a job. Kept to facts, and people can ask to see what's recorded about them.

  • Lookups: Check a client before quoting
  • Ratings: Rate clients after a job

Online presence

Add-ons for being found: a website with your work and reviews, your own domain, and a local business phone number with a call log and voicemail.

  • Website: A one-page website on vellier.site with your work, reviews and quotes
  • Website Pro: A multi-page website: services, showcase of your work, reviews, quote and booking
  • Own domain: Your own domain for the website and client portal
  • Business phone number: A local number, call log and voicemail

Care plans

Aftercare plans clients pay for monthly, for servicing, maintenance and touch-ups, so the work keeps coming back.

Integrations

Connect Xero or QuickBooks, your calendar and card payments, so you're not typing things in twice.

  • Open API and Zapier: API keys and Zapier for your own connections

AI

Optional help with the typing: draft a proposal from the survey, preview colours in a photo of the client's room, or speak your notes and get a daily report. You check everything before it goes anywhere.

  • Proposal drafting: Draft proposals from the survey
  • Photo colour preview: See colours in a client's room
  • Voice to report: Speak notes, get a report

Development tools

Deals, budgets and cost codes, holding costs, sign-offs, sales, lender reports and plots

  • CDM plans: Construction phase plans, F10 and sign-off for each site
  • Consultant logins: Free read-only logins for consultants, lenders and investors
  • Multi-site portfolio: Every development in one combined view