Every successful residential build begins with clear information flow. At CountBricks, “a contact we” assign to each project is more than a name in a database—it is the single source of truth that ties voice-driven estimates, live material pricing, and blueprint takeoffs together. By anchoring every task, line item and document to the right person or entity, CountBricks eliminates the costly confusion that still plagues many builders who juggle paper files or siloed apps.
1. A prospect calls. In real time, CountBricks captures the conversation, creates an estimate shell and automatically links it to a contact we just generated.
2. Materials and labour tasks are populated with live costs. Because they sit under that same contact, revisions remain traceable even months later.
3. When the job wins, invoices inherit every approved line item. Our accounting sync pushes each charge under the identical contact record, ensuring books reconcile without double data entry.
Misspelled client names, duplicate supplier entries and one-off phone numbers seem minor until they snowball into tangible losses:
• Unpaid invoices because reminders go to the wrong email
• Ordering errors when two “Smith Plumbing” records carry different pricing agreements
• Wasted admin hours hunting for change-order approvals
By contrast, a contact we centralise inside CountBricks carries authoritative addresses, ABN details, mark-up rules and payment terms. The result is confident purchasing, accurate progress claims and a professional image to homeowners and subcontractors alike.
Voice-to-CRM
Speak naturally and watch CountBricks auto-populate client details. Our AI predicts spelling, suggests existing matches and prevents accidental duplicates.
Blueprint Takeoff Integration
Each plan you upload inherits the contact we linked at estimate stage, so framing quantities and concrete volumes trace back to a single job owner.
Accounting Package Sync
CountBricks pushes the same contact we use internally to your accounting software, eliminating credits and invoices floating against the wrong ledger accounts.
• Project managers view every RFQ and subcontract against the contact we assigned
• Site supervisors generate day sheets that feed hours back to that contact’s cost centre
• Office staff send progress draws with a single click, confident they reach the right inbox
A Brisbane renovator approached CountBricks for a two-storey extension. Within minutes, our estimator created a contact we labelled “Hawthorne – Jackson Family.” All subsequent tasks—earthworks, LVL beams, weatherboard supply—were tied to this record. Mid-build, the client requested a pool house. Because the new estimate duplicated from the same contact, our software merged allowances and prevented inconsistent margin rates. The accountant later reported zero reconciliation errors, crediting CountBricks’ contact discipline for shaving an entire day off monthly book-closing.
1. Audit your current address book and merge duplicates before importing to CountBricks.com/services.
2. Train staff to confirm spelling and legal entity names during voice capture—CountBricks prompts them automatically.
3. Use project codes that include the contact we reference, such as “2025-06 Jackson – Hawthorne.”
4. Schedule quarterly reviews of supplier contacts to confirm price files match current agreements.
• Add site photos to the contact record so supervisors verify they’re on the right property
• Attach compliance certificates under the same contact for instant retrieval during inspections
• Set automatic reminder emails for warranty follow-ups 11 months after the contact’s practical completion date
Traditional spreadsheets force builders to chase data scattered across tabs. By centering operations on a contact we scrupulously maintain, CountBricks turns information chaos into workflow clarity. Estimators quote faster, supervisors build with fewer queries, and accounts teams close books on schedule—all while delivering a smoother experience to homeowners.
Visit CountBricks.com/consultation to book a demo and see how a contact we align with each project can redefine speed and accuracy across your residential portfolio.
Many builders picture contacts as names and phone numbers. CountBricks embeds far more depth to drive genuine productivity.
Commercial Terms
• Default mark-up rates per contact ensure repeat clients see consistent margins without manual edits
• Payment schedules—7-day, 30-day, or milestone—auto-populate on every invoice tied to that contact we store
Material Price Agreements
Suppliers often negotiate special rates. By attaching price files to the supplier contact, CountBricks ensures live material pulls honour the agreed discount each time you generate an estimate.
Communication Threads
Voice notes, text messages and emailed variations all log under the same contact timeline. Anyone on the team can scroll back and confirm client approvals within seconds.
When a two-crew renovation firm in Geelong migrated to CountBricks, they cleaned 1,200 contact records down to 640 verified entities. The result:
• 18% reduction in quote turnaround time
• Zero duplicated supplier payments over six months
• One-day audit pass when lenders examined project documentation, thanks to complete contact trails
1. Export your existing CRM or spreadsheet.
2. Use CountBricks’ import wizard to flag possible duplicates.
3. Define company-wide naming conventions so every future project starts with a clean contact we can trust.
Questions? Reach out via CountBricks.com/services and let our implementation team handle the heavy lifting while you focus on building.
