Sales & Quoting
Pipeline, conversion and won-value by consultant — with coaching and targets built in.
Quoting, supplier ordering, scheduling, profitability and daily team ops — one platform that sits on top of simPRO and ServiceM8 and fills every gap they leave.
simPRO and ServiceM8 schedule the work and raise the invoices. But margin, follow-ups, ordering and the daily plan still live in spreadsheets, inboxes and someone’s head.
Per-job numbers ignore the wages you actually paid. You find out the real margin months later — if at all.
Quotes go cold and delivery dates slide because nobody owns the in-between. Revenue leaks quietly.
Ordering, checklists and scheduling live in three tools and one person’s head. Consistency is impossible.
The modules your team opens every day — all reading the same live data from simPRO or ServiceM8.
Pipeline, conversion and won-value by consultant — with coaching and targets built in.
Build and submit product orders as draft POs, tracked all the way to a confirmed delivery date.
Every active job on one board — stalled work, archive candidates and door-delivery dates, so nothing slips.
Actual margin by tech and install crew, week by week — real wages in, not per-job guesses.
Estimator, service and management routines that actually get ticked off — and stay done.
Live stock counts, reorder rules and a supplier-order gate so you never under- or over-order.
Rosters, balances and geolocated clock-on/off — the point tools, folded into one login.
KPIs and targets your managers — and your suppliers — can actually trust.
Highlift enriches what you already have — it doesn’t replace it.
Link your simPRO or ServiceM8 account. Highlift reads your jobs, quotes and invoices — no double entry.
It layers on everything they don’t do: margin, ordering, checklists, targets, inventory and team ops.
Your whole team works from one place — office, techs and management, on any device.
Plug in your own numbers. Every figure is an editable estimate — dial the assumptions to what feels true, and the result updates live.
Estimates only, based on the assumptions above — not a guarantee. The margin figure is the single biggest lever; set it to what you honestly think Highlift can move.
Every module earns its place because a working team uses it daily to quote, order, schedule and hit margin. That’s why it fits the way a trade business actually runs.
A 20-minute demo on your simPRO or ServiceM8 data — see exactly where the margin and the follow-ups are hiding.