Quotes, quantities, valuations, planning, invoices, clients and your website: the eight back-office jobs Basis runs for you, live.
Talk to it like your site manager.
Basis understands real site context: sections, trades, quantities and deadlines. You talk; it acts.
- Voice notes, WhatsApp, calls and email
- Understands site jargon in Spanish and Catalan
- Every action is visible, traceable and reversible
From site visit to PDF in minutes.
Dictate the quantities as you leave the visit. Basis builds the line items with reference prices and leaves the quote ready to send.
- Up-to-date reference price databases
- Margins and cost breakdowns calculated live
- Branded PDF, ready for the client
The valuation writes itself.
The progress you log by voice becomes the monthly valuation. No re-measuring at month-end.
- Progress by section calculated automatically
- Cumulative and monthly valuations, always reconciled
- Issue and send to the client in one click
Invoices that collect themselves.
From approved valuation to invoice sent, seen and reconciled with the bank. You just see the income.
- Issued automatically from the valuation
- Status tracking: sent, seen, paid
- Payment reminders without chasing anyone
A schedule that defends itself.
When a trade falls through or it rains, Basis reorders the week, alerts everyone affected and proposes the best plan.
- Automatic rescheduling when things go wrong
- Alerts to trades by WhatsApp or SMS
- View by project, by team and by person
From the first hello to the signature.
Opportunities, visits and contracts on a board that moves by itself with what happens in your inbox and your calls.
- Visual pipeline of opportunities
- Full history by client and by project
- Contracts generated from the quote
Everything comes in. Nothing gets lost.
WhatsApp, email and voice notes in a single inbox. Basis sorts by project, handles the routine and escalates what matters.
- Unified inbox by project
- Configurable triage and auto-reply
- Every message filed with its project
Your website works for you too.
Basis runs your public website end to end: it looks after every visitor, replies to leads instantly and turns web visits into site visits.
- Leads answered in seconds, 24/7
- Visits booked straight into your planning
- Every contact drops straight into the CRM
Your project is yours. So is your data.
basis is built with the same discipline we demand on site: clear rules, records and zero surprises.
End-to-end encryption
AES-256 at rest and TLS 1.3 in transit. No one else listens in on your project.
Data in the EU
Hosted in Frankfurt and Madrid. GDPR compliance built in, not bolted on.
You control the agent
Every Basis action is logged and reversible. Export or delete everything whenever you want.
More detail in Privacy and Terms of service.