Systems Build

One system. Designed, built and handed over.

A fixed-scope project to design, build and fully document one core business system, so your team can run it without you. A working system, a written SOP and one revision round included.

Charlie Baker, who designs and builds every Systems Build
Fixed scope • Price agreed before any work begins • One active project at a time • Freedom Guarantee

A Systems Build from CB Tech Consulting is a fixed-scope project for owner-led trade and service businesses. We design, build, automate and document one core business system, such as quoting, onboarding or job management, inside the tools you already use. Typical projects take 4 to 5 weeks, with a fixed price agreed before any work begins.

A project, not a retainer.

A Systems Build has a defined start, end and deliverable. Scope is fixed and agreed up front: no creeping fees and no open-ended engagement.

It’s built inside the tools you already use, so there’s no new software to buy. Running Simpro? As an official Simpro Partner, we can build your system around it.

What you get

End-to-end system design: one core process mapped and designed before any build begins

Built in your existing tools: GoHighLevel, Simpro, Zapier, Make or similar

Full SOP documentation, so the system runs on the team, not on you

One revision round within 10 working days of sign-off

Systems we build

Each Systems Build focuses on one core process. These are the most common.

Quoting and estimating

Faster, consistent quotes that don’t need you to price every job, with automatic follow-up so fewer quotes go cold.

Customer onboarding

A clear, repeatable process from accepted quote to booked job, so nothing falls through the gap.

Job management

Jobs, schedules and site teams organised in one place, including Simpro, with the admin automated around them.

Invoicing and follow-up

Invoices raised on time and chased automatically, with visibility of what’s owed without checking yourself.

From scope to handover

Typically 4 to 5 weeks from sign-off to a working system.

Scoping

A free call to agree the exact deliverables, tools, integrations and timeline. No surprises after sign-off.

Design

System design and process mapping, agreed in writing before any build work starts.

Build

Typically 4 to 5 weeks, built inside your existing tools and tested as we go.

Sign-off

A 60-minute delivery review, the SOP documented, and one revision round within 10 working days.

Clear, fixed and agreed up front.

The Freedom Guarantee

We don’t stop working until the full scope is delivered and functioning effectively. If something isn’t working as agreed, it gets fixed at no additional charge.

A fixed price, agreed up front

The final price is tied to the agreed scope. You’ll know it before you commit.

Payment: 50% upfront, 50% on delivery

Standard for fixed-scope work, with accountability built in for both sides.

Focus: one active Systems Build at a time

Your project gets full attention from scope to handover.

After handover: ongoing support

Once the system is built, a monthly Systems Partner retainer keeps it working and improving as you grow.

Common questions

Page last reviewed: October 2026

Tell us what you want built.

Request a free scoping call. We’ll define the scope, confirm feasibility and agree a price before any work begins. Tell us what you want built, your current tools and a rough timeline.

Free scoping call • Fixed scope • Price agreed before any work begins
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Address

Office 10
Josephs Barn
Woodend Farm, Hatfield Road
Witham
Essex
CM8 1EH

E-mail

info@cbtechconsulting.co.uk

Phone

01268 203324

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