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Made in NZ · For NZ builders

Toolie features: a tour from first enquiry to final claim

The full toolkit a NZ residential builder actually uses — quoting, jobs, calculators, compliance, money and a crew portal — shown on real screens from the app.

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A real quote, on a phone. An 8 × 5 m deck, 1.2 m off the ground, priced from one description: $28,827.97 inc GST, with a quote check before it goes out.

Not a builder? See Toolie for your trade

This tour shows the builder’s quoting and job tools. Every other trade has its own quote engine, certificates, design tools and registers — with a tour of the real screens on its own page:

Everything Toolie does, in one place

Toolie is the all-in-one app for New Zealand residential builders. Not just quoting and jobs — calculators, timesheets, inspections, maintenance, NZ contracts, a crew portal and the whole compliance trail, built around how NZ jobs really run. Prefer a printable copy? Download the feature & user guide (PDF) (October 2026 edition).

Every screen on this page is the real Toolie app running a demo building company — the clients are made up, the screens are real. They come from a handful of demo jobs, so the same made-up client can turn up with different numbers. Tap any screenshot to open it full size. On a phone, swipe a desktop screenshot sideways to see all of it.

01 Quoting & estimatingQuoting Plain-English or PDF-plan quotes with the NZS 3604 take-off
02 Plans, sketch & take-offPlans Sketch it, trace it, or measure straight off the PDF
03 Client portal & approvalsClient portal The client taps Accept on their phone
04 Jobs & site managementJobs Lead to handover in one place
05 Contract admin (RFIs, variations, retentions)Contract admin RFIs, variations, retentions and the site diary
06 Scheduling & weatherScheduling 13-phase programme, dispatch board, site forecast
07 Contracts & complianceCompliance NZ contracts, the LBP Record of Work, consent
08 Site inspections & maintenanceInspections Checklists, punch lists and recurring service
09 Crew portal & H&SCrew & H&S The crew’s own app, timesheets and safety
10 Money, invoicing & cashflowMoney Progress claims, GST and a 13-week cashflow
11 17 builder calculatorsCalculators Offline calculators and the NZ Reference library
Client experience & platformPlatform Any device, offline-first, Xero sync, your data

Quoting & estimating

Describe the job or drop in a PDF plan — Toolie runs the NZS 3604 take-off and prices it.

Builder quoting software →Estimating & take-off →

Toolie quote summary for an 8 by 5 metre deck, 1.2 metres off the ground, at 24 Marine Parade, Mount Maunganui: materials, wastage, delivery, 124.5 hours of labour, consumables, contingency, the 15% materials markup and GST, totalling $28,827.97 including GST, with a quote check and margin panel — **A priced quote from one description.** Materials, wastage, delivery, 124.5 h of labour, consumables, contingency, the 15% materials markup and GST for an 8 × 5 m deck 1.2 m off the ground with a balustrade — $28,827.97 inc GST at the default $80/h. Type the same words with the site address and you get the same number; your own rate and margins move it.

Instant quote from a plain-English description or a PDF plan
Automatic NZS 3604 take-off — piles, spans, bracing, fixings
48 priced NZ job types + a real NZ QS pricebook, regional labour rates for 59 NZ towns & cities and material pricing for 18 regions
Quote accuracy auditor and competitor quote analyser; one Quote check merges the audit, compliance and readiness checks into a single list
Several jobs in one description (a deck with stairs, a fence and a shed) each priced by its own engine; on trade quotes, add your own pricebook items or import a merchant price file
Estimate-vs-actual calibration; branded client-ready PDF with online accept

Toolie scope-a-job flow on a phone with a deck described in plain English and a button to speak the job instead of typing — **Scoping on site.** Step 2 of 4 on a phone: the job type, the area to draw or measure, and the scope in plain English — or speak it instead of typing.

Toolie Quote Builder with a deck described in plain English, 8 by 5 metres, 1.2 metres off the ground, pine 140 by 32 and a balustrade, above the spec checklist — **Type it the way you’d say it.** “8 × 5m deck · 1.2m off ground · pine 140×32 · balustrade.” Toolie reads the words and dimensions, builds a spec checklist from them so you can tick what applies, and lets you draw the outline, read a plan or describe a photo instead.

Toolie quote accuracy audit scoring a deck quote 95, well calibrated, with its notes sorted by category — **Checked before it’s sent.** The audit scores the quote (95, well calibrated), sorts what it found into alerts, info and good, lets you filter by category, and spells out each finding with what to do about it. They’re checks, not blockers — you decide what applies to the job.

Toolie site intelligence for a Mount Maunganui address showing coastal corrosion zone D, high wind zone, H1 zone 2 and SS316 stainless fixings required — **Code-aware from the address.** Marine Parade, Mount Maunganui comes back as corrosion zone D, 0.2 km from the coast, high wind and H1 zone 2 — so Toolie flags SS316 stainless fixings and H3.2 timber before you’ve priced a thing.

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Plans, sketch & take-off

Sketch the outline on your phone and the freehand lines straighten themselves — or measure straight off the PDF.

Building plan app →NZS 3604 take-off →

Toolie auto-drawn structural deck plan, 8 by 5 metres at 1:50, with bearers, posts, joist spacing and NZS 3604 notes — **A dimensioned plan, drawn for you.** The plan view from an 8 × 5 m deck’s drawing set: four bearer lines, posts, joists at 600 mm centres, dimensions, a 1:50 scale bar and NZS 3604 notes — with tabs for the cover sheet, site plan, elevation, section, stair detail, details and material schedule.

Draw the job or trace a site photo — it becomes the scope, the priced quote and a dimensioned plan
Auto-drawn dimensioned plans for a wide range of job types (deck, slab, garage, stairs, internal framing & more)
Measure lengths and areas straight off PDF plans; one-tap auto-analyse into a take-off
Plan revision tracking; import QS / BOQ schedules with auto column mapping

Toolie sketch tool on a phone with an L-shaped deck drawn to 30 square metres and piles placed automatically — **Draw it on site.** An L-shaped deck sketched on a phone: 8 × 5 m with a 2.5 × 4 m cut-out, 30 m², with the piles placed at NZS 3604 spacing.

Toolie PDF Takeoff measuring a deck plan PDF: scale set from the 8 metre dimension, the deck area measured at 40 square metres, a 9.44 metre diagonal and 28 posts counted — **Measure straight off the PDF.** A deck plan set loaded as a PDF: the scale set from the printed 8.00 m dimension, then the deck area (40.09 m²), a set-out diagonal (9.44 m) and the posts (28) measured on screen. Auto-analyse and Compare revisions sit on the same toolbar.

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Client portal & approvals

The client taps Accept on their phone, you get an email, and the yes is locked in.

Client portal →

Branded client portal with live status and online approvals

Every quote comes with a client portal, and it has a big Accept this quote button. The client taps it, you get an email confirming they’re good to go, and the yes is locked in without the chase-up call.

Variations go the same way: share the approval link and the client approves or declines from their phone. Site-diary entries you mark as shared show up in the portal too.

Toolie client portal on a phone showing a $28,828 deck quote with an Accept this quote button — **The client’s view.** The deck quote from chapter 01 ($28,828) in the client’s project portal on their phone: the scope of work, a big Accept this quote button and Ask a question.

Toolie job page header for a Mount Maunganui deck with an On my way text button, Share with client and Send update actions, and the site geocoded 0.2 kilometres from the coast — **Keeping the client in the loop.** From a live job’s page: a one-tap “On my way” text with arrival times, Share with client and Send update.

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Jobs & site management

Lead to handover in one place — the job, the money and the crew on the same page.

Job management →Builder CRM →

Toolie jobs list with pipeline totals and ten NZ jobs at different stages, including a progress claim due — **Every job, lead to handover.** Pipeline totals by stage, then ten jobs at different points: two leads, two quotes waiting on the client, two scheduled starts, a driveway with a progress claim due, the Hartley re-roof at 80% and the Whitaker deck at 75% complete, and a finished garage with its final claim out.

Lead to handover in one place
Variations, selections, RFIs, site diary, photos, punch list, warranty, notes
Quoted-vs-actual variance per job
Customer CRM with per-customer comms log
Custom forms & checklists on every job (photos, signature, Pass/Fail), optionally required before a job can be marked Completed; trade jobs are held until their legally-required certificates are issued or the override is recorded

Toolie Today screen on a phone showing the first job of the day, the crew, an On my way text button and a Start the clock button — **Today, on the boss’s phone.** First on site at 7am: steps and fascia on the Whitaker deck with Ben and Jayden, an “On my way” text with arrival times, and Start the clock.

Toolie job overview for a $28,828 deck job showing quoted versus invoiced, paid and outstanding, today's work, a 7-day site forecast with each day's tasks and visits, and cost by phase — **One page per job.** $28,828 quoted against $14,414 invoiced, $7,207 paid and $7,207 outstanding, today’s work, a 7-day site forecast with the visits and tasks on each day, the quote’s cost by phase, and labour recovery — 96 h logged of 124.5 h quoted.

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Contract admin (RFIs, variations, retentions)

RFIs, variations, retentions and the site diary, kept on the job with the clocks running for you.

RFIs →Variations →Retentions →Site diary →Producer statements →

Toolie RFI register for a deck job showing two open RFIs, one overdue and one urgent, an answered RFI waiting to be closed, and ball-in-court tiles with a 3-day average response time — **Who has the ball, and for how long.** Three RFIs on a deck job: one urgent and waiting on the designer, one four days overdue with the client, and one answered and back with you to close — or turn into a variation. Response times are tracked per responder.

RFIs — ball-in-court register, a no-login answer link for the architect or engineer, and the 20-working-day building-consent clock
Variations priced from a plain-English change, with remote client approve/decline (NZCB RBC1 quote-diff method)
Retentions & progress claims held on trust with auto release dates, plus the CCA 2002 s20/s21/s23 payment-claim clock
Site diary by voice with auto weather, photos and a searchable evidence trail; PS1–PS4 producer-statement tracking

The CCA 2002 payment-claim clock is shown on a real progress claim under Money, invoicing & cashflow.

Toolie variation card for a frameless glass balustrade added to a deck, priced at $2,963 including GST, pending client approval with an approval link sent — **A variation, priced from the quote.** Frameless glass added along the lawn side at the client’s request, priced by Toolie’s generate-from-quote diff at $2,963 inc GST (+1 day, +8 h labour), with the approval link shared so the client can approve or decline.

Toolie site diary entry form with a one-tap weather Auto-fill, crew ticked from logged hours, a site note and the share-with-client option checked — **A diary entry in a minute.** The weather one tap away (Auto-fill pulls the site forecast), the crew ticked from the hours they logged, a note you can dictate with Talk to text, and a box to share it with the client.

Toolie site diary for a deck job with two daily entries showing weather, crew on site and notes, one shared with the client — **The evidence trail.** Each day’s weather, crew and notes, searchable by date range — one entry shared with the client, one kept private.

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Scheduling & weather

A 13-phase NZ build programme, a dispatch board for the crew, and the site forecast on every job.

Scheduling software →

Toolie crew dispatch board with daily capacity, a fatigue warning over 45 hours and each of six crew members' week across five live jobs — **The crew’s week on one board.** Daily capacity bars, a fatigue warning when someone hits 45 hours (Liam, 47 h against a 40 h week), and six crew across five live jobs, every job and appointment as a chip you drag to another person or day. Open the screenshot for the full week.

13-phase NZ build programme, auto crew scheduling
Gantt + drag-and-drop dispatch board
Live 14-day site forecast per job
One-tap weather reschedule with client SMS; consent inspection booking points
Crew on leave or sick drop off job bars; a job with everyone off is flagged “No crew — (names) off”, and leave days don’t count toward hours or the fatigue warning

Toolie calendar week with each day's jobs, appointments and crew — **The calendar.** Each day’s jobs and appointments with the crew on them — six crew across the re-roof, the deck and the driveway pour, with the roofing-weather call flagging the wet days (the roof crew moves to workshop pre-cuts and the driveway pour waits for Friday), a client walk-through, a pre-start with the plumber, a council inspection, a Saturday half-day and a materials delivery.

Toolie dashboard with this week's jobs per day, money in, outstanding and overdue tiles, and today on site with an exterior-work weather call for each day — **The week and the day at a glance.** Jobs on each day this week, then active jobs, quotes out, money in, outstanding and overdue; below, today on site with an exterior-work call for each day ahead (good, caution or no-go) and the forecast.

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Contracts & compliance

Contracts, the LBP Record of Work and consent status — produced for you and kept on the job.

LBP Record of Work →Consent tracker →NZ Building Code guide →

The Standard Building Contract in Toolie linked to the Whitaker deck job, with contract, start and completion dates and a deposit filled in and the contract price of $28,827.97 including GST in the editable contract sections — **Filled in from the job, not typed up.** Pick the job and the Standard Building Contract takes the owner, site address and the $28,827.97 contract price; you set the dates and deposit, edit any section, then save, print or download it, under the Building Act s362 disclosure notes.

8 NZ contract templates (Building Act 2004 / CCA 2002)
LBP Record of Work / Memorandum PDF for owner and BCA
Consent tracker — Schedule 1 vs consent vs RBW, clause cited
EOT and RFI logs; $30k written-contract threshold & 5-day cooling-off

The eight: Standard Building Contract, Small Job Agreement, Prescribed Disclosure + Checklist, Variation Order, Defects Liability Notice, Payment Schedule, Subcontractor Agreement and Practical Completion.

Toolie Contracts and Terms screen listing NZ building contract templates, including the Standard Building Contract, Small Job Agreement, Prescribed Disclosure and Checklist, and Variation Order — **The templates, with the law up top.** A written contract from $30,000 incl. GST, the 5-day cooling-off, and the prescribed disclosure signed first — then the templates, starting with the Standard Building Contract, Small Job Agreement, Prescribed Disclosure + Checklist and Variation Order. Five business and HR templates sit alongside the eight.

Toolie's pre-filled Form 6A Record of Work for a garage build, showing the consent number, owner, ticked restricted building work rows marked carried out, and the licensed building practitioner's declaration — **The LBP Record of Work, pre-filled.** The fillable Form 6A for a consented garage: the building address, consent number BC2026/0412 from the job’s consent tracker, the owner and your LBP details come from the job; you tick the restricted building work and sign.

Toolie building consent tracker for a garage build with the consent number, Tauranga City Council and pre-pour, pre-wrap and pre-line inspections passed with dates and inspector names — **Consent, inspection by inspection.** Consent BC2026/0412 from Tauranga City Council, 4 of 6 BCA inspections passed, and each stage with its booked date, inspector, notes and a place for the certificate.

Toolie Quote Builder flagging that a 36 square metre garage needs building consent because it exceeds the 30 square metre Schedule 1 clause 3A exemption, with the source cited — **The clause, cited.** Describe a 6 × 6 m garage and Toolie says consent is required — 36 m² is over the 30 m² Schedule 1 cl 3A exemption — and names the source: Building Act 2004, Schedule 1.

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Site inspections & maintenance

Inspection checklists, a punch list per job, and maintenance plans that work out the next visit.

Inspections & snags →Maintenance plans →

Toolie wet-area waterproofing QA checklist partly completed, with pass and concern results, inspector notes and section progress — **A checklist that mirrors the council inspection.** Wet-area waterproofing to E3/AS1, section by section: 10 passes and one concern — a mixer sealed with sealant only, “fit a flange before the 2nd coat” — with a note and photo on any item.

Photo-backed inspection checklists and a snag/punch list
Per-job punch list with PDF report; per-type spec checklists
Recurring maintenance & service plans with auto next-due
Quick callouts, full service history, reusable templates
Trade registers flag customer services coming due — remind the customer, book the job, and completing it logs the service

Toolie punch list for a deck job with five snag items across open, fixed and verified, each with location, trade, assignee, priority and due date — **Snags by location and priority.** Five items on the deck: three open (one urgent — a 205 mm bottom riser over the 190 mm max), one fixed and waiting to be verified, one verified. Each has who’s on it and a due date, with a PDF report and a handover pack one tap away.

Toolie maintenance schedule listing recurring service plans due in 14, 56 and 216 days, with remind-client and draft-invoice actions on the next visit — **Service plans that come round again.** Three yearly plans due in 14, 56 and 216 days. The one due soonest gets a remind-the-client draft and a $350 draft invoice.

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Crew portal & H&S

The crew get their own stripped-back login with just what they need on site.

Health & safety →Timesheets & payroll →

Toolie crew portal on a phone showing today's Day 2 tasks for a deck in Mount Maunganui, with NZS 3604 pile and bearer steps and a Clock in button — **Today, on the crew’s phone.** Day 2 of a deck build: tasks from the quote’s labour breakdown — pile footings, H5 piles, bearers and joists to NZS 3604 — and a big Clock in button.

Toolie crew portal week view on a phone listing a builder's deck job days and a Monday bathroom measure-up against a 50-hour weekly fatigue cap — **My week.** 33 hours scheduled against a 50-hour fatigue cap: the deck job each day and a Monday measure-up the boss booked.

Toolie crew portal timesheet on a phone showing 8 hours today, 16 hours this week and $608 gross week pay, with Clock in now and Enter hours manually buttons — **Time.** 8 hours today, 16 this week, $608 gross at the crew member’s $38/hr — clock in, or enter the hours by hand.

Separate crew field app: jobs, week, open shifts
Timesheets that flow into job profitability
Team logins: invite staff by email as Admin, Member, Read-only or Crew, each on their own login
Safety sign-on, toolbox talks, spend, tickets, to-dos
SWMS, hazard & substances registers, permits, incidents, QR site sign-in

Toolie crew safety pre-start on a phone listing six pre-filled hazards for a deck build, including working at height, buried services and H3.2 treated timber dust — **Start-work pre-start.** Step 3 of 7, the site walk: six common deck-build hazards pre-filled with their controls, from working at height to H3.2 treated-timber dust.

Toolie hazard register on a phone with deck-build hazards and their controls, such as edge protection above 1m and RCDs on power tool leads, logged by a crew member — **Hazard register.** The hazards the pre-start logged, each with its control, severity and who logged it — with Raise action and Mark closed.

Toolie job page on desktop showing 100% health and safety evidence for a deck job, with SWMS, hazards, toolbox talk and worker sign-ons, plus labour hours against the quote — **The evidence an auditor asks for, per job.** 5 of 5 on a deck build: SWMS prepared, 6 active hazards, a toolbox talk today, 2 worker sign-ons and 4 substances logged — all from the crew’s phone pre-start. Labour logged against the quoted hours sits underneath.

Toolie crew clearance check on desktop flagging two crew who signed onto deck-build work at height without a recorded working-at-heights ticket — **Who isn’t cleared for the high-risk work.** Toolie checks everyone who signed onto high-risk construction work in the last 90 days against the tickets on file — here, two crew on a deck build not yet recorded as cleared for working at heights. It’s advisory: confirm the ticket or note why it’s covered. The same screen tracks prequalification readiness for Tōtika, SHE PreQual, SiteWise and IMPAC.

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Money, invoicing & cashflow

Progress claims with GST done right, the CCA 2002 claim clock, and your cashflow forecast 13 weeks out.

Invoicing →Cashflow forecasting →Purchase orders →

Toolie tax invoice for a deck progress claim with GST and the CCA 2002 payment-claim clock counting 20 working days — **A progress claim, GST done right.** The claim that takes the Whitaker deck to 50% billed: subtotal $6,266.96, GST $940.04, total $7,207.00 — under the CCA 2002 payment-claim clock, which counts the 20 working days the client has to send a payment schedule (4 Nov) and shows the payment due date (26 Oct).

Progress claims with correct 15% GST
CCA 2002 retention ledger with auto release dates
13-week cashflow forecast, profitability per job
GST / WIP / conversion reports; bills, receipts, purchase orders; Xero sync
Trade quotes bill in stages that add up to the agreed price to the cent; payment claims carry the prescribed Form 1

Toolie weekly cashflow forecast with invoices coming in, crew wages going out and the projected balance — **Cash, week by week.** Invoices due in, estimated crew wages out, and the projected balance running down the right-hand side.

Toolie labour productivity report showing hours logged, labour recovered versus wage cost, by person and job type — **Where the hours went.** 540 h logged, 99% billable, $43,480 of labour recovered against $19,813 in wages — 2.19× — by person and by job type.

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17 builder calculators

The numbers you run on site, built in and working offline.

All 17 calculators →NZ Building Code guide →

NZS 3604 spans, H1 R-value, Healthy Homes
Concrete, decking, GIB, timber, roof, stairs, paint, tile, insulation
Equal spacing, square check, right triangle, true labour cost
All offline; plus a plain-English NZ Reference library

Open one: NZS 3604 spans · H1 R-value · Healthy Homes · concrete · decking · GIB · roof & rafter · stairs · paint · insulation.

Toolie concrete calculator on a phone working out 15 ordinary deck piles on 400 millimetre footings 200 millimetres deep with a 125 millimetre pile in each: 0.389 cubic metres, 41 bags, and a bags versus readymix cost comparison — **Concrete, in your pocket.** 15 ordinary deck piles on 400 mm footings, 200 mm deep (BRANZ Bulletin 560), 10% wastage: 0.389 m³, 41 × 20 kg bags, or a 0.4 m³ readymix truck at $244 against $516 in bags.

Toolie NZ reference library on a phone showing H1 construction R-value targets by element and climate zone, with practical notes on wall framing fraction — **NZ Reference, on site.** H1 R-value targets by element and climate zone, with the practical notes on wall framing fraction.

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Client experience & platform

Installable on iOS, Android and desktop, offline-first on site — and your data is yours to export.

Toolie for every trade →Switch to Toolie →Why Toolie →

Every job site geocoded on a map; comms log; follow-up drafts
Installable on iOS, Android & desktop (PWA); offline-first
Xero sync and generic webhooks; your data exportable any time
Move from another app: import clients, jobs, quotes, invoices (paid history too), staff, suppliers, price list and timesheets from Tradify, Fergus, ServiceM8, Xero, MYOB and more, or any spreadsheet; preview first, undo any time

See the 17 calculators, how Toolie quotes a job, or compare with Tradify and Fergus.

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New in Toolie

Latest additions: Toolie Brain (NZ rules engine), Design Studio, the critical-path programme, live job costing, quote options & extras and the 3D visualiser. See what’s new.

Common questions

Is Toolie really all-in-one?

Yes — quoting and estimating, jobs and scheduling, 17 builder calculators, timesheets, inspections, maintenance, NZ contracts and compliance, a crew portal, health & safety, invoicing with GST, retentions and Xero sync, all in one flat-priced app.

Can I get the features as a PDF?

Yes — download the Toolie feature and user guide (PDF) from this page; the same content is on the site so search engines and screen readers can read it too.

What is unique to Toolie vs other builder apps?

It's built around the NZ Building Code, not bolted on: an automatic NZS 3604 take-off, help to quote to H1 and Healthy Homes, CCA 2002 retentions, consent intelligence with the clause cited, NZ contracts and LBP Records of Work — for one flat price.

Try it on your next job

Start free today. Built around NZS 3604, H1, Healthy Homes & CCA 2002. One flat price for your whole crew.

Try Toolie on a job free →