Features
The whole platform, screen by screen.
Every module of BUZ, shown in full. Each one hands its work to the next — so a lead becomes a quote, a quote becomes a job, and a job becomes a paid invoice, without anyone typing it twice.
01 · Leads & CRM
Every enquiry, from call to sale.
Capture web enquiries, walk-ins and phone calls in one pipeline. See exactly where every prospect sits, what it's worth, and who's chasing it — with conversion tracked by source.
- →Drag leads across your sales stages
- →Automatic follow-up reminders, nothing forgotten
- →Conversion & lead-source reporting built in
M. Chen
Roller ×6
$1,980
Harbour Cafe
Awnings
$5,400
J. Okafor
Shutters
$4,280
Delta Fitout
S-fold curtains
$7,910
R. Patel
Roman + roller
$6,540
K. Nguyen
Venetians
$1,120
Henderson · 14 Bay St
5 rooms · 9 windows
Roller Blind ×6
1200×1600 · Blockout
Roman Blind ×3
900×1400 · Light Filter
S-fold Curtain ×4
Premium · motorised
Install & measure
Metro · 1 visit
02 · Quoting & CPQ
Priced right, the first time.
The CPQ engine holds every fabric group, deduction rule and option for every product you sell. Build a multi-room quote in minutes — accurate to the last bracket — and send it before you leave the driveway.
- →Width × drop grids & formula pricing
- →Quote on a tablet, accept on the spot
- →Accepted quotes become jobs instantly
03 · Job Tracking
Every job, every stage, on one board.
The moment a quote is accepted it becomes a job on the board. Drag it from check-measure to commenced to completed — the factory floor and the front office finally see the same thing, live.
- → Kanban lanes by job status & production stage
- → Filter by run, branch, dispatch type & more
- → Print, email, export or scan straight from a card
Run #218 · today
47 jobs on the floor
04 · Production & Dispatch
From cut sheet to loaded truck.
Accepted jobs generate cut sheets, labels and barcodes automatically. Scan components through each station, load dispatch runs by route, and close installs on site from a tablet.
- →Cut sheets, labels & barcodes from the order
- →Dispatch runs planned by route & capacity
- →Installers close jobs & capture sign-off on site
05 · Payments & Accounts
Invoiced once. Synced everywhere.
Take deposits on site and balances on completion. Every invoice flows straight to Xero or MYOB — no double entry, no month-end scramble, and receivables you can actually see.
- →Deposits & balances, on site or online
- →Two-way Xero & MYOB sync
- →Live receivables & statements
Paid this month
$248,910
Outstanding
$36,420
INV-4821 · R. Patel
Synced to Xero · 9:04am
INV-4818 · Delta Fitout
Due in 6 days
06 · Contacts
Your whole customer book, searchable.
Customers, leads, suppliers and trade accounts in one database — segmented, tagged and filterable. Balances, groups and history right there, so anyone can pick up any account in seconds.
- → Customers, leads, suppliers & trade accounts in one place
- → Segments, tags (VIP, repeat, overdue) and saved filters
- → Live balances and group pricing on every record
07 · Customer 360
Every customer, in full view.
One screen for the whole relationship — lifetime value, open balance, every quote, order, invoice and appointment, and a live activity feed. Your team walks into every call already knowing the story.
- → Lifetime value, orders, invoices & open balance at a glance
- → Full activity timeline — quotes, emails, payments, notes
- → VIP & repeat-customer flags, addresses and terms on file
See it move
Live, not static.
A job flowing across the board, and an installer's day in the field app — playing for real.
Everything under one roof
CPQ pricing engine
Grids, formulas and options priced right, every quote.
Customer & dealer portals
Self-service ordering and tracking, 24/7.
Xero & MYOB sync
Invoices and payments flow to your accounts.
Inventory & purchasing
Real-time stock with POs raised from demand.
SMS & email automation
Keep customers updated without lifting a finger.
Barcode & label printing
Track every component through every station.
Field & install app
Measures, photos and sign-off from the van.
Reporting & dashboards
Know your numbers the moment you log in.
Multi-branch & roles
Run every location and team from one system.
Scheduling
Every appointment, install and run — one calendar.
Check measures, installs, deliveries and factory capacity share a single view. Drag to reschedule; everyone downstream stays in sync.
- → Check-measure, install & delivery bookings in one place
- → Factory capacity visible alongside the diary
- → Drag to reschedule — downstream stays in sync
See BUZ run your business.
Book a free, no-pressure demo and we'll show you exactly how BUZ fits the way you make and sell.