Whatever Tech
Proposal for Yahaya Mohamed, Refyt

Every property moves on its own, with its paperwork and its margin.

Hoursto build the demo of your operation
Week 2your team already works in its apps
8 weeksrefining them until they fit

We built your demo from the process document you sent Ariana: it already speaks REFYT.

Now imagine it with

+100 improvements

every property moving on its own, every approval with the right person, and the whole business on one screen.

Watch the walkthrough of your demo, 32 minutes

Things you will stop hearing.

“Who was meant to call this client?”

Every client has an owner and a next step.

“We forgot to chase that invoice.”

Nothing is closed until it is paid.

“Send me the report when you can.”

Sales, cash and progress, up to date in your app.

“Only she knows how to do that.”

The process lives in the system, not in one person.

“We will have to hire someone else.”

The same team serves more clients.

“Which spreadsheet is the right one?”

One version of everything, for everyone.

Your information lives once, in the REFYT system. Each team works in its app.

Refyt’s apps

Refyt’s information, one database

One app per team.

People who do the same work share an app. At REFYT there are five, one per team in section 13 of your document: Director, Commercial, Accounts, Retrofit and Delivery.

Done by the same people
1 app

The survey admin books, the assessors visit, the approvers review and the designers design: phases A and B, one app, Retrofit.

Done by different people
2 apps

Commercial prices the work and Accounts invoices it: different people, and money stays private, so two apps.

One property goes through several apps, without typing anything twice:

Retrofit
PR-20039 Balmoral Road
Survey pack done

Evidence and designs approved

Commercial
PR-20039 Balmoral Road
Quote approved

E.ON rates, margin checked

Delivery
PR-20039 Balmoral Road
For installation

Ready to install set itself

It is the same property, saved once in the REFYT system. Each person sees it and moves it from their app.

Five apps, as in the demo.

You switch between apps from the app selector, and each person only opens the apps their role allows. Every app starts with Tasks and meetings: the team’s tasks with what is due today, open and overdue, and the register of past and upcoming meetings with summary, attendees and action points. Each app also has its own Waiting for my approval.

Director
[Director]
  • The whole business at a glance, with drill down to a single cost line.
  • The 8 dashboards from section 16: business overview, scheme performance, finance, operations, team productivity, capacity and staffing, quality and compliance, suppliers and subcontractors.
  • New schemes from a template or a copy, roles per scheme, the Tuesday directors’ meeting.

Automations: items above the scheme limit routed to directors; every settings change logged; daily summary instead of individual alerts.

Commercial
[Commercial]
  • Rates per measure and scheme, quotes and budgets per measure.
  • Live margin per property and scheme: quoted, budget, committed, actual and forecast.
  • Variations, additional costs and scheme settings.

Automations: quote lines built from the scheme rates; budget locked on client approval; alerts when forecast cost passes budget or margin falls below target.

Accounts
[Accounts]
  • Payment triggers met and invoices to raise, due and overdue.
  • Supplier invoices matched against orders, subcontractor payments to pay.
  • What is owed to and by REFYT, per scheme.

Automations: invoice created as pending when the trigger is met; due date from the scheme’s payment terms; overdue invoices escalated to directors.

Retrofit
[Survey admin], [Assessor], [Assessment approver], [Designer], [Design approver]
  • Phases A and B: bulk import of new jobs, assessment bookings, RdSAP evidence checklist, review, modelling, design per measure and survey pack.
  • Mobile form for assessors, with photos from the phone.

Automations: approvers notified on submission; rejected assessments book a revisit and count it; checklists built by programme, measure and house type; client system reminders with a tick.

Delivery
[Install coordinator], [Order approver], [Payment approver], site managers, [HSSE lead]
  • Phases D, E and F: preparing to install, install by measure (Redbridge by group, with hold points), purchasing, subcontractor payments and additional costs, close out and handover, health and safety, and site mobile forms with no account needed.

Automations: Ready to install set when every item that applies is done; hold points block the next group until passed; orders and payments routed by scheme limit and recorded as committed cost; client queries become tasks; insurance and accreditation expiry alerts.

The more you ask of it, the more your team uses it.

Each round brings, on average, 15 to 25 improvements per app.
In off-the-shelf software

Every “can it do...?” is paid for twice

Once in money, quoted as a separate change. Once in usage, because every workaround makes the tool harder, like the 69 columns on Projects today, and the team opens it less.

With your apps

Every “can it do...?” is already paid for

It goes into the next improvement round, with nothing to quote. And because Dren or the field team asked for it, they use it from day one.

Eight weeks, with your team using the apps from the second. Integrations add two.

Week 1We mapHow each team works
Week 2We deliverVersion 2 of your apps
Week 3We observeOne session per app
Week 4LiveVersion 3 on your domain
Week 5We observeOne session per app
Week 6We presentVersion 4 and your feedback
Week 7We observeOne session per app
Week 8We deliverVersion 5, final delivery
Start
Round 1
Round 2
Round 3
Each round is for one app

One week we watch you work, 45 minutes per app. The next we show you the improvements and you give us feedback on the spot.

And the training?

It is the whole process. Dren, the assessors, the installers and Lana learn by using their own app from week 2, with us alongside every week.

We offer 8 weeks

Almost always, by week 6 the team tells us: “this is everything we want”.

Your structure and a demo first. Four versions of your apps after.

Version 0 is your process document, and version 1 the demo you saw. From version 2 they are your apps: each one comes from watching you work. One week we observe, the next we show you the new one.

Before we startYour 8 week programme, your appsAfter
v0DoneYour process documentThe 30 pages you sent Ariana.
v1DemoThe demoBuilt from your document, with 20 rounds of our own feedback.
v3LiveWeek 4Live on your domain, with your data.
v4Week 6With the improvements your team asked for.
v5Week 8Final delivery.
v6+OptionalContinuous improvementMore versions when your team asks, with monthly improvement rounds.

Each app has its own first session, booked when we start.

Built for REFYT in eight weeks.

$9,000$16,500

USD, custom software on your own domain

  • Software base$1,500
  • 5 apps × $1,500 $3,000$7,500
  • Total$9,000

Three equal payments of $3,000: at the start, in week 4 with the system live, and in week 8 at final delivery.

Where it runs: with us on your domain, $1,000 a year from week 8, or on your servers, $1,500 one-off.How you pay: contract directly with Whatever Tech LLC. Stripe, we cover the fees; Upwork adds its 15%.

Included

  • Sessions with each REFYT team to understand how it works today.
  • One database: programme, scheme, property and measure, with editable client, region and programme lists.
  • Five apps on your own domain, with their automations, Tasks and meetings in each, and the 8 dashboards in Director.
  • Roles and role-based access to financial information.
  • Mobile access, and mobile forms for assessors, site teams and subcontractors.
  • Your existing information moved across, including the bulk import of jobs.
  • Project management and training for the 8 weeks. The code is yours.

Portals $1,500 each, integrations $500 each.

Included, optional and guaranteed.

Optional, add them in your quote

  • Client portal, $1,500. Each council or programme manager sees its own properties and progress, nothing else.
  • Supplier portal, $1,500. Suppliers and subcontractors see their orders, upload invoices and evidence.
  • Integrations, $500 each: Xero, Microsoft 365, Fellow, DocuSign, and booking confirmations and reminders to customers by email or text, up to 5 touchpoints. They add two weeks to the programme and are paid when they are live in production.
  • Improvement rounds after week 8, $500 each.
Our recommendation: finish the five apps first, then connect Xero, Microsoft 365, Fellow and DocuSign. Integrations built on apps that are still changing have to be redone; once the apps are stable, each one is built against how your team actually works.

Not included

  • Automatic links to the client systems (E.ON Dynamics, Shareworks, PAS Hub). The apps remind the owner to update them by hand, with a tick to confirm; a link is quoted once each client confirms the access they give.

Guarantee

100% refund until you approve the version in production. Once you approve it, the system is accepted.

90 days of free corrections for errors in what we deliver, after the final delivery.

Your quote.

Apps

Software base and 5 appsDirector, Commercial, Accounts, Retrofit, Delivery. Each app $1,500 instead of $3,000.
$9,000

Optional apps

Integrations, $500 each

They add weeks 9 and 10 and are paid when they are live in production.

How you pay

Where it runs

Whatever Tech fees
    When you pay

      Yahaya, stop being REFYT’s system.

      In two weeks, your team is already working in its apps.

      1

      You confirm

      You accept the proposal, pay the first of three payments and we set the start date.

      2

      Week 1

      We meet each team and book its weekly sessions.

      3

      Week 4

      The system goes live on your domain, with your data.

      Make the first payment

      This proposal is valid until .

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