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The CORETAXA platform

The whole job.
A shared view.

Quotes, crew, project delivery and job financials.
Connected around the work you do.

The connected job

One job. Every step.
Nothing lost between.

A quote in one app. A roster in another. The costs in a spreadsheet. Bring the whole job back together.

Keep the opportunity moving.

Keep the client, site, scope and follow-up together. See what is new, being estimated, being quoted or won.

Coastal renovation · P-024 · Demo jobClient + site + scope
New enquiry
ClientJ. & K. Harmon
Site14 Tidewater Cres, Coastal Bay
SourceReferral

Connected records, with your team in control at each step.

CORETAXA AI Assistant

Ask a question.
Get back to
the job.

Your business data, in the conversation. Ask about active work, quote statuses and job financials without piecing the answer together across screens.

  • Connected to your workspace
  • Works with the records you can access
  • Bring PDFs, documents and spreadsheets
Meet your assistant
How can I help you?

Ask me anything about your business

Quick actions

Built for the whole business

Less chasing.
More getting it done.

From pricing a new job to knowing what it earned, keep the details where the work happens.

Win the work

Good quotes start
with a clear scope.

Keep enquiries, clients, work areas and pricing together. Turn the detail you have already captured into an estimate or quote.

  • Track leads and follow-ups
  • Price labour and materials by work area
  • Carry an approved quote into a project
Start with your next job
Scope first. Confidence follows.

Run the team

The right people.
A plan for the day.

Plan work days and site visits, assign the crew and bring recorded time back to the job. Keep worker details and credentials close at hand.

  • A shared schedule across your work
  • Time records and day closures
  • Pay run records and reimbursements

Pay runs use the earnings, tax and super amounts you provide.

Work day closed — Coastal renovationJake T · 8.2 hrs logged · 3 materials · P-024

Control the money

A busy job should
be a healthy job.

See what the work is worth, what it is costing and what is still outstanding. Keep approved variations, invoices and recorded payments in the same picture.

  • Forecast revenue, costs and margin
  • Invoices from completed work
  • Recorded expenses and client payments

Run the work. Keep the record.

All the detail.
Attached to the job.

Materials in view

Requirements, purchase orders, deliveries and site balances.

Quality built in

Standards, inspection templates, safety records and approvals.

Context that stays

Documents, scope changes and activity alongside the work.

Connected where it counts

Your inbox.
Part of the business.

Bring email into your workspace and use Google to sign in. More connections are taking shape.

Discuss your integration needs
G

Google

Sign in to CORETAXA

Available

Gmail

Connect your email channel

Available

Microsoft Outlook

Email connection

Coming soon
Coming very soon

Continue on
your phone.

From your desk to your next site visit. CORETAXA for iPhone and Android is on the way.

App Store for iPhone — coming very soon
Coming very soon
Google Play for Android — coming very soon
Coming very soon

Store downloads will be available here when the apps launch.

Your next job starts here

Build the work.
We’ll help you run it.

One system for your trade business.
From the first call to the final numbers.

Get Started Free
Builder reviewing architectural plans beside a tablet on a site workbench — AI-generated illustration.