Bert
Workspace Adopt a Bert

Your jobs, your way.

Bert learns your business, understands your jobs, and gets to know your team. It knows what every update means for the wider business and helps carry information across plans, people and customers.

Bring Bert on site See what Bert does

What Bert does on site

One Bert.
Many jobs.

Bert keeps the moving parts of building work connected—from the first customer conversation to the final handover. It learns how your business runs, then helps the right things happen at the right time.

01

Job lifecycleFrom enquiry to completion.

Bert keeps dates, promises, progress and handovers connected as a job moves from quote to plan, delivery and completion.

  • Enquiries
  • Quotes
  • Planning
  • Progress
  • Completion
A tradesperson works from a ladder while Bert tells him that James accepted the patio quote and the job has been marked as won.
02

Expenses and job costsKnow what each job is costing.

Send Bert a receipt, voice note or supplier email. It can connect the spend to the right job and keep the office picture current.

  • Receipts
  • Materials
  • Labour
  • Variations
A tradesperson tells Bert, ‘Just bought a bag of cement, Bert,’ while Bert writes down the expense.
03

Equipment and materialsTrack equipment across jobs.

Bert remembers which team has the equipment, what is due back, what needs attention and what the next job still needs.

  • Location
  • Allocation
  • Maintenance
  • Shortages
A tradesperson asks Bert in the passenger seat to check whether Ricky has finished with the mixer while they sit together in the van.
04

Team and site coordinationKeep your people aligned.

A site update can change tomorrow’s work. Bert checks who and what is affected, keeps the plan moving and makes sure the next person knows what changed.

  • Progress
  • Assignments
  • Delays
  • Handovers
A tradesperson and Bert shelter from the rain beneath a tree while discussing an update for everyone affected by the delay.
05

Customer communicationKeep customers up to date.

Bert turns progress and changes into clear, timely updates—using the context it already has about the job and the promise made.

  • Progress
  • Dates
  • Questions
  • Follow-up
A tradesperson packs the van after finishing a wall and gravel area while Bert gives a thumbs-up and offers to email the customer a progress report.
06

Site records and evidenceEverything kept in one place.

Photos, voice notes, documents and decisions stay connected to the job, giving the team and office one useful account of what happened.

  • Photos
  • Voice
  • Documents
  • Decisions
At home after work, a tradesperson reviews the job while Bert presents its activity, progress, photos and expenses together in one place.

Habitat Landscapes · Early beta

Habitat made Bert part of the day.

Habitat has grown into a large, multi-skilled team delivering high-end garden builds. Craig and Lee each lead one of its installation teams while helping steer the wider business—so what happens on site has to travel naturally to the office, customers and the next job.

Three members of the Habitat Landscapes team reviewing plans together on site.
The Habitat team planning work on site.Photo: Habitat Landscapes ↗

That made Habitat a valuable place for Bert to learn. People who had historically resisted business software began collaborating and sharing updates daily about their work. They relied on Bert to remember important details, keep work moving and respond to the person—not just the update.

Daily participationUpdates became part of the conversation, not extra admin.
Trust over timeThe team relied on Bert to remember what mattered.
Human supportEncouragement and support became part of the value.
Read the Habitat story