Who it is for
Businesses drowning in spreadsheets, re-keying data between tools or paying for off-the-shelf software that fits badly, and owners who want to use AI for something more useful than writing emails.
Built from experience, not theory
Fortis grew out of businesses that built their own systems because nothing on the market fitted. We designed and run a full business management platform covering leads, quotes, specifications, projects, invoicing, documents and AI-assisted drafting, used every day by a national contracting business. That experience is what we bring to clients.
The right amount of custom
Not everything needs building. We start by mapping how work actually flows through your business, then decide what should be configured in existing tools, what should be automated between them and what genuinely needs a custom build. Modern cloud platforms mean custom software is now affordable for SMEs.
- Process mapping and systems audit
- CRM, quoting and job management systems
- Automated document and proposal generation
- Integration between accounting, CRM and operations tools
- Dashboards and management reporting
- AI assistants trained on your products, prices and processes
AI that does real work
Drafting specifications and quotes, answering staff questions from your own knowledge base, triaging enquiries, summarising calls, extracting data from documents. We deploy AI where it saves measurable hours, with the controls needed to keep your data and your customers safe.
The operating rhythm
Run once, properly, every month.
Reconciled weekly, paid on time, reported at month end, filed on the quarter and closed at year end. When the rhythm holds, the numbers are always current and nothing is a surprise.
How it works
- 01
Map
We follow a job from enquiry to invoice and document every hand-off, re-key and workaround.
- 02
Design
Decide what to configure, what to automate and what to build, with a fixed-price scope.
- 03
Build
A first working version in weeks, tested with your team on real jobs.
- 04
Improve
Short improvement cycles, training and ongoing support as the business changes.