No more juggling apps, chasing paper, or paying for single-feature software that doesn’t go the distance.
Taly balances extensive features for both site and office with simplicity, so your team moves faster from day one
CURRENT TRADE BUSINESS
In what folder is the site plan in?
“He's at trade school today”
Printed and then lost paper plans
"You don't have photos of that?"
“What variation? I didn't do that”
Lost material lists tracked on paper
“I can't find that in my emails”
Physical paper job folders
Outdated paper plans on site
“I need to know the location of that”
"Where are the plans?"
Multiple tech subscriptions
Scattered communications
Lost productivity & profit
With taly
“Every plan, product, measurement, variation and decision — precisely accurate, perfectly tracked, and always exactly where and when you or any of my team need it.”
Design precise, millimetre-accurate plans and eliminate costly errors—keeping your crew aligned and in sync from the office to the site in real-time. No changes move forward without approval, ensuring smoother, faster job execution.
including:
Fully Scaled, Live Plan Designer: Create and update plans with absolute accuracy.
Annotation Layers: Draw, sketch, highlight, or add notes directly on-site.
Instant Updates: Real-time syncing across all teams and devices.
Custom Library Creation: Upload your own icons + categories for a truly custom experience.
Accurate Stock Lists: Co-branded PDF exports of your plans and stock lists.
Make Variation
Approve
Save Draft
Reject
Variation Approval Workflows
Track, review, and approve every variation before work begins. Only one approved version is live at a time, ensuring clarity, accountability, and zero crossed wires.
including:
Complete Tracking: Every variation is tracked, reviewed, and approved/rejected.
Real-Time Updates: Instant syncing across teams and devices.
Effortless Admin Controls: Powerful tools, without the complexity.
Full Job History: Complete version control and job history, from first draft to final handover.
“We’ve removed three other software platforms in our business with Taly.”
88%
Reduction in plan design time for JS Plumbing & Civil since starting with Taly.
Say goodbye to paper trails and messy email chains. Taly centralises all job data in one easy-to-manage view, making it simple to assign tasks, track progress, and ensure proper invoicing.
including:
File Attachments: Attach to each job card.
Task Assignment: Assign job cards to specific team members.
Version Control: Keep track of job card statuses and revisions.
Downloadable PDF: Export job cards into one neat, organised PDF for external parties.
Notes & Document/File Storage
No more lost documents in text messages, emails, or physical folders. Taly streamlines your notes, documents, and approvals into one secure, transparent system.
including:
Unlimited Storage: Keep all your files in one central, organised location.
Private & Public Folders: Full version control and custom folder types.
Categorise & Notify: Organise notes by project and notify team members easily.
Customisable Toolbar: Add checklists and more for added functionality within each note.
Workflow Stage Management
Take full control of your job pipeline with structured, customisable stage management. Move projects seamlessly through stages, with complete visibility at every step.
including:
Custom Stages: Tailor the sequence of stages to fit your unique workflow.
Real-Time Progress Tracking: Instantly see project status and move it forward with ease.
Clear, Organised Portal: Streamline your project portal with clearly defined stages, reducing clutter and simplifying management.
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#poweredbyTaly x Your brand
Make every document, stock list, and job card reflect your business's identity. With co-branding and white-labelling options, Taly amplifies your brand at every touchpoint.
including:
Brand Customisation: Upload your logo and branding for a fully branded experience.
White-Label & Co-Branding: Personalise plans, stock lists, and job cards to match your brand.
Custom Icons: Upload your own icons or rename Taly’s library to suit your needs.
Build Client Trust: Showcase a professional, consistent brand throughout every interaction.
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