Everything handed over, A to Z.
No mystery about what a level contains. Every item below is a real file, page or run that lands in your hands, in accounts you own. Live today: the register and the money page from Xero. Items marked roadmap are designed and being built; which ones are live is confirmed in writing before you sign.
Snapshot
The SnapshotFree
One page after a 30-minute conversation: how it runs today, what falls through, three changes. Every finding quotes something you said.
Register: the compliance register, done properly.
Compliance registerRegister
Six areas, one honest status per line, a crew form, and a 6am email. Nothing is current until someone has checked the certificate.
Deadlines registerRegister
Every date across every client or matter, documents received or not, and a dashboard of the next 14 days.
Team update formRegister
One short form per module, on their phone, under two minutes. Submissions are checked before they count.
One-page guide and walkthroughRegister
How to read it, how to update it, who checks, what it doesn't do, who to call. Walked through with the people who'll use it.
Business Brain: the written answers your Board reads.
The Business Brain folderBoard
Plain files in your own Drive: business settings, procedures (one file each), price book rules, suppliers, contacts, FAQ, decisions log. Readable without any tool. Yours.
Ten procedures, written properlyBoard
Purpose, trigger, who, steps, what good looks like, what to do when it goes wrong. Starting from the ten your industry runs on, then yours.
The assistantBoard
A Claude Project (or Gemini Gem) on your account that answers the team's questions from the files and names the file it used. Never guesses. Never gives advice.
Decisions logBoard
What was decided, when, by whom, why, and what it replaced. Never deleted; superseded.
New-starter first weekBoard
Day by day, built from the procedures, with a sign-off checklist. The next person doesn't sit in the ute.
Runbook (short form)Board
Where everything is, the weekly rhythm, what to do if the owner's away for a week, who to call.
Board: the business on one screen.
The BoardBoard
Up to four connected areas of your business on one page, installed in your own Claude account, read on any device. Named access only.
The morning checkBoard
One email: only what needs a decision today, each line linked to the thing itself, plus the two numbers you watch. If nothing needs you, it says so.
Price book and quote builderBoard · roadmap
Cost, margin and sell price per item; a quote builder that fills from codes; a quote history that flags what's gone quiet.
Clients and pipelineBoard · roadmap
Every enquiry from first contact to won or lost, with a Monday call list built from who's late and who's gone quiet.
Stock and reorderBoard · roadmap
Par levels, lead times and a flag that says order now, plus an order sheet grouped by supplier and a price-change log.
Content calendar and reviewsBoard · roadmap
What's scheduled, what's late and not written, every review and whether it has a reply, and where enquiries actually come from.
Five proving daysBoard
Before you make a decision off the Board, five mornings of checking three numbers by hand against the source. Logged.
Operator: drafts and named runs, each checked by a person.
Drafts ready to checkOperator · roadmap
Follow-ups, reminders, certificate requests, review replies, status updates. Drafted in your voice from your procedures; you read and send.
Named automationsOperator · roadmap
Scheduled runs that finish whole tasks: reorder drafts, WIP reports, manifests, chasers. One at a time, agreed in writing, five fires proven before the next.
Role viewsOperator · roadmap
Owner, office, crew and adviser each see their own version of the Board. Never one link for everyone.
The monthly packOperator · roadmap
Money, operations, people and compliance on one summary tab, with detail tabs, as a PDF for your accountant, bank or partner. Three things to decide at the bottom.
Owner-away runbookOperator · roadmap
Who decides, the daily order, the weekly rhythm, what to do when something breaks, and what you want to know when you're back. Tested by you not answering for a day.
It keeps being true.
Care plan (monthly)Ongoing
Optional, for Board and Operator clients. The board checked, alerts and forms tested, three numbers by hand against the source, runs fired, updates rolled out. A short written report.
UpdatesOngoing
Every improvement made on any Board is written into an update register and installed with clients on a care plan. When the care plan ends, updates stop and the board keeps working as it stands.
Protection and your dataAlways
Everything lives in your own accounts, so there is nothing to hand back. Named read-only roles that end at handover. Nothing hosted by Stewart Systems. The licence and every promise are written in the engagement letter.
Start with a free Snapshot.
Thirty minutes, and a one-page map of how your business runs today, where things fall through, and the three changes that would matter most. Yours to keep.