CRM for tradesmen · Included with Business & Professional hosting

The Job-Management CRM Built for Tradesmen

Run your whole day from one place. Raise jobs, send invoices, schedule your team and keep every customer in order — a practical CRM made for local tradesmen and field-service businesses, not faceless corporates. It’s fully cloud-based and hosted for you — nothing to install or run on your own server — so you can log in from anywhere. Included free with our Business and Professional hosting plans.

Built for the trades

From enquiry to invoice, all in one place

See every job on one board and move it from new enquiry, to booked, to done — with quotes, invoices and customer history attached. Built around how local tradesmen and field teams actually work, so nothing slips through the cracks and you always know what’s next. Because it lives in the cloud rather than on one computer, you and your staff can pick up the same up-to-date information from the office, from home or out on site.

What it does

Everything you need to run the jobs

Built around how local trade businesses actually work — jobs, invoices, scheduling and your team, all in one tidy place.

Job management

Create and track every job from enquiry to completion — notes, photos, materials and status all in one place.

Schedule & diary

Plan and assign jobs to your team on a simple calendar so everyone knows where they need to be.

Invoicing

Turn completed jobs into invoices in seconds and stay on top of what has been paid and what hasn’t.

Cloud-based, work anywhere

Hosted in the cloud for you, not on your own kit — securely log in from any device, in the office, at home or out on a job.

Staff portal

Give your team their own secure login to see their jobs, schedule and details — on site or in the van.

Customer records

Every customer, site and job history stored together and searchable in seconds — never lose a detail.

A quick look

See the CRM in action

A clean, no-nonsense interface you and your team can pick up in minutes.

Jobs boardTrack every job through its stages

Job & invoiceEverything about a job

DashboardYour numbers at a glance

SchedulePlan your team’s week

Bolt-on when you need it

Optional modules

Start with the core CRM and add only the extras your trade needs. Optional modules are priced to suit your business — just ask and we’ll talk it through.

Quotes

Build professional quotes in minutes, send them to customers and convert the accepted ones straight into jobs.

RAMS

Create and store Risk Assessments & Method Statements against each job — keep your sites compliant and audit-ready.

Document centre

A central library for your internal documents — certificates, policies and handbooks — so your team always has the latest version.

Leave management

Let staff request holiday and time off, approve it in a click, and see who is available before you schedule a job.

Expenses

Capture receipts and log expenses on the move, ready for the books — no more shoeboxes of paper.

Optional modules · price on request — we’ll tailor a package to your trade. Talk to us →

Want the CRM on its own? It’s included free with Business & Professional hosting, or available standalone from £9.99/mo per company — with setup & data import included free. See full pricing →

Made for local trade businesses across Hull & East Yorkshire

No per-seat fees, no lock-in and no jargon — just a practical job CRM, included free with Business & Professional hosting and backed by a local business you can actually come and visit.