Stop losing jobs
to disorganisation
KRLIT Field Service CRM keeps your contacts, jobs, quotes, and team in one place — so you can focus on the work, not the paperwork.
/assets/crm/One system. Every job. Every tradesman.
From first enquiry to paid invoice — KRLIT CRM handles it all, without the complexity of enterprise software.
Contact Management
Every customer, lead, and supplier in one searchable place. Full history, notes, and job records attached to every contact.
Job Assignment
Assign jobs to staff in seconds. Set priority, deadline, and location. Staff see their jobs the moment you assign them.
Pipeline & Calendar
See every job in your pipeline at a glance. Drag-and-drop calendar scheduling keeps your team organised day to day.
Quotes
Generate professional quotes from saved line items. Send directly to clients and track whether they’ve been opened or accepted.
Document Manager
Store job photos, certificates, contracts, and sign-off sheets against each job. No more hunting through email for paperwork.
Staff Management
Manage your team’s workload, skills, and availability. See who’s on what job at any given time.
Reporting
Revenue by period, jobs completed, conversion rates, and staff productivity — the numbers you need to grow your business.
Staff Field Portal
A separate, mobile-first view for your team in the field. Check jobs, update status, upload photos — all from their phone.
/assets/crm/Run your entire business from one dashboard
The admin portal gives you complete visibility across your business. Manage jobs, staff, customers, quotes, and documents from a single organised view — without switching between five different apps.
- Live overview of all active jobs and their status
- Full customer database with job history
- Manage all staff accounts and permissions
- Revenue and pipeline reporting at a glance
- Quote builder with saved line item templates
/assets/crm/Your team in the field, always connected
Your lads don’t need training in complicated software. The staff portal is a clean, mobile-first view showing each person exactly what they need — and nothing they don’t.
- See today’s assigned jobs with full details and address
- Update job status in real time from their phone
- Upload site photos directly to the job record
- Access documents and sign-off sheets on site
- Works on any smartphone — no app download required
/assets/crm/Right person. Right job. Right time.
Stop using WhatsApp groups to assign work. Create a job, pick a staff member, set the date — done. Your team gets notified instantly and you can see the full week at a glance.
- Assign jobs to any staff member in under 30 seconds
- Calendar view of the full team’s schedule
- Set job priority, deadline, and estimated duration
- Reassign or reschedule without losing job history
- Flag urgent jobs so they stand out
/assets/crm/Professional quotes in minutes, not hours
Build quotes from saved line items so you’re not typing the same thing out every time. Store all job documents — photos, certificates, contracts — in one place so you can find them when you need them.
- Build and send branded quotes directly from the CRM
- Track whether quotes have been viewed or accepted
- Save frequently used services as line item templates
- Attach documents to jobs — photos, certs, sign-offs
- Find any document instantly with job-linked storage
CRM included from £19.99/mo
The CRM is bundled into our Business and Professional plans — no separate licence fee, no hidden extras.
Starter
ex. VAT · rolling monthly
- Business email hosting
- WordPress hosting
- SSL & DNS management
- Automated backups
- Email support
- CRM access
No CRM on this plan
Business
ex. VAT · rolling monthly
- Business email & hosting
- Full CRM access
- Contact management
- Job assignment & calendar
- Quote builder
- Staff portal (up to 10 staff)
- Document manager
- Phone & email support
Phone & email · business hours
Professional
ex. VAT · rolling monthly
- Everything in Business
- Unlimited staff accounts
- Advanced pipeline & reporting
- Custom document templates
- Website built for you
- Social media management (add-on)
- Same-day support · 7 days
Same-day · 7 days a week
All plans are rolling monthly — cancel any time with 30 days notice. Need a custom setup? Talk to us.
Questions about the CRM
See the CRM live in 20 minutes
We’ll walk you through the full system on a free video call. No obligation, no hard sell.
Prefer to get in touch directly? sales@krlit.co.uk