In every plan
The CRM for builders
Track every enquiry, send the estimate, schedule the operatives and bill the work. Sites, estimates and programmes of work are called just that.
From enquiry to estimate to a won job
Enquiries go on a pipeline board, from first contact to quoted, booked and lost. Build an estimate with lines and prices, send it as a PDF and the customer can accept it online. When it is accepted, one click creates the customer, the site and the booking.
A daily email lists who to ring, so a quote never goes cold because nobody followed it up.
- A pipeline board with follow-up dates
- Estimates customers accept online
- Won leads become customers and sites in one click
- Record why work was lost
Sites, programmes of work and operatives
A site has its own address and access notes. Schedule your operatives on a weekly calendar, and each sees only their own work. The starter price list has a site visit and survey, a builder’s day rate, plastering a room and kitchen fitting labour, all examples for you to price.
Keep your operatives’ CSCS cards, CIS registration, working at height and first aid certificates on file, with a reminder before each one expires.
- Sites with access notes
- Operatives see only their own work
- CSCS and other cards with expiry reminders
Quote, invoice and get paid
Send a numbered quote as a PDF that the customer can accept online, then an invoice with VAT from your own email address. On Growth and above customers can pay by card, PayPal or Direct Debit from the invoice, and payment reminders chase the late ones.
Ready to spend less time on admin?
Start your 30-day free trial of Growth, no card needed and have your first client, booking and invoice set up today. Questions first? Talk to us.