How it works
Designed for daily trade operations
A simple workflow your office and engineers can adopt quickly.
Customer and property records in one place
Linked quote, job, and invoice history
Faster repeat work with cleaner office handovers
Outcomes
What teams improve with this feature
Practical gains reported by busy trade teams after replacing manual admin loops.
Faster handoff from office planning to engineer execution.
Cleaner communication history for customer-facing updates.
Less rework caused by missing context across systems.
Higher confidence in quote-to-cash progression.
Related features
Keep exploring your lead-to-paid workflow
These capabilities are often adopted together.
job scheduling software for trades
Job Scheduling & Dispatch
Plan daily jobs, assign engineers, and keep office and field teams aligned with a single dispatch view.
View featureteam dispatch software
Team Dispatch for Trade Businesses
Assign the right engineer faster, keep the office in control, and give field staff the context they need before they arrive on-site.
View featurerecurring jobs software
Recurring Maintenance for Trade Teams
Keep planned maintenance work, repeat visits, and service reminders organised alongside your reactive jobs so future workload stays under control.
View featureFAQ
Questions about Customer CRM for Trades
Can we keep customer details and property history together?
Yes. Customer records can hold contact details, properties, and linked job history so repeat work stays easy to manage.
Can a lead turn into a customer without retyping everything?
Yes. Lead and customer workflows are connected so teams can move from enquiry to quote and active customer records with less admin.