The CRM that
fills its own diary.
Every enquiry, quote, job, invoice, message and call on one customer record, built around the surveys we book for you. The phone is answered, the quotes are chased and the reviews are asked for without anyone remembering to. No per-user fee. Web, iPhone and Android.
Good trades lose work in the gaps between the van, the office and the phone
You were under a floor. The homeowner rang the next firm and booked them.
Six sent, two answered. You meant to chase the other four and did not.
Two engineers, one whiteboard, and a job booked across town in ten minutes.
Typed from a notebook, sent late, paid later, retyped into the accounts.
One system, four jobs
Nineteen features, each with its own page. All included. None priced per seat.
Win the work
Every enquiry answered in seconds, qualified, and booked as a survey. Before a competitor rings back.
Run the work
The diary, the quote, the job and the invoice on one customer record. Nothing typed twice.
Keep it coming
Reviews, reminders and follow-up run on their own. Your website brings the next job in.
Run the team
Everyone on the same system, on the phone and at the desk, with the accounts kept in step.
The six that change a week
Quotes accepted on the phone, chased until yes or no
Build from your price book in two minutes. The customer accepts with one tap and pays the deposit. If they go quiet, the follow-up runs by text and email until they answer, then stops.
- Opened and accepted stamped on every quote
- Deposit taken at acceptance
- Follow-up stops the moment they reply
A diary that fills itself and never double-books
One calendar per engineer with real capacity and travel buffers. The receptionist, the chat and the office book into genuinely free slots. Move a job and the customer is texted.
- Surveys land in free slots overnight
- Travel time enforced between jobs
- Google Calendar kept in step
Invoiced from the job, paid by card before you leave
The invoice carries the quote's lines and the deposit already paid. Card payment online or on site through Stripe. Synced to Xero or QuickBooks so nobody types it twice.
- One tap from job to invoice
- Card on site from the mobile app
- VAT per line, set once
Every call answered. Every message in one thread.
The AI receptionist answers 24/7, qualifies and books. Its transcripts sit in the same thread as the customer's texts, emails and chats, so whoever picks up knows the story.
- Calls answered on the first ring, day and night
- Texts with delivery receipts
- One conversation per customer, web and mobile
The follow-up that used to depend on memory
Quote follow-up, booking reminders, on-the-way texts, review requests and service reminders run as sequences you can see. A reply, an acceptance or a STOP ends them.
- Review request after every completed job
- Every customer's position visible
- Wording and timing are yours
A website that books surveys, built and hosted for you
A page for every service and every town you cover, live chat that books into your diary, and forms that land in your pipeline. Built from your details in minutes, on your domain.
- Service and area pages for local search
- Chat and forms wired into the CRM
- Edit it yourself any time
What a day looks like when the system does the remembering
Demo data. The names are made up; the sequence is how it runs.
- Three surveys booked overnight
The receptionist and the website chat took calls and messages while you slept. Each landed in a free slot with travel time. Each homeowner has a confirmation text.
- Engineers open today
Dan and Priya see their jobs, the route and the access notes on their phones. Nobody rings the office to ask what was agreed.
- Survey, combi replacement
Qualified: gas, wants it before winter, finance discussed. You turn up, measure, and build the quote from the price book in the van.
- Quote opened
She opened it on her phone twelve minutes after you left. You know, because it says so.
- Website chat books Thursday
A homeowner in the next town asked if you cover SK7. The chat said yes and booked a survey. It is in your pipeline with the transcript.
- Invoice paid on the drive
Job marked complete, invoice raised in one tap with the deposit shown, paid by card before Dan pulled off. In Xero by teatime.
- Review request goes out
"Thanks for having us today." Five stars by seven. You did not send it.
- Ad lead rung back in 58 seconds
A form came in at 20:14. The caller qualified the homeowner and booked Friday. The transcript is on the lead when you look in the morning.
Tradify, ServiceM8, Jobber and Commusoft are places to put work you already won
Published starting prices, September 2026, ex VAT, as reported by DashLink and TradePlanr. Check the vendor before you sign.
| Tradify | ServiceM8 | Jobber | Commusoft | MyTradeBuddy | |
|---|---|---|---|---|---|
| Pricing model | Per user, from £34 a user a month | By jobs per month, from free to £119 | Per user tiers in USD, Core $49 | Quote-led, aimed at 6+ staff | No per-user fee; included with booked surveys |
| Where the work comes from | You find it | You find it | You find it | You find it | We generate it and book the survey |
| Answers the phone 24/7 | Not built in | Not built in | Not built in | Not built in | AI receptionist included |
| Website built and hosted | No | No | No | No | Yes, with service and area pages |
| Contract | Monthly | Monthly | Monthly | Annual, reported | None |
If all you want is software to organise jobs you already have, one of those four will serve you well and we would rather say so. Our comparison of the five is honest about it. If the diary is the problem, start here.
It comes with the work
We generate the demand for one business per area, answer every enquiry, qualify it and book the survey into this system. You pay per booked survey. The CRM, the receptionist, the automations, the website and the mobile app are how that work gets run, and they come with it. No per-user fee, no contract.
CRM for trades: the questions we get
One place that holds every customer, quote, job, invoice, payment, message and call, with the diary attached. For a trade business it is the whole enquiry-to-invoice loop, not a contacts list for account managers.
Nothing. There is no per-user licence. The whole team is included, so hiring an engineer does not raise the bill.
It comes with the system. We generate the demand and book the surveys, and the CRM is where that work lands and gets run. Pricing for the survey side is on the pricing page.
It does the same quoting, scheduling, invoicing and payments. The difference is that the work is generated, answered and booked for you, and the phone, the website and the follow-up are built in rather than bolted on.
Yes. Android on Google Play, iPhone set up on your demo. Engineers see the day, take photos and sign-off on site, and send quotes and invoices from the van.
Xero and QuickBooks for invoices and payments, Stripe for card payments, Google Calendar for bookings.
Yes, by CSV. We map the columns with you during onboarding.
No. No minimum term, cancel any time.
See the CRM with your own jobs in it
Book a demo. We walk through a real day in it for your trade, from the call to the paid invoice, and what moving across would involve.