One place for every customer, job and follow-up.
A CRM shaped around how your jobs actually move, from the first call to the final invoice, instead of a stock pipeline you have to bend around.
The label reads Jobs live in a spreadsheet. It goes with your message.
Before: The sheet everyone is scared to sort
Jobs live in a spreadsheet four people edit. Status is a colour only one of them understands, follow-ups live in someone's head, and the history of a job is spread across texts and email.
We build the board your jobs move across.
Each job gets one record with its customer, scope, dates, files and notes, and moves through your stages with one button for the next step.
After: Everyone sees the same job
Nothing gets retyped, nobody asks where a job stands, and the history writes itself as the work happens.
What it can include
Every one is built for one business, so this is a menu, not a package.
Your stages, your words
Jobs move through the phases you already use, named the way your team says them, with the next step one tap away.
One list of customers
Every name, number and address lives once. Quotes, jobs and emails link to it instead of keeping their own copy.
Scheduling that syncs
Visits and crews land on the calendars your team already uses, and changes go both ways.
Files where the job is
Plans, photos, permits and signed paperwork attached to the job, not buried in an inbox.
Chat on the job
Conversations attached to the job they're about, with mentions, so the answer is findable next month.
Every change on the record
Who changed what and when, so nobody has to ask and nothing quietly disappears.
Works with what you have
Most businesses already pay for software that does part of the job. We connect to it where it can be connected.
Calendars, shared drives, email, accounting software, and the spreadsheet you're leaving behind, whose data comes with you. If a tool you rely on can't connect to anything, we'll tell you plainly before we start.
Start with one label
Tell us what's slowing your business down. A sentence is enough; we'll reply by email.