The forgotten callback
Someone rings while you are on a roof. By Thursday they have booked your competitor.
CRM
Every enquiry, quote and job in one place
Stop running your business out of text messages, missed calls and a notepad in the ute. Your CRM is configured around how your trade actually works — and we do the setting up.
Included from the Growth plan
Melbourne-based, on the ground across the south-east and northern suburbs, with support in Canberra and remote setup Australia-wide.
What customers actually search for
- CRM for tradies
- job management software Australia
- lead tracking for small business
- quoting software for trades
The single most expensive thing in a trade business is the enquiry nobody answered. A CRM does not need to be complicated — it needs to make it impossible for a lead to go missing.
The problem
The leaks a CRM plugs
The quote in limbo
You sent it a fortnight ago. You have no idea whether they opened it.
The double booking
Two jobs, same slot, because one was in your head and one was on a napkin.
The lost history
A repeat customer calls and you cannot remember what you did last time or what you charged.
What you get
What crm setup for tradies includes
Customer records
Names, addresses, phone numbers, site notes and full job history on one screen.
Lead tracking
Every enquiry logged with a status, so you can see at a glance what has not been answered.
Quoting
Send a quote from a template, get notified when it is opened, and see when it is accepted.
Jobs and calendar
Bookings drop into your calendar with the address, the job details and the contact number.
Customer history
Every past job, quote, payment and note kept against the customer record.
Configured for your trade
Job types, quote templates and custom fields set up around the work you actually do.
How it works
Four steps, and you are live
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01
Map your workflow
A short call about how a job moves from enquiry to invoice in your business.
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02
We configure it
Job types, statuses, quote templates and custom fields built to match.
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03
Connect the website
Website forms and bookings wired straight into the CRM so nothing is typed twice.
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04
Walk-through
We show you around it on a call. Most people are comfortable inside twenty minutes.
Where we work
Melbourne-based. Australia-wide.
We are based in Melbourne and work on the ground across the city's south-eastern and northern suburbs. We support businesses in Canberra, and we set up trade businesses remotely right across Australia — same build, same price, same week.
FAQ
CRM Setup for Tradies — common questions
No. Enquiries are emailed to you regardless. The CRM is there when you are ready, and it is set up either way so nothing gets lost in the meantime.
CRM setup and lead tracking are included from the Growth plan ($250 setup, $79/month). Professional adds advanced quote workflows.
Yes. Additional users can be added so the office, the apprentice and you are all looking at the same jobs.
Yes — it is designed for use on site, so you can check a job, update a status or send a quote from the van.
You do. It is your data. On request, or if you ever leave, we export the whole lot for you.
Works well with
Ready to get set up?
CRM Setup for Tradies is included from the Growth plan. Tell us about your business and we will come back within one business day.
- No lock-in contract
- Live in about a week
- You own everything