Quote, book, do the job, get paid, from your phone
CRM for tradies
A job system built for the way tradies work: quote at the kitchen table, schedule the job, take the photos, invoice from the ute and chase the payment by text, with Xero doing the books.
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JobBoard: the tradies edition, in your browser
One of twelve industry systems we build from, each with its own screens, workflow and vocabulary. JobBoard carries dispatch map, routes per technician and a phone view built for the van, plus the pipeline, inbox with SMS and email, quotes the customer accepts online, schedule, editable automation flows, reports and a phone view. Sample data in your browser only. Your build carries your own stages, fields and rules.
Use Expand in the demo toolbar for a full screen view, press Escape to close it, or open the tradies demo on its own page.
Who this is for
Built for tradies
Plumbers, sparkies, chippies, painters, tilers, landscapers and other trades in Australia and New Zealand, from a one person operation to a 20 van business, who want one app that does the job without a per-user subscription.
Quotes in a minute on site
Pick items from your price list, add a photo, send. The customer accepts with a tap and the job is booked. Quotes that have not been accepted after three days get a friendly text automatically.
Jobs on the calendar, materials on the list
Booked jobs sit on a calendar per tradie. Materials from the quote become a pick list for the supplier run. Customers get a text the day before with the arrival window.
Invoice from the ute, paid by the weekend
Mark the job done, the invoice is ready with GST and your payment link. Overdue invoices get reminder texts on days 3, 7 and 14 so you do not have to be the one asking.
Xero or MYOB does the books
Invoices and payments sync automatically, contacts stay matched and your accountant sees everything without you exporting anything.
Pipeline
The stages work moves through
A starting point we adjust to your process in the first design week. Each stage can require fields, trigger messages and create tasks.
- Enquiry
- Quote sent
- Accepted
- Booked
- Done
- Invoiced
- Paid
Records
What the system keeps track of
Real record types with the fields your team uses, related to each other so one screen shows the whole picture.
Integrations
Connected to the tools you already run
Two way where both sides edit the data, one way where they do not, monitored for twelve months as part of the build.
- Xero
- MYOB
- Stripe
- SMS via ClickSend or Twilio
- Google Calendar
- Reece, Bunnings Trade or supplier CSV price lists
Questions we get asked
How much does a tradie CRM cost to build?
A tradie job system with quotes, scheduling, photos, invoicing, SMS reminders and Xero or MYOB sync is typically 7,500 to 11,900 Australian dollars fixed, delivered in five to seven weeks. A quote and invoice tool for a sole trader starts at 5,900. No per-user fees, so apprentices and office staff log in free.
Why not just use ServiceM8, Tradify or Fergus?
Those tools are good and for many sole traders the right choice. Businesses come to us when the per-user cost has grown past a few hundred dollars a month, when they need something the tool cannot do, such as their own quoting rules, compliance certificates or a client portal, or when they want to own the system and its data.
Does it work with bad reception?
Yes. The phone view saves quotes, job notes, photos and signatures locally and syncs when reception returns, so work in a roof cavity or a rural site is not lost. Everything you did offline is visible in the office as soon as the phone reconnects.
Can it send texts to customers?
Yes. Automatic texts go out for appointment confirmations, the day before reminder, quote follow ups and invoice reminders, in your words. Customers can reply and the reply lands on their record. SMS cost is passed through at the provider's rate, usually a few cents a message.
Tell us how your tradies business works. We will quote the CRM that fits it.
A 30 minute written brief from you, a fixed price and a two page scope from us within two business days. No call required, no obligation.