Quotes take ages
Rebuilt from scratch in Word or Excel.
Trades & field services
Builders, installers, electricians, maintenance and field-service firms lose hours every week moving information between quotes, calendars, job sheets and invoices. We build one system your office and engineers both use.
The problem
Rebuilt from scratch in Word or Excel.
Whiteboards, calls and texts to plan the week.
Lost sheets, missing photos, delayed invoices.
Chasing eats into evenings.
What we build
Only the modules you need, connected from day one, with AI built into the workflow.
Templates from your rates and materials, with options and e-sign.
Drag-and-drop planner with engineer availability.
Mobile job sheets, photos, signatures and timesheets.
Invoice on completion and AI-drafted reminders.
Not sure what you need? We'll map it with you on a free 30-minute call.
Compare
| Typical setup today | CRM Lab | |
|---|---|---|
| Quoting | Rebuilt each time | Minutes, from templates |
| Scheduling | Whiteboard and phone | Shared live planner |
| Job sheets | Paper | Mobile app with photos |
| Invoicing | Days later | Same day, automatically |
A Core Build usually covers customers, quotes, scheduling, a mobile job app and invoicing synced with Xero or QuickBooks, live in 6–10 weeks.
How it works
Starting prices
Core Builds from £12,000. Optional support from £495/month, flat, whatever your headcount. Prices exclude VAT; every project is quoted in writing.
Get a fixed quoteFAQ
We can build it to save job sheets offline and sync when signal returns.
Yes. Optional customer updates by email/SMS or a simple customer portal.
Yes. On final payment the full source code and IP transfer to you. You can host it anywhere and hire anyone to work on it, so there's no lock-in.
Every project is fixed price, agreed in writing after a free audit. Typical Core Builds start from £12,000; single modules start from £1,500. There are no per-user licence fees.
Most Core Builds go live in 6–12 weeks. We build in two-week sprints, so you see working software every fortnight.
Ready to see what it would look like for you?