Trades & field services

Quotes, jobs, engineers and invoices, finally in one place.

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.

  • Fixed price, written scope
  • You own 100% of the code
  • No per-seat licences

The problem

Sound familiar?

Quotes take ages

Rebuilt from scratch in Word or Excel.

Scheduling headaches

Whiteboards, calls and texts to plan the week.

Paper job sheets

Lost sheets, missing photos, delayed invoices.

Unpaid invoices

Chasing eats into evenings.

What we build

One system, shaped around your business.

Only the modules you need, connected from day one, with AI built into the workflow.

Fast quoting

Templates from your rates and materials, with options and e-sign.

Scheduling

Drag-and-drop planner with engineer availability.

Engineer app

Mobile job sheets, photos, signatures and timesheets.

Invoicing & chasing

Invoice on completion and AI-drafted reminders.

Not sure what you need? We'll map it with you on a free 30-minute call.

Book a free audit

Compare

Typical setup today vs CRM Lab

Typical setup todayCRM Lab
QuotingRebuilt each timeMinutes, from templates
SchedulingWhiteboard and phoneShared live planner
Job sheetsPaperMobile app with photos
InvoicingDays laterSame day, automatically

What a typical trades project looks like

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

From first call to go-live in weeks.

  1. Free systems audit30 minutes to map your tools, costs and pain points.
  2. Written scope & fixed priceExactly what we'll build, when, and for how much.
  3. Build in two-week sprintsWorking software every fortnight.
  4. Migrate & launchWe move your data and train your team.
  5. Support & evolveOptional flat-fee support, or take the code in-house.

Starting prices

  • Custom CRMfrom £4,900
  • Operations / ERPfrom £7,900
  • Finance & invoicingfrom £3,900
  • AI agentsfrom £1,900
  • Integrationsfrom £1,500
  • Portals & dashboardsfrom £2,900

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 quote

FAQ

Questions we get asked

Does the engineer app work offline?

We can build it to save job sheets offline and sync when signal returns.

Can customers see job progress?

Yes. Optional customer updates by email/SMS or a simple customer portal.

Do we own the system?

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.

How much does it cost?

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.

How long does it take?

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?

Book a free auditSend a message →