Control Your Jobs
CRM & Customers
Every customer, site, quote, and job relationship in one connected view
What this solves
Problem 1
Customer history sits in inboxes and spreadsheets instead of one operational record
Problem 2
Quotes are built without clear margin visibility or site context
Problem 3
Accepted work is re-keyed into operations, creating delay and mistakes
Core features
Customer & site history
Full job history by customer and site.
Estimating & quoting
Standardised pricing templates, margin visible on every quote.
Quote-to-job workflow
Accepted quote creates job automatically - no re-keying.
Retention tracking
Outstanding retentions visible at customer level.
Variation history
All approved variations by customer and job.
Customer dashboard preview
Customer list with active jobs, quoting, and retention exposure.
| Customer | Active Jobs | Open Quotes | Won This Month | Lost This Month | Retention Outstanding |
|---|---|---|---|---|---|
| Hargreaves Properties | 2 | 1 | 1 | 0 | £1,250 |
| Suffolk NHS Trust | 1 | 2 | 0 | 1 | £4,800 |
| Anglian Water | 1 | 1 | 1 | 0 | £0 |
Connects to
Job ManagementJob Costing