Lead intake and first response
Every new lead lands in the pipeline. Automatic first response, so nobody waits three days for a reply.
Industry
A custom CRM for trades and contractors, built around the real job flow.
We build custom CRMs for trades and contractors across Fraser Valley and Metro Vancouver. Lead to site visit to quote to invoice, with photos attached to every stage. One tool your office and your crew both use.
Why this hurts
What we see across trades and contractors
Most trades businesses run on a mix of a shared inbox, a booking calendar, a spreadsheet, and a text thread with the crew. It works until you have twenty jobs in flight. Then a lead falls through, a site visit gets forgotten, and a quote sits at $8,000 with nobody chasing it. A CRM shaped around your real job flow keeps every job moving without anyone holding it in their head.
Common workflows
The patterns we build for
Site visit scheduling
Book a site visit, route it, and the crew sees it on a phone with address, notes, and photos from the call.
Quote from the job
Quote built from the site visit, sent to the customer, approved in one click.
Job tracking with photos
Every stage of the job carries photos, notes, and time. No 'where's that photo?' at invoice time.
Invoice and follow-up
Invoice from the job, take card payment, and follow up on invoices that go quiet.
Generic tools
What firms in this space tend to outgrow
- A shared inbox for leads
- A calendar and a text thread for the crew
- Per-seat trade SaaS that keeps raising the bill
- Spreadsheets for the pipeline
What we'd build
Project shapes we'd take on for trades firms
- Lead to invoice CRM for a small contractor
- Customer portal for quote approvals and photos
- Crew mobile view with today's jobs, notes, and photos
- Automatic follow-ups on quotes and invoices
- Owner's dashboard: open quotes, booked work, this week's revenue
FAQ
Common questions from trades firms
Do we need to know exactly what we want?
No. Most contractors arrive with a pain, not a spec. The discovery call is where the spec comes from.
Can the crew actually use it?
Yes. Mobile-first, big tap targets, works one-handed on a site.
Will it connect to QuickBooks?
Yes. Invoices, payments, and customers can flow to QuickBooks so your books stay clean.
Other industries
We also work with
Working at a trades firm with a workflow that doesn't fit your tools?
Tell us what's slowing you down. We'll give you a straight answer about whether a custom app makes sense, and roughly what it would take.