Service
Pipeline tracking, multi-vendor pricing requests, proposal and invoice generation, and a real dashboard — built once around your process, not a generic template you have to bend to fit. You own it. No monthly software fee.
See it in action
Pipeline by stage, a multi-vendor pricing request going out in one click, proposals and invoices generated from the same screen. Shown here on a demo account for a fictional company, Coast Window — the workflow is real, the job data isn't.
What's included
Every opportunity tracked by stage — lead, awaiting pricing, proposal sent, accepted, invoiced — with inline editing that saves as you type. Switch between a spreadsheet view and a kanban board.
Pick which suppliers to request pricing from, and it drafts one consistent quote request to every vendor — so the prices you get back actually describe the same job, not four different guesses.
One click from any opportunity's record — no separate document tool, no copy-pasting numbers between systems.
Open pipeline value, win rate, average job size, where your work actually comes from, your biggest customers — the numbers you'd otherwise have to build a spreadsheet to see.
Gate codes, who to ask for, what was said on the last call — the stuff that normally only lives in one person's head, attached to the job itself.
Jump to any opportunity or account instantly instead of scrolling a list — built for someone juggling forty open jobs at once.
Pricing
Comparable trade-focused job/CRM software typically runs $100–500 a month, indefinitely. We build yours instead as a one-time, flat-fee project — priced off what your process actually needs, the same way the rest of the build is. No monthly number stacking up forever: once it's paid for, every dollar after that is savings, not rent.
One honest note: "no monthly software fee" isn't the same as "no cost to run it." A live, hosted tool has real hosting costs, so we're upfront about a small at-cost hosting & updates fee — not a software markup, and often foldable into an existing managed plan if you already have one with us.
Get my free business auditTell us your trade, your average job value, and how many calls you think you're missing — we'll send back roughly what that's costing you, no pitch attached.