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CRM for tradies

A CRM for tradies who hate the word CRM.

Here's the plain-English version: one place that remembers every customer, chases every quote, and books every job. We set it up, we run it, and you never touch software.

01The pattern

Why the software you bought ends up abandoned.

/ 01

Bought, never set up

You signed up with good intentions. Setting it up properly needed a spare weekend you were never going to have. It's been "on the list" for a year.

/ 02

Set up, never filled in

It only works if every lead and job actually goes in. After a 10-hour day on the tools, data entry loses to dinner every single time.

/ 03

Filled in, never followed up

The leads sit in there going cold. A system that stores your leads but doesn't chase them is just a tidy graveyard.

The problem was never you. It's that nobody built the system around your business, or ran it for you.

02What's inside

One system for the whole job, enquiry to paid.

One record per customer

Calls, texts, emails, quotes, job notes, history: one place, searchable, visible to your whole team.

Every channel, one inbox

Website enquiries, Google, socials, SMS: it all lands in the same spot, nothing slips between apps.

Automatic quote follow-up

Every quote gets chased politely until they book, buy, or say no. The money you're owed for work you already quoted.

Booking & reminders

Customers book from your live availability. Confirmations and reminders send themselves. Fewer no-shows.

Reviews on autopilot

Happy customers get asked for a Google review at the right moment, automatically.

Pipeline you can see

Every job from first call to final invoice, at a glance. No more "did we ever get back to them?"

03The difference

Done for you, not another app to babysit.

Tools like ServiceM8 and Tradify are solid software, if you've got the time to set them up and a team that fills them in. We do something different: we build the whole thing around how your business already runs, write your follow-ups in your voice, connect your phones and calendar, and run the whole thing for you.

We built this for our own businesses first, including a gym with a phone that never stopped, and we still run it there today. It pairs with the AI receptionist and missed-call answering so nothing gets in that doesn't get followed up.

04What you get

Set up, handed over working, kept running.

From the blog
05Common questions
Do I have to move off ServiceM8, Tradify or my current tools? +

Not necessarily. If your job-management software is working, we build around it. Our system handles leads, follow-up and communication, and your existing tools keep doing what they're good at.

Will my team actually use it? +

That's the point of done-for-you: most of the data entry happens automatically. Calls, texts and enquiries log themselves. Your team mostly just reads what's already there.

What does setup involve? +

We map how enquiries reach you, build your system around it, connect your phone and channels, write your replies and follow-ups in your voice, and hand it over working. Most businesses are live within a few weeks.

Is there a lock-in contract? +

Setup has a one-off fee, quoted once in writing before anything starts. Ongoing plans are month to month. We keep clients because the system works, not because a contract says so.

Free systems audit

Find out what's slipping through the cracks.

The free audit shows exactly where enquiries are being lost in your business right now, and what fixing it would look like. No cost, no obligation, no pressure. Worst case, you walk away knowing your numbers.

Get Your Free Systems Audit

Takes 30 seconds & get an instant demo of the system.