Services CRM Start free

CRM for services businesses

Your round, from first enquiry to paid.

Enquiries land from your website. Price one up and the quote emails itself; the customer says yes in their inbox and hears when you are coming. Finishing the job sends the invoice, and they can pay it by card from the invoice itself. Work that comes round again books its own next visit.

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✓ No card to start ✓ From £5 a month ✓ Invoices your customers can pay from

Enquiry → quote → job → invoice → paid

Nothing falls between the columns

The board is the business. A card only moves forward one way, so a job that was never quoted and an invoice nobody raised are things that cannot quietly happen. Won work waiting for a date has a column of its own; finished work waiting for a bill does not, because finishing it is what sends the bill.

Step 01

New Lead

Your website form posts straight in — name, address, the service they picked, what they wrote and the photos they attached. It arrives as a card, not an email you have to remember.

Step 02

Quoted

Price it from your own list — per m², per metre, per hour, per item or per job. Email quote saves it, sends the branded PDF and marks it sent, in one press. The PDF carries the link to accept it, so a printed or forwarded copy can be answered too.

Step 03

Accepted

The customer answers in the email — yes or no, with their reason if they give one. Won work waits here until somebody books it in, so a yes at eleven at night is not lost by morning.

Step 04

Scheduled

An accepted quote becomes a job, prefilled with the service and an itemised brief — work never exists without a price behind it. Giving it a date emails the customer the booking: what, when, where, and how often.

Step 05

Invoiced

Complete & invoice is one press: the crew marks it done and the invoice is raised from the quote's lines and emailed. If the work repeats, the next visit is booked there and then.

Step 06

Paid

The customer pays by card from the invoice, or by transfer — all of it, or a deposit and the rest later. Once it is settled, the receipt goes to them stamped PAID.

Off the end

Lost

Both kinds of not-happening: a job that was booked and then cancelled, and a quote the customer turned down, with their reason on the card. Nothing is deleted — it stays findable.

The dashboard totals it up: new enquiries, quotes out, jobs scheduled, money owed, and what has actually been paid this month — with unpaid invoices listed by due date, oldest first. Reports takes the same book month by month, over the last year or any range you ask for.

Work that comes round again

The round books itself, one visit ahead

Windows every eight weeks, gutters every autumn. Set the repeat on the job and the diary keeps up on its own — the next visit is booked when the current one is done, or when its date simply arrives.

Nothing is generated in advance. You are never scrolling through a year of guesses that every change of address, crew or price would have to be applied to.

Change how often
The visit already booked is re-dated. Monthly to fortnightly means the next clean, not the one after it.
Turn the repeat off
The visit already in the diary stays — it was booked work. Nothing follows it.
Delete a booked visit
The round ends there. It does not quietly come back on the next sweep.
Server off for a month
The visit that is actually due gets booked. Visits nobody turned up for are not backfilled.
Mon 4 Aug
R. Twyford, Ormesby · Windows · £45 Done · invoiced

marking it done invoices it and books the next one

and no further than that

— —
Not booked until the visit above comes round —

Dates repeat by the calendar, not by 28-day arithmetic. A visit on the 31st repeating monthly falls on the 28th in February and is back on the 31st in March.

Email

The quote goes out before you have left the drive

Every point where a customer used to wait for a phone call now has an email instead: the quote, their answer to it, the day you are coming, the invoice, the reminder and the receipt. All of it in your name, never ours.

Quotes

Priced and sent in one press

Email quote saves the quote, attaches the branded PDF and marks it sent. Nothing to export, nothing to attach, and no wondering later whether it actually went.

Answers

They say yes in the email

The quote carries a link to a page holding nothing but the figures and your name. Accept or decline, no sign-in, and you are emailed either way. The same link is on the PDF, so a printed copy can be answered too.

Bookings

They know when you are coming

Giving a job its date emails the customer the booking — what, when, how long, where and how often it repeats. Move it and the form says when they were last told, so a second email is your call.

Invoices

Done and billed in one press

Complete & invoice raises the invoice from the quote and emails it before the van has left. Work that is finished but not billed is where money goes missing, so there is nowhere for it to wait.

Chasing

Unpaid invoices, followed up

On the due date, a week over, a fortnight over — firmer each time and still civil at the end of it. It asks for the balance rather than the whole invoice, and it is off until you turn it on.

Whose mail it is

Your name on it, not ours

Your business is the name your customer reads, and replies go straight to you. Nothing in the message mentions this software — as far as they are concerned, you wrote to them.

Money in, money out

What came in, what went out, and what was left

The book used to say what you billed. Now it says what you made: fuel, chemicals, kit and the van's insurance go in beside the invoices, and Reports works out the difference month by month.

Money in and out

March to August · net of VAT
Received£8,420
Spent£2,115
Profit£6,305
Received Spent

Expenses

Written down at the counter

The amount, a category in the trade's own words — fuel, materials & chemicals, equipment & tools — and the supplier, offered as you type. Anyone on the team can add one, and the activity trail says who did.

Receipts

The receipt goes with it

Photograph it before you leave the shop, or attach the PDF the supplier emailed. No receipt lists the ones still missing one — which is the list a bookkeeper sends back.

Reports

Profit, month by month

Received set against spent, both net of VAT, with spending by category and by supplier. A working figure for keeping an eye on things — and the screen says so. It is not a tax return.

Ask

Ask it who owes you money

Anyone on the account can ask about the book in plain words — who owes you, what is booked in next week, how last month compared — and get an answer read from your own records, over whichever screen they are on.

It only reads
It looks things up and cannot change anything. Asked to, it tells you where in the app that is done.
Only your records
Every answer comes from your own account, and staff get what staff could open themselves — no more.
Off until you turn it on
Answering sends the records it needs, customers' names among them, to Anthropic, who run the model. So an owner or admin decides, under Business settings.
Counted, not kept
Questions count towards your plan's monthly allowance. What was asked and answered is not stored, and signing out ends the conversation.

Your business, not ours

Paperwork that looks like it came from you

Every quote and invoice is drawn for your account — your name, tagline, phone, email, website, logo and bank details. Nothing about this software appears on the page a customer sees.

Documents

Branded A4 PDFs

Quotes and invoices with your logo at the top and your bank details at the bottom — and on each, the link that answers it: accept the quote, or pay the invoice, by button, QR code or address.

Reconciling

The book as a spreadsheet

Download whatever the Invoices filter is showing as a CSV — reference, customer, work, dates, status, days overdue, how it was paid, and a totals row that adds up in any sheet.

VAT

Split out when it applies

A VAT-registered account gets subtotal and VAT alongside the gross total, on the PDF and in the spreadsheet alike. Not registered? Nothing extra appears.

Your website fills the first column

Point your contact form at your account's intake address. Every submission becomes a New Lead with the address, the service and up to five photos of the job.

It is the only public route and it is write-only: it creates the lead and answers { "ok": true }, never anything about your customers. You choose which sites are allowed to post. 

# your intake key, from Business settings
POST /api/enquiries/<intake-key>

{
  "name":    "Sandra Pike",
  "email":   "[email protected]",
  "phone":   "07700 900555",
  "address": "22 Lowestoft Rd, Hopton NR31 9BW",
  "service": "Driveways & Patios",
  "message": "Block paving, green after winter.",
  "photos":  [ /* up to 5 */ ]
}

The screens

Everything has one obvious home

Dashboard

The five numbers that matter, and unpaid invoices by due date. Every tile is a link into the work behind it.

Reports

How the business is doing, month by month: what you billed, what came in, what went out and what was left — your biggest clients, which services earn, and where the money goes.

Pipeline

The board: New Lead, Quoted, Accepted, Scheduled, Invoiced, Paid — and Lost off the end. Complete & invoice on a card bills the job in one press.

Schedule

The day by the hour, one column per crew, plus week and list views and a "needs a date" pile. A plain list on phones.

Quotes & Invoices

Flat tables you can filter by status and by the months they fall in, with counts and totals for reconciling. Invoices download as a spreadsheet.

Expenses

What the business spends, with the receipt kept against each one. Filter by period, category or missing receipt, and download it as a spreadsheet.

Customers

Searchable, with notes and the full history of quotes, jobs and invoices. Addresses are held in parts, so postcodes stay sortable.

Price List

Your standard rates, prefilling every quote line. Owners and admins set them; staff quote from them without being able to change them.

Activity

What has happened on the account and who did it — a quote sent, a price changed, an invoice reopened, somebody signing in. Owners and admins only.

Your team

Three roles, no surprises

Owners handle everything, including the plan. Admins run the business settings, price list and team, but not billing. Staff get the day-to-day work, and stay out of the business settings, the bank details and the activity trail. Invite anyone by email — the link is single-use and expires in 14 days.

Your data

Your account, and only yours

Every record belongs to one business and every query is scoped to the person signed in. Sessions are stored only as hashes and passwords are scrypt-hashed with their own salt, so a copy of the database is not a way in.

Pricing

One monthly price. Cancel from the same screen you started on

Every plan has the whole CRM in it — the board, the schedule, the emails, card payments, expenses, the repeat visits. What changes is how many of you are signing in, and how much you ask the assistant.

Solo

£5/ month

  • 1 sign-in
  • 300 customers
  • 40 quotes a month
  • 30 questions to the assistant a month
  • Branded quotes and invoices
  • Website enquiry intake
Start free

Team

£10/ month

  • 5 sign-ins, with roles
  • Unlimited customers
  • 200 quotes a month
  • 150 questions to the assistant a month
  • Crew columns on the schedule
  • Invoice spreadsheet export
Start 14 days free

Unlimited

£15/ month

  • Unlimited sign-ins
  • Unlimited customers
  • Unlimited quotes
  • 500 questions to the assistant a month
  • Everything in Team
  • For a business with rounds to run
Start free

14 days, no card

Sign-up asks for an email address, confirms it, and takes the rest on the page behind the link. Runs on Team limits, and we only tell Stripe you exist when you pick a plan.

A failed card is not a lock-out

If a payment fails you keep working while it retries, with a banner up. Shutting a business out of its own diary over an expired card is worse than carrying it.

Cancelled means read-only

Trial over or subscription ended, every screen, PDF and export still opens — only new writes are refused. Nothing is ever deleted, and picking a plan reopens it at once.

Get going

Put this week's work on the board

Sign up, add your rates, and point your website form at your intake address. The first enquiry that comes in has somewhere to land.

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14 days on Team limits · no card · £5 a month after that