A CRM for trades & field services.

“Every job, from first call to paid invoice.”

Jobs move from enquiry to complete, engineers log time on site, the office approves it weekly, and invoices are built straight from approved hours.

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Jobs from enquiry to complete, engineers logging time on site, weekly approval, and invoices from approved hours.

What it does

Jobs from enquiry to complete
Time on site with weekly approval
Rates per engineer and job
Invoices from approved time

Inside the CRM

What Copperline Plumbing & Heating gets.

Real screens from the demo, with its made-up people and data.

01

Every job and exactly where it's at.

Enquiry, quoted, booked, in progress, waiting on parts, complete. Your stages, every job, one list.

Your own stages
Due dates
Waiting on parts

02

Engineers see their jobs, nothing else.

Each engineer sees the jobs they're on, with the customer's details and notes, from their phone.

Their own jobs
Notes from site
Customer details

03

Timesheets approved in minutes, not hours.

Engineers log time on site and submit their week. The office approves it, or sends it back with a note.

Logged on site
Weekly approval
Send back with a note

04

Invoices straight from approved hours.

Only approved time is billed, at the right rate for the job. See what's paid, sent, and overdue.

Rates per job
Only approved time
Overdue at a glance

Who sees what

Everyone gets their own view.

Each person signs in as themselves and sees only what their role allows. These are the roles this business starts with; yours match your team.

Office manager
Runs the office: sees every customer and job, schedules who is on what, approves timesheets, sets rates, and invoices.
Engineer
Sees only the customers and jobs they are assigned to, adds notes to them, and logs their own time on site.
Bookkeeper
Raises and chases invoices. Sees customers, jobs, and all time, but changes none of them.

A plumber fitting a radiator pipe — Photo: Sergei Starostin / Pexels

The demo

A business that doesn't exist, with data that could.

Copperline Plumbing & Heating is made up, but its CRM is real: built from the same starting point we'd use for you, and filled with a realistic set of demo data.

An office manager and 5 engineers
40 customers across the city
Boiler installs, repairs, and annual services
Six weeks of timesheets and invoices

Want one like this, made for you?

Tell us how your business works. We'll build it around you, with your name, your colours, and your words, and have it live in 1–2 weeks, at a price we agree with you up front.

Email us about your business How pricing works