Construction CRM
Stop losing jobs after the site visit.
The quote goes out, the client goes quiet and you're on site all week. Give each quote a follow-up date, and the call is on your list, even from site.
30 minutes. You choose the day and the time.
- Starts with the stages for home services and repairs
- Bring a CSV of up to 2,000 rows
- Mr and Mrs KohQuote sent, S$32,000, 3d overdue, Task: chase the kitchen and bathroom quoteSite visit 10 days ago
- Nora IsmailEnquiry, Today, Meeting, 10am Sat: site visit in Sengkang
- Hong Kee TradingJob done, S$4,800, Today, Task: chase the final paymentNo amount paid yet
- Lee Family ClinicJob booked, S$58,000, Today, Task: send the revised drawings3 files on the card
After the site visit
Quotes die after the site visit
You measure up and send a S$32,000 quote. Then you're on site all week. The client compares three quotes and picks the contractor who called to talk it through. Give each quote a follow-up date as it goes out, and the call is on your list, even from site.
01Site visit
Keep the site visit, the photos and the drawings on one card.
Add the site visit to the customer's card, with the date, the time and the address. Download it to your phone's calendar if you like. After the visit, attach the photos and drawings to the card, up to 10 MB each, so the quote and the site sit together.
- Site visits on the customer's card
- Photos and PDFs up to 10 MB each
- Download a visit to your calendar
02Quote sent
Price each quote from your own list, and see what's out.
Keep a price list of what you sell, like a bathroom package or a kitchen cabinet by the foot run. Add lines to a deal with the quantity, price and discount, and the deal adds itself up. The quote you send still comes from your own template.
- A price list for your pipeline
- Quantity, price and discount on each line
- What's out at Quote sent, in S$
03Job done
Find the finished jobs nobody has been paid for.
The stages run through Job done to Paid. Add an Amount paid field, and a finished job with no amount on it is flagged, so the money nobody chased shows up. The pipeline totals what came in by month, quarter or year.
- Job done and Paid, as stages
- Finished jobs with no amount, flagged
- What came in, by month, quarter or year
A week as a contractor
One kitchen and two bathrooms, from site visit to paid
A fictional renovation contractor, and one condo job through a month.
- Saturday, 10amYou measure up a kitchen and two bathrooms.The site visit is on the Kohs' card. You attach six photos after.
- TuesdayYou send a S$32,000 quote.Quote sent, with the deal's lines from your price list and the follow-up set to Friday.
- Next MondayNo reply, and you're on another site.The Kohs are on Next activity due, "3d overdue". You call from site.
- Next WednesdayThey agree, after one change to the tiles.Job booked, with the deal updated to S$31,400.
- Five weeks onThe job is done and the final payment comes in.Job done, then Paid, with the amount in Amount paid.
Stages
Stages that follow a job from site visit to paid.
Pick Home services, cleaning and repairs when you start, and the board opens with Enquiry, Quote sent, Job booked, Job done, Paid and Lost, and you can rename any of them, or add Site visit as a stage of its own.
Goes well with
Chase this week's quotes, even from site.
Start with the quotes you've sent this month.
30 minutes. You choose the day and the time.
Before you move your jobs in
Need project software, or a list of quotes to chase?
You don't type much. Set the follow-up date when the quote goes out, from your phone's browser. Take a photo of a business card, and it becomes a contact. The rest is a list you read.
No. There's no quote document or progress claim to send. Palby CRM keeps each quote's amount and lines on the deal, and you can attach the PDF you sent to the card.
Yes. Share the pipeline to view, use or manage it, and decide separately who can download it.
No. It isn't project or crew software. Site visits sit on each customer's card, and the calendar shows your follow-ups by day.
Not Palby CRM. It keeps the chats on the record and tells you who to follow up. Answering enquiries for you is a separate Palby product: see how Palby answers WhatsApp enquiries.
There's no price list on the site yet. You'll get the price for your team on the walkthrough, before you commit to anything.