CRM FOR TRADES
CRM for Trades: Customer Records Tied to Every Job
CRM for trades is customer relationship management built around the work: who the customer is, where the site is, and every quote, booking and invoice you have done for them. FieldHive keeps that record on your phone, connected to the jobs, so a returning customer starts from their history rather than a blank page. Customers are unlimited on the free plan.
Start free — because it should earn its keep on a real job first.
Price a job in 20 seconds — try it ↓
A trade CRM that follows the job, not a sales pipeline
Most CRM software is built for sales teams moving leads through stages. A trade business needs something else: the address, the last quote, what was fitted and whether it was paid. FieldHive is a customer-records CRM. It does not score leads, run marketing campaigns or forecast a pipeline.
Customer management for tradesmen and builders with repeat work
Repeat customers are where the history pays. Open the customer and the previous quotes and invoices are there, so this year's price lines up with last year's, and the note about where the stopcock is stays attached. Nothing depends on remembering it.
Quote and invoice follow-ups without a spreadsheet
Chasing is part of looking after customers. FieldHive Business adds automated quote reminders and automated invoice reminders for £14.99 a month, or £144 a year. Each invoice carries its payment status, so the customer record shows who still owes you.
What each customer record keeps
Contact details and site addresses
Notes and conversations, attached to the right customer
Every quote sent to them, with revisions
Every booking and when it took place
Every invoice and whether it has been paid
The whole history, however long the gap between jobs
— Daniel, founder
Keep customer details organised
Build and reuse your pricing
Create and send professional quotes
Turn accepted quotes into bookings
Create invoices without starting again
Track whether invoices have been paid
Get the whole job on your phone.
Start free — because you shouldn’t pay before it’s earned its keep on a real job.
Free plan · no card needed
