CRM for Tradespeople: Win More Work, Waste Less Time

Yes, Kabooly works great on mobile browsers. Check customer details, add notes after a job, and manage your pipeline, all from your phone without needing a separate app.

Use the deal pipeline to track everything from enquiry to completion. Create stages like 'Quote Requested', 'Quote Sent', 'Job Booked', 'In Progress', 'Complete'. You'll always know what needs attention.

Yes, add any information you need to customer records: access codes, parking notes, property details, past work done. Everything's in one place for next time.

Tradespeople typically use Kabooly to track enquiries and quotes, store customer details and property info, stay organised across multiple jobs, follow up on quotes that haven't converted, and contact past customers when they have availability.

Absolutely. Create a marketing list of past customers in a certain area or with certain needs, and email them when you have gaps in your schedule. Repeat business from happy customers is often the best business.

Kabooly is designed to be simple. Most tradespeople are comfortable with the basics within an hour. It's meant to save you time, not create more admin.

If you embed a Kabooly form on your website, enquiries create contacts automatically. You can see where they came from, respond quickly, and add them to your pipeline.

Lead attribution shows you where your enquiries come from. If you're spending money on Google ads, Checkatrade, or local advertising, you'll know which brings actual jobs, not just clicks.

The missed call from a job site. You cannot answer the phone with your hands inside a boiler, and the person calling rings the next number on the list. An enquiry form, an instant acknowledgement and a callback task turn that from a lost job into a delayed one. It costs more than your van insurance and nobody counts it.

Yes, and it is one of the quietly valuable features. Before and after photos, gas safety certificates, EICRs, FENSA paperwork, all on the customer record. The payoff is years later when the same homeowner calls about a replacement and you can see exactly what you fitted and when.

No, and you should be suspicious of one claiming to. CIS verification and deductions belong with your accounting software or your accountant. What the CRM should do is flag which jobs involve subcontracted labour, so the paperwork is triggered rather than remembered.

Import the last twelve months of customers with name, address, phone, email, last job type and value, which is usually two hours and often pulled straight from your accounting tool. Set up a job pipeline: new enquiry, site visit booked, quote sent, job booked, in progress, complete, invoiced, paid. Replace your Get a Quote link with a form that lands in the CRM with a source tag. Then three automations. That is good enough to start clawing hours back by Friday.

That is arguably when it matters most, because there is nobody else to catch what you drop. A two van outfit has somebody in an office. A sole trader has a phone full of voicemails, three quote templates and a memory of who still owes for February's bathroom. The tool is doing the job the office would do.