All-in-one quote, CRM and planning platform for a contractor.
A contractor in finishing works juggled Word quotes, separate Excel lists for clients and materials, and a whiteboard for weekly planning. We built one SaaS platform where quotes, CRM, materials, team and planning come together, multilingual and mobile-first.
Quotes, clients and planning lived in 5 separate tools.
Quotes in Word, prices in head
Every quote was rebuilt in Word. Material prices and units were scattered across old documents and emails.
Client data fragmented
Contact details were in Outlook, history in WhatsApp, follow-up in Excel. Clients regularly got forgotten.
Planning on a whiteboard
Weekly planning literally hung on the wall. Field workers on site only knew in the evening what they had to do the next day.
No insight into materials
No central materials list with prices and units. Every quote started from zero and items got forgotten.
One platform from quote to completion.
We built a SaaS platform with separate modules for quotes, clients, materials, team and planning, all using the same data. Authentication, roles and subscriptions are built-in.
Quote generator
Work selection + materials automatically calculated, PDF in house style and direct sending to the client with follow-up status.
Built-in CRM
Client cards with contact, quote history and follow-up notes on one card.
Materials library
Central list of units and prices that is reused across all quotes and can be updated with one click.
Planning module
Drag-and-drop weekly planning per field worker, visible to the entire team on mobile.
Stripe subscriptions
Subscription tiers with built-in Stripe payment and self-service subscription management per user.
Mobile-first
Fully usable on a smartphone. Field staff see schedules and client info on the go, without app installation.
Live in 3 phases.
Process analysis & data model
Existing Word quotes and Excel lists analysed. A single data model designed for clients, materials, quotes and scheduling.
Build modules + auth
Quote, CRM, materials, team and scheduling modules built with role-based access. Stripe subscriptions integrated.
Data import & rollout
Existing clients and materials imported. Team trained on desktop and mobile. The first quotes went out that same week.
Measurable impact, from day 1.
Quotes, CRM and scheduling combined
From site visit to quote in inbox
Live in NL and EN
Multi-tenant with Stripe subscriptions
Still working with Word, Excel and a whiteboard?
In a free session, we'll show you how one platform can replace your quoting, client and scheduling chaos, in construction or any other trade.