Simple CRM for Contractors

Simple CRM is a contractor CRM built for one-person and small trade businesses: HVAC, plumbing, electrical, handyman and general contracting. Customers, jobs, estimates, invoices, costs and your schedule live in one app on your phone, and it works with no signal at all.

It is organised around the customer, not a list of jobs. Open someone up and you see what they owe, what is booked in, every project you have run for them and the whole history — without hunting through four screens.

WHAT THE CONTRACTOR CRM DOES
• Customers — phone, email, service addresses, gate codes and access notes, plus a running timeline of everything that has happened
• Projects and jobs — a project holds the jobs that make it up, with photos, notes and a checklist; tick jobs off as you finish
• Estimates — build a quote from your price book, send it, and turn it into scheduled work in one tap; every line item becomes a job
• Invoices — roll a finished project into one invoice with your tax rate and payment terms applied; record part payments and the balance is always what is actually owed
• Costs and margin — log materials, subcontractors, permits and disposal against a project and see the margin, not just the price
• Schedule — a day view of what is booked, with the address and the customer
• Price book — the charges you raise over and over, set up for your trade so the first quote is never a blank page

BUILT FOR THE VAN
Everything is stored on your phone and works offline — a basement, a crawl space, a site with no bars. No account to create and nothing to sign into.

SET UP IN A MINUTE
Tell it your business name and how you bill, pick your trade, and it lays down a starter price book for HVAC, electrical, plumbing or general contracting. Want to look around first? Load a sample business and clear it when you are done.

MADE FOR
• HVAC technicians, plumbers and electricians running their own book
• Handymen, renovators and general contractors who need job management without the enterprise price
• Anyone who has been running their business out of a notes app and a shoebox of receipts

EARLY DAYS
This is a young app and your data lives on this device only. There is no cloud backup yet, so please do not use it as the only record of anything you cannot afford to lose. Tell us what gets in your way — that is what these first releases are for.

Simple CRM is made by Next Layer Technologies, an independent studio in Ontario, Canada. Need only invoicing? Try our companion app, Simple Invoice & Estimate. Learn more at nextlayertechnology.net/simple-crm or write to [email protected].