CRM Business Hub

Quoting and invoicing software for trades that turns site visits into paid jobs

Price the job the evening after the visit, let the customer sign online, take a deposit before you buy materials and send the final invoice the day you finish. Your office sees the same numbers.

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Quoting and invoicing software for trades that turns site visits into paid jobs

What it looks like in practice

  1. The site visit

    You measure up the bathroom, note the pipework and drive to the next job. That evening the quote is built from your own price list, with labor, materials and the optional towel warmer, and it is in the customer's inbox before dinner.

  2. A deposit before the materials

    The customer signs online on their phone. From the accepted quote you send a deposit invoice for thirty percent, and the tiles are ordered only when that money has arrived.

  3. Receipts from the supplier

    The receipt from the building supplier goes onto the job with a photo. The AI reads the amounts, the cost is marked as billable, and it is on the final invoice instead of crumpled in the glove box.

  4. Job done, invoice out

    You finish on Thursday and the invoice goes out on Thursday, with your bank details and a payment QR code for euro invoices. If it is still open after the due date, a reminder follows without a phone call.

Quoting and invoicing software for trades should let you price a job the evening after the site visit and get paid the week it is finished. CRM Business Hub builds the quote from your own price list: labor, materials and call-out charges sit in your catalog with unit, purchase price and margin. Add the extras a customer might want as optional items, send the link, and the customer accepts online with name and signature. Accepting can create the invoice or a deposit invoice straight away, as the page on proposals with online acceptance shows.

Each job runs as a project with its tasks, hours and costs, and the calendar shows tasks, quotes and invoices side by side. Supplier receipts are photographed, read by the AI, booked to the job and passed on to the customer. Order materials with a purchase order, record the delivery and turn it into a supplier bill. When the job is done, the invoice goes out with your bank details, and late payers get reminders, with fees at later stages if you set them, as described on the invoicing page. Not sure your prices cover materials and labor? Run them through the markup calculator.

What you get

  • Quotes from your own price list

    Keep labor rates, materials and fixed charges in a catalog with units, sale and purchase price, margin and VAT. Search by name, item code or barcode while you write, and give trade customers their own price list.

  • Customers sign the quote online

    The quote opens as a page with a PDF download. The customer accepts with name, signature and consent or declines with a reason, and you see how many times they looked at it.

  • Deposits before you buy materials

    Create an invoice for a percentage or a fixed deposit from the accepted quote. For commercial clients, issue an order confirmation with the delivery date and their purchase order number.

  • Every job as a project

    Tasks with checklists from your templates, hours per person, costs and what is already invoiced. The calendar shows the jobs' tasks next to quotes and invoices, with an iCal feed for your phone.

  • Materials on the job, not in your margin

    Photograph a receipt and the AI reads it, then mark the cost billable to the job. Larger orders go out as purchase orders, partial deliveries are recorded, and the delivery becomes a supplier bill.

  • Quoting and invoicing software for trades that chases payment

    Reminders before the due date, after it, or in stages with fees, sent by themselves or by hand. Customers pay by transfer, by card or PayPal on the invoice page, and bank imports match the money.

Write your next quote in CRM Business Hub

Add the app to a free workspace, put your ten most common items into the catalog and send tomorrow's quote from there. Use the fourteen-day trial on one real job, from site visit to paid invoice.

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How to get started

  1. Set up your business in CRM Business Hub

    Sign up, add the app and answer the setup assistant: business name, currency, VAT and logo. The first quote already carries your letterhead.

  2. Fill your price list

    Add labor rates, materials and fixed charges with units and prices, or import them by CSV from the list you already use.

  3. Quote after the visit

    Create the customer, pick lines from the catalog, mark the extras as optional and send the quote link by email.

  4. Finish the job, send the final invoice

    Take the deposit, record hours and materials on the job's project and send the final invoice when you finish.

Pricing

For a trades business, CRM Business Hub costs from a fixed monthly price (see pricing), and that is the price for your whole workspace, not per user, so adding your office manager or an apprentice does not change it.

A customer who pays the deposit by card or PayPal on the invoice page costs you no extra KIMISUITE fee, so you can offer it on every job, from the small repair to the full refit.

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Is it the right fit?

A good fit if

  • Electricians, plumbers, joiners, painters, roofers and small building firms
  • Trades that quote after a site visit and take deposits before buying materials
  • Businesses with an office person who handles quotes, invoices and payments
  • Trades that pass merchant costs and subcontractor bills on to the customer

Not the right fit if

  • Firms that need crew scheduling and dispatch to job sites
  • Teams that need engineers to fill in job sheets in a field app on site: quotes and invoices are written in the browser, at the desk or on a laptop in the van
  • Trades whose customers want a login to see all their past quotes and invoices in one place
  • Businesses that track parts by serial number or batch

Frequently asked questions

Why use quoting and invoicing software for trades instead of a spreadsheet?

Because the spreadsheet does not chase anyone. With CRM Business Hub you price jobs from your own rates, get the customer's approval in writing, take deposits and get the final invoice paid, and every job's costs sit next to its invoice.

Can I show labor and materials as separate lines?

Yes. Every line has its own quantity, unit, price, discount and VAT, so labor, materials and call-out charges appear separately on the quote and on the invoice.

Can a customer pick only some of the extras?

Optional items appear marked as optional on the quote. The customer tells you which ones they want, and you mark those as selected before the invoice is made.

How do I take a deposit before ordering materials?

From the accepted quote, create an invoice for a percentage or a fixed amount and send it straight away. Customers can pay it online or by transfer.

Does it plan which engineer goes where?

No. CRM Business Hub has projects, tasks, assignees and a calendar, but no dispatch board or route planning. It is built for the quoting, costs and invoicing around the job.

Can my office manager work on the same quotes?

Yes. Invite them to the workspace and give them a role. They see the same customers, quotes and invoices, and because the price is per workspace, they do not add a seat.

What happens if a customer does not pay?

Set reminders before and after the due date, or stages with fees. They go out automatically or when you press send, and the invoice shows every payment and reminder.

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Ready when you are

Set it up in your own workspace and see how it works with your data.

Start 14-day free trial
  • Cancel anytime
  • No long-term contract
  • 14 days free