“Customer data is on three slips of paper and one email.”
How craftflowOS solves itAll contacts are in one place, with notes and history. A search finds them across everything.
Customers & projects
Customers in one place
Contacts, notes, quotes, invoices and job sites are connected. No more searching for who got what and when.
What you getNotes and history in one place
Sound familiar?
“Which quote did this customer actually get?”
How craftflowOS solves itQuotes, invoices and projects hang on the customer. You see at a glance what has already happened.
“Who is doing which job site this week?”
How craftflowOS solves itThe planning board shows team, appointments and status per project. Moving things works by drag and drop.
How it works
- 1You add the customerContact, notes and history sit in one place.
- 2You linkProjects, quotes and invoices hang on the customer.
- 3You planOn the planning board you see team, appointments and status of your job sites.
What's inside
The individual building blocks of this feature.
- CRM
All customer data, notes and history in one place.
- Projects & Planning Board
Who does what, when — on a visual planning board.
For these trades
These trades use the function in their day to day. Each has its own page.
Painters & decorators
Take a photo, describe the rooms, check the draft quote and send it.
Carpentry & joinery
Photograph the site, say what's wanted, check the quote.
Construction & shell building
Documentation, hours and appointments per site.
Solar & photovoltaics
Photograph the roof, check the quote, documentation on the project.
Energy consulting
Clients, appointments and documentation in one place.
Building cleaning
Plan jobs, track hours, keep customers in view.
Property management
Calls, properties and inspections in one place.
No more searching
craftflowOS keeps customers and job sites together, your head stays free.