Running a trade or service business isn’t just about doing the work – it’s managing the constant admin that comes with it:
- Chasing quotes that never get approved
- Double-booked jobs or gaps in the schedule
- Paperwork lost in the ute or buried in email threads
- Late invoices that delay your cash flow
All these delays cost you time, money, and repeat customers.
CrewDone is a ready-to-go Zoho CRM system designed for tradies and field service companies. It brings your quoting, job scheduling, and customer management together into one powerful yet easy-to-use platform.
Quote & Invoice Management – Create, send, and track quotes and invoices from your phone or desktop
Job Scheduling & Calendar Sync – Book jobs, assign team members, and see your schedule in real-time
Customer Database – Keep all client and job history in one place
Mobile-Friendly Access – Update job details and collect signatures onsite
Payments Tracking – Monitor what’s been paid and chase overdue invoices in a click
Key benefits include:
- Win More Work: Respond to enquiries and send quotes faster
Stay Organised: No more missed jobs or lost paperwork
Get Paid Faster: Professional invoices and payment reminders built in
Run Anywhere: Cloud-based access for you and your team, in the office or on the job
Whether you’re:
A plumber juggling emergency call-outs and scheduled installs
An electrician managing multiple projects
A builder coordinating teams and subcontractors
A painter, landscaper, cleaner or handyman growing your client base
Trade Services App is built to work the way tradies work.
Professional – Core Trade Management
$75 per month per user excl. GST
Initial set-up fee of $350 per account
Best for: Tradies and service businesses who need streamlined quoting, job scheduling, and client management without advanced compliance and automation tools.
Features:
- Lead capture & client database management
Job scheduling & team assignment
Calendar sync & mobile access
Client nurturing & onboarding
Basic reporting & analytics
Email & calendar integration
Client account management
Enterprise – Complete Trade & Compliance Management
$125 per month per user excl. GST
Initial set-up fee of $350 per account
Best for: Growing trade businesses wanting a full-service platform with advanced compliance, safety management, and automation features.
Features:
Lead capture & client database management
Quoting & invoicing in one click
Job scheduling & team assignment
Calendar sync & mobile access
Client nurturing & onboarding
Payment tracking
Basic reporting & analytics
Email & calendar integration
Client account management
- Toolbox talks management & safety compliance tracking
Timesheet management
Detailed job costing & profitability reports
At Dynamic Digital Solutions, we make sure your team doesn’t just get the software – they get the skills and confidence to use it effectively. Our monthly training and implementation workshops ensure that you get the help you need when you need it most.
How it works?
CrewDone is a ready-to-go Zoho CRM system designed for tradies and field service companies.
It brings your quoting, job scheduling, and customer management together into one powerful yet easy-to-use platform.
Attract
Manage client enquiries, follow-ups, and quotes to build strong relationships with the companies you work for.
Invoice
Create professional quotes and convert them to invoices in one click, and track payments.
Schedule
Book jobs, assign team members, and sync with your calendar.
Nurture
Build strong relationships with automated follow-ups, welcome packs, and service reminders.
Comply
Don’t get caught out on compliance. Manage toolbox talks, record safety notes, store compliance documentation
