in your texts.
Your bids are
in your email.
Your invoices
are in QuickBooks.
None of them
talk to each other.
We build trades businesses a private, unified system — CRM, estimating, dispatch, invoicing, and accounting in one place. Flat monthly rate. No per-tech fees. You own it.
The real cost of running a fragmented operation
Most trades businesses don't have a software problem. They have a scattered-software problem. Here's what that actually looks like on the ground.
Jobs live in texts
A customer calls, you text the tech, the job info lives in a thread. No record. No history. No accountability.
Bids get lost in email
You sent the quote. Did they get it? Did you follow up? What version did you send? Nobody knows.
Invoices go out late
Job's done on Tuesday. Invoice goes out Friday — if you remember. Every day of delay costs you cash flow.
Nothing connects
QuickBooks doesn't know what Jobber is doing. Your CRM doesn't know what your accounting looks like. You're the manual bridge between all of them.
Hiring costs you software fees
Every new tech you add means another seat on Jobber, another user on HubSpot. Your software bill scales with your headcount.
You don't own any of it
Your customer list, your job history, your financials — all sitting on someone else's servers, subject to their terms, their pricing, their decisions.
What a 5-tech trades business actually pays
Add up the tools most trades businesses run and the number is usually a surprise. Here's a typical stack vs. what we replace it with.
From first call to paid invoice — without switching apps
Every stage of a job lives in ERPNext. No re-entering data. No copy-pasting from Jobber to QuickBooks. The system moves with the job.
Built around how trades businesses work
Lead to Invoice — One System
Every job starts as a lead, becomes an estimate, gets awarded, dispatched, completed, and invoiced — all inside ERPNext. No app-switching. No data entry twice.
- Custom sales pipeline stages
- Estimate templates per job type
- Direct email quoting from CRM
- Invoice auto-generated on job close
Automated SMS + Email on Completion
The moment a job is marked complete, n8n fires an automated text and email to the customer — attaching the invoice and a payment link. No manual follow-up needed.
- Twilio SMS integration (Sovereign tier)
- Invoice attached automatically
- Stripe payment link embedded
- Follow-up sequence if unpaid
Dispatch + Tech Routing
Assign jobs to technicians, manage their schedules, and track job status across your crew — all from one dashboard. No more texting everyone to find out who's where.
- Tech assignment per job
- Schedule and calendar views
- Job status tracking
- Timesheet logging per tech
Customer Portal
Give customers a private login to view their job history, open invoices, and make payments — without you having to email them anything manually.
- Per-customer portal access
- Invoice + payment history
- Online payment via Stripe
- Document sharing (warranties, reports)
Real Accounting — Not Just Invoicing
ERPNext runs full double-entry accounting. P&L statements, balance sheets, cash flow — not the watered-down version QuickBooks sells you. Bank imports via Plaid.
- Double-entry general ledger
- Custom chart of accounts
- Automatic bank import (Plaid)
- P&L, balance sheet, cash flow
Private File Storage
Job photos, contracts, permits, warranties — stored in your private Nextcloud, not Google Drive. Your customers' data stays on your infrastructure.
- 500GB private cloud storage
- Per-job document folders
- Encrypted daily backups
- Share files without Google
Jobber charges you every time you hire a tech
Per-user SaaS pricing punishes growth. Every new hire adds to your software bill — before they've earned a dollar. We charge a flat rate regardless of how many people are on your team.
The math below is for a 10-person crew at standard list pricing.
A contractor who made the switch
Before Michael, our jobs, bids, emails, and files were scattered across inboxes, Google Drive, and text messages. He built us a private, self-hosted system where we actually own our data, our domain, private cloud storage, proper backups, and secure access. We were able to cancel a pile of scattered subscriptions and avoid moving into even more expensive SaaS tools.
He also implemented and customized a CRM specifically for how a contractor operates. Now leads, bids, clients, and subs are all in one place. Emails automatically tie into the right job or contact. Follow-ups and bid deadlines don't slip through the cracks.
Get a free Business Blueprint
Every trades business runs differently. We map out exactly how yours would work on a sovereign digital architecture — what tools replace what, what automations make sense, what it would cost. No commitment.