The CRM your jobs run on.
Log the lead, book the viewing, and keep every customer's history one tap away.
From call to lead in seconds
Name, address, what the job is — logged before the call ends.
Book the viewing
Straight onto the calendar; spec the job on site.
Every job remembered
Jobs, quotes, invoices and photos, per customer and site.
A CRM built for trades, not sales teams
Customer relationship management for a trades business isn't pipelines and deal stages — it's not losing the lead that rang while you were up a ladder. Jobivo's CRM does the job the way contractors actually work: the enquiry comes in, you log the lead in seconds, book the viewing onto the calendar, and go and spec the work. Costing and quoting start from the same record, so nothing gets re-typed and nothing gets forgotten.
Every customer keeps their full story — sites, viewings, jobs, quotes, invoices, photos and payments in one timeline. When someone rings about work from last spring, the answer is two taps away, not a dig through old texts.
Leads, viewings and follow-ups in one place
The classic CRM promises hold here too, sized for a small firm: every lead captured the moment it arrives, viewings visible to the whole team on the shared schedule, and the enquiry-to-quote trail in one place so follow-ups don't slip. No lead spreadsheet, no diary on the dashboard of the van.
From viewing to quote without re-typing
After the viewing, the lead already holds the site details and your notes. Build the costing against it, send the quote for online acceptance, and the accepted quote becomes the job — one record from first call to final payment, with Xero or QuickBooks kept in step at the money end.
Common questions
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