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The commercial, site and financial sides of your business, in one place.

CrewFlow connects the whole job, from the first enquiry to the last retention payment, so nothing lives in a spreadsheet, a WhatsApp thread, or your head.

See the whole platform

One connected system, not five tools that don't talk.

Enter a job once and it carries itself. A lead becomes a quote; the quote becomes a job with its costs, schedule and crew already attached; the site paperwork, materials and variations hang off that same job; and the work turns into valuations, invoices, payments and the tax figures your accountant files. You see the whole lifecycle, not six apps that each know a fraction of it.

LeadQuoteJobSite & safetyPeople & materialsMoneyReporting
01

Win work

Every lead, quote and customer in one pipeline, so nothing slips while you're on site and every quote can become a job in one step.

Explore win work
  • CRM & leads
    Every enquiry in one pipeline, scored hot to cold so you chase the right work first.
  • Quotes & estimates
    Line-item quotes with full VAT and a branded PDF, out the door in minutes.
  • Price book
    Reusable rates, materials and labour so every quote is fast and consistent.
  • Online acceptance
    Customers sign off by name, and an accepted quote becomes a job in one step.
  • Customer records
    Full history per customer: quotes, jobs, invoices and payments.
  • Reviews
    Automated review-request emails once a job's signed off, to build your reputation.
02

Run jobs

Live job stages, costs against the quote, and a schedule that catches clashes before the week starts, with a portal that keeps your customer off the phone.

Explore run jobs
  • Job management
    Stages, costs-vs-quote and who's on site, per job.
  • Scheduling & calendar
    Plan the week; clashes flagged before they cost you.
  • Operations command centre
    One screen for what's on, late, or needs a look.
  • Programme & critical path
    Critical-path scheduling with per-task float, dependencies and baseline revisions.
  • Variations, delays & EoT
    Capture variations, log delays and build the extension-of-time record against the job.
  • Drawings & documents
    Versioned drawings with pins and markup, plus every job document in one place.
  • Customer portal
    Quotes, progress and what's left to pay, on one tidy link.
03

Site & safety

The compliance layer that wins you bigger work: risk assessments, permits, toolbox talks, site diaries and inductions, with worker sign-off you can prove.

Explore site & safety
  • RAMS
    Risk assessments scored on a 5×5 matrix, issued and revision-tracked.
  • Permits & toolbox talks
    Permit-to-work and toolbox talks with attendance and PDFs.
  • Worker sign-off
    Site workers sign RAMS and permits by secure link, no login needed.
  • Site diaries & reports
    Daily diary and client-ready progress reports as PDF.
  • Snagging & quality (ITP)
    Snag lists and inspection & test plans with hold points and NCRs.
  • Completion certificates
    Auto-numbered practical-completion certificates, issued and published to the customer portal.
  • Inductions & muster
    Induct operatives, sign visitors in and out, and pull a live fire-muster roll.
04

Money

Invoicing that chases itself, real per-job margin, and the UK-specific money work, CIS, retention, staged valuations, VAT and Corporation Tax, built in.

Explore money
  • Cash position
    Money in and money out, and exactly where you net out, on one screen.
  • Invoicing
    Raise from a finished job; reminders chase on day 3, 7, 14 and 21.
  • Valuations & applications
    Interim valuations and applications for payment, certified, then turned into an invoice.
  • Retention & aged debt
    Track retention release and who owes what, when.
  • Expenses
    Capture receipts and costs from the field, against the job they belong to.
  • Job costing
    Revenue minus materials and clocked labour: real margin, live.
  • POs & supplier bills
    Purchase orders with 3-way matching against deliveries and bills.
  • CIS & tax figures
    CIS deductions and statements; VAT and Corporation Tax figures ready for your accountant.
05

People & assets

Rota, timesheets and payroll for the team; MOT, insurance and inspections for the fleet; stock, materials and your own yards for the stores.

Explore people & assets
  • Workforce
    Staff, rota, leave and timesheets with GPS clock-in.
  • Payroll
    Pay runs from clocked hours, PAYE/NI estimates, payslips and CSV export.
  • Fleet
    MOT, tax, insurance and inspections, with expiries flagged before they lapse.
  • Assets & maintenance
    Plant register, inspections, service and calibration schedules, QR labels.
  • Stock & warehouses
    Stock items, locations and balances across the business.
  • Materials & suppliers
    Site material requests fulfilled from stock, with supplier records.
  • Sites & yards
    Your own depots, yards and lock-ups, the reference data behind the estate.
  • Compliance library
    Company insurance, certificates and expiries, all in one place.
06

Connect & automate

One inbox for every enquiry, clean export to your accountant, and the reminders and rules that keep the business moving without manual chasing.

Explore connect & automate
  • Inbox
    One shared place for every enquiry and conversation, so nothing gets missed.
  • Automatic reminders
    Overdue invoices, expiring certs and due inspections chased on their own.
  • Clash & risk signals
    Double-booked staff and cold quotes surfaced before they bite.
  • Reporting & company health
    Profit, cashflow, utilisation and pipeline, on screen and as PDF or CSV.
  • Accounting export
    Clean CSV export to Xero and Sage when it's time to file.
  • Built-in workflows
    Event-driven rules that move work along without manual chasing.

See the whole thing on your own numbers.

A 30-minute demo, walked through with your real jobs and figures. No slides.