CLIENT MANAGEMENT
Client Management Software for Tradies
Keep every customer, job, quote and note in one place. Your whole team sees the full history, from the office to the front door.
✓ 14-day free trial✓ No credit card✓ Free migration
CLIENT MANAGEMENT SOFTWARE
What is client management software for tradies?
Sendatradie is a simple CRM for Australian tradies that keeps every customer, job, quote, invoice, photo and note in one searchable record, so your whole team has the full history from the office to the front door.
CUSTOMER DATABASE
Every customer in one searchable record
Contact details, job history, quotes, invoices, photos and notes live on one customer card. No more digging through texts, emails and spreadsheets to find what you did last time.
SERVICE HISTORY
Full job and asset history per customer
See every job, part and piece of equipment you’ve serviced for a client. Quote faster, upsell maintenance, and walk in knowing exactly what’s on site.
COMMERCIAL CLIENTS
Multi-site customers, handled
Manage builders, strata and property managers with multiple sites under one account. Bill the head office, track jobs per location, and keep every site’s history separate.
NOTES, PHOTOS & FILES
Drop it once, see it forever
Attach photos, PDFs, plans and notes to the customer or the job. Everything syncs to the cloud so your whole team sees it on any device, on site or in the office.
Frequently asked questions
Is Sendatradie a CRM for tradies?
Yes. It is a customer relationship management tool built for trades, storing contacts, job history, quotes, invoices, photos and notes on one customer card.
Can it handle commercial clients with multiple sites?
Yes. You can manage builders, strata and property managers with multiple sites under one account, bill the head office and keep each site’s history separate.
Can my team see customer details on site?
Yes. Customer records and history sync to the mobile app, so techs arrive already knowing what has been done.
Does it work on mobile?
Yes, on web and the iOS and Android app.
How much does it cost?
Start with a 14-day free trial, no credit card, and paid plans suit different team sizes.