Trade contractor using a tablet on a construction site to manage jobs and scheduling

Industry

Zoho for builders, electricians, plumbers, and trade contractors

Trade businesses juggle job scheduling, quoting, compliance paperwork, and invoicing, often across phone calls and paper job sheets. We set up Zoho for how trades actually work on site, not how enterprise software thinks they should.

Book free discovery

Field to office

Mobile job sheets · Real-time sync

Common pain points

✕Job details lost between the office and the field
✕Quotes sent late because pricing lives in someone's head
✕Compliance certificates and safety docs not linked to jobs
✕Invoicing delayed because job completion isn't tracked properly
✕No visibility on which jobs are profitable after materials and labour

How we solve them

Zoho CRM

Job pipeline from enquiry to quote to scheduled work with site details

Zoho Creator

Mobile job sheets, inspection forms, and compliance checklists for field teams

Zoho Books

Progress invoicing, material cost tracking, and GST-compliant billing

Zoho Projects

Job scheduling, crew assignment, and milestone tracking

Expected outcomes

Field teams complete job sheets on mobile, visible to office immediately
Quotes generated from templates with material and labour pricing
Invoices sent within 48 hours of job completion
Job profitability visible per project, not guessed at year-end

Technical approach

For developers and technical evaluators

→ Creator mobile apps with offline capability for poor-signal job sites

→ CRM custom layouts for job types, site addresses, and compliance requirements

→ Deluge functions for quote calculation based on material and labour rate tables

→ Zoho Flow connecting job completion triggers to invoice generation in Books

→ GPS and photo capture on Creator forms for site documentation

For executives

We digitise your job workflow from enquiry through to invoice. Field teams use mobile forms instead of paper, the office sees job status in real time, and invoicing happens faster. Most trade businesses see ROI within the first quarter from reduced admin time and faster payment cycles.

Discuss your construction & trades needs

Free discovery meeting. We'll map your processes and recommend a Zoho stack.