Estimates
Document the proposed job and its commercial assumptions.
Explore EstimatesPixie CRM for building contractors, installers, maintenance trades and specialist subcontractors
CRM for Construction & Trades
The office may be preparing an estimate while the delivery team is on site. Both need to understand what the customer approved and what has changed. Pixie connects enquiries, estimates, projects, tasks and billing, giving construction and trade teams a clearer administrative thread from the first visit to the final follow-up.
Construction & Trades · A connected workflow
Keep the quote, site work and customer promise aligned.
Illustrative process · configured around your team
- 01Scope the job
- 02Agree the estimate
- 03Coordinate delivery
- 04Prepare completion
How Pixie fits your business
Keep the quote, site work and customer promise aligned.
Small variations become expensive misunderstandings when an instruction stays in a phone conversation. Recording the change, the decision owner and its commercial effect helps the office and site team work from the same agreement.
For building contractors, installers, maintenance trades and specialist subcontractors, the value of a CRM is the working context it gives the next person. Start with customer and contact records, then connect the delivery and service activities that matter to your team. An account owner should be able to find the current commitment, the open question and the person taking it forward.
A practical starting point
Walk through one real example from scope the job to prepare completion. Use your own documents and handovers to decide which fields, roles and modules the first release needs.
The work, step by step
A shared thread from enquiry to the next conversation.
Give each stage a clear owner and an agreed handover. These are example steps for construction & trades; the final process should reflect your service model and the systems you already use.
- 01
Scope the job
Record the site, customer requirement and information needed before quoting.
- 02
Agree the estimate
Keep assumptions, exclusions and approval of the proposed work visible.
- 03
Coordinate delivery
Organise project tasks, labour-time records and customer updates.
- 04
Prepare completion
Review agreed variations, outstanding actions and the billing handover.
Build around the work you do
Relevant modules for construction & trades.
Use these capabilities as a focused shortlist. Module availability, configuration and any integration work are confirmed for your proposed setup; you can review the complete module catalogue for additional requirements.
Project management
Coordinate milestones and the customer-facing delivery plan.
Explore Project managementTasks & workflows
Assign office and site administration with visible owners.
Explore Tasks & workflowsTime & timesheets
Review labour effort against the job.
Explore Time & timesheetsExpenses
Keep relevant job expenses available for review.
Explore ExpensesInvoicing
Prepare stage or final billing from the agreed work.
Explore InvoicingAcross the workflow, assess staff roles and permissions, automation rules and reporting together. Agree who can act, which reminders are useful and how exceptions will be reviewed.
A considered rollout
Make the first release useful to the people doing the work.
Assess quantity surveying, construction scheduling, health and safety records and specialist job-costing requirements separately. Agree how variations are authorised and how site evidence reaches the office.
Review the integration directory and security information against the scope you actually need. Ask for a demonstration of the handover that currently causes the most friction.
- Map one real journey. Identify the contacts, documents, decisions and exception that make the example representative of your business.
- Agree data ownership. Decide which system owns each record, what moves between systems and who reviews an update that fails.
- Configure and validate. Test roles, field requirements, communication and the billing handover using representative information before a wider rollout.
- Support adoption. Give the workflow an internal owner, provide practical team guidance and review whether the setup helps colleagues complete their next action.
Use the CRM implementation guide and migration checklist to prepare the first discussion.
Specialist workflows to explore
These additional capability pages are available on request. Review their stated scope with Pixie before selecting a configuration or assuming a specialist requirement is covered.
Useful answers
Questions from construction & trades teams.
Use these answers to shape the conversation about your proposed configuration.
How should we manage variations?
Record the requested change with its job, assess the effect on scope, timing and price, and obtain the required approval. Keep the accepted change accessible before delivery and finance act on it.
Which modules should our team start with?
Start with the relationship record and the most important handover in your construction & trades process. The module shortlist above explains the role of each suggested capability. Select the smallest useful first scope, then review permissions, data preparation and any specialist connection before rollout.
How do we connect the systems we already use?
List the systems involved in scope the job and prepare completion. For each connection, agree the record owner, supported interface, matching rules and exception process. The integration planning guide explains what to prepare before a live sync.
How can we review pricing and implementation scope?
Use the current pricing page as your starting point and discuss the modules, users, data and connections your workflow needs. Confirm the proposed configuration and implementation work with the Pixie team before treating an example industry workflow as a complete deployment.
Let’s map your next better working day.
Bring one real construction & trades customer journey, your existing tools and the handovers you want to improve. We’ll help define a practical first scope.