Category
Software choices for roofers, groundworkers, installers and small building firms.
Trade software fails for one reason: it assumes someone will sit at a desk. If it cannot be used on a phone with cold hands, it will not be used.
Keep the stack short. One place for enquiries and follow-up, one place for job proof and sign-off, one place for the books. Three systems, clearly owned.
Keystone AI covers the enquiry side, Keystone Site covers the job side, and Xero or QuickBooks covers the finance side.
Tools
Each one has a full review covering pricing, pros, cons and who should avoid it.
CRM and follow-up · Software
All-in-one CRM, messaging and automation platform used to run lead capture and follow-up.
Best forService businesses that want CRM, messaging and automation in one place rather than five subscriptions.
Finance and tax · Software
UK cloud accounting software for invoicing, bank reconciliation, VAT and payroll.
Best forUK small businesses that want tidy books their accountant can work with.
Finance and tax · Software
Cloud accounting software with strong self assessment and small business features in the UK.
Best forSole traders and small limited companies watching software cost.
Productivity · Software
Scheduling tool that lets people book time from your live availability.
Best forAnyone whose sales process includes a call.
Services
My companies
Stated plainly, because these are businesses I benefit from.
AI-powered lead capture, CRM, missed-call response, follow-up and review automation for UK trade and construction businesses.
Construction job management software that keeps site photos, job proof, customer updates, sign-off and review requests in one place.
Some links on this site are affiliate or referral links, and some companies featured are owned by, operated by or commercially connected to me.
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