Job site management software: CRM for building services, construction and home services
First the site visit, then the quote, then the days of work at the client’s home. RegiaPro is job site management software for people who work this way: choose your trade family.
Three families of site trades
From site visit to final balance
When you work in the client’s home, the price comes after you’ve seen the place. The record holds the address, measurements, site visit photos and notes, and from there you prepare the PDF quote without retyping anything. If the client asks for a change, the new version gets a new number and the first stays as it was.
When the job starts you record the deposit, then the stage payments and the final balance. Materials bought for that job and collaborators called in to help sit on its record, so the Report tells you how much is left on each job, not just how much came in over the year.
