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For UK builders, roofers and refit firms

Construction CRM for builders, roofers and refit firms

Big jobs take weeks to win. Keep every one moving.

An extension, a roof or a bathroom refit is a site visit, a quote, a few weeks of questions and a decision. jobwin keeps each of those leads on one board with a dated next action, flags the ones nobody has touched, asks why you lost the ones you lose, and weights the rest into a forecast you can plan the crews around.

  • For teams of three to thirty
  • On any phone, in the browser
  • A forecast from your own pipeline

The long sale

The job you lose is usually the one nobody followed up.

Between the site visit and the signature there are weeks of quiet. A lead with one next action and a date on it, and a warning when nobody has touched it for seven days, does not drift off to the builder who rang back first.

On the job

Four moments every building firm recognises

The work is won over weeks, not in one call. These are the moments where it slips.

  1. 01

    A website enquiry for a bathroom refit arrives on Saturday night.

    Add it as a new enquiry with its source, Google / SEO or Website form. On Monday it is waiting in New leads for someone to decide whether it is worth a site visit.

  2. 02

    The site visit is done. The quote is three weeks of measuring and pricing away.

    Move the card to Site visit, then Quote sent. Each stage carries a likelihood, so the value in play and the forecast move with it.

  3. 03

    The client has gone quiet on a forty-thousand-pound extension.

    After seven days without activity the lead is flagged stale, and after fourteen critical. Both thresholds are yours to change.

  4. 04

    They went with someone else. Do you know why?

    Mark as lost will not save without a reason: price, a competitor, timing, no response, out of area, a change of mind, not a fit, or what happened.

The forecast

Plan the crews around a forecast you can trust

Give each lead a value, a likelihood and an expected close month, and the forecast weights the pipeline month by month: expected, commit at 70% and over, best case and won so far, with each person’s weighted pipeline beside it.

  • Weighted, not wishfulA £6,400 refit at 30% counts as £1,920 until it moves on.
  • By close monthThis month, next month, two named months, later or no date yet.
  • Revenue against targetSix months of won work against the team target, on Performance.
app.jobwin.cloud
A jobwin lead for a bathroom refit at the Contacted stage, with its value, likelihood, next action and activity timeline.
A bathroom refit at Contacted: its value, likelihood and next action, on one lead.

Why it matters

Fewer jobs lost to silence.

Big jobs are rarely lost in one go. They fade out between visits.

Stale lead warnings

Seven days untouched and the lead is flagged; Home lists the quotes that need a nudge.

A reason for every loss

Counted on Performance under Why we lost, so you can see the pattern.

The customer, when you win

Won creates the customer record with the history, ready for the next job.

Pricing

One plan, priced in the open.

£65 a month covers the first three people. Everyone else needs a licence at £25 a month. Ex VAT, billed monthly, and you can cancel any time.

How many people will use it?

The plan

Everything in jobwin for the first three people: leads, pipeline, forecast, customers, cases and reports.

£65

per month, with 3 admin licences

Ex VAT. Billed monthly, cancel any time.

Features

The plan includes:

  • New enquiry, Leads and To-do
  • Pipeline in your own stages
  • Lead rot warnings and lost reasons
  • Forecast, Performance and Reports
  • Customers, Cases, Contacts and Documents
  • CSV import and exports

Your team

For 10 people

The plan, plus a licence for each manager and team member beyond the first three.

£240

per month for 10 people: the plan and 7 licences at £25

Ex VAT. Add or remove licences as the team changes.

Features

Every licence gets:

  • The whole product, on any device
  • A role: Manager, Team member or Read-only
  • Their own leads, To-do and targets
  • Teams, for managers who run one

Telesales add-on

Add-on

The dial queue, scripts, call review and training, for teams that ring prospect lists.

On the demo

with ten telesales licences

Priced on the demo, on top of the plan.

Features

The add-on adds:

  • Dial queue with the next call suggested
  • Six outcomes, logged in one tap
  • Follow-ups at 2 days, 2 weeks, 2 months
  • Scripts, call review and training
  • Interested calls become leads

Every licence

CSV and Excel exports, and a full backupFive roles, checked by the databaseAn activity log for owners and adminsA phone layout, in the browser

No call needed:Start free trial (opens in new tab)

14-day free trial. A card is optional, and never charged during the trial.

FAQ

Frequently asked questions

Straight answers for building and roofing firms weighing up jobwin.

Still asking?

Bring the question to a demo, or email us.

sales@jobmate.cloud

A system for the selling side of a building business: every enquiry, site visit, quote and follow-up in one place, so jobs are not lost to a forgotten call. jobwin covers that from the first enquiry to the customer record; it does not run the build itself.

See your pipeline the way jobwin shows it.

A walkthrough with someone who knows the product, and straight answers about what it does not do yet.

app.jobwin.cloud