Long conversations, scattered notes
Extension and renovation enquiries involve drawings, budgets and several conversations. When those details live in different messages, it is hard to remember exactly what the customer asked for.
Win more buildingand renovation work
Manage enquiries, site surveys, budgets and customer follow-ups in one place, so you can keep potential projects moving and win more work.
One place for all your incoming work
Bring your enquiries together in Jobsworth, whether they start with a WhatsApp message, an email or Checkatrade. Keep track of what each customer needs and who to get back to.
Top three challenges for builders
Quotes that go quiet
You spend time visiting the property and preparing a price. Then other work takes over, and a customer who was interested can go weeks without hearing from you.
Starting without the full picture
Access, start dates and the work agreed during quoting all matter when the team arrives. Passing the enquiry into booked work can mean retyping details or chasing old conversations.
The best free CRM for trade contractors
Keep every enquiry and customer conversation in one place, with a clear next step to turn interest into booked work.
Never miss a new job
Keep extension, conversion and renovation enquiries together from the first conversation. Record what the customer wants, where the property is and when they hope to start.
Start from a template
Start with an extension, knock-through or garage conversion template. Use the questions to cover drawings, structural work and access before you put a price together.
Keep track of every potential job
See who is waiting for a site visit, who has had a price and who is ready to go ahead. Keep the next conversation and its date against each enquiry.
All your customer details in one place
Keep customer details and conversations about drawings, planning and budgets together. Pick up where you left off when a customer returns to an extension or renovation enquiry.
Turn booked work into projects
When the customer gives you the go-ahead, turn the enquiry into a Project. Carry across the details, choose a start date and assign the team for the first Visit.
Start your 14-day free trial of Jobsworth Pro
Get everything you need to manage your customers, win work and run your jobs. Your CRM stays free forever, even if you cancel Pro.
14 days free, then £39/month per user. Cancel anytime.
Start free trialYour questions, answered.
Can't find what you need? Email us at support@getjobsworth.com.
Do I need an account to use Jobsworth?
Yes. Create an account for your business so you can save your enquiries, keep customer details together and return to them when you need to follow up.
Will it work for me as a sole trader?
Yes. You can manage your own enquiries and follow-ups without setting up a team. If other people help with the business, you can give them access too.
Can I use it on my phone?
Yes. You can use Jobsworth in a web browser on your phone, tablet or computer, so you can check a customer’s details or update an enquiry while you’re out.
How do I get started?
Add a Lead with the person’s name and the work they need. Add their contact details, then set a next step and a date to get back to them. You can fill in more details as you learn them.
Is the CRM really free forever?
Yes. Manage your enquiries, customers and follow-ups at no cost. You only pay for a plan when you want to use Jobsworth to manage the work beyond your CRM.
How much does Jobsworth Pro cost?
Jobsworth Pro is free for 14 days, then £39 per month per user. Cancel anytime. Your signup shows the selected plan, number of users and recurring total before you confirm.
What happens to my CRM if I cancel Pro?
Your CRM stays free forever, even if you cancel Pro. You can keep managing your enquiries, customer details and follow-ups without a paid Pro subscription.
Do I need a card for the Pro trial?
Yes. A payment card is required for the 14-day Pro trial. You’ll see your first payment date during signup. Your subscription continues after the trial unless you cancel before that date.
Do I have to use a template?
No. You can start with a blank Lead. Templates give you a starting value, useful questions to ask and a suggested next step for common work. Adjust the details to suit the enquiry.
Can I set up my own lead stages?
Yes. You can name and arrange up to five open stages to match how you handle enquiries. Won and Lost remain available as outcomes. Move each Lead on when you’re ready.
How do I keep track of who to call back?
Give each Lead a next step and a due date. The Call sheet brings follow-ups together, and the Lead shows how long it has been at its current stage.
Can I keep notes from calls and conversations?
Yes. Log calls, messages, emails, meetings and notes against the Lead. Each entry records who added it and when, so you can pick up the conversation later.
Can the office and my team work from the same leads?
Yes. People with access to Leads in your business work from the same records. You can choose who looks after each Lead, so it’s clear who needs to follow up.
What happens when I win the work?
Start a Project using the details already on the Lead. Kickoff work lets you choose a start date, team and first Visit. If you only need to record a win, you can mark the Lead won without creating a Project.
What if an enquiry doesn’t go ahead?
Mark the Lead lost and record why. If the customer comes back later, you can reopen it and continue from the details and conversations you already saved.
Can I add enquiries from Checkatrade or MyBuilder?
Yes. Add the enquiry as a Lead, paste in the message and record where it came from. You can then keep its contact details, conversations and next step together in Jobsworth.
Does Jobsworth automatically import my WhatsApp messages and emails?
No. Add or paste the enquiry into Leads yourself. Your original messages stay in WhatsApp, Gmail, Outlook or the service they came from; Jobsworth keeps the details and activity you record.
Can I track referrals, phone calls and repeat customers too?
Yes. An enquiry can come from anywhere. Add it to Leads and record how they found you, whether that was a referral, an existing customer, Google or another source.
What details can I keep on a Lead?
Keep contact details, the work requested, the site address, access and parking notes, a rough value and the customer’s budget. You can also record how they found you and the best way and time to contact them.
Can I import a spreadsheet of leads?
Spreadsheet import is not available for Leads at the moment. Add enquiries individually and use a template when it helps you get started.
Can I attach photos or drawings to a Lead?
Leads currently hold text details and activity notes. When the work becomes a Project, you can keep its files, photos and drawings with the Project.
How do I get help?
Email us with the screen you’re using and what you’re trying to do. support@getjobsworth.com
Where can I find instructions for using Jobsworth?
The Help centre explains how to use Jobsworth’s features and complete everyday tasks. Visit the Help centre
Can it handle big jobs with changes along the way?
Yes. Once it’s a Project, changes to the work and price go through Variations the Customer approves.