The CRM for loft conversion companies.

Long projects with lots of trades, run from one place: stage payments, subcontractors and an approval step for big quotes.

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A builder in a hard hat and safety gear working on a timber frameReady for loft conversion specialists

Less paperwork. More paid work.

The jobs that eat your evenings, handled for loft conversion specialists.

Five-figure quotes that need sign-offApproval step for big quotes before they are sent
Subbies arriving on the wrong weekMulti-visit jobs with subcontractors on the dispatch board
Cash tied up until completionStage payments at each milestone
Built for loft conversion specialists

Everything set up for your trade.

Choose loft conversions when you sign up and all of this is ready to go.

  • Stage payments and deposits
  • Approval step for big quotes (Pro)
  • Subcontractors and multi-visit jobs
  • Customer portal with photos and documents
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Your starter price list

  • Design and survey visitFreeusually 1 h 30 min
  • Velux loft conversion£38,000.00
  • Dormer loft conversion£55,000.00
  • Loft boarding, per m²£45.00 per m²
  • Roof window install£1,200.00 per item

Example UK prices before VAT, loaded so you can send a quote straight away. Change them to your own, in any currency.

On site

A checklist your team ticks on every job.

The loft conversions starter pack includes this checklist. Make photos compulsory on any step, or add your own.

  1. Party wall and building control checks
  2. Stage photos for each fix
  3. Record building control visits
  4. Snag list with the customer
  5. Handover pack and sign-off

Certificates, reports and proof of work

Certificates and reports are completed on site, signed on screen and sent as branded PDFs on the Pro plan. Photos, signatures and timesheets come with every plan.

Risk assessment and RAMSMethod statement
Job sheetWork done, photos, signature
Before and after photosTime-stamped, every plan
Customer signatureDrawn on screen

Plus everything else you need.

Every plan includes unlimited customers, quotes, jobs and invoices.

Quotes and e-signaturesDispatch boardCard payments and Direct DebitWhatsApp and SMS inboxOnline bookingOffline staff appReportsXero and QuickBooks

Questions from loft conversion specialists

Can my customers follow progress?

Yes. The customer portal shows their quote, stage invoices and photos you choose to share.

Can someone check a quote before it goes out?

Yes. On Pro, quotes over a value you set need approval from an owner or manager before they are sent.

More in building and construction

All 84 trades
BuildersExtensions, renovations and building workRoofersRoof repairs, flat roofs and reroofsBricklayersBrickwork, walls and repointingCarpentersFirst fix, second fix and bespoke joineryPlasterersSkimming, boarding and renderingGroundworkersExcavation, foundations and drainageScaffoldersScaffold hire and inspectionsWindow and door fittersDouble glazing, doors and repairsInsulation installersLoft, cavity and floor insulationGarage door techniciansGarage door repairs and installsStonemasonsStonework, lime mortar and restoration

Helpful guides

Tax and VAT

CIS and the domestic reverse charge explained

Two sets of rules that confuse almost every builder, electrician and plumber who works for contractors. Here is how they fit together, with worked examples.

8 min readQuoting and pricing

How to write a quote customers say yes to

Most quotes are lost before the customer reads the price. Here is how to write one that is clear, trusted and easy to accept.

7 min read

Put the kettle on. We'll do the paperwork.

Set up in fifteen minutes, send your first branded quote today.

Start your 14-day free trialSee pricing