Survey to quote
Scan a room with the iPhone’s LiDAR scanner, capture photos, measurements and the customer’s requirements on site, then turn the agreed scope into a detailed estimate with material take-offs.
How can it help
my business?
Your customers. Your people. Your work. Your money.
See how they come together for the business you run.
Shared business tools plus the specialist workflows of your profile — and a bespoke edition, tailored completely to your business, when the profile isn’t enough.
BUILDING & TRADES / THE CONNECTED DAY
From the first survey to the final payment.
Keep the customer, the site, the people and the books connected. Spend less of your evening piecing together what happened during the day.
Designed for builders, electricians, plumbers and specialist contractors.
- 01Enquiry & site survey
- 02Estimate & agreed scope
- 03Schedule & deliver
- 04Invoice & reconcile
The details that make it yours.
Specialist featuresMaterials & job costing
Price books, assemblies, supplier orders and labour costs connected to each job, with estimated versus actual margin.
People & site planning
Allocate crews and subcontractors, plan visits and see availability before committing to a start date.
Variations & approvals
Record changes to scope, get approval and carry the agreed extra work through to the invoice.
A record of the work
Site diaries, progress photos, drawings, snag lists and handover documents in the job’s history.
Stage payments & retention
Track deposits, progress invoices, outstanding balances and retention release dates.
CIS & the books
Keep subcontractor records, CIS workflows, bills, VAT records and bank reconciliation alongside the work.
Tools & recurring maintenance
An equipment register with service intervals and next-due dates that remind you by themselves, and repeating visits and reminders for the customers you go back to after the original job finishes.
EVERY PROFILE / ONE CONNECTED FOUNDATIONA complete view.
A complete view.
From work to money.
The specialist details sit alongside the everyday business essentials. A client record connects to the work, its documents, its costs and its payment history.
Relationships
Clients, contacts, communication history and follow-up tasks.
Work & people
Projects, responsibilities, calendars and team access.
Documents & knowledge
Files connected to their work, searchable resources and controlled sharing.
Money & records
Quotes, invoices, expenses, bank reconciliation and financial reporting.
Help from Lila
Assistance with finding information and preparing work, with your review before action.
At work & at home
A separate Personal book at half price with any paid business tier.
SAME FOUNDATION. YOUR WAY OF WORKING.Your business shouldn’t have
Your business shouldn’t have
to fit someone else’s day.
Choose Solo or Business for your team size and allowances. A business profile shapes the workflows and language around your work; it does not create a separate subscription. Need more than a profile? Bespoke tailors LilaCRM completely to your business — price on application.
Find your planWhat would make it complete for you?
Tell us about a task you repeat, a document you rely on or a handover that gets lost. Help make the building & trades profile complete for you.
Tell us about your business Opens your email app. Send the message when you’re ready.