Contractor CRM for Clients, Projects and Tasks
1-Quote includes a CRM built around how outdoor-trade contractors actually work: client records, project records, and task records with checklists, due dates and assignment. Because it sits in the same platform as quoting, scheduling and invoicing, a client and project don't need to be re-entered as the job moves from quote to completion.
Join as a contractorWhat it does
- Client records that hold contact and job history in one place
- Project records linked to the client, tracking each job separately
- Task records with checklists, due dates and staff assignment
- Client and project records feed directly into new quotes, so details aren't re-entered per quote
- In-app notifications keep relevant staff informed of task and job updates
How it works
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1
Add a client
Create a client record with their contact details.
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2
Create a project
Add a project under that client for the specific job.
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3
Break the job into tasks
Add task records with checklists, due dates and assignment to the staff responsible.
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4
Quote and schedule from the same record
Build the quote against that client and project, and later schedule the job, without duplicating data entry.
Frequently asked questions
Can I track more than one job for the same client?
Yes. Each client record can have multiple project records under it, so repeat clients don't need a new client record for every job.
Can I assign tasks to specific staff with due dates?
Yes. Task records support checklists, due dates and assignment to a team member.
Do I need a separate CRM tool alongside 1-Quote?
No. Client, project and task records are part of 1-Quote itself, alongside quoting, scheduling and invoicing.
Does the CRM notify staff about task updates automatically?
Yes, via in-app notifications. There's no SMS or push notification; updates appear inside the platform.