Construction & trades
From customer inquiry to completed work
Foundbase helps tradespeople, contractors and construction companies manage customer inquiries, quotes, jobs, tasks, contracts and budgets in one workspace.
Construction and trade businesses have many details to manage. A customer asks about a job. A site visit may need to be booked, a quote sent, materials planned, tasks assigned, employees or subcontractors coordinated and finances tracked.
If everything lives in the phone, inbox, calendar and a spreadsheet, it becomes hard to stay on top of things. Foundbase gives construction and trade businesses one place for customers, quotes, jobs, tasks, agreements and budgets.
That makes it easier to manage work from first contact to completed delivery.
Track enquiries and quotes
With Foundbase, new customer inquiries can be registered in CRM so they do not disappear in the inbox. You can track leads, quotes and next follow-up so potential jobs are handled professionally.
That gives a better view of which jobs are coming up, which quotes are awaiting a response and who needs to be contacted again.
Plan jobs as projects
When a quote is accepted, the job can be planned as a project. Tasks can be assigned to employees, deadlines set and ownership made clear.
That works for both smaller service jobs and larger projects where several people, materials and deadlines need coordinating.
Agreements, contracts and finances
Foundbase can be used to gather quotes, job agreements, contracts and documents, linked to the customer or project. The budget module can help create visibility into materials, expected costs, revenue and cash flow.
That makes it easier to spot when a job is drifting financially and when follow-up is needed.
Collaboration between office and field teams
Many trade businesses have a natural gap between office and field work. Foundbase can help make status, ownership and deadlines more visible so handoffs become more precise.
That means less chasing for information and fewer misunderstandings about what was agreed with the customer.
In Foundbase, inquiries, jobs and agreements stay connected
Track leads, quotes and follow-ups in CRMPlan jobs as projects with assigned tasksMake ownership visible between office and fieldKeep quotes, agreements and contracts on the clientFollow budget and expected revenue per jobKeep job history accessible to the whole team
- Track leads, quotes and follow-ups in CRM
- Plan jobs as projects with assigned tasks
- Make ownership visible between office and field
- Keep quotes, agreements and contracts on the client
- Follow budget and expected revenue per job
- Keep job history accessible to the whole team
Features
Built for construction and trade teams
From first customer enquiry to signed agreement and delivery — keep every job visible in one workspace.
Customer & lead CRM
Track enquiries, quotes and follow-ups so no job opportunity is lost between calls and site visits.
Learn more about our CRM systemJob & project planning
Break work into tasks with owners, deadlines and status your crew and office can see.
Project management with tasks, deadlines and ownershipQuotes & contracts
Send agreements and track what is signed, outstanding or ready to start on site.
CRM with contracts and follow-upBudget visibility
Monitor job economics, materials and cash flow without exporting to spreadsheets.
Read moreTeam coordination
Keep handoffs clear between office, site managers and subcontractors.
Project management with tasks, deadlines and ownershipWorkflow automations
Trigger reminders when quotes are sent, tasks complete or deadlines approach.
Read moreCommon ways construction and trade businesses use Foundbase
Trade and construction firms need to follow inquiries, jobs and agreements — often coordinating between office and field. Foundbase makes it easier to keep each job visible.
How to track inquiries and quotes
Collect leads, quote requests and follow-up in CRM — so no inquiry disappears while the team is out on jobs.
Read moreHow to plan jobs as projects
Break each job into tasks with deadlines and status — so office and field know what needs to happen and when it is due.
Read moreHow to make ownership visible between office and field
Assign tasks with clear ownership — so handoffs between project lead, installer and office do not create delays.
Read moreHow to collect quotes and contracts on the client
Move from dialogue to agreement without losing details — and keep quotes and contracts linked to the right job.
Read moreHow to track job economics and spend
Follow budget and expected revenue per job — so you can see which projects hold up and where to adjust.
Read moreHow to see which jobs need follow-up
Track pipeline for new jobs and see where responses or quotes are missing — so sales does not stall when field work is busy.
Read moreGuide: Foundbase for construction and trades
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Foundbase for construction and trades
Foundbase is a CRM, task management and project management platform for construction, trades and contractor businesses. It can be used to manage customer inquiries, quotes, jobs, tasks, agreements, contracts, budgets and follow-ups in one workspace.
For trades businesses, Foundbase offers a practical way to create visibility without heavy construction project software. It can be used by carpenters, electricians, plumbing companies, painters, contractors, service firms and other businesses that work with customers, tasks and projects.
Foundbase can help connect sales work, job management and finances so the business gets a more connected picture of both upcoming and ongoing work.
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FAQ about Foundbase for construction and trades
Yes. Foundbase can be used to manage customers, quotes, jobs, tasks and agreements.
Yes. The CRM can be used for leads, quotes, pipeline and follow-ups.
Yes. Jobs can be created as projects with tasks, deadlines and owners.
Yes. Quotes, agreements, contracts and documents can be kept on the customer or project.
Yes. Foundbase can be used alongside existing tools through integrations and API.