- 1Enquiries
- 2Survey Booked
- 3Order Processed
- 4Installation Booked
- 5Invoicing
- 6Service Calls
The problem
One won job, in five places at once
Selling it was the easy part. Between the deposit and the sign-off a job passes through a diary, a wall planner, a subbie’s phone and a folder — and any one of them can lose it for a week.
Octoberwall planner
MTWTFSS
19202122Whitaker232425
26272829Whitaker?30311
Whitaker fit —
Thurs?? or Friring Ben re sparky— office, Mon
Thurs?? or Friring Ben re sparky— office, Mon
Ben ElectricalsMon
Still ok for Thursday at Whitaker's?
Delivered · 17:42
no reply
FENSA — Whitakerin the van
Mr T Whitaker3 missedVoicemail · “Just wondering when you're coming…”
JOB-1042Installation bookedMr Tom Whitaker · 14 Ashgate Road, Sheffield S10 3BX
- FittingThu 22 Oct · AM · Amir and Dan
- ElectricsBen Electricals · confirmed by text
- FENSA4 windows, 1 door · on the job
- CustomerTracking link sent · opened Tue
- PaperworkQuote, order confirmation, job sheet
Every one of those is a job you already won. EasyBase gives each of them one record — from the deposit to the day the warranty ends.
In the office
EasyBase CRM · JOB-1042
JOB-1042Installation bookedMrs Helen Whitaker · 12 Beckwith Road, Harrogate
Value£8,240.00Outstanding£6,240.00
Details
Appointments
Trades
Review
Products
Materials
Payments
Profit
Tasks
Notes
Warranty
Emails
Reports
Files+2
Activity
Appointments · 2
Thu18Sep
SurveyDone10:30 · Amir Shah
Tue14Oct
FittingToday · AM08:00 – 12:00 · Dan Harper, Amir Shah
DHASOn site since 08:12 · Companion
Added to Files2 photos · Amir Shah · just now
09:14
Today · JOB-1042
Mrs Helen Whitaker
12 Beckwith Road, Harrogate
Tue 14 Oct · AMDan Harper, Amir Shah
Survey photos2 saved to the job
Add
Sign off
Starts every warranty on the job from today.
Waiting for a date6
Mrs Chloe Patel4 windows · £5,974
Mr Liam WilsonComposite door · £1,155
4 more sold jobs waiting below
19 – 23 October 2026WeekASDH
Mon 19Tue 20Wed 21Thu 22Fri 23
All
day AM PM FittingH WhitakerAmir Shah SurveyP Patel10:30 · Amir ServiceT WhitakerPM · Amir FittingS WilsonDan Harper
day AM PM FittingH WhitakerAmir Shah SurveyP Patel10:30 · Amir ServiceT WhitakerPM · Amir FittingS WilsonDan Harper
Mrs Chloe Patel4 windows · £5,974Sold
No dateThu 22 Oct · AM
BookedThu 22 Oct · AM
Live fitting map
See every job on the map, before
you plan the week
S10
4 of 106 jobs
All jobs
Jobs4 match “S10”
Mr Tom WhitakerThu 22 Oct14 Ashgate Road, S10 3BX
Mr Liam Wilson · S7 1FS
Mrs Priya PatelFitted 2 Oct3 Manchester Rd, S10 5DF
Mrs Chloe Patel · S11 9PA
Mr EvansMon 26 Oct60 Fulwood Rd, S10 3DA
Ms Sarah WilsonFri 23 Oct8 Ranmoor Park Rd, S10 3GX
Frequently Asked Questions
Straight answers, before you commit to anything.
What happens to a job once we've won it?
It becomes one record with the diary booking, the trades, the parts, the payments, the warranty and the files all on it. The five places a job normally lives — diary, wall planner, subbie's phone, folder, someone's memory — become one.
How quickly does the office know what's happened on site?
As the fitter does it. Photos added on the driveway are on the job the office is looking at, so nobody's ringing to ask how it's going.
Can I stop fitters seeing the money?
Yes — one permission controls it. The job record is useful to a fitter without the value and the balance being on it.
Does it cover what happens after the fit?
Sign-off starts every warranty on the job, the review request goes out, and a service call two years later still points back at the install it came from.
Can I see the profit on a job?
Yes. You enter the cost against each product line alongside the price, and the margin on that line shows as soon as you do.
