Your jobs, on autopilot.

The AI-powered CRM for
double glazing & home improvement.

Set up in minutes. Cancel anytime. No credit card required.

Your jobs, on autopilot.

The AI-powered CRM for double glazing & home improvement.

Set up in minutes. Cancel anytime. No credit card required.

AI Lead Chasing

EasyBase follows up on every enquiry automatically, so no lead goes cold while you’re out on a fit.

Smart Quoting

Draft accurate double glazing quotes in seconds with AI, then send, track and win — all from one place.

Job Pipeline

See every lead, survey, quote and install on one board, so your team always knows what’s next.

AI Lead Chasing

EasyBase follows up on every enquiry automatically,
so no lead goes cold while you’re out on a fit.

EasyBase follows up on every enquiry automatically, so no lead goes cold while you’re out on a fit.

Smart Quoting

Draft accurate double glazing quotes in seconds with AI,
then send, track and win — all from one place.

Draft accurate double glazing quotes in seconds with AI, then send, track and win — all from one place.

Job Pipeline

See every lead, survey, quote and install on one board,
so your team always knows what’s next.

See every lead, survey, quote and install on one board, so your team always knows what’s next.

10x

Faster Quoting

4-in-1

CRM, quotes, invoices, diary

Zero

Paperwork Required

14 days

Free trial included

10x

Faster Quoting

4-in-1

CRM, quotes, invoices, diary

Zero

Paperwork Required

14 days

Free trial included

10x

Faster Quoting

4-in-1

CRM, quotes, invoices, diary

Zero

Paperwork Required

14 days

Free trial included

All-in-one

One platform,
the whole pipeline

EasyBase brings every lead, quote, survey and install into one place — so nothing slips through the cracks.

All-in-one

One platform,
the whole pipeline

EasyBase brings every lead, quote, survey and install into one place
— so nothing slips through the cracks.

Join the installers winning more jobs with EasyBase.

One platform for quoting, jobs and follow-ups.

Join the installers winning more jobs with EasyBase.

One platform for quoting, jobs and follow-ups.

Win more of the jobs you quote

EasyBase tightens every step from lead to install, so fewer opportunities slip away.

Customer Experience

Give every customer
a window into their job

A branded portal that keeps homeowners informed from quote to completion — and makes you look the part.

Customer Experience

Give every customer
a window into their job

A branded portal that keeps homeowners informed from quote to completion
— and makes you look the part.

Customer Experience

Give every customer
a window into their job

A branded portal that keeps homeowners informed from quote to completion
— and makes you look the part.

One System, Every Seat

Built for your whole team

Built for your
whole team

Office, field, owner and customer all work from the same live data — nobody re-keys anything, and nobody rings for updates.

For the office

Every enquiry, job and service call on one board — plus quotes, invoices and an AI-drafted SMS inbox.

For fitters & surveyors

The day’s jobs, addresses and survey checklists in every pocket — with one-tap completion from site.

For the owner

Year-on-year revenue, outstanding balances and a morning AI briefing — plus a voice assistant for the road.

For your customers

Live status, one-tap quotes and takeaway-style tracking — with review requests on autopilot.

EASYBASE ASSISTANT

Like texting your
smartest colleague

Live answers from your CRM. Ask about a customer, a job or an outstanding balance and get a straight answer in seconds — no digging through screens, no waiting on the office.

App Store Google Play
Built for installers

Your whole workload, on a map

Every job geocodes onto a live map the moment it has an address — no pins to place, ever. Book the survey two streets from Tuesday’s fit, not two towns away.

The EasyBase fitting map — every job plotted on a live UK map, colour-coded by status
Every pin, a job
  • Enquiries
  • Active jobs
  • Completed
  • Service calls
Ms Thomas Khan · SEED-0033
196 Riverside Walk, Huddersfield
Geocoded automatically — location remembered

Plots itself

Bulk postcode lookup resolves most jobs in under a second; street-level matching handles the rest.

Colour-coded pins

Enquiries, active jobs, completed work and service calls at a glance — toggle the scope you need.

A list that follows

Search filters the pins and the side list together — name, reference, address or assignee.

Instant every time

Each address geocodes once and is remembered, so the map opens already drawn.

From first call to five-star review

One job, one record, six stages — and EasyBase does the chasing at every one of them.

1
Enquiry captured
Website form, phone call or referral — every lead lands in one pipeline with AI grading its urgency on arrival.
2
Quote sent
Priced product lines become a branded quotation PDF, emailed straight from the record in one click.
3
Survey booked
The appointment lands on the shared diary — and the customer gets an automatic reminder text the day before.
4
Order processed
Attach the supplier confirmation and AI extracts the line items straight into the job. Trades booked, clashes flagged.
5
Fitting day
The crew runs the day from the Companion app while the customer watches progress on their own tracking link.
6
Invoiced & reviewed
Payments tracked to the last penny, the warranty registered, and a review request sent the moment you mark it complete.

Frequently Asked Questions

Straight answers, before you commit to anything.

Who is EasyBase for?
UK double glazing, window & door and home-improvement businesses — from owner-operators to multi-team installers. Every module exists because an installer needed it, from FENSA fields to fitting maps.
How is EasyBase different from a generic CRM?
Generic CRMs stop at the sale. EasyBase runs the whole job: survey bookings, fitting schedules, subcontractor trades, service calls, warranties and a customer portal — with UK glazing compliance built in, not bolted on.
What does the AI actually do?
It triages incoming web leads, drafts follow-ups and campaign copy, turns your pipeline into a daily action list, and extracts supplier documents straight into product lines. Through the Assistant app you can even run your CRM by voice — with undo on every action it takes.
Can I move over from my current system?
Yes. The CSV importer auto-maps columns from other CRMs and spreadsheets — contacts, products, jobs and enquiries — and you can keep your existing reference numbering. Most firms are live the same afternoon.
Do my fitters need full licences?
No — the Companion app is licensed per device, so your field team gets the day's jobs, checklists and team chat on their phones without paying for full seats.

Your jobs, on autopilot.

Set up in minutes. Cancel anytime. No credit card required.

Your jobs, on autopilot.

Set up in minutes. Cancel anytime. No credit card required.