Never let a lead go cold again
Every glazing business has a graveyard of good leads — a binned Post-it, a WhatsApp message nobody replied to. EasyBase puts the whole business on one board instead.
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Drag to convert. Drop an enquiry onto a job column and it becomes a job at that stage — full history intact.
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Every lead shows its age. A days-waiting count climbs on the board until somebody acts on it.
From first enquiry to paid invoice
Six tools that keep every lead tracked, priced and chased — without
anything slipping through.
Enquiries, jobs and service calls flow across one pipeline, with your own custom stages.
Every lead tracked from first contact to Sold, with notes, files and follow-ups on one record.
Form submissions land pre-graded for urgency, ready to convert in one click.
Branded PDFs generated from the record using your own letterhead.
Two-year revenue comparison aligned to your real financial year.
AI turns your pipeline into a prioritised action list every morning.
Stop chasing jobs.
Start running them.
Before EasyBase, running installs meant a whiteboard, a WhatsApp group, and hoping you hadn't booked the same subcontractor onto two roofs on the same Tuesday. EasyBase gives every job one proper home instead.
Explore jobs & field operations in depthA whiteboard and a WhatsApp group for the whole fitting schedule
One drag-to-book calendar with a live map showing every job
Booking two subcontractors onto the same roof by accident
Automatic clash detection, with SMS nudges to unconfirmed traders
Digging through old emails to check the FENSA paperwork
FENSA registration and warranty terms live as fields on the job itself
Customers ringing to ask where their fitter's got to
A branded tracking link customers can check for themselves
No conversation left hanging
A quote goes quiet for a fortnight because nobody chased it. EasyBase pulls every text, chat and review request into one place and quietly gets on with the chasing.
Reminder texts that send themselves
Book the fitting and EasyBase handles the rest — a text the day before, another on the morning of the visit, every one signed off with your company name.
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They text back? The reply lands in the same inbox — one thread per customer, never buried in someone's personal phone.
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AI drafts the answer. Review it, tweak it, send it — straight from the thread.
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Job fitted? A review request follows automatically, by SMS or email.
Dr Ava Roberts08:11
Morning Dr Roberts — yes please, the side gate unlocked would be perfect. The fitters will be with you between 8 and 10.
Describe an audience in plain English — AI builds the segment, drafts the copy and tracks every open and click.
A proper team chat inside the CRM, so job talk stays next to the jobs instead of drifting off into WhatsApp.
The AI assistant sits one click away on every page of EasyBase — wherever you're working, it's already there.
Feels like software
you'd build for yourself
Quotes knocked up in Word with the logo never quite straight. A customer ringing yet again to ask where their order's got to. EasyBase turns that scramble into one branded, joined-up business.
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The link does the signing in. No accounts to create, no passwords to forget — customers tap a magic link from their email and they're in.
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Accepting a quote takes one tap. The quote they open is the one you built — one tap to accept, and the job moves on your board.
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“Where's my order?” answers itself. Live job status, a tracking link and payment progress — all under your logo, not ours.
Premier Glazing — tap to open your portal. No password needed.
Every job, quote, appointment and payment in one place — for the customer it's just a link, nothing to install.
A drag-and-drop A4 designer builds your quotes, invoices and job sheets.
A branded public shop — orders flow straight into the CRM as leads.
A keyboard-first command palette searches the whole business in milliseconds.
Financial visibility, exports and settings are all permission-gated.
Companion for the field team, Assistant for voice and chat — same live data, everywhere.
