CrewQCI

For construction & trade businesses

The commercial side, from first enquiry to cleared payment.

Sales pipeline and credit control for construction and trade businesses — leads, quotes, contracts, invoicing, applications for payment and retentions in one place, and it chases the money for you. CrewQCI grew out of a working contractor's sales workbook, and it runs that firm's commercial side today.

14 days free · no card neededThen £55/month or £550/year per company, including VAT.

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Already on CrewQCI? Read the user guide — online, or as a PDF to keep.

Every stage of your sales pipeline
CrewQCI's overview screen showing the sales pipeline from leads through to credit control

The real CrewQCI overview. Select the screen to take a closer look.

Win the workSend the invoiceChase the money
14 days
Free trial · no card needed
£55 / month
Or £550 per year, per company — both including VAT
One pipeline
From first lead to credit control

Inside CrewQCI

From the first quote.
To the final payment.

See how the commercial side fits together, with real screens from the sales and credit-control registers.

A closer look 04 views

QuotesKeep opportunities moving InvoicesThe documents behind the work RetentionsKnow what is due and when Credit controlFollow the money through

CrewQCI, up close.Real screens. The details that make a difference.

Product view
CrewQCI's quotes register: four quotes with values, quoted-by, chase-up counts and statuses colour-coded from quoted through to won and lost

CrewQCI / Quotes

Quotes you can read at a glance

Quote numbers allocate in sequence.

The full detail

The problem

The gap between the quote and the bank.

A quote goes out and nobody chases it. An invoice goes sixty days over because chasing is nobody's actual job. A retention falls due next March and nobody diarises it. A client's balance creeps past the limit you set two years ago and nobody notices until the invoice is already out. None of that happens because anyone is careless — it happens because the quote, the invoice, the retention and the chaser live in four different places, and nothing joins them up.

CrewQCI puts them in one register, so a won quote becomes a contract, the contract becomes documents, and the money owed against it is chased the whole way through — on a ladder you set, without anyone having to remember.

One company-wide price

Try CrewQCI for 14 days. No card needed.

There is time to run a real month of quoting and invoicing through it before you decide. The price covers the whole company, however many people you invite.

Start your 14-day free trial Ask a pricing question

Monthly

£55per company, per month, including VAT

Pay month to month after your 14-day free trial. No card is needed to start.

Annual Save £110

£550per company, per year, including VAT

Two months free — equivalent to £45.83 per month. Same trial, no card up front.

What it does

Lead to quote to contract to invoice to cleared payment.

  • Every enquiry in one pipeline

    Leads carry their source, sector and owner, so the follow-up is somebody's job rather than everybody's. Convert a lead to a quote and nothing is re-typed.

    CrewQCI's overview: tiles for leads, quotes, contracts, invoicing, proformas and applications, retentions, clients and credit control

  • Quotes you can read at a glance

    Quote numbers allocate in sequence. Statuses run from Quoted through Emailed and Called Follow Up to Won or Lost, colour-coded down the register so anything gone cold is visible from across the office — and a won quote becomes a contract in one click.

    CrewQCI's quotes register: four quotes with values, quoted-by, chase-up counts and statuses colour-coded from quoted through to won and lost

  • Invoices, credit notes and CIS reverse charge

    Raise invoices and credit notes against the contract as branded PDFs, emailed under your own company name. Mark a client CIS registered and the domestic reverse charge is applied and worded properly on everything that follows. Every document email is kept, so you can read exactly what a client received and send it again to a different address if the first one was wrong (the resend carries the same PDF with a fresh download link, rather than a rebuilt document).

    CrewQCI's sales invoice register: five documents with net, VAT, total and outstanding columns, one on reverse charge, rows tinted green for paid, pink for part-paid and purple for a credit note

  • Proformas, applications and payment certificates

    Applications for payment are numbered per contract with previous and current valuations, and certify into a payment certificate and VAT invoice when the money is agreed — the way main-contractor work actually gets paid.

    CrewQCI's proformas and applications register: four documents, two of them numbered applications against the same contract, with totals, amounts owing and one converted through to its invoice

  • Retentions with a due date attached

    Raise an invoice with a retention percentage and the retention posts itself to its own register with the amount held and the date it falls due, then counts down in front of you — amber as it approaches, red once it is overdue.

    CrewQCI's retentions register: four retentions with the invoice they came from, amount held, due date and a days countdown, one overdue in red and one due soon in amber

  • Debt chasing that runs itself

    Every open invoice ages from its due date and climbs a ladder you set — a reminder before it falls due, a note on the day, then chasers at 7, 21 and 45 days over. One email per client per run, at the most severe stage they have reached, under your company name. Read any of them before it goes, send a batch by hand, or let the 7am run do it.

    And it knows when not to. A client who has promised to pay by Friday is left alone until Friday; so is one on hold, one under your threshold, one already chased this week, and one with no email address on file — each held back with the reason written on the row.

    CrewQCI's chasing queue: an aged debt summary, then four clients due a chaser with their stage, days overdue and amount, one held back because they promised to pay

  • Statements, retention requests and thank-yous

    A statement of account PDF per client — every open item, a running balance, the aged summary and any unallocated credit — sent on a day of the month you choose or one at a time. Matured retention gets its own polite, non-escalating release request, and a client who clears their account gets a thank-you with an optional review ask.

    CrewQCI's statements tab: a note that statements go out on day one of each month, and four client accounts with their open items, overdue amount, balance due and when they were last sent

  • Credit limits and live exposure

    Every client's outstanding balance is computed from the invoice register, net of VAT, and set against the limit you have given them. Staff can request more headroom and an admin approves or declines it, with the decision emailed back.

    CrewQCI's credit limits page: a pending credit limit request awaiting a decision, and four client accounts showing outstanding, limit and remaining balance with one over its limit in red

  • Insights and reports, straight off the register

    Conversion by sector and source, quoted against won by month, and aged debt taken from the same invoices the documents were printed from — so the report and the register do not disagree. Export to PDF, Excel or CSV, including a Sage-ready sales ledger with nominal codes per sector.

    CrewQCI's insights screen: quoted, conversion rate, invoiced and outstanding totals, a quoted-versus-won bar chart by month, top sectors by value and an aged debt breakdown

  • One client register behind everything

    Addresses, contacts, Sage codes, sector and credit limit in one place. Change a detail once and it propagates across the contract and its documents, and any name used on a record with no matching account is flagged for setting up. Search ignores punctuation and spacing, so "A & C Hobbs", "A and C Hobbs" and "A+C Hobbs" all find the same account, whichever way it happened to be typed.

    CrewQCI's client register: five accounts with Sage codes, sectors, contacts, credit limits and nominal codes, one on hold and one flagged as new

Automatic, carefully

You decide when anything reaches a client.

Letting software email your customers about money is a big step, and it is usually the reason people stay on the spreadsheet. So the safeguards came first, and you turn it on in your own time.

  • Test mode

    While a test address is set, every chaser and statement is redirected to you and logged as a test. Nothing can reach a client, and clearing that field is go-live. If the address is unusable, nothing sends at all rather than falling through to the client.

  • Dry run

    Ask what today's run would do and it tells you — how many chasers, covering how much, who is held back and why — without sending a thing.

  • A chase start date

    Set the day you switched over and invoices that fell due before it are never chased automatically, so turning it on doesn't fire a final notice at your entire back book.

  • Sent once

    Every email is written to a log, and that log is what stops a stage firing twice. If it cannot be read, the run refuses to send rather than risk repeating a chaser a client has already had.

CrewQCI or CrewBook?

Two apps, one pipeline.

CrewQCI is the commercial side on its own: leads, quotes, contracts, invoicing, retentions and credit. Choose it if you already have a way of running the work and what you need is control over the selling and the getting-paid.

CrewBook is the whole firm: the same sales pipeline, plus scheduling, crews, plant, materials, wages, job costing and CIS-aware Sage exports — so sales sit against cost per contract without anyone reconciling spreadsheets.

See CrewBook Not sure which? Ask Peter

Where it comes from

It started life as a spreadsheet.

CrewQCI grew out of the quotes, costs and invoices workbook of a working UK surfacing and groundworks firm — the numbering, the statuses, the row colours and the VAT handling all came straight out of it. That is why it knows what an application for payment is, why CIS reverse charge is a checkbox, and why retentions get their own register rather than a note in the margin.

The difference from the spreadsheet is that it chases, prints, emails and adds up on its own — and two people can be in it at once without one of them overwriting the other.

See it running.

Peter will walk you through CrewQCI on work shaped like yours, and say if he doesn't think it suits you. Or start the free trial yourself at crew-qci.com. Already a customer? The user guide covers every page, step by step.

Request a demo