TradeFlow CRM
"A trades CRM that replaced 3 separate tools and saved 15 hours of admin per week"
Trades & Construction
The Challenge
A Perth-based electrical contracting company with 6 licensed electricians was managing jobs in Excel, quotes in Word, invoices in a separate accounting tool, and customer follow-ups in their heads. Critical jobs were being missed, invoice payments were consistently delayed by 20-30 days, and the owner had no real-time visibility into which jobs were profitable and which weren't. The team was also managing field communications via WhatsApp, meaning critical job notes were buried in personal chat threads.
What We Built
Built a custom CRM and job management system with quote generation, job scheduling calendar, photo upload from site via mobile, automated invoice generation with Xero sync, and a live dashboard showing outstanding jobs, revenue by month, and overdue invoices. Field staff use the mobile interface to receive daily job assignments, upload site photos, collect digital signatures, and mark jobs complete — which triggers invoice creation automatically. The owner gets a real-time P&L view of the business from any device.
Key Features Delivered
- Quote & job management dashboard
- Mobile photo uploads from site
- Xero invoice auto-sync
- Automated payment reminders
- Live revenue & job dashboard
Technology Stack
How We Delivered It
Discovery & Brief
We map your goals, users, and success metrics before writing a single line of code. Fixed scope agreed in writing.
Design & Architecture
UI mockups and technical architecture reviewed and approved before build begins. No surprises mid-project.
Build & Test
Iterative development with regular demos. Full QA testing on real devices before any launch.
Launch & Support
Smooth go-live with full handover documentation. 3–6 months post-launch support included in every package.
"The team at Rudram delivered exactly what they scoped — on time, on budget, and it actually works the way my business works. I didn't have to change my process to fit the software."
Business Owner
Trades & Construction, Perth, WA
More Projects
Trades & Construction
Perth Tradie Hub
A 5-page tradie website that books jobs while the owner is on-site
Healthcare & Allied Health
MedBook Perth
A healthcare clinic website with 24/7 online booking and patient portal
Real Estate & Property
PropertyIQ WA
A real estate agency portal with live suburb data and automated lead routing