Step 01
Save the client once
Capture contact details when you create the first estimate.
Client CRM
Every client and document in one place
Store contacts, document history, and communication context so office and field stay aligned.
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How it works
Every client and document in one place
Bideezie includes contractor CRM basics without another tool. Keep client details next to estimates and invoices so follow-up is based on real document history, not scattered notes.
- Client profiles with estimate and invoice history
- Secure document sharing for homeowners
- Less chasing across email and text threads
- One record for office staff and field crews
Workflow
A simple path from start to finish
Each step is built for trade contractors who need speed in the field and clarity in the office.
Step 02
Keep history attached
Every sent document stays linked to that client record.
Step 03
Follow up with context
Open the client and see what was sent, signed, or still outstanding.
Outcomes
What this unlocks for your business
- No extra CRM required for day-to-day work
- Faster handoff between office and field
- Cleaner client conversations
