Stop losing money to forgotten clients, missed invoices, and disorganised jobs.

Trades CRM is a done-for-you Notion template built specifically for HVAC technicians, plumbers, and electricians. No coding. No learning curve. Just duplicate it into your free Notion account, set up in under 1 hour, and start tracking everything that matters.

What you get:

• Client database that works on your phone and desktop

• Job pipeline from lead to quote to completion to payment

• Follow-Ups view — see exactly who to call today

• Overdue Payments view — see every unpaid invoice at a glance

• 37 pre-loaded sample records so you see how it works immediately

• Full setup guide (PDF + DOCX) included

No monthly subscriptions. No complicated software. Your data stays yours forever. One simple system that keeps your business organised from day one.

Ready in under 1 hour. No tech skills required.