JC Lindsay bespoke CRM

JC Lindsay & Co are a painting and decorating company in Scotland, offering complete residential and commercial renovation. They work with several housing associations, which brings an admin problem that off-the-shelf software does not handle.

They are one of our longest-standing clients. They needed a CRM built around how their business actually runs, rather than a generic tool that nearly fits, to manage their workload and keep projects simple to run.

The challenge

Housing associations require contractors to use Schedule of Rates (SOR) codes on every quote and invoice. The codes are specific to each housing association, vary between contracts, and have to be applied consistently on every job. Doing that by hand, or in generic software, is slow, easy to get wrong, and causes problems when the invoice goes in.

JC Lindsay also needed to run their private residential and commercial work in the same system, without the two getting mixed up.

What we built

A bespoke CRM with the SOR codes for each housing association built in. Quotes and invoices are raised quickly and accurately, with the right codes applied automatically from the client and contract.

We extended it to cover private work too, so JC Lindsay run their private and housing association work in the same system.

The result

The team manage large projects efficiently, with project details, pricing and invoicing all available online.

The SOR codes that used to need checking by hand are now applied automatically, which cuts errors and saves admin time on every job. We look after their IT and website as well.