IceBubble CRM

Team and absence

Holidays and sickness booked once, approved in a click, and shown on the planning board, so nobody gets booked on a job while they are off.

The team absence view showing each person's allowance, days taken, booked, accrued and remaining

Sound familiar?

  • Holiday requests come in by text, email and in passing.
  • The holiday chart is a spreadsheet, and someone always forgets to update it.
  • A job gets booked for someone who is on holiday that week.
  • Working out what a leaver is owed takes an afternoon.

Absence lives in the same system as the work, so the planning board always knows who is in.

How it works

  1. 1Request and approve

    People request time off themselves. Managers approve or reject it in a click, from an approvals list.

    Why it matters: no chasing texts or lost emails.

  2. 2Balances worked out for you

    For each person you see their allowance, what they have taken, what is booked, what they have accrued, what is requested and what is left, as at any date you choose.

    Why it matters: everyone knows where they stand, and leaver balances are calculated, not estimated.

  3. 3Sickness recorded too

    Sickness is recorded alongside holiday, with its own view.

    Why it matters: patterns are visible without a separate system.

  4. 4On the planning board

    Approved absence shows on the planning board, so people on leave cannot be booked onto a job by mistake.

    Why it matters: the plan is right first time.

Part of the CRM, not bolted on

Absence uses the same people as job management and delivery plans, and approved leave shows on the planning board. Statements can be exported when you need them.

Works with

The planning board showing a week of jobs booked to four engineers, with days on leave marked

Job management

Book the right person on the planning board, run the job from the app on site, and turn the hours into the invoice.

More on job management
Delivery plan Gantt chart showing every job in a roofing project, with progress and a today line

Delivery managementNew

Win the deal and the plan builds itself, with every job on one Gantt and the knock-on of any change shown first.

More on delivery management
The report builder with a sales pipeline section and a helpdesk section laid out as charts and tables

Reports and AI summaries

Build your own reports and dashboards, and start each day with an AI summary of sales, jobs and support.

More on reports and AI summaries

Frequently asked questions

Can we set different allowances?

Yes. Each person has their own allowance for the holiday year.

Does it work out what a leaver is owed?

Yes. Accrued days and the leaver balance are calculated for you.

Can we export the figures?

Yes. Absence statements can be exported.

See it working on your own work

Book a demo and we'll show you IceBubble CRM with examples from your kind of business, answer your questions, and tell you honestly whether it fits.

Prefer not to book online? Call 07766 120568 or email hello@icebubble.co.uk.