Custom Trades CRM
Custom Trades CRM

The CRM That Fits Your Business – Not the Other Way Around

Most CRMs force you to change how you work.

We built a CRM for contractors that is modular by design and customizable.

Office personnel using Custom Trades CRM

Build what you need.

Scale when you're ready.

Stop paying for what you don't use.

Built for Trades. Built to Change.

Custom Trades CRM is a field service CRM and job management software built for contractors who know their business will not look the same in 12 months as it does today.

That's why flexibility isn't an add-on – it's baked in.

1

Start with the Base CRM

2

Add modules only when they matter

3

Customize when off-the-shelf software stops fitting

What You Get on Day One

The Base CRM includes everything needed to run the operation – without upgrades.

Dispatching & scheduling
Customer call booking
Estimates (templates + mobile)
Invoicing & payments
Mobile photos
Inventory & truck inventory
15 users included

This is a complete CRM for tradesmen, not a stripped-down plan.

Build What You Need. Nothing You Don't.

Custom Trades CRM is modular – not tiered.

Add:

Leads

to capture inbound work

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Bid Management

for project-based trades

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Advanced Reporting

for visibility

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Payroll Connections

as teams grow

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Full Customization

for complex operations

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You stay in control the entire time.

Built for Real Trades

Custom Trades CRM is actively used by:

Each trade has different workflows. Your CRM should reflect that.

Switching Is Easier Than You Think

Coming from another CRM or spreadsheets?

Start clean

Or migrate existing data safely

Customize as needed

We'll tell you honestly what's worth doing.

Not Jobber. Not ServiceTitan.

If you're comparing platforms:

Jobber

is simple, but rigid

ServiceTitan

is powerful, but heavy and expensive

Custom Trades CRM sits in the middle:

More flexible than Jobber

Less bloated than ServiceTitan

Built for control, not contracts

Built by Operators. Supported Like It Matters.

Custom Trades CRM is built by Oak Harbor Tech – a team focused on building software that actually gets used.

Secure by default

Security & Data Privacy

Supported by humans

Support & Onboarding

Built intentionally

About Us

Ready to Get Started?

Discover how Custom Trades CRM can transform your trade business operations.