Chalmsy for trades & home services

Quote it from the van.
Win it by sundown.

The job you don't quote tonight is the job someone else wins tomorrow. Chalmsy turns the survey in your head into a written quote before you've left the street — priced from your own materials and labour rates, sent from your own email, and chased politely when the customer goes quiet.

Quoting and invoicing from $59 a month · One subscription for the whole crew, not per head

From survey to quote

Say the job out loud. The paperwork writes itself up.

Record a voice note as you walk the job — what needs doing, what it'll take, what worries you about the joists — and Chalmsy writes it up: the job record, the notes, the actions. Drop that write-up into a proposal and the quote drafts from your own rates.

  • Voice notes become paperwork — the survey you said out loud comes back as a written job record with the actions pulled out, ready to turn into a quote.
  • Your prices, not a template's — materials and labour from your own price guide, marked up your way. A standard job — a rewire, a bathroom, a fit-out — saves as a spec you reuse.
  • Photos on the job record — before, during, after; the meter cupboard and the thing the customer pointed at. All attached to the job, not lost in your camera roll.
  • Sent from your address — the quote arrives from you, not a software company, wearing your logo and your terms.
  • Chased when it goes quiet — an unanswered quote gets a polite reminder prepared on schedule; you press send, and it never gives up before a human calls it.
Quote · 14 Alder Road
Bathroom refit — full strip & refit
14 Alder Road · surveyed Tue · quote sent same day
Strip out & disposal$640
Rough-in & finish plumbing$2,180
Tiling — floor & walls, 240 sq ft$1,890
Sanitaryware & materials$2,455
Total $7,165
Deposit 30% on acceptance Illustrative data

Enquiry to final payment

The job, start to finish.

Enquiries off your website

An enquiry form built for trade work — address, job type, timeline, budget — embedded on your own site, landing straight on your board. No more quotes lost in a full inbox.

Every job on one board

Enquiry, surveyed, quoted, won — drag the card and everything moves with it: the customer, the photos, the quote, the invoice, the dates.

Accepted properly

The customer signs off with a code to their own inbox — a real record of who agreed what, attached to the exact version they agreed to. Extras get quoted as a change order, not argued about at the end.

Deposits & stage payments

Deposit on acceptance, stages as the work lands, balance on completion — each its own invoice with its own due date, raised from the quote without retyping.

Receipts from the merchant's

Photograph the trade-counter receipt in the van and it files itself against the job. The ledger ties every cost to the job it belongs to, and the live P&L shows what the business actually made — not just which weeks felt busy.

The office sees what it needs

Whoever runs your diary can manage jobs and customers while the money side stays with you. Roles are per person, set in a minute.

Some of these follow the plan: enquiry forms join at Studio, bookkeeping at Practice — the pricing grid has every line.

Why it's fluent

Built by people who quote for a living.

Chalmsy grew up inside a working studio that lives the same shape of day you do: survey the job, quote it, win it, deliver it, get paid. It was built because the software for that day didn't exist — and it wears your business's name on everything the customer sees, not ours. And when a customer asks for "an estimate" but means a fixed price, estimate, quote, bid or proposal sorts the vocabulary.

Trades ask

Fair questions, straight answers.

Do I need a Google account?

Yes — Chalmsy runs on one. It's how your proposals and invoices go out from your own address rather than a no-reply robot, how your enquiry threads sit beside the booking they belong to, and why there's no Chalmsy password for anyone to steal. A Gmail or Google Workspace address is all it takes. If your business email lives on Microsoft or elsewhere, Chalmsy isn't for you yet — we'd rather say so now than after you've moved.

I'm not a computer person. Honestly, how hard is this?

If you can send an email and take a photo, you have every skill it needs. There's nothing to prompt and nothing to configure — you tell it what you do, and it does the paperwork the way you'd do it.

How does the customer pay me?

Straight into your account, the way they do now. Your invoices carry your own payment details or payment link — money never routes through Chalmsy, and there's never a percentage taken from what you charge.

Does it work on my phone?

Yes — it runs in the browser on any device, and installs like an app in two clicks. Photograph receipts, check the diary and read quotes from the van.

What if a customer disputes what was agreed?

The accepted quote is locked with the customer's name, the date and the exact version they signed off — and any extras were quoted as change orders on the record. That conversation goes very differently with the paper on your side.

Estimates or quotes — which does it do?

Both, because your customer uses the words interchangeably. Price the job from your own labour rates, materials and markups; send it as an estimate that firms into a fixed quote, or as a fixed quote from the start. Hard-input figures never move once you've set them. What it doesn't do is takeoff — no plan measuring, no cost databases — that's a different corner of the trade, and we say so plainly.

Is this a Jobber alternative?

For quoting, invoicing and the books — yes, without per-user billing. What we don't do: dispatch, GPS and route scheduling. If your day is a crew of vans on service calls, a field-service suite may fit better; if you win project work on written quotes — builders, remodelers, fit-out — this is built for you, and the construction page goes deeper.

Stay calmsy

Quote tonight's job now.

Start free, say the job out loud, drop it into a quote — and send it before you're home.