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Everything Grafty does

What the CRM does for a trade business, shown as you and your customer see it.

16:10
Jobs ABC Roofing
Survey booked1Quote sent2Job booked1
Priya Shah Flat roof replacement, SG2 £4,200 Chase running
Tom Bennett Guttering and fascias £1,850
JobsMessages
The app on your phone Job value on every card Job value on every card

Enquiries answered in seconds

When someone sends your website form, Grafty replies in your name and puts the job on your board.

10:33
Inbox
D
Dan at ABC Roofing to Priya Shah

Got your message

Hi Priya, thanks for getting in touch. We’ve got your details and Dan will come back to you.

If it’s urgent, reply to this email and it comes straight to us.

Dan at ABC Roofing

Sent in your business’s name Sent 4 seconds after the form Her reply comes straight to you
11:03
Monday11:03

Graftynow

Rung Priya yet? Their enquiry is 30 minutes old and the card hasn’t moved.

Grafty30 min ago

New enquiry: Priya Shah, Flat roof replacement, SG2.

You’re told as it lands A nudge after 30 minutes You’re told as it lands
Starts when
Someone sends your website form.
It sends
One email to the customer straight away, then a message to you. A second message follows if the card hasn’t moved in 30 minutes.
Stops when
You move the card out of New enquiry.

Every customer on file

Everyone who sends you an enquiry is kept in Grafty with their job beside them. A second message from the same customer updates the card they already have.

Customers
Priya Shah priya.shah@example.com
Found you by
Google profileWebsiteReferral
Added Monday 10:33
Job type Flat roof replacement
Survey date Tuesday 09:00
Quote value £4,200
On the Jobs board
Flat roof replacement Quote sent
How they found you Job type on the record
  • How they found you. Each record has a field for it, with Google profile, website and referral among the choices.
  • Job type and quote value. The job type sits on the record and the quote value shows on the card.

Quotes chased for three weeks

Drag a card to Quote sent and the chase starts. Its emails to your customer go between 8am and 8pm.

Jobs
Priya Shah Flat roof replacement, SG2
£4,200
StageQuote sentsince Wednesday 16:10
  1. Day 3 Email to the customer Saturday 16:10
  2. Day 7 Nudge for you to ring
  3. Day 14 Last email
  4. Day 21 Quote closed

Stops when Priya replies or you move the card.

GraftyDay 7

Any word from Priya on the Flat roof replacement quote? Worth a ring.

GraftyDay 21

I’ve closed Priya’s quote after three weeks of silence. Reopen the card if they come back.

A short email in your name You’re told when to ring
Starts when
You drag a card to Quote sent.
It sends
An email on day 3. A nudge for you to ring on day 7. A last email on day 14. The quote is closed on day 21.
Stops when
The customer replies or you move the card.

Every customer asked for a review

Mark a job done and Grafty tells you a review request is on its way. Your customer gets it about 2 hours later, with one reminder after 3 days.

17:20
Inbox
D
Dan at ABC Roofing to Priya Shah

A quick favour

Hi Priya, thanks for having us round. If you’ve got a minute, a Google review really helps a small firm like ours.

This link takes you straight there:

Leave ABC Roofing a review

Dan at ABC Roofing

Grafty15:20

Priya’s Flat roof replacement is marked done. The review request goes in about 2 hours (between 8am and 8pm).

Grafty19:05

Priya has just opened your review link.

Your Google review link You’re told before it sends You hear when she opens it
  • Everyone gets the same email. Every customer whose job is marked done is asked once, in the same words. Asking everyone the same way keeps you inside Google’s review policy.
  • A two hour pause. Drag the card back to Job booked inside the two hours and the request holds off.

Six stages, one board

Every job is a card in one of six stages, with its quote value on it. It’s the same board in the phone app and in your browser.

  1. New enquiry
  2. Survey booked
  3. Quote sent
  4. Job booked
  5. Job done
  6. Reviewed

Quote sent. The chase starts. Priya gets an email on day 3, you’re told to ring on day 7 and a last email goes on day 14.

Jobs ABC Roofing D

New enquiry 2

Customer gets a reply. You get a message.

James Hughes Roof repair
Aisha Rowe Guttering and fascias

Survey booked 1

You move it on.

Helen Okafor Chimney repointing

Quote sent 2

The chase starts.

Tom Bennett Guttering and fascias £1,850
Priya Shah Flat roof replacement £4,200 Chase running

Job booked 1

You move it on.

Mark Dawson Full re-roof £11,400

Job done 1

Review request in about 2 hours.

Sarah Patel Roof repair £640

Reviewed 1

Marked as won.

Claire Whitlock Roof repair £980
Website enquiries land here The chase starts here Each job’s value on its card Cards move here by themselves

Repeat work comes round

A second board holds the jobs that come round every year, like annual boiler services. Its stages are Due, Reminded and Rebooked and each customer’s last job date is kept on their record.

Repeat work

Due 2

Sarah Patel Gutter clear Last job October 2025
Mark Dawson Roof check Last job October 2025

Reminded 1

Aisha Rowe Gutter clear Last job September 2025

Rebooked 1

Tom Bennett Roof check Last job September 2025
Each customer’s last job date Booked in again

The board in your pocket

There’s a phone app for iPhone and Android. Grafty’s messages to you arrive on it as they happen.

10:33
Jobs ABC Roofing
New enquiry3Survey booked1Quote sent1

Graftynow

New enquiry: Priya Shah, Flat roof replacement, SG2.

Priya Shah Flat roof replacement, SG2
Form sent 10:33:28 On your board 10:33:30 Reply emailed 10:33:32
James Hughes Roof repair
Aisha Rowe Guttering and fascias
JobsMessages
The app on your phone You get a message

Worded and set up for you

We build your account from our template for trades, with your stages and your wording.

Your wording
RuleEnquiry reply
SubjectGot your message

Hi First name, thanks for getting in touch. We’ve got your details and Dan will come back to you.

If it’s urgent, reply to this email and it comes straight to us.

Dan at ABC Roofing

Onagreed with Dan
Your stages
  1. New enquiry
  2. Survey booked
  3. Quote sent
  4. Job booked
  5. Job done
  6. Reviewed
Written the way you’d say it Stages named to suit your trade
  • Written in your voice. We write every email the way you’d say it and you agree the wording before it’s used.
  • Three things from you. A website form we can connect, the email address your replies should come from and your Google review link. A half hour walkthrough follows before it’s switched on.
How Grafty and KK Digital fit

Two trades to start with

Roofing and plumbing and heating each have their own template, with the job types that trade quotes for.

Roofing
Most roofing work is quoted and a flat roof or a full re-roof runs into thousands, so the quote chase does the most for a roofer.
Plumbing and heating
Boiler services and gas safety checks come round every year. The Repeat work board keeps each one in sight as Due, Reminded or Rebooked.
Roofing
  1. Roof repair
  2. Flat roof replacement
  3. Full re-roof
  4. Guttering and fascias
  5. Chimney repointing
  6. Roof survey
Plumbing and heating
  1. Boiler installation
  2. Boiler repairs
  3. Boiler servicing
  4. Gas safety checks
  5. Power flushing
  6. General plumbing
Job types from your trade

Send it a test enquiry

On the demo you send an enquiry to ABC Roofing, our demo business, from your own phone. You’ll watch the reply arrive, the card land on the board and the follow-up start. It takes about twenty minutes.

Book a demo
10:33
abc-roofing.example
ABC Roofing

Get a price

NameYour name
JobFlat roof replacement
MessageThe garage flat roof is pooling and the felt has split.
Send enquiry
You press send