New Fireside Chat with Ian Mizon: Why Contractors Struggle to Scale (and What Actually Fixes It) Watch now
Every customer,
one profile.
Every job, file, cert, signed RAMS and outstanding invoice on a single customer profile. Pick up the phone knowing exactly where you stand.
Trusted by 1,500+ UK contractors
From two-person crews to 200-strong firms.
The problem
Calling a customer back
and asking who they are?
Looking up their last job in three places?
The customer is the centre of every contracting business — but most contractors have their customer story scattered across Outlook, Xero, a Dropbox folder and a head full of pub-chat. PaperDrop's CRM brings it all together on one profile per customer, per site.
In plain English
What is a CRM for tradesmen and contractors?
A contractor CRM is the single profile that holds every job, file, certificate, signed RAMS and outstanding invoice for each customer — including multi-site customers with their own contacts per site. For UK trades it replaces customer details scattered across Outlook, a Dropbox folder and an accountant's spreadsheet. A strong contractor CRM supports custom fields specific to your trade (certification IDs, contract refs, site access codes), credit limits with automatic warnings, and a clear financial position against every customer.
What's inside
Everything you've ever
done for them.
Job history
Every job ever done for the customer, with status, dates, engineer and value.
Files & certs
Signed job sheets, RAMS, gas certs, scope docs — all linked to the customer, never lost.
Financial picture
Quoted, invoiced, paid, outstanding — the customer's financial position at a glance.
Credit limits
Set a credit limit per customer. Warned automatically before the next job pushes them over.
Multi-site customers
One customer, many sites — each site with its own jobs, contacts and documents.
Custom fields
Add the data your business actually tracks — contract refs, account managers, anything.
How it works
Add.
Link. Remember.
01
Add the customer once
Customer details, sites, contacts, default payment terms and tax codes. Phone and email are optional — useful for legacy contacts.
02
Everything links automatically
Quotes, jobs, invoices, certificates and signed RAMS all link to the customer (and the site) as they happen. No manual filing.
03
Open the profile, see the story
Pick up the phone and open the profile. Job history, financial position, recent files, custom fields — all on one screen.
The full picture, on one screen.
Every quote, job, invoice, payment, file, cert and signed RAMS — linked to the customer and to the specific site. The customer asks 'when did you last service the AHU?' — you've got the answer before they finish the sentence.
Stop bad debt before it starts.
Allocate a credit limit per customer. PaperDrop warns you the moment a customer is approaching or over — on the customer profile and at job creation. Slow payers can't drag the next job's margin into the red.
The data your business actually tracks.
Every contracting business has its own custom data — contract reference numbers, account manager names, site access codes, certification IDs. Add custom fields to customer records (and search by them in grids) so the data you actually use is on the profile, not in someone's head.
“Very positive experience so far. PaperDrop is helping us organise and streamline how we run the business — benefits across the whole team, and a more efficient way of working overall. Jake's been patient and supportive throughout, and is always available when we need him.”
Laura Butcher
Yes — multi-site customers are first-class. Each site has its own jobs, contacts, documents and address. Useful for facilities-management contracts, multi-branch retail customers, etc.
Yes — Custom Fields let you add any data you need (site refs, contract numbers, account managers, certification IDs) to customer records. Searchable in custom grids.
Yes — allocate a credit limit per customer and PaperDrop will warn you when they're approaching or over the limit, both on the customer profile and at job creation.
Yes — both are now optional. Useful for legacy customers or domestic customers who insist on a doorstep visit. Contact Customer Support to enable.
Yes — customers sync to Xero, with their financial position visible in PaperDrop. CIS sub-contractor handling is built in.
Role-based permissions — engineers see the customer details for jobs they're on, project managers see their portfolio, finance and admin see everything.
Pairs well with
Better together.
Quoting
Quotes attach to the customer record so the full quote history is on the profile.
Read moreInvoicing
Outstanding invoices, payments and credit position all sit on the customer profile.
Read moreJob Sheets
Every completed job sheet links back to the customer — full audit trail, instantly accessible.
Read moreOne profile.
Every customer.
See your own customer story in PaperDrop — takes 30 seconds, no card, no call.