URBHQ

Modular. Still easy.

A headquarters that opens the right desks - not all of them at once

Trades, bookings and shop floors share one login. Signup asks how you work; the app stays calm with grouped navigation and a dashboard that has one job.

The stack you're replacing

Seven apps. One HQ.

Most businesses don't need another CRM - they need fewer tools. URBHQ replaces the patchwork you're already running.

S

Spreadsheets

Customers, quotes and job lists in different tabs

Customers, quotes, jobs & invoices linked

W

WhatsApp & texts

Job updates buried in chat threads

Jobs with notes, photos, files & calendar

G

Gmail / Outlook

Quotes and invoices lost in the inbox

Mailbox built in - send from the app

I

Invoicing app

Separate tool, no link to the quote or job

Invoice from completed job in one click

R

Receipt shoebox

Expenses never tied back to the job

Expenses & mileage on each job

P

Paper HR folder

Certs and leave on bits of paper

Compliance, certs & timesheets

A

Accounting software

Turnover yes - profit per job, no

Job profit after costs, labour & VAT

One subscription · One workflow · Quote → job → invoice → profit

Grouped navigation

Home, Work, Money, Team and Operations - collapsed sections so power stays organised.

urbhq - your business HQ

Why URBHQ exists

Know what every job actually earned.

Track revenue and costs on each job automatically - expenses, mileage and labour - so you see real profit, not just turnover.

Job profit - example

Kitchen rewire

Invoice
£2,150
Materials
− £410
Mileage
− £38
Labour
− £720
Profit
£982

Know what every job actually made - not just turnover.

Not another CRM

A CRM tracks leads. URBHQ runs the job - quote, site work, costs and invoice in one flow.

FeatureTypical CRMURBHQ
Customer records
Quotes & digital approval
Deposits on quote acceptance
Job scheduling & site work
Invoices & payment tracking
Expenses per job
Mileage claims
HR & timesheets
Profit per job
Business mailbox

One connected workflow

1

Quote

Built & sent

2

Deposit

Tracked on quote

3

Approved

Customer clicks yes

4

Job

Scheduled on site

5

Costs

Receipts & mileage

6

Invoice

Sent when done

7

Profit

Shown on the job

Complete feature grid

Every module, every capability - and what it replaces.

ModuleIncludedReplaces
Quotes
  • Branded PDF quotes
  • Email to customer
  • Online approval link
  • Deposit on acceptance
  • Bank details & cash on quote
  • Mark deposit received
Word docs & email chains
Jobs
  • Schedule from approved quote
  • Start / complete workflow
  • Completion notes
  • Photo upload
  • File upload & download
  • Profit per job
Diary & WhatsApp updates
Invoices
  • Create from completed job
  • Branded PDF
  • Email to customer
  • Record payments
  • Partial & paid status
  • Overdue tracking
Separate invoicing app
Customers
  • Contact records
  • Site addresses
  • Quote & job history
  • Snap lead import
Spreadsheet CRM
Costs
  • Expenses linked to jobs
  • Receipt upload
  • Mileage logging
  • HMRC mileage rates
  • Labour hours & rates
Receipts in the van
Reports & dashboard
  • Revenue vs costs charts
  • Job profit ranking
  • Pipeline stats
  • Unpaid invoice total
End-of-year guesswork
Calendar
  • Job schedule
  • Reminders
  • Free/busy when quoting
Wall planner
Mailbox
  • Gmail
  • Outlook
  • IMAP
  • Sent mail in-app
Switching to email app
HR & compliance
  • Certificates
  • Leave & sickness
  • Timesheets
  • Payroll export
  • Sole trader compliance mode
Paper HR folder
Local suppliers
  • Find merchants nearby
  • Screwfix, Jewson & more
  • Call & directions
Google Maps mid-job
Settings & data
  • Logo & bank details on PDFs
  • VAT registered toggle
  • Import / export
  • WooCommerce sync
  • Self Assessment prep export
  • Your data - export anytime
Locked-in SaaS
Recurring visits
  • Weekly / fortnightly / monthly schedules
  • Price per visit - no quote each time
  • Visit log: done, skipped, rescheduled
  • Round & route ordering
  • Auto-bill completed visits
  • Skip without breaking the pattern
Paper rounds & diaries
Customer portal
  • View next visit date
  • Request skip or pause
  • Pay invoice (coming soon)
  • Online booking widget
Back-and-forth texts
Payments & comms
  • GoCardless Direct Debit (coming soon)
  • On my way notifications
  • Visit reminders
  • SMS / WhatsApp updates (coming soon)
  • Google review requests
  • Referral tracking
Chasing payments manually

Roadmap & availability

What's live, beta, and coming soon

We ship fast - labels are honest. Live means in the app today. Beta means usable with more polish coming.

Recurring visits & rounds

  • Recurring schedules (weekly/fortnightly/monthly)
    Live
  • Visit log - done / skipped / rescheduled
    Live
  • Round & route management
    Live
  • Auto-bill visits for a period
    Live
  • One-off vs recurring job types
    Live

Payments & collections

  • Deposit on quote & mark received
    Live
  • Invoice payment recording
    Live
  • Customer self-service portalView visit & skip
    Beta
  • GoCardless Direct Debit
    Coming soon
  • Pay via portal
    Coming soon

Client communication

  • On my way buttonSMS hook ready
    Beta
  • Automated visit reminders
    Coming soon
  • Two-way SMS / WhatsApp
    Coming soon
  • Online booking widgetPublic booking page
    Beta

Growth & reputation

  • Referral tracking
    Live
  • Review request queue
    Beta
  • Automated Google review requests
    Coming soon

Operations & team

  • Assets - checkout, files & history
    Live
  • Roster - places, roles & shift board
    Live
  • Documents vault & share links
    Live
  • Fleet sign-out / sign-in
    Live
  • Forms & helpdesk
    Live

Finance & compliance

  • Full data export
    Live
  • Self Assessment prep export
    Live
  • Xero integration
    Coming soon

Built for how UK businesses actually run

Field kit for site work, Front desk for bookings, Shop floor for stock - plus Team ops when you have staff.

Trades & field servicesRetail & shop floorsCafés & hospitalityProfessional servicesCleaning & facilitiesSole traders and growing teams

Built around how you work

Answer a few questions at signup - we open the right modules, not a blank wall of toggles.

Field kit

Quote → job → invoice for service work

Front desk

Bookings, diary and payments

Shop floor

Stock, suppliers and sales

Team ops

HR and roster when you have staff

Calm dashboard

One primary action - not a tile wall

Quote to cash

Win work, run the job, get paid - without jumping between apps.

Quotes

PDFs, approval, deposits & payment details

Jobs

Schedule, photos, files & job profit

Invoices

Branded PDFs, email and payment tracking

Reports

Revenue, profit and pipeline dashboards

Snap lead

Paste a message or screenshot into a quote

Operations that scale

Enterprise-ready modules you turn on when you need them - not spreadsheet stubs.

Assets

Staff checkout, condition notes, files & history

Roster

Places, roles and click-to-book shifts

Documents & mailbox

Vault shares plus Gmail / Outlook in-app

Fleet & mileage

Van sign-out plus HMRC-ready miles

Forms & helpdesk

Checklists and a customer ticket inbox

See it in action

5-day free trial · Explore the full workflow from quote to profit