For trades and field service businesses

Know what your trades business really makes.

You're good at the work. CIP shows you the numbers behind it: what's coming in, what your wages cost, who still owes you and how much cash is coming up. Plain English, and a real person to go through it with you.

Built for small trades businesses in the UK and Australia: plumbers, electricians, gas engineers and gas fitters, builders and more.

What you get

The numbers a trades business runs on.

Not a finance course. Just the handful of figures that tell you whether the work is paying.

Revenue, costs and wages, month on month

Every plan

See what came in, what the work cost and what you paid in wages, month by month, with plain-English notes on what moved and why.

Jobs, from quote to invoice

Add-on · Silver and Gold

Write the quote and, once it's accepted, turn it into a job. Book the visits, see who is on each one, and raise the invoice from the job without typing it all out again.

Deposits and progress claims

Add-on · Silver and Gold

Ask for a deposit up front and bill stages as the work goes on. The final invoice takes off what you have already billed, so nobody is charged twice.

What each job really made

Add-on · Silver and Gold

Labour, parts and subcontractor costs against what you charged, job by job. You'll see which jobs pay and which quietly don't.

Who owes you, and who you owe

Silver and Gold

Every unpaid invoice and bill with its due date, plus one number for what you are owed and one for what you owe.

Cash runway

Silver and Gold

An estimate of your cash for the next 13 weeks, built from what's owed to you, what you owe and your regular bills, so a slow fortnight or a big supplier bill doesn't catch you out.

Your numbers every week

Silver and Gold

A week-by-week view with last year beside it, and a running tally of the month so far, so you spot a slow week while there is still time to act.

Rosters and rotas

Add-on · Silver and Gold

Plan who is working and when, see the wage cost as you plan it, and let your people check their own week on their phone.

Subcontractors and RCTIs (Australia)

Set up with you · Silver and Gold

Record each subcontractor's bills from their own invoice, so they show in your costs and your cash. For Australian businesses, CIP prepares a recipient created tax invoice (RCTI) as a PDF, under the RCTI agreement you record with them, for you to check and issue.

Set up with you

Features marked “Set up with you” or “Add-on” aren't in a menu for you to switch on: we set them up with you. Add-ons are extras on Silver and Gold, priced per person, so ask us what it would cost for your team.

How it works

A person first, then the software.

Send us your last three months

A spreadsheet or an export from the tools you already use is fine. We'll tidy it up with you.

We go through it with you

A short, honest review: what your work earns, where the money leaks, and the two or three things worth doing next.

Then it keeps going

Your numbers update as you add to them and we check in every month, so you're steering the business rather than guessing.

Pricing

  • Bronze £199 a month
  • Silver £399 a month
  • Gold £749 a month

Silver is where invoices, cash runway and the weekly view start. Prices are monthly and exclude any VAT or GST. There is no setup fee, and you can cancel anytime.

Pricing is shown in GBP. Talk to us about AUD pricing.

Let's look at your last three months.

Book a free review and we'll go through the numbers you already have. It's free and there's no obligation.

Book a free review