Sidebook
CRM operations for trade businesses
Sidebook is the CRM operations workspace we are building for trade and service businesses that need the work record to stay connected from first quote through project execution.
A work-first CRM for businesses that sell and deliver field work
Most small-business software splits sales, operations, customer records, assets, and team knowledge into separate tools. Sidebook is being built around the opposite idea: the job should stay connected as it moves from quote to project.
The current build focuses on quote drafting, reusable pricing, project handoff, contacts, companies, equipment, vehicles, published procedures, email templates, Google integration, governed users, and tenant-aware workspace controls.
The first audience is trade and service businesses, with flooring as the working pilot. The product model is broader: the core records are stable, while industry language can adapt at the edge.
Built around the decisions operators make every day
Quote to project
Start with fast quote drafting, customer lookup, pricing scope, and a clear handoff checkpoint before work moves into delivery.
Customer and company memory
Keep people, companies, communication methods, relationship context, and customer policy state available without forcing every lead into a full record too early.
Operational knowledge
Publish procedures as controlled team knowledge, connect scope through Work Types, and keep the current published version ready for search and AI-assisted retrieval.
Workspace governance
Support tenant workspaces, explicit user permissions, scoped platform support, domain routing, and audit-friendly operational controls.
Less tool drift between sales, office, and field teams
Sidebook is not trying to become a generic project-management board or a loose note database. It is structured around the durable records a service business actually depends on: customers, companies, work scope, quotes, projects, assets, procedures, and team authority.
That structure gives operators a clearer answer to the daily questions: what needs attention, what was promised, who is responsible, which customer policy applies, and what procedure should the team follow.
Sidebook is in active development
We are shaping the product around real service-business workflows and a working CRM pilot.