AI TOOL PROFILE
Crivata: Business Management for UK Trades
- Operations
- Field Service Management
- Solo trade professionals
- Small trade business owners
- UK-based contractors
- Teams of up to 15 people
Pricing
Plans start at £15/month for Solo. Pro is £29/month plus £5 per extra user, and the Business tier is £69/month for 10 users. A 30-day free trial is available with no credit card required.
At a glance
- Best for
- Solo trade professionals, Small trade business owners, UK-based contractors, Teams of up to 15 people
- Key use cases
- On-Site Quoting, Managing Job Margins, Automating Client Follow-ups, Centralizing Job Documentation
- Integrations
- Google Calendar, QuickBooks, Xero, Stripe, Facebook Ads
- Official website
- Visit Crivata official website
How AI is used
Crivata is a business management tool designed for UK trade professionals, including painters, plumbers, electricians, and builders. It manages the administrative process of moving a lead through quoting, job execution, and invoicing within one system.
The platform is built for those who work on-site and may prefer to reduce manual admin. It features an AI assistant that can turn voice dictation or typed notes into itemized quotes using the business's own price lists, and a business coach that flags quotes that are going cold or invoices that are overdue.
The tool is designed for solo operators or small teams up to about 15 people. It is tailored for the UK market, incorporating VAT readiness and UK-specific wording.
Buyers should confirm which pricing tier fits their team size, as the Solo plan is for a single user, while Pro and Business tiers support additional team members.
Key Features
AI Quote Assistant
Generates itemized quotes from plain English descriptions via typing or voice dictation using the user's own price list.
Production Rate Pricing
Calculates labor time and pricing based on factors like prep, access, and site condition.
Automatic Follow-ups
Sends automated reminders for quotes, visit notifications, and overdue invoices.
Crivata Mate AI Advisor
A built-in assistant with a Business mode for growth and marketing advice and a Real Talk mode for managing work stress.
Job Flow Tracking
Tracks the progression of a lead from an accepted quote to a completed job and a final invoice.
UK-Specific Compliance
Includes VAT support, UK wording, and support for UK payment methods.
Use Cases
On-Site Quoting
Using voice dictation to describe a job while on-site to generate an itemized quote.
Managing Job Margins
Using production rates to help account for prep time and access issues in the labor cost.
Automating Client Follow-ups
Using automatic follow-ups so quotes and invoices are chased without manual tracking.
Centralizing Job Documentation
Storing photos, color codes, and site notes on the job timeline for future visits.
Integrations
- Google Calendar
- QuickBooks
- Xero
- Stripe
- Facebook Ads
- Google Ads via Zapier
- MailerLite
FAQ
Is Crivata only for specific trades?
- Crivata is built for UK trade professionals and includes workflows for painters, decorators, plumbers, electricians, joiners, carpenters, plasterers, and builders.
Does Crivata require a credit card for the free trial?
- No, the 30-day free trial can be started without a credit card and does not automatically convert into a paid subscription.
How does the AI Quote Assistant work?
- Users can type or dictate a job description in plain English, and the AI generates an itemized quote based on the user's own saved price list.
Can I import existing customer data?
- Yes, Crivata supports the import of clients and contacts via CSV files.
Source category: Operations
Source subcategory: Field Service Management
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