HiveSuite
Everything you need
in one platform
HiveCRM, HivePlanner, HiveIntel, and HiveCrew work together with Customer Portal, compliance certificates, Finance Ledger receipt scanning, and HiveAssist workflows to take your contracting business from chaos to control. Every feature. Every plan. No upsells.
HiveCRM
Keep customers, quotes, jobs, and payments connected in one place. Everything you need to manage the customer lifecycle without jumping between systems.
Complete Customer Database
Store unlimited customers with all their details. Powerful search finds anyone instantly. Tag customers by type, location, or any criteria you need.
Professional Quoting
Create branded quotes in under 2 minutes. Apply discounts and VAT automatically. Send via email or download as PDF.
One-Click Invoicing
Convert approved quotes to invoices with a single click. Recurring invoices for regular customers. Custom payment terms and due dates.
Integrated Payments
Stripe integration means customers pay online directly from invoices. Invoices marked paid automatically with zero manual work.
Invoice Reminder Board
Dashboard showing which invoices need attention. See overdue, due soon, and upcoming at a glance. Know exactly when to follow up.
Complete History
Every interaction with each customer: quotes sent, jobs completed, invoices paid. Timeline view shows the full relationship at a glance.
Document Attachments
Attach photos, PDFs, certificates, or any files to customer records. Before/after photos, warranties, compliance documents - all in one place.
Custom Fields & Tags
Create custom fields for information unique to your business. Tag customers for easy filtering and segmentation.
Quote to payment in 3 steps
How a typical job flows through HiveCRM
Create Quote
Select customer, add line items, apply discount. Professional branded quote created in 2 minutes. Email sent automatically.
Convert to Invoice
Customer accepts quote. One click converts to invoice. Payment link included. Customer can pay online immediately.
Get Paid
Customer pays via Stripe. Money in your account. Invoice automatically marked paid. Job complete.
HivePlanner
See your entire schedule at a glance. Drag-and-drop jobs, assign team members, reduce double-bookings, and issue compliance certificates from the same job workflow.
Visual Calendar
Beautiful drag-and-drop calendar shows all jobs at a glance. Day, week, or month views. Colour-coded statuses make workloads easier to scan.
Conflict Detection
Automatic warnings flag scheduling clashes before they become problems. Checks team member availability while you build the week.
Team Assignment
Assign jobs to specific team members or crews. See each person's workload. Balance jobs across your team.
Time Blocking
Set estimated duration for each job. Visual time blocks show your day. Map links and realistic scheduling help your team stay organised.
Automatic Notifications
Team members get notified when assigned to jobs. Customer notifications for job updates. Keep everyone informed without manual follow-ups.
Smart Filtering
Filter jobs by status, team member, date range, or customer. Quickly find what you need in a busy schedule.
Compliance Certificates
Issue numbered certificates from jobs, capture issue and expiry dates, and keep the record attached to the customer and job history.
Portal-Ready Documents
Choose whether certificates should stay internal or appear in the customer portal document library for client download.
Schedule, complete, and certify the work
From booking to proof of completion
View Calendar
See your week at a glance. Colour-coded jobs show different types. Gaps in the schedule are immediately visible.
Add Jobs
Add jobs to the calendar. Select customer, job type, and duration. Assign team members and notify automatically.
Optimise Schedule
Move jobs around to spot clashes, rebalance workload, and keep the team informed automatically.
Issue Certificate
When the work needs a formal handover or compliance record, generate the certificate from the job and optionally share it through the portal.
HiveIntel
Stop guessing, start knowing. HiveIntel interprets plain-English questions, matches the right data, and builds the report for you - no exports, no spreadsheets.
Explore HiveIntel in fullPlain-English Queries
Ask your business questions naturally - "who owes me money?" or "how did I do last month?" - and get instant, structured answers.
Real-Time Dashboard
See revenue today, this week, this month. Outstanding invoices highlighted. Upcoming jobs listed. Key metrics updated live.
Cash Flow Tracking
Monitor money coming in. Track overdue invoices. Visual charts show trends. Know exactly where your cash is at any time.
Visual Query Builder
Build reports by clicking and dragging - no SQL. Choose tables, fields, and filters with a guided interface. Automatic joins and labels.
Custom Dashboards
Save useful queries as dashboard widgets. Revenue, overdue invoices, jobs this week - all repeatable and shareable with your team.
Scheduled Delivery
Set reports to run automatically. Daily, weekly, or monthly - the answer lands in inboxes as PDF, Excel, or CSV on schedule.
Professional Exports
Export to Excel, CSV, or PDF with clean formatting. Generate reports for any date range in the format your team needs.
Team Collaboration
Share reports with team members. Granular permissions. Comments and insights. Track who is using what across the business.
Data-driven decision making
From guesswork to certainty
Ask a question
Type your question in plain English. HiveIntel interprets the intent, matches the right data, and builds the report.
Review insights
Get a structured report with optional AI context - what the numbers show, what to look at next.
Take action
Chase high-value invoices. Focus on profitable services. Make decisions based on live data, not gut feel.
HiveCrew
Managing a team should not be complicated. Assign jobs, track hours, control permissions, and keep everyone connected in one place.
Team Profiles
Create profiles for each team member with contact details, job role, and core information. Keep the right people assigned to the right work.
Job Assignment
Assign jobs to specific team members or crews. See each person's current workload. Track who's working on what in real time.
Time Tracking
Team members clock in from the field and log hours against jobs. Track attendance and export timesheets for payroll or job costing.
Permissions & Roles
Control what each team member can see and do. Admin, manager, or worker roles. Protect customer information and financials.
Team Communication
Keep communication tied to the job. Updates, notes, and site progress captured inside HiveSuite - not scattered across message threads.
Location Tracking
Geolocation-backed check-ins confirm when teams are on site. Map links improve planning, routing, and field visibility.
Availability Management
See availability when scheduling work. Avoid overbooking your team by combining planner conflicts with assigned workloads.
Activity Tracking
See which team members are on which jobs. Monitor hours logged through timesheets. Track workload and availability at a glance.
Coordinating your team
From chaos to coordination
Assign Work
Create job in HivePlanner. Assign to team member. They get instant notification with job details, customer info, and location.
Track Progress
Team member clocks in, updates job status. Shares photos from site. You see everything in real time without phone calls.
Complete & Review
Job marked complete. Hours logged. Customer billed. Team member's performance tracked. Ready for the next job.
Customer Portal
Give every customer their own branded login. They can view jobs, approve quotes, pay invoices, upload files, message your team directly, and download shared certificates.
- Secure individual logins for each customer
- Quote approval and online invoice payments
- Two-way messaging, document uploads, and certificate sharing
- Global defaults plus per-customer access overrides
Works with tools you already use
Stripe Payments
Payment links on every invoice. Customers pay online. Invoice marked paid automatically.
QuickBooks Sync
Invoices, payments, and customers synced automatically. Setup in 2 minutes.
Custom Embeddable Forms
Embed enquiry forms on your website. New submissions auto-create customers and draft quotes in HiveSuite. No Zapier, no plugins.
Finance Ledger Receipt Scanning
Upload a receipt image and HiveAssist extracts likely values like merchant, date, amount, VAT, and description straight into Finance Ledger.
New: Certificate Builder inside HivePlanner
Start from preloaded UK-standard certificate templates or create reusable definitions, add logical or conditional fields, then issue numbered PDFs from jobs, add expiry dates, and publish certificates to the customer portal when needed.
Everything included
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