Everything you need
in one platform
HiveCRM, HivePlanner, HiveIntel, and HiveCrew work together with HiveHire equipment hire, Customer Portal, SMS messaging, Finance Ledger, compliance documents, 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. Customers can accept online, sign on screen and agree to your T&Cs, with a signed PDF certificate kept on the quote. <a href="/interactive-quotes" class="text-blue-600 font-semibold hover:underline">Try Interactive Quotes →</a>
One-Click InvoicingNew
Convert approved quotes to invoices with a single click, or raise one straight from a completed job with the stock, costs and hours it used. Payment terms per customer (30 days, end of month or on receipt), order (PO) numbers, site addresses and recurring invoices.
Credit NotesNew
Credit all or part of a sent invoice with a reason. Each credit note gets its own number, can be emailed as a PDF, syncs to Xero and QuickBooks, and shows on the invoice in the customer portal.
Integrated Payments
Stripe integration means customers pay online directly from invoices. Invoices marked paid automatically with zero manual work.
Invoice Status Tracking
Filter invoices by status to see which need attention. Overdue, due soon, and upcoming are highlighted so you 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.
Location Records
Attach multiple site addresses to each customer. Tabbed detail views with notes, contacts, documents, and full job history per location. Linked across quotes, invoices, and jobs.
Custom Fields & Tags
Create custom fields for information unique to your business. Tag customers for easy filtering and segmentation, including every customer brought in by an import.
Billing Details
Keep each customer's VAT number, company number, payment terms and default subsidiary on their record. They print on invoices and credit notes, and any credit held shows on the customer page.
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 it to an invoice, or raise it from the job once the work is done. Payment link included when you take card payments.
Get Paid
Customer pays via Stripe. Money in your account. Invoice automatically marked paid. Job complete.
HivePlanner
HivePlanner V2 - rebuilt from the ground up. Drag, resize, and create jobs directly on the calendar. Open the Job Inspector for full job details without leaving the planner. Switch to Pipeline view for a kanban board of every job by status. Recurring jobs, site log, sign-off confirmation, cost tracking, and compliance documents all included.
Visual Calendar
Day, week, month, crew and list views with colour-coded statuses. Busy times sit side by side, multi-day jobs show as a bar across their days, and you choose which details each job card shows.
Unscheduled Jobs & MapNew
Create a job before you know the date and it waits in the Unscheduled tray until you drag it onto the calendar. Map view shows the day's or week's jobs by status. On a phone, the Agenda view lists each day's jobs as large cards with free gaps to book.
Conflict Detection
Inline warnings appear as you schedule - showing exactly which crew member clashes and which jobs conflict, before you save.
Team Assignment
Assign crew when creating jobs. Nearby crew suggestions show the 5 closest team members with distance and status based on job address.
Job Inspector Panel
Click any job to open the full Inspector - all job details, timeline, costs, parts, crew, customer files, and documents in one panel. Fixed on desktop; slides up from the bottom on mobile.
Site Log
Structured site visits with numbering, customisable visit types, GPS coordinates, photo entries with captions, checklists with pass/fail/N/A items, before/after photo pairing, PDF export, and optional customer sharing.
Pipeline Board
Switch to kanban view showing all jobs grouped by status. Drag cards between columns to change status. Overdue jobs highlighted red. Mobile collapses to accordion.
Compliance Documents
Issue numbered compliance documents - certificates, RAMS, checklists, and method statements - from jobs, capture issue and expiry dates, and keep the record attached to the customer and job history.
Recurring Jobs
Set jobs to repeat daily, weekly, fortnightly, or monthly. Edit just one occurrence, this and all future, or the entire series in bulk.
Schedule, inspect, and complete the work
From booking to proof of completion
Open the planner
V2 is the default everywhere - calendar loads fast with a sticky toolbar and filter bar. Customise row height to see as much or as little as you need.
Check Pipeline
Switch to Pipeline view for a kanban board of every job by status. Overdue jobs flagged red. Drag cards to change status without leaving the board.
Open Inspector
Click any job to open the Inspector panel - full details, crew, costs, and documents in one place without navigating away.
Issue Document
Generate compliance documents - certificates, RAMS, checklists, or method statements - from the job and optionally publish to the customer portal. Cost and margin summary updates as you add lines.
HiveIntel
Stop guessing, start knowing. HiveIntel is your business analyst - it 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.
Administrator, Staff & CrewNew
Administrators run the business. Staff only see the areas you tick, such as Customers or Quotes & Invoices, with deleting, taking payments and exporting off until you allow them. Crew get just what they need in HiveCrew.
Time OffNew
Holiday allowances, requests, sickness and company closures. HivePlanner, HiveCrew and HiveHire warn you before you book someone who is off.
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.
Expense Tracking
Log expenses with supplier, category, tax rate, receipt uploads, and notes. Link expenses to specific quotes or invoices for full job costing.
Activity Tracking
See which team members are on which jobs. Monitor hours logged through timesheets. Track workload and availability at a glance.
Offline Mode (Android)New
No signal on site? The HiveSuite Android app keeps jobs, check-ins, timers, photos, notes, materials and certificates working offline, and syncs everything exactly once when you reconnect.
Android & iPhone
Native Android app on Google Play. On iPhone, HiveCrew installs as a Progressive Web App with push notifications while the native iOS app awaits App Store approval.
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.
HiveHireNew
Hire out equipment from your stock list. Price it with rate cards, book it onto jobs with live availability, dispatch and return it with photos and signatures, and invoice it on return, on a date or every month.
Explore HiveHire in fullRate Cards
Daily, weekly and monthly rates, rate tables, or a fixed period then a daily rate. Always priced at the cheapest combination, with charging days and minimum hire.
Live Availability
See how many are free for the chosen dates on the job form. Overbooking protection warns with a recorded reason, or blocks the booking.
Fleet Units
Hire from a stock count or track each machine with its own fleet and serial number, status and due-back date.
Dispatch & Return
Record meter, hours and fuel readings, condition, photos and signatures when kit goes out and comes back. Late returns and usage are charged.
Delivery Pricing
Name delivery and collection drivers. Price delivery per mile or by distance band from your main yard or a regional yard.
Hire Invoicing
Invoice on return, on a set date or on a recurring schedule for long hires. Scheduled invoices are drafts and nothing is billed twice.
Charging Suspensions
Pause charging for breakdowns, site closures or bad weather. The price updates straight away and is recorded in the hire history.
Crew Field Steps
Team members on a job dispatch and return kit from HiveCrew. You choose whether they see hire prices.
Running a hire
From booking to invoice
Book
Add hire items to a HivePlanner job. HiveHire checks availability and works out the price from the rate card as you type.
Dispatch
Pick the unit going out, record readings, condition, photos and a signature. The job shows it as on hire.
Return & Invoice
Book it back in with end readings and usage. The hire is invoiced on return, on a date or on its recurring schedule.
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 documents.
- Secure individual logins for each customer
- Quote approval and online invoice payments
- Two-way messaging, document uploads, and compliance document 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 & Xero Sync
Invoices, payments, and customers synced to QuickBooks or Xero automatically. Setup in 2 minutes.
Website Forms & Online BookingsNew
Build enquiry and booking forms with themes, conditional questions and file uploads, then share them by link, QR code or website embed. Submissions can create the customer and a draft quote for you, every lead lands in one inbox (New, Contacted, Won, Lost), booking slots go to HivePlanner Requests, and submissions can also be sent on to apps like Zapier. See what's new →
Finance Ledger Receipt Scanning
Upload a receipt image and HiveAssist extracts likely values like merchant, date, amount, VAT, and description straight into Finance Ledger.
Document Builder inside HivePlanner
Start from preloaded UK-standard templates for certificates, RAMS, checklists, and method statements. Create reusable definitions, add logical or conditional fields, then issue numbered PDFs from jobs, add expiry dates, and publish documents to the customer portal when needed.
More platform features
Beyond the four core products, HiveSuite includes SMS messaging, finance ledger, inventory management, AI-powered automation, recurring jobs, custom numbering, and invoice tracking - all on every plan.
Inventory Management
Full stock tracking with purchase orders, product catalogues, and real-time stock levels. Add parts and materials to quotes and jobs, and HiveSuite updates quantities automatically.
- Product catalogue with categories, SKUs, cost and sell prices, and product photos
- Item KitsNew - add a whole group of parts to a quote or invoice in one go, with an optional fixed kit price
- Real-time stock levels updated when parts are added to jobs
- Purchase orders to manage supplier reordering
- Low-stock alerts so you never run out of critical parts
HiveAssist (AI)
Your Personal Assistant
AI that works across the platform - not just a chatbot. HiveAssist drafts quote line items from job descriptions, designs your quote and invoice templates, scans receipts into Finance Ledger, generates compliance document content, and summarises customer histories.
- AI quote drafting - describe the work and get line items suggested
- Template StudioNew - describe a change to your quote or invoice design, or upload an existing PDF to copy it
- Receipt scanning - upload a photo, values extracted into Finance Ledger
- Compliance document content generation from templates
- Customer history summaries and job context suggestions
SMS Messaging
Two-way SMS conversations with customers via Twilio. Reusable templates, event-triggered automations, staff notifications, credit management, and branded short links for quotes, invoices, and payments.
- Chat-style conversation threads per customer with real-time inbound handling
- Template library with 8 categories and drag-and-drop variable insertion
- Auto-send on quote emailed, invoice emailed, job status change, or job completion
- Staff SMS notifications for job status changes and crew assignments
Finance Ledger
Built-in operational bookkeeping without a separate accounting tool. Track income and expenses, manage VAT, set budgets, and let Stripe payments auto-record into the ledger.
- Income and expense tracking with CSV import and PDF/CSV export
- VAT reporting and budget management screens
- Recurring transactions and Stripe auto-sync of payments and refunds
- HiveAssist receipt scanning - upload a photo, values extracted automatically
Time OffNew
Holiday allowances, requests and approvals, sickness, UK bank holidays and company closures. Get a warning before you book anyone who is off, and a Needs cover list for the jobs affected.
Learn moreRecurring Jobs
Set jobs to repeat daily, weekly, fortnightly, or monthly. Edit one occurrence, all future, or the entire series. Paired with recurring invoices for regular service contracts.
Learn moreCustom Numbering
Set your own prefixes and starting numbers for quotes, invoices, credit notes, jobs, and compliance documents. Match your existing numbering scheme or start fresh with a format that works for you.
Invoice Tracking & Acknowledgement
Track every invoice from sent to paid. Filter by status to see overdue, due soon, and upcoming at a glance. Recurring invoices for regular contracts. Stripe payment links on every invoice.
Learn moreWhat our customers say
"Moving from WhatsApp to HiveSuite was the best move I've made for my locksmith business." The automation handles my website leads and quotes while I'm out on jobs, and the AI even found over £300 in forgotten unpaid invoices.
Kay
Locksmith
"I can literally ask 'who hasn't paid me yet' and get the answer in seconds."
Typos? Doesn't matter.
If you're running everything from your phone, this just works.
James W.
Landscaper
"I've tried plenty of other management tools - HiveSuite is by far the easiest to use for a small business." Being able to work directly with the developers to shape new features has made a real difference to how I run things day to day.
Paul M.
Small Business Owner
Verified reviews on Trustpilot
Common questions
Frequently asked
Are all features included on every plan?
How long does it take to get set up?
Can my crew use HiveSuite on their phones?
Does HiveSuite work offline?
What does HiveIntel actually do?
Do I need separate software for compliance documents?
Can customers approve quotes and pay invoices online?
Does HiveSuite include inventory and stock tracking?
What can HiveAssist do?
Can I set my own quote and invoice numbering?
Does HiveSuite include SMS messaging?
Is there a built-in finance ledger?
More questions? See our pricing FAQ or homepage FAQ
Built for your trade
Explore HiveSuite for your industry
Plumbing & Heating
Manage callouts, service history & parts
Electrical Services
For electricians & electrical contractors
Event Hire
Bookings, inventory & delivery scheduling
Compliance
Certificates, inspections & audit trails
Cleaning Businesses
Scheduling, recurring jobs & invoicing
Mobile Services
For any mobile or on-site service business
Not sure yet?
How does HiveSuite compare?
See how we stack up against other UK job management platforms - features, pricing, and what is actually included.
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