Every job, one pipeline. Booked to delivered.

Yes — and it's free, built directly into your Home.co.uk account. There's nothing extra to buy, install or set up separately, so it's an easy swap for whatever spreadsheet or practice-management tool you were paying for before. Your pipeline, your diary (Calendars & Requests), your mail and your payments all live in the same account.

Nothing. The Bookings CRM is part of the free Home.co.uk platform every RICS-verified firm gets — no subscription, no per-seat charge, and running your pipeline through it counts towards lever ② of the surveyor rate ladder.

Yes. Team seats are included, so every surveyor and admin at your firm works from the same pipeline, the same views and the same job records. Live presence avatars show you when a colleague is looking at the same lead, so two people never call the same client twice.

Yes. The pipeline is scoped to your firm — every job, view, status and email thread belongs to your organisation and is only visible to the seats you invite. Other firms on the platform cannot see your work.

No. Homemove managed bookings land in your pipeline automatically, with the customer, property and payment already attached. There's nothing to type in and nothing to reconcile by hand — the job simply appears, ready to book into your diary.

A pinned view showing only the jobs Homemove has booked and paid on your behalf. All Bookings and All Enquiries are always pinned so the bar is never empty; Homemove Bookings and Paid Not Booked are pinned by default, and you can pin, unpin and reorder the rest — Uncontacted, Need Followup, On Hold, Refunded, Completed and more.

Yes. From 1 August 2026, four levers set your rate on Homemove panel work and private bookings: a live diary, a pipeline running through this CRM, reports written on our tech, and fast turnarounds. The Bookings CRM is lever ②, and whichever rate applies is locked the moment a job is booked. See the rate ladder on the Join page for the full maths.

The board runs New, Contacted, Quoted, Paid, Booked, In progress and Completed — the fixed backbone every job moves along. Four parking phases sit alongside for jobs that stall: On hold, Nurturing, Lost and Unqualified. On top of those fixed phases your firm can define its own granular statuses.

Yes. Statuses are firm-owned: the first time you customise, the defaults are copied into your firm's own set, and from then on you can rename, recolour, reorder, add and remove them. Each status anchors to one of the fixed pipeline phases so the board stays coherent — and removing a status keeps every lead reference intact, so no history is lost.

When a client is deciding, place a 15-minute hold on a diary slot (extendable up to 60 minutes). The slot shows as a "Held until 14:23" pill in the diary so nobody double-books it, converts to a real booking in one tap when the client confirms — or releases automatically when it expires. No pencilled-in entries that outlive the conversation.

As a public quote link the client opens on their phone — no login, no account. They accept and pay from the link, and the job moves itself to Paid. Anything paid but not yet in the diary surfaces in the Paid Not Booked view, so it never sits forgotten.

By coverage. When an enquiry lands, the CRM matches it to the surveyors at your firm who cover that product and postcode, and shows each one's availability so it can be placed sensibly. You can always reassign by hand.

Yes. A global search finds any job by name, address or reference, and filters cover product and date on every view. You can also build an AI filter: describe the list you want in plain English — "paid enquiries over £400 I haven't contacted in a week" — and the filter builds itself, ready to save and pin.

Any card that hasn't moved for three days or more carries a quiet-job pill showing how many days it has sat still — "3d quiet" — so stalled work is visible at a glance on the board rather than buried in a list.