Win more jobs. Never lose track of a quote again.
Manage your client pipeline, job quotes, site visits and invoicing in one place, built for Australian earthmoving and excavation contractors.
Quick answer
Can I track multiple quotes at different stages?
Product fit
Built around the work after the enquiry
Quote pipeline by job type
Leads, deals, quote builder
Separate site cuts, drainage, trenching, driveway prep, and civil jobs while tracking quote value, probability, next action, and close date.
Site-visit planning
Scheduler, field visits, notes
Book inspections, capture site access notes, assign a crew owner, and keep photos or visit context attached to the right opportunity.
Repeat account management
Accounts, activities, reports
Track builders, councils, strata managers, and repeat contractors with account-level history instead of searching through old emails.
Enquiry to site-visit pipeline
Quote follow-up for civil and excavation jobs
Repeat builder and council account management
Job-complete to invoice workflow with Xero
Why this page exists
A CRM for earthmoving contractors Australia should help teams win work before it ever needs to manage a completed invoice. HelloGrowthCRM gives smaller civil, excavation, and site-prep operators a way to keep enquiries, inspections, quotes, and repeat-builder relationships visible in one place.
That is especially useful when site notes live in notebooks, quotes are sent by email, and Xero only shows the billing outcome after the work is already won or lost.
Common search intent
Why teams evaluating CRM for earthmoving contractors Australia want a simpler system
Quotes sent by email and never followed up, so clients go to a competitor.
Job history and site visit notes in a notebook, impossible to share with the crew.
Xero has the invoices but no visibility on which jobs are in progress or lost.
Product features that fit Earthmoving & Excavation Contractors work
Use these capabilities to move from enquiry to quote, scheduled work, follow-up, and payment visibility without stitching together separate tools.
Quote pipeline by job type
Leads, deals, quote builder
Separate site cuts, drainage, trenching, driveway prep, and civil jobs while tracking quote value, probability, next action, and close date.
Site-visit planning
Scheduler, field visits, notes
Book inspections, capture site access notes, assign a crew owner, and keep photos or visit context attached to the right opportunity.
Repeat account management
Accounts, activities, reports
Track builders, councils, strata managers, and repeat contractors with account-level history instead of searching through old emails.
Map your workflow to the CRM instead of rebuilding it in spreadsheets
Connect the tools this team already uses
Keep accounting, SMS, calendars, email, meetings, and payment tools connected to the same customer and job timeline.
Job billing
Connect won jobs and completed-work invoices so finance can reconcile without losing the quote and site-visit history.
Inspections
Sync site visits, quote meetings, and job-start reminders with the calendar used by estimators and operators.
Quote nudges
Send short SMS follow-ups to homeowners, builders, or site contacts after a quote has been sent.
Tender handoffs
Create CRM tasks from tender inboxes, form submissions, or estimating spreadsheets when a new opportunity appears.
Keep quotes, site visits, and Xero billing tied together
Smaller contractors usually need stronger quote follow-up and site-visit visibility more than heavyweight project software. Connect reminders, tasks, inspections, and Xero-linked invoicing to the same job record.
Why Australia teams choose this
See how Xero sync, SMS reminders, ABN-aware records, and follow-up automation fit your workflow in one demo.
How it works
Set up your AU workflow fast
Start with a pipeline built for quotes, repeat work, ABN-linked client records, and service follow-up without a long setup project.
Import contacts and connect Xero
Move clients, prospects, and open jobs from spreadsheets, then connect Xero so invoicing and customer context stay closer together.
Automate reminders and reactivation
Use SMS, email, tasks, and recurring follow-up to keep jobs, quotes, and inactive clients from slipping through the cracks.
Pricing
A$20 per user per month, or A$16 on annual billing
A practical monthly price for quote tracking, inspections, follow-up, and Xero-connected invoicing for small Australian contractors.
Useful next steps
Pricing
See how earthmoving teams can start with a simple Australia-ready CRM workflow.
ExploreStart free
Create your account, import your pipeline, and test Xero-connected follow-up with your current workflow.
ExploreAustralia hub
Browse all Australia industry pages built around Xero, SMS reminders, and small-business workflows.
ExploreFrequently asked questions
AI Features Built for Earthmoving Contractors (Australia)
HelloGrowthCRM ships 12 AI agents across 3 autonomy levels — from fully autonomous voice calling to assistive smart compose. Every AI action is logged and reversible.
Voice Agent for Quote Follow-Up
AI calls Earthmoving Contractor prospects 24 hours after sending a quote to answer questions and close the job — no manual chasing.
Smart Compose for Client Emails
AI writing assist for job confirmations, progress updates, and invoice follow-ups — consistent, professional, fast.
Automated Job Scheduling Follow-Ups
Trigger WhatsApp reminders for upcoming appointments and post-job review requests automatically.
AI Lead Scoring
Prioritise the highest-value job enquiries by service type, location, and response speed so your team quotes the best leads first.
All AI features included on every paid plan. No add-ons.
Idle machines are a follow-up problem, not a marketing problem
An excavator sitting in the yard costs money every day whether or not the phone rings. For most small earthmoving and excavation contractors, the gap in the schedule rarely comes from a lack of enquiries — it comes from quotes that were sent and never chased. A builder asks for a price on a site cut, the quote goes out by email, the builder gets busy, and three weeks later the job has gone to whoever rang back. Multiply that across a season and the missing follow-up is the difference between a full book and a machine parked half the month.
A CRM turns that loose process into a pipeline: every enquiry logged with the site address and scope, every site inspection recorded with photos and access notes, every quote given a follow-up date that actually fires. Repeat relationships — the builders, civil contractors, and councils that feed steady work — sit as accounts with their full job history, so pricing conversations start from what you did for them last time. Xero handles the invoicing, connected to the same job record, and the Kanban pipeline with AI deal-risk alerts shows which quoted jobs are drifting before they are lost.
Three contractors, three ways the pipeline pays for itself
The owner-operator
Picture a one-machine operator around Ipswich quoting site cuts and driveways from the cab. Enquiries land on the mobile app between loads, each with a next action. The five-day quote follow-up runs automatically — the discipline that is hardest to keep when you are the estimator, operator, and bookkeeper at once.
The builder-fed site-prep crew
A Geelong site-prep contractor gets most work from a handful of volume builders. Each builder is an account with every past job, rate, and site note attached, so when a supervisor moves companies the relationship history stays with the business — and a quiet builder shows up on the report before the work dries up.
The small civil crew
A four-person civil crew in Darwin juggles council maintenance, subdivision work, and wet-season rescheduling. Stage-based pipelines show what is quoted, awarded, weather-held, and invoiced, so the scheduler stops living in one person's head and the crew always knows where Monday starts.
Set up before the next quote goes out
- Import contacts and open quotes — first setup typically takes 15-30 minutes.
- Model your real stages: enquiry, site visit, quote sent, awarded, in progress, invoiced, paid.
- Add fields for site access, material type, tip distance, and machine required.
- Log repeat builders and councils as accounts with their job history.
- Connect Xero and switch on quote follow-up plus a quarterly check-in for past clients.
Advice for contractors comparing software
Workforce-management platforms built for large civil contractors solve rostering and compliance at a price and complexity most small operators do not need. If your bottleneck is winning and tracking work rather than managing a large crew, a pipeline-first system with Xero invoicing covers the gap at a fraction of the overhead.
Builders you work for face the same problem from the other side — see the small builders workflow. Review the Xero integration for job-to-invoice flow, or browse the full list of Australian industry workflows.