Waldo

Waldo — the simple CRM built for removals and service businesses. No more juggling texts, spreadsheets, and paper quotes. Waldo puts your entire business workflow in your pocket — from the first customer enquiry to the final invoice. Whether you're a removals company, cleaning service, tradie, or any service business with a mobile team, Waldo gives you the tools to stay organised, win more jobs, and spend less time on admin. JOB MANAGEMENT Track every job through your pipeline with a clear visual workflow — enquiry, quoted, confirmed, in progress, completed, and invoiced. Update job status from the field in real time so your team and office are always on the same page. Add job notes, photos, and special instructions so nothing gets missed on the day. CUSTOMER DATABASE Build a complete history of every customer — contact details, addresses, past jobs, notes, and communication history. Know exactly who you're dealing with before you walk through the door. Search and filter your customer base instantly to find anyone in seconds. QUOTES & INVOICING Create and send professional-looking quotes directly from your phone while you're still on site. Customise line items, add terms and conditions, and email quotes to customers with one tap. When a quote is accepted, convert it to an invoice instantly — no double entry. Track payment status across all your jobs so nothing slips through the cracks. SCHEDULING & CALENDAR See your entire crew's schedule at a glance with the built-in calendar view. Assign team members to jobs, check availability, and avoid double-bookings. Plan your week efficiently by seeing all upcoming jobs mapped out clearly. Your team can check their own schedules from their devices so everyone knows where they need to be. AUTOMATED NOTIFICATIONS Keep your customers in the loop without lifting a finger. Waldo sends automated SMS and email confirmations when a booking is made, reminders before the job date, and follow-ups after the job is done. Reduce no-shows, cut down on phone calls, and deliver a professional customer experience that sets you apart from the competition. ENQUIRY MANAGEMENT Capture new enquiries from your website, phone, or email and feed them straight into your pipeline. Never lose a lead again. See all your open enquiries in one place and respond quickly to win more business. REPORTING & INSIGHTS Understand how your business is performing with clear dashboards and reports. Track revenue, job volumes, quote conversion rates, and team productivity. Make smarter decisions backed by real data instead of gut feeling. DATA EXPORT Export your customer data, job records, and financial reports in CSV and PDF formats whenever you need them. Your data is always yours — no lock-in, no restrictions. BUILT FOR SERVICE BUSINESSES Unlike bloated enterprise CRMs designed for corporate sales teams, Waldo is purpose-built for businesses that send teams out to do real work. The interface is fast, clean, and designed for people who are on the move — not sitting at a desk all day. If you run a removals company, cleaning business, landscaping crew, painting team, or any mobile service operation, Waldo fits the way you actually work. SECURE & RELIABLE Your business data is encrypted and securely stored in the cloud. Access it from any device, anytime. Automatic backups ensure you never lose important customer or job information. Get organised. Win more jobs. Spend less time on admin. Download Waldo today and take control of your business.