Tools and systems in civil engineering activities

What a business with this way of working uses

• HubSpot gratis CRM
• Calendly
• Scrive
• Fiken/Tripletex
• Brevo

Together they cost ~600-900 kr/mnd.

What it amounts to

Together the systems cost up to NOK 10,800 a year. A median company in this industry keeps NOK 1,641,438 in operating profit, so they are 0.7 % of that.

Step by step, from the job coming in to the money landing

Eight steps through the working day, and which of the systems above covers each of them. We do not rank and we do not recommend: we look up which steps the registry files these tools under.

1. How work comes in

   From the customer getting in touch to it sitting somewhere you actually see it.

   • HubSpot · Contact form with automatic reply

     A form on the website that confirms to the customer that the enquiry has arrived, and sends it to the right person.

   • HubSpot og Brevo · CRM for incoming enquiries

     A customer system (CRM) that collects new enquiries in one place, sorts them and reminds you to follow up.

     Also covers repeat work from the same customer.

   • HubSpot og Calendly · Instant lead routing with booking

     Web form qualifies, routes to the right person, and lets the customer book a meeting in the same flow, no wait, no phone tag.

     Also covers planning the week.

2. Quoting and pricing

   From knowing what the job is to the customer having a number to accept.

   • Scrive · Quotes from templates with e-signing

     The quote is filled in from a template, signed digitally, and the customer is reminded if they have not replied. It replaces Word, PDF and email back and forth.

3. Planning the week

   Who does what, when, and how they find out.

   • Calendly · Online booking

     Customers book a time themselves on the website or in an app, and get a reminder beforehand.

     Also covers repeat work from the same customer.

4. Documenting as you go

   Hours, materials, photos and deviations, as it happens rather than afterwards.

   • Tripletex · Job management for field work

     Jobs, hours, status and messages to the customer on the phone, instead of texts and separate spreadsheets.

   • HubSpot · Automatic status updates to the customer

     The customer gets a text or email when the job moves on, without anyone having to call.

     Also covers repeat work from the same customer.

5. Closing out with the customer

   The customer knowing it is finished, and what was done.

   None of the systems above covers this step. That is a gap, and for many it is a deliberate one.

6. Invoicing

   From the job being finished to the invoice being sent.

   • Fiken og Tripletex · Accounting software that creates the invoice

     The invoice is created from the order or project and sent digitally as EHF or email.

   • Fiken og Tripletex · Invoicing from the phone

     The invoice goes out from the phone right after the job is done, instead of waiting for the evening or month end.

7. Chasing payment

   From the invoice being sent to the money being in the account.

   • Fiken og Tripletex · Manual invoicing

     Invoice sent after work is completed, typically 14-30 day payment terms.

     Also covers invoicing.

8. Repeat work from the same customer

   What happens after the invoice is paid.

   • Brevo · Automatic follow-up after the job

     The customer gets a message after the job asking how it went, with a link to leave a review.

   • HubSpot · CRM with AI-driven follow-up sequences

     AI proposes and sends personalised follow-up emails based on prior interactions. Auto-pauses when the customer replies.

• The numbers in this industry→Margins, profitability and size for civil engineering activities.
• Walk through your own operations→Eight questions about how the work actually flows. Under four minutes.
• Open tenders→Public competitions in civil engineering activities with a deadline still ahead.
• Check your own company→One organisation number, and you see where you sit against the industry.