stipt

Tailored business software, no custom build. You set stipt up for your industry.

Got customers, appointments and work out in the field? Then you draw your own record types, fields and statuses in stipt, switch on the modules you need and build your own forms and rules. Nothing needs to be built for you.

How you set up stipt.Around the way you work, not the other way round.

Five things decide how stipt works for you. You set them up yourself, and change them whenever you like.

Record types

Draw your own structure.

What kinds of work do you do, and what sits under what? In the builder you draw it as a tree: the customer at the top, and underneath, say, a job, a contract or a project. For each type you choose the fields and the modules.

  • Field types from text, number and date to currency, picklist and dot AI
  • Inherit fields from a parent record, once or kept in sync
  • Per type you pick the modules: appointments, forms, quotes
How to set up the CRM
Job

Job and Contract sit under the customer. Job gets its own fields, such as floor area and budget, and a summary that dot fills in.

Statuses

Statuses in your own words.

Every record type follows its own status flow. You choose the names and colours, which step may follow which and how many days a status should take. Dropping out always asks for a reason, so later you see where things go wrong.

  • Quotes, appointments and forms move the record on by themselves
  • Views bundle statuses into your team's queues
  • Analytics shows how long records stay in each status
Quote sent

Target of 7 days. After that the record may move to Approved or Dropped out, and dropping out asks for a reason.

Forms

Build your own forms.

A job sheet, an inspection, an intake or a handover form: drag in the fields you need, from text and choices to photos, a scanner, a product picker and a signature. Filled in on a phone, saved as a PDF on the record.

  • Questions that only appear when an earlier answer fits
  • A record status for each form status
  • A link to share with someone outside stipt
How to build a form
Job sheet

Eleven fields, from customer name to the customer's signature. The photos are being dragged to a new spot.

Scheduling

Appointments your customer picks.

Create your own appointment types with a duration, give every person or crew a lane and switch on smart planning. The customer gets a booking link and chooses from the best moments, worked out on availability and travel time.

  • Skills and service areas count if you want them to
  • Two appointments back to back in one link, such as walkthrough and job
  • Invitation and reminder by email, in your own words
How customers book themselves
Pick a time

A measuring visit in Houten: Tuesday 13 October between 08:00 and 10:00 means the least travel, hence the Greenest label.

Automation

Rules that move the work along.

When a record reaches a status, an appointment is coming up or a form comes in, stipt takes the next step: create a task, send a WhatsApp, send a booking link or set a status. Every rule has an on/off switch.

  • With timing: after 7 days, or a day before an appointment
  • Describe a rule in plain words; dot drafts it, you confirm
  • The log shows what a rule did, and why not
Your first automation
7 days on Quote sent

Then the task Call the customer about the quote is created by itself. On or off with one switch.

How it could work in your industry.Examples of a setup.

No ready‑made packages and no customer stories, just an idea of how it could look. You set up everything below yourself, with the modules stipt has today.

Cleaning

A contract per customer, the cleaning rounds as appointments and a quality check as a form with photos.

Landscaping

Construction and maintenance as separate record types. Mowers and trailers are tracked in Assets.

Glaziers

A measuring form with sizes and photos, the quote from your own price list and fitting in the calendar.

Maintenance and service

Contracts with regular visits, faults with their own status and the job sheet on a phone.

Painters

A walkthrough with photos, a quote you invoice in instalments and a handover form the customer signs.

Estate agents

A record per home with the seller as customer, viewings in the calendar and a checklist for the intake.

Rental

Assets with a period per order, delivery and pickup runs per day and availability that keeps itself up to date.

Inspections

The inspection form on a phone, saved as a PDF on the record, and the customer picks a time through a booking link.

These are examples of a setup, not references. Industry not listed? In a demo we sketch your setup together.

Setting it up together.You never start from a blank screen.

In a demo we put your work next to stipt. Then you set it up yourself or together with us, and you change it whenever you like.

  • Your own workspace at your own address
  • We move your existing customers and records over for you
  • Everything you set up stays editable, no developer needed
Book a demo
  1. 01

    A 30‑minute demo

    We look at your work: which record types, which steps and which appointments. You see straight away how that looks in stipt.

  2. 02

    Your own workspace

    Your business at its own address, with your logo in place and your email and WhatsApp connected.

  3. 03

    Moving your data

    Email us your customer file or an export from your old system. We set up statuses, fields and lead sources and check the import with you.

  4. 04

    Adjust whenever you like

    Another field, a different status, a module switched on: you do that yourself in the settings, after launch too.

Frequently asked questionsAbout stipt in your industry.

Does stipt work for my industry?

If you work with customers, appointments and work out in the field, it probably does. You set up your own record types, fields, statuses, forms and appointment types. In a demo we check together whether it fits, and we tell you honestly if it does not.

Does anything need to be built for us?

No. Everything on this page is set up by you, in stipt's settings. No custom development is needed, and whatever you set up you can change later.

Can we bring our existing customers and records?

Yes. Send us your file, for example a CSV or Excel export from your old system. We set up statuses, fields and lead sources with you, run the import and check it together. An import goes in as history: no emails or rules are triggered.

What if we need something stipt does not have?

A lot can be solved with your own fields, forms and rules. Anything beyond that connects through the API and webhooks, or through a workflow in Studio that calls other systems. Ask in the demo and you will know where you stand.

What does stipt cost?

You pay per user per month, with a flat rate for people who only work on a phone, such as an engineer or partner. Modules such as Calendar, Forms, Quotes and Assets are included; Self‑billing, Accounting, Analytics and Studio are add‑ons. All prices are on the pricing page.

Does dot work for our business too?

Yes. dot gets to know your business from your own records, knowledge base and website, whatever your industry. It makes suggestions in the inbox, checks forms and answers questions about your numbers. Anything that runs on its own is something you switch on yourself.

Sketch your setup with us.

Book a 30‑minute demo. We put your work next to stipt: which record types, which steps and which modules. You see straight away how it will look.