Contractor CRM

Contractor CRM keeps every job in one place, from the first call to the final payment.

Built for contractors who quote fixed-price work, it follows a job the way it actually happens: a lead comes in, you follow up, assess the site, write up the scope, send a proposal, close the deal, run the project, invoice it and get paid.

Leads and follow-ups
• Searchable list of every opportunity with its status, value and next follow-up date
• Activity timeline per lead, so anyone on the team can see what was said and done
• Follow-up reminders with a record of each one completed

Contacts
• Customers, suppliers and subcontractors in one address book
• Link contacts to leads and reuse them on new jobs

Scope of work and proposals
• Build the scope from your own service templates, with quantities and units
• Line-item proposals with direct or measured-area pricing
• Per-line tax selection with provincial presets (GST, PST, HST, QST), printed the way the province requires

Projects and money
• Turn a won deal into a project in one step
• Deposit, progress and final invoices
• Record payments and see cash flow across jobs

Your team
• Admin, Salesperson and Worker roles, so each person sees what they need
• Each company's records are visible only to that company's users

Your categories, services, scope templates and tax rules are all set up for your own business.

An account is required. Contractor CRM is a business tool for companies and their staff.