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Custom CRM development
Pipelines, contacts and follow-ups modeled on how you sell. No per-seat fees, no features you will never use.
Learn moreA CRM for contractors that runs your jobs, not your paperwork.
Estimates in one app, scheduling in another, invoices in a third, and change orders in a text thread. We replace the patchwork with one system built around how your team actually works.
What we build for contractors
One system, shaped to your work.
- Estimate-to-invoice workflow
- Job scheduling and crew dispatch
- Change orders with e-signature
- Customer portal with job photos and status
- Automated review requests after completion
Every build starts with a custom CRM designed around your workflow, connected to the tools you already use through API and software integrations.
The result
Our clients save an average of $5,000 a month in software costs and lost time.
Start with an audit
In 30 minutes we map your tools and manual steps, and show you what a custom system would replace.
The real cost
Where contractors lose the job.
Most contractors don't lose work because of the work. They lose it in the gaps between the phone, the truck and the office.
Leads die in voicemail
A homeowner calls while your crew is running saw cuts. Nobody picks up, nobody calls back that afternoon, and by the time someone does, they've booked the next contractor on the list. A good construction CRM catches every call, form and text, logs it, and makes sure someone owns the follow-up before the lead goes cold.
Change orders live in text threads
The client asks for a different tile, the lead carpenter says sure, and nobody writes it down. At final invoice, the extra cost turns into an argument. When change orders are scattered across texts and memory, you either eat the cost or damage the relationship. Neither one is good business.
The office retypes everything
The estimate is built in one tool, retyped into the scheduler, copied into QuickBooks and pasted into an email. Every handoff is a chance for a wrong number or a missed line item. Your office manager spends the day moving data instead of moving jobs forward.
Nobody asks for the review
The job wraps up, the customer is happy, and the crew is already at the next site. Weeks go by and nobody asks for a review or a referral. The happiest customer you'll ever have walks away without telling anyone, and your next lead costs more to find.
How it works
A contractor CRM built around the way jobs actually run.
Here's how each part of a custom CRM for contractors works on a normal day, in the office and in the field.
Lead intake that never sleeps
Calls, web forms, Angi or Thumbtack leads and texts all land in one pipeline. Each lead gets an owner, a source and a next step. If nobody touches it, the system nudges the right person and sends the homeowner a quick reply so they know you're on it. You can see at a glance which leads became estimates and which went nowhere.
Custom CRM developmentEstimates that turn into jobs
Build the estimate once, from your own line items and pricing. When the customer signs, the same record becomes a job with a scope, a schedule slot and a deposit invoice. Nothing gets retyped. Your project manager opens the job and sees exactly what was sold, not a rough memory of the walkthrough. Your estimator also sees which line items win jobs and which ones get pushed back on.
Workflow automationChange orders with a paper trail
When scope changes on site, your lead creates a change order from a phone, adds photos and a price, and sends it for e-signature. The customer approves before the work happens. The approved amount flows straight to the job total and the final invoice, so there's no surprise and no argument at closeout. Your project manager can see every pending change order across all active jobs.
Workflow automationScheduling and crew dispatch
See every crew, every job and every open day on one board. Move a job and the crew, the customer and any subs get the update. Field crews see their day on their phones: address, scope, notes, materials and photos from the estimate. Fewer calls back to the office asking where they're supposed to be. Subs get the same schedule notices, so a slipped day doesn't leave anyone waiting.
Client portals & internal toolsA customer portal that cuts the calls
Homeowners log in to see the schedule, progress photos, approved change orders and open invoices. They can pay online and message the project manager in one place. When the job closes, the system sends a review request and later checks back for referrals, without anyone having to remember. Fewer calls asking when the crew is coming back, and fewer invoices disputed because nobody remembered what was approved.
Client portals & internal toolsIn practice
One job, start to finish, in one system.
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A new lead calls
A homeowner calls about a bathroom remodel while everyone is on site. The call is logged, a text goes out confirming you got the message, and the estimator sees a new lead on their phone with the caller's notes and address.
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The estimate gets signed
After the walkthrough, the estimator builds the estimate from your price book and sends it for e-signature. The customer signs. The record becomes a job, the deposit invoice goes out, and the job shows up on the scheduling board.
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Scope changes on site
Demo reveals rotted subfloor. The lead carpenter snaps photos, writes up a change order and sends it from the truck. The customer approves it on their phone, and the job total updates before any extra work starts.
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The job closes out
Final walkthrough is done. The final invoice includes every approved change, the customer pays through the portal, and QuickBooks is updated. A review request goes out, and a follow-up is set to check in about the next project.
What goes away
Fewer apps, one source of truth.
Most contractors we talk to run some mix of Jobber or a similar field app, a separate estimating tool, a shared calendar, an e-sign service and a spreadsheet that tracks what the other tools miss. A custom CRM for contractors pulls those jobs into one system. Your accounting stays where your bookkeeper wants it. We connect to it so invoices and payments sync without anyone retyping them.
- Field service and scheduling app
- Standalone estimating software
- E-signature subscription
- Job tracking spreadsheet
- Review request tool
- QuickBooks (connected, not replaced)
Questions
Questions about a CRM for contractors.
Why not just use an off-the-shelf contractor CRM?
Off-the-shelf tools work fine if your business works the way they assume. Many contractors find they're paying for features they don't use while still running change orders, crew notes or special pricing in a spreadsheet. A custom system is built around your trade, your stages and your paperwork, and you aren't paying per seat as your crew grows.
Will my crews actually use it in the field?
That's the point of building it custom. Crews get a simple phone view with just what they need: today's jobs, addresses, scope, photos and a way to submit change orders or notes. No training manual. If a screen is confusing, we change it. Adoption is part of the job, not an afterthought.
Can it work with QuickBooks and my supplier accounts?
Yes. We connect to the accounting software you already use so invoices, payments and job costs sync automatically. Supplier ordering, payroll and other tools can be connected too, depending on what they allow. During the audit we look at your current stack and tell you what we can connect and what we'd replace.
What does a custom construction CRM cost?
It depends on scope: how many workflows, how many integrations and whether you need a customer portal or field app. The free audit is where we give you a ballpark. We map what you pay for today, where your team loses time, and what a custom system would replace, so you can compare real numbers.
What happens if something breaks mid-season?
We build it, deploy it and support it. If something stops working, you call us, not a support queue overseas. We're a U.S.-based team, and we also handle changes as your business grows, like adding a new service line, a second office or a new crew structure.
How we build it
The pieces behind the system.
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Workflow automation
Kill the copy-paste. Intake, scheduling, invoicing and reminders run themselves between every tool you keep.
Learn more
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Client portals & internal tools
Give customers one place to see projects, approve quotes, pay invoices and upload files.
Learn moreCustom CRMs for other industries
Free software audit
Find your $5k.
Walk us through your tools and workflows. We will show you where the money and hours are leaking, and what a custom system would replace.