Contractor Business System

From estimate request to completed job—in one place.

A website, lead system, customer workspace, field tool, and follow-up process configured around how your contracting business actually operates.

New estimate requests

12

Walkthroughs booked

7

Proposals pending

4

Active projects

9

The complete workflow

Stop rebuilding the job history from texts, calls, and memory.

Qualified estimate intake

Collect project type, location, timing, budget, photos, and decision-maker information before calling.

Customer and project records

Keep contacts, job details, conversations, documents, estimates, and payments connected.

Jobsite photos and files

Upload progress photos, receipts, permits, plans, and notes directly from a phone.

Employee assignments

Give each employee a simple “My Day” view with the jobs and information relevant to them.

Estimate and deposit tracking

Know what was sent, what needs follow-up, what was approved, and what has been paid.

Automatic customer updates

Confirm requests, remind customers, communicate status, and request reviews consistently.

Built for the phone

The office and the field see the same truth.

The owner needs the complete pipeline. Office staff need scheduling and customer communication. Field employees need today’s address, scope, photos, notes, and status actions.

Each role gets a focused experience without exposing unnecessary financial or customer information.

Monday · My Day

3 Assigned Jobs

Garcia Kitchen

8:00 AM · Demo and prep

Lopez Roofing

11:30 AM · Site measurement

Martinez Bath

3:00 PM · Progress photos

A managed system—not another login

We configure it, launch it, support it, and improve it.

Implementation starts with your real lead and project workflow. Managed contractor systems typically start around $8,000-$15,000+ for implementation, with monthly support usually starting around $1,500 depending on responsibility.