Lead intake
Website forms, Thumbtack, Angi and phone calls land in one pipeline with the source recorded.
CRM for contractors
A custom CRM for contractors and construction companies
Leads come from the website, marketplaces and phone calls, estimates live in one tool, invoices in QuickBooks and the schedule on a whiteboard. We build one system that holds the whole job — from first call to final invoice — shaped around how your company actually works.
Scope
What a contractor CRM can include
Only the parts your process needs — built around jobs, not generic deals.
Estimates & change orders
Line-item estimates, approvals and change orders attached to the job.
Jobs & scheduling
Crews, subcontractors and job dates on one calendar, synced with Google Calendar.
Job costing
Materials, labor and payments per project, so margins are visible before the job closes.
QuickBooks sync
Customers, estimates and invoices synced with QuickBooks Online — entered once.
Field app
A mobile app for crews: job details, photos, notes and status updates from the site.
Related work
Systems like this we have built
Client names are withheld under confidentiality agreements. See all engagements →
Field service CRM with call, accounting and marketplace integration
Lead intake, jobs, calls, estimates and invoices in one system, integrated with RingCentral, QuickBooks, Gmail, Google Calendar and Thumbtack, plus a companion mobile app for crews.
Internal dashboards for a distributed operations team
Shared dashboards over live operational data, saved views per role and exports in the formats finance already used.
Sales CRM with a live pipeline board
A drag-and-drop pipeline with live updates across sessions, deal records with documents and activity history, and a documented API for reporting.
Delivery
How the project runs
The same four phases on every project. Only their length changes with scope.
1. Discovery · 1–2 weeks
Interviews with the people who will use the system, a map of the current process, a written specification and an estimate. The documents are yours even if you build elsewhere.
2. Architecture · 1–2 weeks
Data model, integrations, infrastructure and a milestone schedule. This is where the scope, price and launch date are fixed in writing.
3. Build · two-week iterations
A working demo every Friday and a staging environment you can open at any time. Changes in scope are priced and agreed before they are built.
4. Launch & support · ongoing
Deployment, handover, documentation and training, then a support arrangement sized to the business.
Pricing
How much does a construction CRM cost?
Typical ranges for US clients at 2025–26 senior remote rates. The fixed price is agreed in writing after discovery.
A custom system has no monthly license per user — you pay for hosting at cost. Use the configurator to see a range for your scope.
Open the configurator- Core CRM (customers, jobs, pipeline)
- $20,000 – $40,000
- Integrations (accounting, telephony, email, calendar)
- + $2,500 – $10,000
- Scheduling and dispatch
- + $5,000 – $10,000
- Companion mobile app for crews
- + $18,000 – $42,000
FAQ
Questions we are asked most
Why not use an off-the-shelf contractor software?
Off-the-shelf tools charge per user every month and make you adapt your process to theirs. A custom CRM fits the way your estimates, jobs and crews already work, and you own it outright.
Can you move our data from our current software or spreadsheets?
Yes. Customers, jobs, estimates and history are migrated in stages during the build, so the office keeps working during the switch.
Do we own the system and the data?
Yes. Repositories, cloud accounts and data are created in your name from the first commit. There is no per-seat license and no lock-in.
How long does it take?
A core contractor CRM is usually live in 6–10 weeks, with a working demo every Friday. A crew mobile app extends the timeline depending on scope.
Contact
Talk to the people who will build it
Describe what you need and get an indicative budget and timeline in two minutes. We reply within one business day.
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