Contractor CRM that fits the way you work

Leads come in by phone, text, form and message. Half of them live in your head. The estimate you sent on Tuesday has not come up since.

• Leads arrive in four places and you check three of them.
• A quote goes out and nobody follows it up. It dies in the truck.
• You can't say which search, which ad or which page brought the job you won last month.
• The software you rent charges by the seat, doesn't fit your shop, and changes when the company decides.

Every estimate that goes quiet is a job you already won once. And every month you can't tell what paid, you pick the next month's marketing by feel.

A CRM built around your shop. Nothing you don't use.

• Every lead in one place. Form leads, tracked calls from your Google Ads and Google Business Profile, and the ones you enter by hand. Each lead has the name, the job and where it came from.
• Follow-up that runs. A lead moves from new, to quoted, to won or lost. Reminders go out so a quote doesn't sit.
• A source on every lead. Which search, which ad, which page. Tracked calls and form leads carry their source. A call that reaches you any other way is entered by hand or marked unknown. We'd rather tell you what we can't see than guess.
• Jobs and dollars tied back. When you win a job, you enter its value, and it goes back to the lead that started it.
• The report comes out of it. The monthly report in tracked calls, leads and jobs is built from the same record.
• Extras to fit. Estimate reminders and review requests are builds we scope for your shop. See follow-up and review requests. Review requests are live.

Buying is the right call more often than agencies like to admit.

Off-the-shelf tools such as Jobber or ServiceTitan work for many shops. If yours fits one, buy it. They are proven, they come with support, and you can start this week. We'll tell you so on the first call.

Building makes sense in three cases.

• Your shop runs its own way. Your stages, your job types, your paperwork. A tool that makes you work its way costs you every day.
• You want to own what you use. With a rented tool, the price, the features and the data rules belong to the vendor. With ours, you own the code.
• You want the marketing numbers in the same place. Which search and which ad led to which job, without stitching two systems together.

What building costs you is time to a first usable version, and you carry the work of deciding how your shop runs. We start with leads and follow-up and add pieces as you use it. We don't promise a switch date or a saving.

What software do contractors use? Whatever does these jobs for their shop. Use this as a checklist, whether you buy or build.

• Catch every lead, from calls, forms, texts and messages, with no copy and paste.
• Show where each lead came from, so you know what to keep paying for.
• Track a quote from sent to won or lost, with a reminder before it goes cold.
• Work on a phone, because you're in the truck.
• Hold the job value, so you can see what each source earned.
• Let you export your data, in case you ever change your mind.
• Be simple enough to use, so your crew uses it.

If a tool can't do five of these, keep looking.

You own the code. We deploy it, host it and maintain it.

If you leave, we hand over the code and your data, free, within 14 days.

1. Strategy call. How leads reach you now, how you track jobs, and what you use today. A spreadsheet, a notebook, an app or paper all count.
2. A plan in plain words. The stages, what gets recorded and what you see each month. You approve it before we build anything.
3. Build in phases. Leads and follow-up first. Then pieces as you use it.
4. We run it. We host it, update it and fix it. The report comes from it every month.

What software do contractors use?

Many use an off-the-shelf tool such as Jobber or ServiceTitan. Some use a spreadsheet or paper. We build when you need something fitted to your shop. See the checklist above.

Can it replace Jobber or ServiceTitan?

Sometimes. We start with leads and follow-up and add pieces from there. If the tool you have works, we say keep it.

Do I own the CRM?

You own the code. We deploy, host and maintain it.

What if I leave?

Give us 30 days' notice in writing. The code and your data are yours, and we hand them over free, within 14 days. Your minimum term is set in your written agreement.

What does it cost?

We don't post prices, because a roofer in a big city and a plumber in a small town need different work. Here is how it works.

You pay one monthly fee, and you see it in writing before you sign. Your ad budget is separate. It goes straight to Google, and we take no cut.

Every month you see what it brought in, in tracked calls, leads and jobs. The ROI calculator shows how many jobs it takes to cover any marketing spend, ours or anyone else's.

Do I have to learn a complicated system?

It's built around how you already work, so it should feel familiar. We walk you through it on a call.

Which calls does it track?

Calls from your Google Business Profile and your Google Ads. Form leads carry their source. Other calls are entered by hand or marked unknown.

On the first of the month you open one report. It says how many tracked calls came in, how many became leads and how many became jobs. And for each job you can see where it started.

Intake follow-up for a law firm? See law firm SEO.