Work / Contractor CRM
One place for the whole job.
From first call to final invoice. We built CRS a CRM that runs its remodeling jobs: leads, projects, permits, crew tasks, daily logs, change orders and invoices, with a portal where its homeowners follow their own project. We run it for one flat monthly rate.
- Permits
- Demo
- Rough-in
- Finishes
Tasks
Daily log
A project in the CRS team portal: phases, open tasks, the latest daily log and a change order waiting on the client. A drawing: names and amounts are hidden.
How a remodeling job usually gets run.
The work on site is fine. It’s everything around it that leaks: the lead, the price, the photo, the yes.
The job lives in five places.
Leads in an inbox, the schedule on a whiteboard, photos on the crew’s phones, invoices in the accounting app. Nobody sees the whole job at once.
Change orders agreed by text.
The homeowner says yes in a message. The price is in someone’s head. The argument comes at the final invoice.
The homeowner keeps calling.
Clients want to know what happened on site today. With no place to look, every question is a phone call to the project manager.
01 / CRS team portal
What the owner, project managers and crew use.
One project, one record. The office and the crew stop asking each other where things are.
Leads and customers
Every lead and customer in one list. When a lead signs, it becomes a customer and can be invited into the client portal.
Projects, phases and permits
Each project has its phases, milestones, schedule and permits, so the office and the crew work from the same plan.
Tasks the crew can follow
Tasks with due dates, comments, and the tasks they wait on, so a finish carpenter isn’t booked before the drywall is done.
Daily logs with photos
The crew logs each day on site with photos. Files and photos can be marked up to point at the exact problem.
Messages and text
Each project has its own message thread. Messages reach the client in the app or by text, and replies by text land back in the thread.
Invoices and expenses
Invoices and job expenses are kept on the project they belong to, with a log of who changed what.
02 / CRS client portal
What the homeowner sees.
Each homeowner logs in to their own project and nothing else. The question that used to be a phone call now has a place to look.
- Sees their own project: phases, schedule and daily photos.
- Approves a change order on screen, with the price in front of them.
- Approves invoices from the same place.
- Messages the contractor in the project thread instead of calling.
Every company on the system keeps its data separate, so the same CRM can serve more than one contractor.
Change order
The same change order from the homeowner’s side, with its line items and total. A drawing: names and amounts are hidden.
No deposit. No build invoice.
Projects like these usually get quoted at $8,000 to $40,000. We don’t ask you for that. The build goes into one flat monthly rate, locked for 48 months, with hosting, backups, maintenance and development hours included.
When to keep your contractor software.
If a subscription already fits how you run jobs, keep it. We’ll tell you so.
The product fits how you run jobs, and your crew doesn’t work around it.
The per-seat bill isn’t growing every time the crew does.
You don’t need to own the system and the data. If any of these change, that’s when a custom CRM pays off.
Outgrowing the tool you run jobs on?
Crowded screens, no record of who changed a price, steps that live in one person’s head. If that sounds like your setup, start here.
Questions contractors ask.
Why not buy contractor software off the shelf?
If a subscription already fits how you run jobs, keep it, and we will tell you so. A custom CRM pays off when your process does not fit the product, when per-seat fees keep growing with the crew, or when you want to own the system and the data.
Can it work with our accounting?
Yes. Invoices and expenses live in the CRM, and a sync to QuickBooks is part of the plan for CRS. We connect to what you already use rather than replace it.
What does it cost?
There is no build invoice. You pay one monthly price, locked for four years, that covers building the CRM, hosting it, backing it up, fixing it, and a set number of hours each month to change it as the business changes.
Before you hire anyone, read what custom software really costs.
Show us how a job runs today.
From the first call to the last invoice. One of us will reply, and we’ll tell you what a CRM built around it would take, and whether it’s worth it. Start with where your jobs get lost today.