Contractor & Home Services CRM + Live Dashboard is a CRM built for contractors and home service companies: construction, remodeling, roofing, HVAC, plumbing and more. You get a ready-to-use Excel workbook and a live web dashboard your whole team can open on a phone, tablet or computer. One-time price, no monthly subscription.
Get the Contractor & Home Services CRM, $297
Why contractor & home services owners outgrow spreadsheets and sticky notes
A contractor can be busy every day and still lose money on jobs. Estimates get sent and forgotten, change orders never make it to the invoice, and the real cost of a job only shows up after it is too late to fix.
- Estimates that never get a follow-up
- Change orders and extra hours that never get billed
- Not knowing which jobs made money until tax time
What the live dashboard shows
Open it on your phone and see revenue billed, sales won, close rate, gross margin, crew utilization, money owed and what needs attention today. It updates when you or a teammate loads the workbook, and everyone on your team sees the same numbers.
What it tracks
- Leads and estimates with source, status, close rate and why jobs were lost
- Jobs by crew with schedule, contract amount and change orders
- Job costing: estimated vs actual materials, labor and hours
- Deposit, progress and final invoices with balance owed
- Repeat and referral customers in one list
Three ways to get started
Do it yourself: $297
Download the workbook (blank and sample versions), follow the Start Here tab and unlock your live dashboard. Includes 3 team seats.
Done for you: $997
We import your customer list (up to 1,000 rows), set your stages, team, goals and branding, then walk you through it on a 30-minute call. Includes 10 seats and 30 days of email support.
Custom build: from $3,000
For more than 25 people, everyone editing their own records online, or connections to software you already use. Fixed quote in writing before any work starts.
Need more people on your team? Add 5 seats for $199, up to 25.
Questions
Is there a monthly fee?
No. You pay once for the CRM. The live dashboard and your team seats are included.
What do I need to use it?
Microsoft Excel or Google Sheets for the workbook, and any web browser for the live dashboard.
Who can see my numbers?
Only the people you add to your team by email. You can remove someone at any time and their access ends.
Does it work for one-person operations?
Yes. It works for a solo contractor, and the 3 included seats cover an office manager or lead. Bigger crews can add seats.
Can customers pay online through it?
Not yet. Online invoice payments are in testing and planned for our CRMs. Today you track invoices and what's owed.
See every industry on our business software page, or our custom apparel for contractor & home services businesses.