Contractor CRM Software Features —
Everything You Need to Run Your Business
ContractorCore CRM replaces the spreadsheets, sticky notes, and disconnected apps with one clean platform built specifically for contractors.
Estimates
Win more jobs with professional, branded estimates
- Line-item pricing with photos
- Customer e-signature via email link
- Auto-convert to work order on approval
Work Orders
Keep every job on track from start to finish
- Assign crew and schedule dates
- Track job status in real time
- Attach photos, notes, and documents
Invoices
Get paid faster with one-click invoicing
- Auto-generated from completed work orders
- Send via email with payment link
- Track paid, unpaid, and overdue
Online Payments
Stripe-powered payments customers can complete from their phone
- Accept credit/debit cards online
- Instant payment notifications
- Automatic receipt emails
Lead Management
Capture, follow up with, and convert every new inquiry
- Instant web capture into a lead profile
- Push notifications for new leads
- One-click conversion to customer
Nearby Jobs
Find nearby open work and make every trip count
- Top 25 nearby estimates and work orders
- Drive time and distance for each job
- Move a nearby job to today’s schedule
Custom Contracts
Set account-wide terms with per-estimate flexibility
- Global default terms for every estimate
- Per-estimate terms and condition overrides
- Terms automatically included in estimate PDFs
Member Profiles
Know exactly who did what and when
- Individual profiles per team member
- Job history and performance tracking
- Certification and license storage
Member Groups
Organize your crews and route jobs automatically
- Create named groups (e.g., HVAC Crew A)
- Assign jobs to groups in one click
- Group-level scheduling visibility
Team Chat
Keep your team in sync without leaving the CRM
- Direct and group messaging
- Job-linked conversations
- File and photo sharing
Zone Configuration
Define your service territory and route leads automatically
- Draw custom service zones on an interactive map
- Assign leads to the right crew based on zip code
- Prevent out-of-area jobs from slipping through
Route Builder
Build efficient daily routes with live drive-time guidance
- Drag map pins onto the daily schedule
- Drive-time feasibility overlays
- Prevent accidental schedule conflicts
Support
Real humans, live remote support
- In-app support queue with remote screen viewing
- Help center with video guides
- Onboarding assistance included
User Guide
Give every team member built-in video training
- Video tutorials for major features
- Guided account setup walkthrough
- Self-guided new-hire onboarding
Closed Loop Emails
20+ automated Email & SMS/MMS triggers — set it once, let it run
- Lead capture to review request, fully automated
- Customizable timing and messaging per folder
- Tracks opens, clicks, and replies
2-Way SMS / MMS
Two-way texting with customers, right from the CRM
- Send and receive SMS & MMS
- Photo and link sharing via text
- Appointment reminders and follow-ups
Email Editor
Beautiful branded emails without a designer
- Drag-and-drop block editor
- Reusable templates per campaign folder
- Mobile-responsive preview
Messages Inbox
Keep customer SMS and email replies in one inbox
- Unified SMS and email reply inbox
- Whole-team visibility and replies
- Customer message history saved in the CRM
Document Capture
Keep job documents organized and available in the field
- Upload documents to customer profiles
- Mobile access to blueprints and permits
- Secure cloud storage and backup
Photo Capture
Centralize project photos from crews, texts, and email
- Direct job-site photo uploads from the app
- Customer text photos saved to profiles
- Email attachments added to project galleries
Reviews
Turn every completed job into a 5-star Google review
- Automated thank-you message sent after payment
- Review request link goes directly to your Google Business Profile
- Optional follow-up sequences auto-stop when customer clicks the link
Photo Markup
Annotate job site photos and share them instantly
- Draw arrows, shapes, and text on photos
- Share marked-up images with customers
- Stored per job for reference
Before & After
Capture stunning before/after composites at 1080×1080
- Ghost-overlay camera alignment tool
- Perfect side-by-side or split composites
- Share directly to social or email
Project Management
Full job lifecycle from lead to completion
- Timeline view with milestones
- Notes, photos, and documents per project
- Status tracking across all active jobs
Reports & Analytics
Revenue dashboards and conversion insights
- Lead-to-close conversion rates
- Outstanding invoice tracking
- Campaign performance by email folder
Integrations
Connect the tools you already use
- Zapier for 5,000+ app connections
- QuickBooks for accounting sync
- Google Analytics and more
Directory Listings
Sync your business across 100+ online directories automatically
- Business information maintained across 85+ directories
- Change your info once — every directory updates automatically
- NAP consistency management for better local SEO rankings
Reputation Management
Monitor connected review sources in one unified inbox
- Connected review sources in one unified inbox
- Reply to supported Google reviews inside ContractorCore
- Review analytics for total reviews, ratings, and response rate
Local Rank Tracking
Track your Google and Google Maps rankings for target keywords
- Monthly rank updates for up to 25 keywords per location
- Google search + Google Maps rankings tracked separately
- Geographic grid rank reports across your service area
Analytics
See exactly how your listings are performing across Google and Bing
- Direction requests, phone calls, website clicks, search impressions
- Bing listing analytics included
- Selectable date ranges from 7 to 365 days with trend charts
Competitor Intelligence
Automated competitor crawling, keyword gap analysis, and weekly Priority Action List
- Weekly automated crawls of competitor websites
- Local keyword rank tracking with gap analysis
- Priority Action List with ranked, specific recommendations
ContractorCore vs. the Old Way
Before ContractorCore
- ✕Estimates in Word docs emailed as PDFs
- ✕Invoices tracked in a spreadsheet
- ✕Follow-up calls done manually (or forgotten)
- ✕Customer texts from personal phone
- ✕Job photos scattered across phone camera roll
- ✕No idea which leads converted or why
With ContractorCore
- Professional estimates with e-signature in minutes
- Invoices auto-generated and sent with payment link
- 20+ automated Email & SMS triggers handle follow-up
- 2-way SMS/MMS from inside the CRM
- Job photos organized, annotated, and shareable
- Revenue dashboards and conversion reports
Frequently Asked Questions
Ready to See It in Action?
Request a personalized demo to see how ContractorCore CRM can support your business.
30-Day Free Trial — No Credit Card Required