CRM for Contractors
Track jobs, clients, and estimates from first call to completion
A contractor CRM tracks client contact details, property information, job history, estimates, and scheduling. SchedulingKit includes CRM features alongside online booking, automated reminders, and payment processing for contractors and home service businesses.
Contractors manage project-based client relationships with multiple touchpoints: site visits, estimates, follow-ups, job scheduling, and post-completion warranty work. Without a CRM, client details live in text messages, emails, and the contractor's memory. SchedulingKit gives contractors a simple client management system alongside scheduling — every client interaction is tracked, every job is documented, and follow-ups happen automatically.
Client Management Challenges for Contractors
Client details and job history lost in text message threads
No system to follow up on estimates that haven't been accepted
Forgetting property details when returning for warranty or follow-up work
Scheduling conflicts when managing multiple active jobs
No record of past work when a client calls back years later
Manually tracking deposits, progress payments, and final invoices
How SchedulingKit CRM Helps Contractors
Client profiles with property details, job history, and notes
Automated follow-ups on pending estimates
Complete job history accessible when clients call back
Scheduling across multiple jobs with conflict prevention
Deposit and payment tracking per job
Professional booking page for site visit scheduling
CRM Features for Contractors
Client & Property Profiles
Store client contact info alongside property address, access details, and site notes.
Job History
Complete log of past jobs, materials used, costs, and completion notes.
Estimate Tracking
Record estimates sent and flag those awaiting client response for follow-up.
Payment Milestones
Track deposits, progress payments, and final invoices per job.
Scheduling
Manage multiple active jobs with site visit scheduling and crew assignment.
Follow-up Automation
Automated reminders for estimate follow-ups and post-job check-ins.
Popular CRM Use Cases for Contractors
Also Included with SchedulingKit
Frequently Asked Questions
Can I track estimates and follow up automatically?
Yes. Log estimates in the client profile and set up automated follow-up reminders for estimates that haven't been accepted within your timeframe.
Does it store property details for repeat clients?
Yes. Each client profile can include property addresses, access instructions, and notes from previous jobs — so when they call back, you have full context.
Can clients book site visits online?
Yes. Set up a booking page for site visit scheduling. Clients pick a time, fill in their project description, and the visit is confirmed automatically.
Further Reading
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