Contractor Job-to-Cash System

Turn every lead into a scheduled job and a paid invoice, all in one place.

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New leadEvery call, form, and referral captured in one list so nothing slips through.

Estimate sentA professional quote goes out for one-click customer approval.

ScheduledApproved jobs land on the crew calendar with workers assigned and notified.

In progressCrews log hours, photos, and change orders from the field.

Invoiced and paidThe invoice goes out automatically and the customer pays online.

What it does

Contractor Job-to-Cash System

A single system that carries a contracting business from the first phone call through the final payment, tracking every lead, estimate, job, and invoice as it moves. It keeps the office, the crew, and the customer looking at the same up-to-date information.

How it works

The pipeline, stage by stage

New leadEvery call, form, and referral captured in one list so nothing slips through.

Estimate sentA professional quote goes out for one-click customer approval.

ScheduledApproved jobs land on the crew calendar with workers assigned and notified.

In progressCrews log hours, photos, and change orders from the field.

Invoiced and paidThe invoice goes out automatically and the customer pays online.

A new lead comes in by phone, web form, or referral and is captured as a record with all its details.
You build an estimate on your phone or laptop and send it to the customer for a one-click approval.
Once approved, the job is scheduled and your crew is assigned and notified automatically.
The crew logs progress, hours, and photos from the field as the work happens.
When the job is done, an invoice goes out automatically and the customer pays online.

What it is made of

The building blocks

a customer and lead database that remembers every contact and joba mobile-friendly estimate and quote buildera shared crew schedule and job calendarautomated email and text reminders to customers and workersdigital invoices with online card and bank paymenta photo and document library attached to each job

How you use it

In your day to day

Check one screen each morning to see which jobs are quoted, scheduled, in progress, and awaiting payment.
Send professional estimates from a jobsite in minutes instead of writing them up at night.
Assign crews and see who is booked without a whiteboard or a group text.
Snap job photos that attach to the record for proof of work and disputes.
Watch which invoices are unpaid and send reminders with one tap.

Why it pays off

What you get back

Win more jobsFast, professional estimates sent the same day help you close bids before a competitor calls back.

Get paid fasterOnline invoices with card and bank payment cut the wait for a mailed check from weeks to days.

Save office hoursAutomatic reminders and scheduling replace the phone tag and rewritten paperwork that eat up admin time.

Cut costly mistakesOne shared record of each job means no double-booked crews and no lost change orders.

Look bigger than you areBranded quotes and updates make a two-truck operation feel like an established company to your customers.

Make it yours

Customized to your business

Estimate templates, job stages, and crew roles are set up to match how your trade actually quotes and works, whether you do remodels, roofing, HVAC, or new builds. Pricing books and standard line items can be preloaded so quotes are consistent every time.

Who it is for

Businesses this fits

Contractor Job-to-Cash System is one of the systems we build for these operators. Open one to see everything else that fits it.

Contractors52 Construction40 Small business86

Want Contractor Job-to-Cash System for your business?

Book a call. We map it to how you work, give you a fixed quote, and build it. You own what we build.

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