Ready to grow? Let’s get started.
Connect with us today for a demo and see how Contractors Cloud can help you manage your people, projects, and profits—all in one place!
CRM FEATURES
The CRM features to power your contracting business
Contractors Cloud is the industries most feature-rich roofing CRM to fuel growth in your contracting business. Boost sales, manage projects, pay commissions, track leads, and more.
CRM
Our CRM features are purpose-built for contractors, offering powerful tools to manage every relationship essential to your business. Manage your contacts and customer communication with ease.
Contact management
Easily track and manage every contact—from lead to prospect to loyal customer—with our CRM contacts. CRM features to organize customer details, automate follow-ups, and streamline communication to close more deals. Stay connected, responsive, and always in control of your pipeline.
Customer portal
Give your customers real-time access to their project with our customer portal, keeping them informed every step of the way. From project details and schedules to invoices, notes, and photos, everything your customer needs is in one convenient place.
Get started
Lead import
Centralize your leads from other sources like your website, forms, and more. Utilize our API or Zapier to connect all of your lead sources to Contractors Cloud.
Customer accounts
Project contacts
Installer contact management
Supplier management
Mortgage management
Vendor management
Vendor portal
User management
Sales
Streamline and organize your sales process and team to capture and close more projects to grow your business.
Estimating
Create fast, accurate estimates tailored to any job with our powerful estimating tools. Whether it’s retail, insurance proceeds, or bundled sales, our system adapts to your workflow, helping you price projects with precision and win more business with confidence.
Proposals
Capture new clients and close deals faster with proposals that combine estimates, document templates, and photo albums—all in one seamless package. Easily customize, email, or send proposals with Galaxy Forms, ensuring your contracts move forward with confidence.
Get started
Sales Reports
Gain total sales visibility with powerful sales reports designed to track every contract, item, and rep. From in-depth rep performance insights to high-level sales manager overviews, our reporting tools help you set goals, measure success, and drive revenue with data-backed decisions.
Appointments
Sales goals
Sales manager dashboard
Pipeline forecast
Contract management
Contract approvals
Map polygons
Insurance proceeds management
Lead source management
Commissions & payouts
Storm event managment
Integrations
Project Management
Our project management features stand out from the crowd. Create completely custom workflows to streamline your project process, not ours. You can efficiently handle every aspect and detail of a project from start to finish.
Custom Workflows
Create custom project templates for any project and variation type. You’ll get consistency and efficiency by automating milestones and standardizing processes so your teams can reduce errors, improve productivity, and keep projects on track. This is a game changer.
Master List Report
A versatile and valuable project report providing insight into project, workflow, and financial information to keep you on time and on budget.
Get started
Completion Certificates
Track and store your completion certificates to ensure your record keeping and set the contractor warranty dates.
Contract management
Contract approval settings
Custom job numbering
Project data fields
Customer portal
Project defaults
Project mapping
Project quick notes
Custom alerts
Completion percentage
Project team
Storm event management
Tasks report
Work order critical paths
Data merge + export
Site vs. billing address
Production
Master your production process to streamline material management, supplier coordination and crew scheduling.
Material Management
Streamline your cost tracking and procurement by centralizing materials, labor, and pricing data, ensuring accurate estimates and efficient job execution. By linking materials to manufacturers and suppliers with dynamic pricing, contracting companies can optimize budgeting, reduce errors, and improve profitability.
Supplier Management
Manage your material procurement by directly linking materials to preferred suppliers, ensuring accurate and efficient ordering. This reduces delays, improves cost tracking, and enhances project profitability by maintaining strong distributor relationships.
Get started
Installer Scheduling + Management
Efficiently assign and schedule crews to work orders, and the right teams are scheduled for each job. With automated scheduling, trade-specific filtering, and insurance tracking, companies can reduce delays, improve job quality, and improve communication with installers.
Material automations
Material categories
Color/size management
Color/size report
Material conversions
Material list management
Orders
Order scheduling
Price management
Manufacturer management
Permit management
Open permits report
Production calendar
Production whiteboard
Production report
Price/cost adjustments
Scheduling lead times
Supplier management
Events
Tennant trades
Work orders
Work orders critical paths
Financials
Take full control of your contracting business’s financial health. Manage invoices, payments, and accounts receivable. Track profitability, cash flow, and expenses with powerful reporting tools.
Accounts Receivable
Stay on top of your accounts receivable with powerful reporting tools. Track outstanding invoices with a detailed 30/60/90 aging breakdown and filterable reports, ensuring better cash flow management and faster payments.
Invoicing
Simplify your invoicing process with an intuitive invoice view that keeps sales orders and invoices organized. Our QuickBooks-integrated invoicing ensures accuracy, streamlines billing, and helps you get paid faster.
Get started
Payments
Manage your payment process with standard payment functionality and detailed tracking. Use filterable reports to manage payments and refunds efficiently, ensuring accuracy in accounts receivable.
Profit & loss report
QuickBooks integration
Accounting dashobard
Bills + expenses report
Cash vs. accrual - P&L summary
Expense + orders view
Credit memos
Draw account report
Event trade parameters
Financial class tracking
Sales by invoice item report
Job costing
Payouts + commisions
Payout groups
Profitability report
Project + customer statements
Refunds
Vendor services
Documentation
In the contracting business, accountability and historical accuracy are everything. Whether tracking project changes, storing vital files, or maintaining compliance records, we’ve got you covered to capture, manage, and retrieve critical project details.
Project notes
Get a living timeline on every project automatically capturing key updates, workflow changes, alerts, and more to ensure nothing gets missed. With both manual and automated entries, this feature keeps detailed records, making it one of the most powerful tools for tracking project history and accountability.
File/Photo + descriptions
Keep your project files and photos organized with easy-to-use descriptions and timestamps that add clarity and detail. Quickly label and document every image or file, ensuring your team has the right information at a glance to stay efficient and on track.
Get started
Completion certificates
Ensure peace of mind with securely filed completion certificates, documenting the agreement between contractors, customers, and insurers that all work is finished. This essential record sets warranty dates, protects your business, and provides a clear paper trail for every completed project.
Company log
Custom document templates
Files + links
Tenant notes
CompanyCam integration
Galaxy Forms integration
Communication
Keep your team and customers connected with powerful communication tools built for contractors. From automated alerts and email templates to customer and vendor portals, our system delivers real-time collaboration across crews, suppliers, and clients.
Project Email
An email inbox that tracks conversations in one place. Easily access important project details and streamline communication. Stay organized with customers, crews, and vendors while keeping your project communications clear and accessible.
Jet Streams
Keep your team connected with Jet Streams, a real-time messaging feature designed for internal collaboration. With threaded messaging and instant updates, contractors can easily communicate, share project details, and stay organized.
Alerts
Automate your workflow with custom alerts that keep your team informed. Set triggers to instantly send emails, texts, Jet Streams, or create tasks, ensuring nothing falls through the cracks and projects stay on track.
Project contacts
Email templates
Customer portal
Vendor portal
Scheduling
Galaxy forms + e-signatures
Reports
Contractors Cloud offers an unparalleled suite of over 50 reports (our customers 💚 gush about it). Our reporting features empower you to track progress, identify opportunities, eliminate bottlenecks, and run a stronger, more profitable business.
Milestone Performance Report
Track your project momentum with a powerful tool that reveals how efficiently your jobs move from start to finish. Identify bottlenecks, optimize workflows, and measure project velocity to keep your business running at peak performance.
Profitability/Work in Progress Report
Maximize your profits with a powerful report that highlights where your biggest payouts are with the least work left to finish. Get real-time financial insights to prioritize high-value projects, streamline production, and keep your cash flow strong.
Get started
Sales By Rep Report
Gain a clear view of your team’s performance with this report, a powerful tool that tracks and analyzes sales activity across all projects. With real-time data at your fingertips, sales managers can identify top performers, spot trends, and drive better results.
Accounts receivables + aging
Appointments report
Bills + expenses report
Canceled + lost leads report
Closed projects report
Contract type report
Credit memo report
Custom fields report
Draw account report
Estimates report
Insurance claims report
Labor items report
Open leads report
Lead source report
Master list report
Material color + size report
Material order report
Open permits report
Payment + refund report
Payouts + commissions reports
Payout group report
Payout + commission schedule
Permit dashboard
Photo album report
Pipeline + forecast report
Project notes report
Project team report
QuickBooks transfer report
Referral report
Invoice item report
Sales metric report
Session activity report
Tasks report
Work order report
Solutions
CRM features for roofing AND specialty contractors
At Contractors Cloud, we provide a powerful CRM features and a project management system built for contractors of all types. While we serve many roofing professionals, our platform is designed to support a wide range of trades. Whether you’re managing leads, scheduling crews, tracking materials, managing projects, or handling finances, our flexible system adapts to your business. Listed are just some of the contractors we work with: