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specialty trade crm
The ultimate CRM and project management app for specialty trades
As a specialty trade contractor in tree care, artificial turf installation, home safety, or other specialized home services—your managing jobs, scheduling crews, tracking materials, and keeping customers updated and invoiced.
Contractors Cloud provides a specialty trades CRM and project management solution designed to streamline every aspect of your operations, from lead management and estimates to job scheduling and invoicing.
The powerful features in our software keep you organized, completing projects efficiently, delighting customers, and growing your business with confidence.
Specialty Trade CRM features
CRM
Track and manage your contacts, from lead to prospect to customer. CRM features for effective job sales and customer communication.
Estimates + Proposals
Create fast and accurate estimates. Send professional proposals with estimates, documents, and photos for signature to win more jobs.
Scheduling
Schedule and manage your events for what trades, installers, suppliers, material lists, and work orders for a project with automations.
Custom Workflows
Create powerful custom workflows for your project processes. Build and reuse automated project plans with milestones, tasks, conditions, alerts, and more.
Materials
Automate material management with smart workflows that streamline estimates, orders, and pricing. Detailed material organization and measurements for precise ordering and cost control.
Invoicing + Financials
Manage invoices, payments, accounts receivable, and integrate with QuickBooks. Track profitability, cash flow, and expenses with financial reporting tools.
Photos
Upload, organize, and access your project photos. Create albums and capture every aspect of your projects with ease.
Project Notes
Master the details and automatically log every change or add manual notes, creating a detailed project history. Keep everything documented and organized.
Reporting
An unparalleled suite of 50+ reports to track, manage, and optimize your business. From financials to production reports to milestones and work in progress reports, we have it all.
SOFTWARE BUILT FOR SPECIALTY TRADE CONTRACTORS
Connect your contracting company to the details that grow your business
Discover the most complete specialty trade CRM and project management software for your contracting company. Get connected to your sales, projects, ordering, scheduling, financials, and more.
Your project process, perfected—create workflows that fit you
Custom Workflows in Contractors Cloud give you unmatched flexibility to build repeatable, automated processes for any project type. Create workflow templates that standardize milestones, require conditions to move forward, send alerts, reduce errors, and improve team efficiency—so every job stays on track.
Automate key steps, ensure consistency, and scale your operations with ease. This is a game-changer for contractors looking to streamline project management and boost productivity.
Communication takes off with Jet Streams team chat
Jet Streams in Contractors Cloud is a powerful team chat tool designed to keep everyone connected and informed. Similar to Facebook Messenger or Slack, it creates a real-time chat stream for every project, ensuring seamless collaboration across your team.
Track client history, share updates, and streamline internal communication—so nothing falls through the cracks. From scheduling production to handling warranty calls, Jet Streams keeps your team in sync and your projects running smoothly.
Better projects with a better CRM and support
Contractors Cloud combines powerful CRM and project management features with a dedicated support team to help you succeed. Our software streamlines your workflow, while our experts provide the training and guidance you need to maximize its impact.
The app allows for a team to work together seamlessly and manage multiple teams while on the go. We can document pre-existing job site issues that could be a problem on us without having the documentation. The customizable checklist ensures tasks are completed when on-site.
EXPERT HELP
Ask us anything!
Choosing the right contracting CRM is no small task. Have questions about features, options, or switching platforms? Our experts are here to show you how it works and answer your questions.
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