Industry Solutions · Pipeline
Contractor Job-to-Cash System
- Win more jobs
- Get paid faster
- Save office hours
- Cut costly mistakes
- Look bigger than you are
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.
- 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.
Where it fits
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 a build includes
In scope
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
What has to be decided
Before the quote
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.
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Want Contractor Job-to-Cash System for your business?
We map it to how you work, quote it in writing, and set the ownership and ongoing costs before the build starts.