What a contractor CRM is
A contractor CRM is customer and job management software built specifically for contractors. Instead of splitting leads across texts, quotes across PDFs and invoices across email, everything lives in one connected system tied to the customer and the job.
Why crews outgrow spreadsheets
Spreadsheets work until they don't — usually around the point you're juggling more than a handful of active jobs, or the moment you hire your first helper. A CRM keeps the lead-to-paid pipeline visible so nothing slips: incoming leads, quotes in flight, jobs scheduled this week, and invoices waiting on payment.
What to look for in a contractor CRM
- Lead capture from calls, forms and mobile share sheets.
- Itemized quotes with reusable templates and e-signature. See how to write a contractor estimate for what belongs on that document.
- Job and milestone scheduling with a mobile calendar.
- Invoicing with online payments, deposits and partial payments.
- A client portal for the parts of the job the homeowner cares about.
- Fair, transparent pricing that doesn't punish you for hiring.
How JobWorks365 fits
JobWorks365 is a contractor CRM designed for contractor teams of every size. It combines leads, quotes, contracts, invoices, scheduling, GPS time tracking and payroll in one mobile-first app. Plans start free, Pro is $12.99 CAD/month ($9.09/mo billed annually), and Elite is $20.99 CAD/month ($14.69/mo annually) and includes your first 5 users, with extra users at $1/month each. Every plan starts with a 30-day free trial and no credit card is required.