Contractor CRM · JobWorks365

The contractor CRM built for contractor teams

Leads, jobs, estimates, contracts, invoices, scheduling and client messaging in one connected app. Free plan to start, Pro at $12.99/month, Elite at $20.99/month with your first 5 users included.

No credit card required · Free plan available

In short

A contractor CRM is a customer and job management system built for the way contractors actually work — leads coming in from calls and referrals, estimates that turn into scheduled jobs, invoices that need to get paid. JobWorks365 puts all of that in one mobile-first app made for contractor teams of every size.

The problem this solves

  • Leads scattered across text messages, voicemails and sticky notes.
  • No single place to see what's happening on every active job.
  • Repeat customers whose history lives in your head instead of the system.
  • Enterprise platforms that take weeks to configure before you can send one estimate.

How it works

Built for the day-to-day of a small contractor crew.

Lead pipeline

Capture leads by phone, form, or the Share to JobWorks365 sheet on your phone. Move them through stages and never lose a follow-up.

Job & milestone tracking

Turn a lead into a job, break it into milestones, and assign work across the crew on a mobile calendar.

Estimates & contracts

Build itemized estimates with materials and labour, then send for e-signature before you leave the driveway.

Invoices & online payments

Send an invoice, take a deposit, get paid online, and track partial payments against the balance.

Client & internal messaging

Every message tied to the job — plus private @mentions and internal notes only your crew can see.

Customer history

Every past job, estimate, invoice, note, photo and file for that address, one tap away when they call back.

Who uses this

Electricians: Service calls, panel upgrades and EV charger installs with reusable estimate templates.
Plumbers: Emergency callouts, parts on the invoice, and repeat maintenance customers.
HVAC: Installs, seasonal maintenance visits, and equipment history per address.
Roofers: Fast estimates, deposits before the crew rolls, and photo documentation.
General contractors: Milestone-based projects, progress payments, and homeowner updates.
Cleaning companies: Recurring visits, teams, and route-friendly scheduling.

What a contractor CRM actually does

Most small contractors don't lose money because they're bad at the work. They lose it in the gaps — the callback that never got returned, the estimate that sat in drafts for four days, the invoice nobody sent until three weeks after the job wrapped. A contractor CRM closes those gaps by keeping the whole lead-to-paid path in one place.

In JobWorks365 that path looks like this:

  • Lead comes in. A call, a referral, a web form, or a contact shared straight from your phone's share sheet. It lands in the pipeline with a name, an address and a note about what they want.
  • You quote it. Build an itemized estimate with labour and materials, send it for e-signature, and see when it's viewed.
  • It becomes a job. Accepted estimates turn into jobs with milestones you can assign to the crew on the calendar.
  • The crew works it. Hours get logged with a GPS-verified clock-in, photos and notes get attached to the job.
  • You get paid. Deposit up front, progress payments through the schedule, final invoice with an online payment link.

Why working contractors need something different

Software built for a 40-truck operation assumes things a contractor team doesn't have: a dispatcher, an office manager, a two-week onboarding window, and someone whose job is keeping the system tidy. When the owner is also the estimator, the lead tech and the bookkeeper, every extra screen is a tax on the day.

JobWorks365 is built around that reality. It runs in a browser and installs as an app on your phone with no app store. The pages you use most — leads, jobs, estimates, invoices — are one tap from the bottom bar. And the office side is designed to be finished in the truck between calls, not at a desk at 9pm.

Roles so field staff don't see everything

You can invite your crew and control what they see. Field staff can be given a job without seeing the estimate total, the invoice, or what anyone else is paid. Financial visibility stays with the owner and whoever you choose to share it with.

How JobWorks365 is priced

The Free plan gives you the core CRM so you can see whether it fits your week. Pro is $12.99 CAD/month ($9.09/month billed annually) for solo contractors and covers leads, estimates, contracts, jobs, invoices, payments and the client portal.

Elite is $20.99 CAD/month ($14.69/month billed annually) and adds everything to do with a crew — team scheduling, GPS clock-in, hours, wages and the payroll ledger. Elite includes your first five users, and each worker after that is $1/month. Every paid plan starts with a 30-day free trial and no credit card. See the full breakdown on the pricing page.

Try JobWorks365 free for 30 days

No credit card required. Cancel anytime.

Related pages

Frequently asked questions

What is a contractor CRM?+

A contractor CRM is customer and job management software built for contractors — combining leads, estimates, jobs, invoices, scheduling and client communication in one place instead of spreadsheets and disconnected tools.

Who is JobWorks365's contractor CRM for?+

Home service contractors of every size — electricians, plumbers, HVAC, roofers, general contractors, handymen, landscapers, painters, cleaners and similar trades — who want a simple, mobile-first CRM they can run from the truck.

Is there a free plan?+

Yes. JobWorks365 has a free plan with the core CRM and lead tracking. Pro is $12.99 CAD/month ($9.09/month billed annually) for solo contractors. Elite is $20.99 CAD/month ($14.69/month billed annually), includes your first 5 users, and adds crew scheduling, GPS time tracking, wages and payroll. Extra users on Elite are $1/month each.

Do I need to install an app?+

No. JobWorks365 runs in the browser and installs as a Progressive Web App from Safari or Chrome — no app store required, and it works on both iPhone and Android.

Can I hide job financials from my crew?+

Yes. Roles and per-job sharing let you give a worker access to the job they're working on without exposing estimate totals, invoices, or anyone's pay.

How is JobWorks365 different from Jobber or ServiceTitan?+

JobWorks365 is focused on the day-to-day of contractor teams of every size, priced in CAD, and quick to set up. Larger platforms offer more depth for bigger operations — dispatch boards, deeper reporting, and more integrations. If you have a dispatcher and ten trucks, they may fit better. If you're the owner, estimator and lead tech, JobWorks365 is built for you.