Do you know construction, or just software?

I have operated a Florida construction group and built a contractor escrow platform. I know what a Friday looks like when a progress payment is late.

Our crews will not use an app.

They will not have to. The crew side is a text and a photo. The office and the owner get the software. Anything that requires a foreman to log in at 4pm is a design mistake.

Can it handle insurance and financed jobs?

Yes. Those are separate pipelines with their own stages, because the paperwork and the payment timing are different. Mixing them with cash jobs is how a pipeline stops being read.

From the call to the deposit, without the owner in the middle

The estimate is on a legal pad, the schedule is on a whiteboard, and the deposit reminder is the owner remembering on a Sunday. It works until the third crew, and then it does not.

Send me the situation How it works

Answered personally, usually the same day. If a CRM is not what you need, I will say so.

For general contractors, roofers, pool and seawall companies, remodelers and specialty trades.
An operator who has run a CRM inside this trade
Fields, stages and follow-up rules specific to it
Scoped in writing, priced before work starts

Twelve

companies operated, six of them his own

Two

CRM platforms run inside his own companies today, GoHighLevel and Zoho

3,984

inbound calls transcribed and graded to see what the CRM was missing

136,737

legacy contacts cleaned and loaded into working audiences

What the CRM has to hold in construction

The estimate-to-invoice pipeline

Call, site visit, estimate sent, approved, scheduled, in progress, invoiced, paid. Each stage with the one field that matters at that stage, and a rule that flags an estimate with no answer in a week.

Missed calls answered from the truck

A missed call gets a text and a booking link in under a minute. For a contractor that alone usually pays for the whole setup, because the homeowner does not call the next name.

Deposits and progress payments on schedule

The CRM sends the deposit request when the estimate is approved and the progress invoice when the stage changes. Collections stop being a conversation the owner dreads.

Photos and permits on the job record

Before, during and after photos, the permit number, and the inspection dates live on the job, not in three phones. Insurance and warranty questions get answered from one screen.

Asked by construction owners

Do you know construction, or just software?: I have operated a Florida construction group and built a contractor escrow platform. I know what a Friday looks like when a progress payment is late.
Our crews will not use an app.: They will not have to. The crew side is a text and a photo. The office and the owner get the software. Anything that requires a foreman to log in at 4pm is a design mistake.
Can it handle insurance and financed jobs?: Yes. Those are separate pipelines with their own stages, because the paperwork and the payment timing are different. Mixing them with cash jobs is how a pipeline stops being read.

Where to start

CRM setupYour CRM, on whichever platform fits, configured to how your business actually sells.Sales pipeline setupStages that match your real sales conversation, with a value and a date on every deal.Missed-call text-backA text within a minute of every missed call, with a way to book. Works from the truck.Lead follow-up automationA reply in a minute and a sequence that runs until they answer or say stop.

Other industries

Precious metalsDealers, refiners, buyers and private vaults.Luxury retailJewelers, watch dealers, galleries and boutiques.Legal servicesSolo and small firms, practice groups, and the referral networks that feed them.Real estateBrokerages, teams, apartment locators and property management groups.

Tell me what is in the way.

One form. Read by the person who would do the work. If a CRM is not the answer, you will hear that first.

Send me the situation Email instead