ContractorFlow
The Operating System for Contractors

Run your entire contracting business from one system.

Stop juggling spreadsheets, sticky notes, QuickBooks, your scheduling app, and seven group texts. ContractorFlow connects every part of your business — leads, estimates, jobs, crews, materials, payroll, invoices, and profit — so you finally know what's happening.

  • No credit card
  • 14-minute setup
  • Cancel anytime

Replaces

Jobber · Buildertrend · ServiceTitan · Housecall Pro · QuickBooks Time · Excel · Google Sheets · Trello · CompanyCam · paper job folders

Executive Dashboard

Lindholm Construction · This Month

Healthy
Revenue

$487,210

+12.4% vs. last month

Margin

28.6%

+3.1pt vs. last month

AR > 60d

$18,430

−$6,200 vs. last month

Active Jobs

34

+4 vs. last month

Job Profitability

Live margin per active job

As of 2:14 PM

Ortega Whole-Home Remodel

Bid $184,500 · Cost $112,408

39.1%

Hennessey Kitchen + Bath

Bid $62,300 · Cost $48,902

21.5%

Magnolia HOA Roofing (12 units)

Bid $248,000 · Cost $167,210

32.6%

Carter HVAC Replacement

Bid $28,900 · Cost $23,640

18.2%
Margin variance across portfolio: +2.8pt vs. estimate

Today's Schedule

  • 07:30Crew 2 — Ortega remodel
  • 09:00Estimate walkthrough — Driscoll
  • 13:00Material delivery — Magnolia

Operational Attention

  • ⚠︎Carter HVAC over budget — review
  • 3 invoices ready to send
  • 2 estimates need follow-up

4.8 / 5 · 247 verified contractor reviews

Capterra · G2 · Software Advice

Trusted by contractors across North America

Lindholm ConstructionCascade Roofing Co.Driscoll Custom HomesMagnolia RenovationsBayside HVACBrightline ElectricHeartwood BuildersVanguard PlumbingStoneridge LandscapingAtlas General ContractingLindholm ConstructionCascade Roofing Co.Driscoll Custom HomesMagnolia RenovationsBayside HVACBrightline ElectricHeartwood BuildersVanguard PlumbingStoneridge LandscapingAtlas General Contracting
The cost of operational chaos

Contractors don\'t lose money because they lack effort.

They lose money because information is scattered across spreadsheets, text messages, email, QuickBooks, the office whiteboard, and the foreman\'s head. ContractorFlow exists to fix one thing: you can\'t run a business you can\'t see.

The estimate that didn't become a job

You quoted it three weeks ago. Nobody followed up. The customer hired someone else last Thursday.

$8,400lost revenue / month

The invoice that never went out

The job finished six weeks ago. The crew moved on. The invoice is still a sticky note on someone's monitor.

$22,000sitting in AR > 60 days

The job you thought made money

You bid 32% margin. Labor ran long. Two change orders never got signed. Final margin: 4%. You found out at year-end.

−$11,300real margin per job

The hour you can't prove

A crew member says they worked 9.5. The customer disputes. You have no GPS, no clock-in, no photo. You eat it.

4.2 hrsunbilled / employee / week

The materials you bought twice

Foreman didn't know the joists were already at the yard. He bought them again. They're still sitting in the truck.

$1,800duplicate purchases / month

The next 90 days you can't predict

You have no idea what cash looks like in 60 days. You're running your business by checking the bank account on Monday morning.

0visibility into next quarter

A typical 12-person contracting business leaks

$184,000 / year

in margin lost to operational fragmentation. Source: ContractorFlow internal customer audit, n=312.

What ContractorFlow is

One system. Every part of your business. Connected.

Most contractor apps fix one slice — scheduling, or invoicing, or estimates. You end up with seven slices that don\'t talk to each other. ContractorFlow is built as one connected system from lead to profit.

One system

Contractor
Flow

Sales
Estimates
Jobs
Crews
Materials
Payroll
Invoicing
Reporting
  • Sales & Intake

    Leads, CRM, intake forms, estimates, proposals, e-sign, automated follow-up.

  • Operations

    Jobs, schedules, dispatch, crews, daily logs, change orders, mobile field app.

  • Materials & Procurement

    Catalog, allocations, purchase orders, vendors, equipment, tool tracking.

  • Labor & Payroll

    Timesheets, GPS clock in, crew productivity, payroll exports.

  • Accounting & Cash

    Invoicing, vendor bills, AR aging, collections, cash flow forecasting.

  • Intelligence

    KPI dashboards, margin tracking, capacity planning, attention engine.

Interactive workflow

From the first call to the final dollar of profit.

Every step inherits data from the last one. Estimates become jobs. Jobs become schedules. Schedules become labor hours. Labor hours become invoices. Invoices become profit. No re-entry. No reconciliation.

Step 1

Lead

CRM, source attribution, automatic follow-up sequences. Nothing falls through.

Step 2

Estimate

Templated assemblies, labor rates, material pricing, margin floor enforcement.

Step 3

Proposal

Customer opens, signs, and pays deposit. The job is created automatically.

Step 4

Job

Crews, calendars, work orders, daily logs, photos, change orders, customer comms.

Step 5

Materials

POs to vendors, deliveries to job, leftover materials returned to inventory.

Step 6

Labor

Timesheets flow to job costing and payroll. No more paper or spreadsheets.

Step 7

Invoice

Progress billing, retainage, ACH and card payments, AR aging, automated reminders.

Step 8

Profit

Margin tracking, variance, cash flow forecast, executive dashboards.

Complete feature ecosystem

Every tool your business needs. Already inside.

Six modules. One database. One login. Built so your sales team, your field crews, your bookkeeper, and your owner all see the same numbers in the same place.

Sales & Intake

Capture every lead. Quote every job. Close every proposal.

  • Lead Management

    Pipeline, sources, scoring, ownership.

  • Estimating

    Catalog-driven, margin enforced.

  • Proposals + E-Sign

    Branded, trackable, signable.

  • Customer Communications

    SMS, email, automated follow-up.

  • Review Generation

    Trigger requests after job close.

Explore Sales & Intake

Operations

Run every job, every crew, every day.

  • Scheduling & Dispatch

    Drag-and-drop crew assignments.

  • Crew Management

    Capacity, skills, certifications.

  • Daily Logs & Photos

    Field documentation in seconds.

  • Work Orders & Tickets

    Service work and project work.

  • Change Orders

    Approved, signed, billed.

Explore Operations

Materials & Vendors

Track every dollar of material — before, during, after.

  • Material Catalog

    Live pricing, vendors, units.

  • Purchase Orders

    Request, approve, send, receive.

  • Vendor Management

    Terms, bills, history.

  • Equipment & Tools

    Assignments, maintenance, location.

Explore Materials & Vendors

Labor & Payroll

Real hours. Real costs. Verified at the source.

  • Timesheets

    Per job, per task, per crew.

  • GPS Clock In

    Geo-verified, photo-verified.

  • Crew Productivity

    Hours vs. estimate per job.

  • Payroll Exports

    Gusto, ADP, QuickBooks, Paychex.

Explore Labor & Payroll

Accounting & Cash

Know what you owe. Know what you're owed. Know what's coming.

  • Invoicing & Progress Billing

    Milestones, retainage, draws.

  • Payments (ACH + Card)

    In-platform processing.

  • AR Aging & Collections

    Automated reminders, escalation.

  • Cash Flow Forecasting

    13-week rolling forward view.

Explore Accounting & Cash

Intelligence & Control

See the business clearly. Act before things go sideways.

  • Executive Dashboard

    Revenue, margin, AR, capacity.

  • Margin Tracking

    Per job, per crew, per service.

  • Attention Engine

    Surfaces what needs your eyes.

  • Company Health Score

    A single number for the business.

Explore Intelligence & Control
Job profitability control

Know which jobs make money — before they\'re finished.

Most contractors find out a job lost money at year-end. By then it\'s nine other jobs too late. ContractorFlow tracks bid, committed cost, actual cost, and projected margin in real time, on every job, so you can catch the problem on day four — not month four.

  • Live margin per job

    Bid vs. actuals updated every time someone clocks in or receives a PO.

  • Estimated cost-to-complete

    Forecasts final margin so you know what the job will land at.

  • Variance alerts

    Get pinged the moment labor hours, materials, or scope drift past threshold.

  • Change order discipline

    No work continues until the change order is signed and added to the job.

  • Crew productivity

    See which crews finish under estimate and which consistently run hot.

Job · #JOB-2841

Ortega Whole-Home Remodel

3,200 sqft · Phase 2 of 3 · 47% complete

On Track

Bid

$184,500

Approved 3/04

Cost to date

$112,408

$87.4k labor · $25.0k mat.

Projected margin

39.1%

+2.6pt vs. bid

Budget consumed$112,408 / $137,200 estimated cost

82% of budget consumed at 47% complete — ahead of schedule on cost.

Cost breakdown
Labor$92,400$87,420−$4,980
Materials$36,800$25,012−$11,788
Subcontractors$6,000$0$0
Equipment / Tools$2,000$1,976−$24

Attention

Tile install (line 14 of estimate) was billed at $42/hr labor but is averaging $58/hr actual. Margin impact projected at −$1,840 if trend continues. Open variance →

13-Week Cash Flow

Lindholm Construction · Rolling forecast

13W26W52W

Opening

$184,210

Today

Projected ending

$312,840

13 weeks out

Min projected

$94,420

Week 4

WeekInflowOutflowNetBalance
W1 · Jun 02$48,210$32,400+$15,810$200,020
W2 · Jun 09$22,800$54,210−$31,410$168,610
W3 · Jun 16$36,400$41,200−$4,800$163,810
W4 · Jun 23$18,200$87,590−$69,390$94,420
W5 · Jun 30$124,800$38,200+$86,600$181,020

Week 4 minimum balance triggered an alert. Recommend pulling 2 receivables forward or pushing 1 vendor bill out.

Financial visibility

Stop running the business by checking the bank account on Monday.

ContractorFlow connects every invoice, vendor bill, payroll run, and PO into a single forward-looking cash flow. You see what\'s coming in, what\'s going out, and what\'s left — on a 13-week rolling basis.

13-week cash flow forecast
Project receivables, payables, payroll, and PO commitments forward — automatically.
AR aging & automated collections
Reminders go out at 7, 14, 30, and 45 days. Escalation paths for 60+.
Vendor bills & spend visibility
See exactly how much you\'ve committed to each vendor across all open jobs.
Profitability by service line
Know whether kitchens, baths, additions, or service work is driving the margin.
Crew & field operations

The field talks to the office. Without a single text message.

Your crews don\'t need another app to ignore. ContractorFlow\'s field experience is designed for one tap, with gloves on, in the rain. Clock in, see today\'s job, log work, capture photos, sign change orders — and every action lands instantly in the office.

  • One-tap clock in

    GPS verified. Photo verified if you want it. Geofenced to the job site.

  • Daily logs in 90 seconds

    Voice-to-text notes. Photo uploads. Weather auto-captured.

  • Mobile change orders

    Built, signed, billed — without anyone leaving the site.

  • Crew schedule on their phone

    They see today, tomorrow, this week. Reschedules push automatically.

  • Works offline

    Time, photos, logs sync the moment they're back in service.

Today · Wed Jun 4

Crew 2 · Ortega Remodel

Active Shift

02:47:32

412 Magnolia Ave · GPS verified

Current Task

Frame interior walls — Phase 2

Est: 14 hrs · Used: 11.2 hrs · 80%

Purchase Order · PO-04210

Westside Lumber Co. → Ortega Remodel

Received in full

PO Total

$8,412.40

Job Allocated

100%

JOB-2841

vs. Estimate

−$612

ItemOrderedReceivedJob-allocated cost
2x6 SPF #2 — 12'64 ea64$1,408.00
OSB 7/16 sheathing — 4'x8'42 sht42$1,890.00
LVL beam 1.75x11.875 — 16'8 ea8$2,160.00
Hangers Simpson H2.5A120 ea120$382.40
GRK RSS structural screws #10 x 3.1256 box6$248.00
Tyvek HomeWrap 9'x100'4 rl4$684.00

Auto-matched vendor bill

VB-7841 · $8,412.40 · Due 6/24 · 2% / 10 net 30

Delivery photo + signoff

Signed by C. Diaz on site · 4 photos attached

Material & equipment tracking

Every board, every fitting, every dollar — accounted for.

Material is usually the largest variable cost on a job. ContractorFlow connects your catalog, purchase orders, vendor bills, deliveries, and on-site usage into a single thread — so you know what was ordered, what was used, what came back, and what was wasted.

  • Live material catalog

    Pricing, vendors, units, lead times — sourced from the vendors you actually buy from.

  • Purchase order workflow

    Request from field, approve in office, send to vendor, receive on site.

  • Materials allocated per job

    No more buying twice. No more rebar in the wrong truck.

  • Equipment + tool tracking

    Who has it, where it is, when it's due for maintenance.

  • Vendor scorecards

    On-time delivery, pricing trends, dispute rate.

Sales & pipeline management

Capture every lead. Quote every job. Close every proposal.

The biggest hole in most contracting businesses isn\'t the work — it\'s the work that never happened. Estimates that didn\'t get followed up. Leads that didn\'t get a callback. Proposals that sat in someone\'s inbox until they hired the competition. ContractorFlow closes the holes.

  • Visual lead pipeline

    Drag-and-drop kanban. Every lead has an owner and a next step.

  • Estimating from a catalog

    Build a $40k bid in 15 minutes. Margin floors enforced.

  • Branded digital proposals

    Customer opens, reads, signs, pays deposit — all from a phone.

  • Automated follow-up

    Three-touch sequence by SMS + email. Stops the moment they respond.

  • Source attribution

    Know whether Google, referrals, or your truck signs drive the most revenue.

  • Review generation

    Trigger a review request the day after the final invoice is paid.

Sales Pipeline

$1.25M weighted · 84 open opportunities

BoardListForecast

New leads

12

$184k

Pereira — Garage conversion

$22k · Google · 1d ago

Tran — Bath remodel

$14k · Referral · 2h ago

Anderson — Roof inspection

$0 · Truck sign · 6h ago

Estimating

8

$362k

Driscoll — Custom home build

$418k · Walkthrough Tue

Magnolia HOA — 14 roofs

$284k · Bid due Fri

Carter — HVAC replace

$28k · Estimate sent

Proposal sent

6

$208k

Hennessey — Kitchen+Bath

$62k · Opened 4× · 3d ago

Ramirez — Deck rebuild

$18k · Opened · 1d ago

Bentley — Whole-home reno

$184k · Sent 12h ago

Won

4

$496k

Ortega — Whole-home reno

$184.5k · Deposit paid

Stein — Fence build

$8.4k · Deposit paid

Industry-specific solutions

Built for the trade you actually run.

Generic contractor software is a graveyard of half-fits. ContractorFlow ships with industry-specific configurations, catalogs, workflows, and KPIs — out of the box, tuned by working contractors in your trade.

General Contractors

Multi-trade jobs, subs, draws, retainage, AIA-style billing — all native.

Whole-home remodels · Additions · Light commercial · Custom builds

See General Contractors setup

Custom Home Builders

Long-cycle projects, milestone draws, change-order discipline, owner portals.

Spec homes · Custom builds · Owner-financed projects

See Custom Home Builders setup

Remodeling & Renovation

Selections workflow, allowance tracking, before/after photo library.

Kitchens · Baths · Whole-home reno · Historic restoration

See Remodeling & Renovation setup

Roofing Contractors

Insurance jobs, supplements, EagleView integration, crew piecework, callbacks.

Residential reroof · Commercial flat · Storm restoration · Solar prep

See Roofing Contractors setup

HVAC Contractors

Service tickets, maintenance plans, refrigerant logs, dispatch boards.

Install · Service · Maintenance plans · Light commercial HVAC

See HVAC Contractors setup

Electrical Contractors

Permit tracking, panel schedules, change orders, service calls, EV install.

Residential service · Commercial buildouts · Service work · EV charger install

See Electrical Contractors setup

Plumbing Contractors

Service-flat-rate-and-T&M, dispatch, parts catalog, water-heater installs.

Service · New construction rough-in · Repipes · Drain & sewer

See Plumbing Contractors setup

Landscaping Companies

Recurring maintenance contracts + project design-build, route optimization.

Maintenance routes · Hardscape design-build · Irrigation · Tree care

See Landscaping Companies setup

Customer success

Contractors who run their business through ContractorFlow.

Not paid testimonials. Not stock photos. Real contractors who switched, what they fixed, what it cost them not to.

We replaced four tools and a stack of spreadsheets with ContractorFlow. We're closing the month four days faster and we finally know which jobs make money. The first month I saw real margin per job, I caught one I was breaking even on. Renegotiated and recovered $14k.

28%

increase in gross margin

4 days

faster monthly close

0

spreadsheets still in use

DL

Dave Lindholm

Owner · Lindholm Construction

14 employees · Custom homes & remodels

We were losing two estimates a week to slow follow-up. ContractorFlow's automated touches caught customers we would've ghosted. Our close rate went from 22% to 41% in the first quarter. I haven't had to ask 'did anyone get back to that guy?' once.

41%

proposal close rate (was 22%)

$184k

additional won revenue in Q1

3 hrs

saved per sales rep per week

RC

Renee Chase

GM · Cascade Roofing Co.

22 employees · Residential & insurance roofing

The GPS clock-in alone paid for the year. I caught $11k in time my crews were padding before I even finished the trial. Now my labor cost per job is exactly what I bid. Not 'close to.' Exact.

$11k

recovered labor (month 1)

18%

lower labor cost per ticket

2.3 hrs

gained per tech per day

MB

Marcus Bell

Owner · Bayside HVAC

9 technicians · Residential HVAC service & install

Across 1,847 contracting businesses on ContractorFlow:

$2.1B

annual revenue managed

312k

jobs run to completion

4.8 / 5

average contractor rating

14 min

median time to first estimate

Side-by-side

One platform vs. seven half-platforms held together by sticky notes.

This is what most contractor operations actually look like today. Compare it to ContractorFlow — and ask yourself which one you\'re paying for in lost margin every month.

Capability

ContractorFlow

One platform

Traditional Operations

QuickBooks + spreadsheets + Jobber + Trello + texts

Lead → Estimate → Proposal

CRM with pipeline
Lives in spreadsheets / Gmail
Estimating with catalog
Standalone estimating tool
Digital proposals + e-sign
Automated follow-up

Job Operations

Crew scheduling
Whiteboard / Google Calendar
Daily logs + field photos
Change orders signed in-field
GPS clock in
Standalone time-tracking app

Materials & Procurement

Material catalog
Purchase orders → vendor bills
QuickBooks does part of this
Job material allocation
Equipment & tool tracking

Financial

Invoicing & progress billing
QuickBooks invoicing
Job costing in real time
After-the-fact in QuickBooks
AR aging & automated collections
Cash flow forecasting

Intelligence

Executive dashboard
Margin per job (live)
Operational alerts
Company health score
Why contractors lose money

Six reasons contracting businesses leak margin — and what fixes each one.

None of these are personal. They\'re structural. Every contracting business that grows past 5 employees runs into them. ContractorFlow exists to fix all six in one place.

01

They underbid because they don't know their real costs.

Without job costing, last year's actual margin is a guess. So this year's bid is too. Most contractors bid the price the customer expects, not the price the work requires.

ContractorFlow fix

Live job costing → real historical margins → defensible bids.

02

They lose hours on the clock that never get billed.

Paper timesheets, group texts at end of week, "I think I worked nine," foreman reconstructs from memory. Multiply by 12 crew members. That's a salary.

ContractorFlow fix

GPS clock in → verified hours → costed to the job → paid → billed.

03

They buy material twice — sometimes three times.

Without a material allocation system, the field doesn't know what's already ordered, what's already on site, or what's in the truck. So they buy it again.

ContractorFlow fix

POs → allocations → receiving → field visibility = one purchase per item.

04

They invoice late and collect later.

Invoicing is "when I get to it." Aging is "I think Suzanne owes us." Collections is "someone should call her." 22% of contractor AR sits past 60 days.

ContractorFlow fix

Auto-trigger invoices on milestones → AR aging dashboards → automated reminders.

05

They take change-order work and forget to bill for it.

Owner says "while you're in there, can you also..." Crew does it. Nobody writes it up. Nobody signs it. Nobody bills it. The customer never expected to pay.

ContractorFlow fix

Field-signed change orders → automatically added to invoice → billed.

06

They can't see the business until the CPA shows up.

If your first look at real margin is at tax time, you can't fix anything. You're just reading the autopsy.

ContractorFlow fix

Executive dashboard → live margin → forward-looking cash flow → fix in-flight.

FAQ

Things contractors ask before signing up.

Honest answers. No marketing fog. If you have a question that isn\'t here, our team is on chat — staffed by people who\'ve actually run a contracting business, not a script.

Talk to a human

Most contractors get faster answers in a 20-minute live demo than reading a feature list. Pick a time that works.

Book a live demo
  • Jobber and Housecall Pro are excellent service-CRM products built for residential service trades. ServiceTitan is a heavy enterprise platform for large HVAC, plumbing, and electrical companies. ContractorFlow is a complete operating system built for general contractors, builders, remodelers, and growing trade businesses — including job costing, materials, payroll support, AR, and forward-looking cash flow that the service-CRMs don't handle. You don't need to bolt on QuickBooks for accounting or a separate estimating tool — it's all native.
Stop running your business by guess

Try ContractorFlow free for 30 days.
Keep the margin you find.

Most contractors find $8,000 to $25,000 in leaked margin during their first month on the platform — before they ever pay us a dollar. The trial is 30 full days, every feature, no card required.

  • No credit card required
  • Full setup in under 14 minutes
  • Cancel anytime · Export your data

Built by people who\'ve run contracting businesses

Our founding team built and sold a $24M residential remodeling business before writing line one of code. ContractorFlow is the system we wished we had — built for people who actually swing the hammer or write the check.

1,847

contracting businesses

$2.1B

annual revenue managed

4.8/5

contractor rating

SOC 2

Type II certified