Question 1

How is ContractorFlow different from Jobber, Housecall Pro, or ServiceTitan?

Accepted Answer

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.

Question 2

We already use QuickBooks. Does ContractorFlow replace it?

Accepted Answer

For most contractors, yes — for everything operational. ContractorFlow handles invoicing, AR aging, vendor bills, job costing, payroll calculations, and financial reporting. We export to QuickBooks Online or Desktop for general ledger and tax prep if you want to keep your CPA workflow. Many customers eventually move everything to ContractorFlow; others keep QuickBooks as the GL of record. Either path works.

Question 3

We're a 4-person crew. Are we too small for ContractorFlow?

Accepted Answer

No. Owner-operators and 2–10 employee contractors are our fastest-growing segment. The starter plan is priced for small teams. If anything, smaller teams see the biggest margin improvement because every spreadsheet you replace was hand-maintained by the owner.

Question 4

We're too busy to switch software right now.

Accepted Answer

That's the exact reason to switch. Most ContractorFlow customers are fully running on the platform within 14 days, with the office tasks moving over in week one and the field rolling out in week two. Our setup team imports your customers, jobs in progress, and material catalog — you do the parts only you can do. We've never had a customer say "I wish we'd kept the spreadsheets."

Question 5

How long is implementation?

Accepted Answer

Most contractors are running estimates and jobs through ContractorFlow on day one of the trial. Full migration of historical jobs, AR, and vendor data typically takes 7–14 days, depending on data quality. We do live setup sessions, not handoffs to a portal.

Question 6

What's the pricing?

Accepted Answer

ContractorFlow starts at $129/month for owner-operator plans and scales by team size and modules. The 30-day trial is full-platform with no feature limits and no credit card required. Pricing page has the details.

Question 7

Does it work on mobile? My crews don't want another app.

Accepted Answer

Native iOS and Android apps built for one-handed use with gloves on. Crews mostly use four screens — clock in, today's job, daily log, change order. They don't need to learn the rest. Office staff use the web app on a laptop.

Question 8

How do you handle payroll?

Accepted Answer

ContractorFlow tracks every hour to the job, calculates regular and overtime, handles per-diem and reimbursements, and exports to Gusto, ADP, Paychex, or QuickBooks Payroll. We don't run payroll directly — we feed your payroll provider clean, job-costed numbers.

Question 9

What about insurance and lien waivers?

Accepted Answer

Subcontractor compliance is built in — insurance expiration tracking, W-9 storage, conditional/unconditional lien waiver generation by state, and automated reminders. You can't cut a sub a check until their compliance is current.

Question 10

Can I import data from my current system?

Accepted Answer

Yes. We import customers, jobs in progress, open AR, open POs, vendors, material catalogs, employees, and historical estimates from Jobber, Buildertrend, ServiceTitan, Housecall Pro, FieldPulse, Contractor Foreman, JobNimbus, AccuLynx, Knowify, Procore, and CSV. Most migrations complete in 7–10 days.

Question 11

Is my data safe?

Accepted Answer

SOC 2 Type II certified, encrypted at rest and in transit, daily backups, role-based permissions, and audit logging on every record change. You own your data — export it any time, in full, no charge.

Question 12

What if I don't like it?

Accepted Answer

Cancel any time. No annual contract required. Take your data with you. If you're still in the 30-day trial, you never paid anything. If you're on a paid plan, we refund the unused portion of your current month. We earn the renewal — every month.

Dispatch, install, service, and grow — profitably .

What HVAC companies actually struggle with.

Tech utilization is invisible

Maintenance plans bleed

Refrigerant logs are paper

Flat-rate pricing inconsistent

Install jobs run over

Callback tracking

Call → dispatch → diagnose → quote → approve → done → paid.

Built-in for HVAC.

Dispatch board

Flat-rate price book

Maintenance plans

Refrigerant logs

Equipment serial tracking

Tech productivity

What HVAC contractors typically see in 90 days.

Things contractors ask before signing up.

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