Products / Business software / CRM / Contractor CRM
Contractor CRM
BetaFrom estimate to completed job. Leads, customers and jobs from estimate to completion, with job value, job address, a jobs board and an automatic completed date.
Who it is for: Contractors, trades and home-service businesses.
The demo is read-only and uses sample records; nothing you do there is saved. The CRM beta opens to the public soon.
Beta: no charge during the beta, with published limits. Pricing will be published before the beta ends.
Real CRM screenshot with clearly labelled sample records. Open it as a live demo.
What is included
- Jobs board from New lead to Completed
- Job value totals per stage
- Completed date stamped automatically
- Tasks and reminders per job
- Installable on your phone as a web app
What you can customize
- Job stages
- Fields such as roof size or permit number
- Record names
- Dashboard cards
Known limitations
- No scheduling calendar or crew dispatch
- No invoicing or payments
- Customers do not log in
Customize with AI or by hand
Ask in plain English; Steadline shows the change before applying it, and every change can be undone. Or use the settings.
- “Add a field for estimated job value”
- “Add a stage between approved and in progress for ordering materials”
- “Show customers with open jobs”
Integrations
CSV import and export. No email, calendar or accounting integrations yet.
Ownership and export
Export every record and note as CSV or JSON at any time. The CRM application itself runs on Steadline; a self-hostable copy is not available.
How ownership worksPricing
Beta: no charge during the beta, with published limits. Pricing will be published before the beta ends.
Pricing details