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CADsuite / Kits / Contractor CRM
Kit · 01 · For contractors
Cr

Contractor CRM

The job system for roofing and restoration. Stages, supplements, schedule, customer files, payments — and all of it cross-referenced to the storm data, code packets, and photos a claim actually needs.

No card required · Cancel any time

contractor.cadsuite.com · Production
CADsuite Contractor CRM — Production board showing material orders, delivery dates, and confirm actions
What's in the kit

Everything a roofing contractor runs.

Job Stages & Pipeline

Lead → Estimate → Approved → Built → Final. Custom stages per account, drag-to-reorder, color-coded board view.

Supplements

Fail-type tracking, supplement line items, ROI per supplement, dual invoicing. No spreadsheets.

Schedule

Multi-crew calendar, install / inspection / material drop. Sync to Google + Outlook. Conflict checks.

Customer Files

Contacts, communication log, signed contracts, photos, payments — one record per claim, no app-switching.

E-Signatures

Built-in. Send contracts, COIs, ACVs for signature in the customer portal. No DocuSign upcharge.

Payments & QBO

Take card + ACH on the customer portal. Two-way QuickBooks sync. Invoice templates per job type.

Full checklist

Every feature. In writing.

The full inventory of what ships with Contractor CRM — no asterisks, no "upgrade to get this." Built and supported by the CADsuite team. Categorized so you can find the bit you care about.

Job Management

  • Custom job stages + drag-to-reorder
  • Stage hibernation (closed jobs auto-hide)
  • Board view + list view + map view
  • Job journal (notes + photos timeline)
  • Job tasks with assignees + due dates
  • Status holds with reason codes
  • Subscribers (auto-notify on changes)
  • Job duplication + templates
  • Bulk stage moves + bulk close

Supplements

  • Per-supplement pipeline tracking
  • Fail-type categorization
  • Carrier estimate side-by-side
  • Auto-calc supplement requested + approved
  • Supplement notes + adjuster log
  • Per-supplement ROI report

Customers

  • Unified customer record
  • Multiple addresses + properties per customer
  • Bill-to fields (QuickBooks-style)
  • Sub-customers / parent billing
  • Contacts directory (adjusters, IAs, PAs)
  • Address → Google Maps integration
  • Tap-to-call, tap-to-email everywhere

Schedule

  • Multi-crew calendar
  • Install / inspection / material drop types
  • Schedule Roof / Gutter / Siding / Paint / Repair / Misc forms
  • Google + Outlook two-way sync
  • Crew conflict detection
  • Material order delivery dates on calendar
  • Customer-facing trackable links (2hr-pre to 1hr-post)

Documents & Photos

  • Unlimited uploads per job
  • EXIF GPS + capture timestamp preserved
  • Damage category tagging (6 categories)
  • Photo annotation (markup, highlight, text)
  • PDF annotation
  • Photo report PDF generator
  • File request via email + SMS (token links)
  • Share files outbound via tokenized link
  • ClamAV virus scan on every upload

Estimates & Invoicing

  • Estimate builder + line-item library
  • Job templates (apply pre-built sections)
  • Lump-sum estimates with auto-calc
  • Invoice generation + PDF export
  • Charges + credits tracking
  • Paid-in-full toggle with date tracking
  • QuickBooks Online two-way sync

Contracts & Forms

  • Contract templates with placeholders
  • Inline signature + initials + date widgets
  • Send via email or SMS (tokenized link)
  • Dashboard alert on signature
  • Fillable form builder (AI-assist from PDF)
  • Form submissions with draft + completed states

Payments

  • Authorize.net card-on-file
  • ACH + card processing
  • Customer portal payment page
  • Payment plan setup
  • Auto-receipt emails
  • QuickBooks sync of every payment

Production Board

  • Live material order list
  • Supplier + delivery date
  • One-click confirm status
  • Filter by crew, job, supplier
  • Overdue delivery alerts

Hiring & Team — CrewFit

  • Personality, motivation & aptitude — one assessment
  • Text or email a candidate a private link
  • Results come back scored automatically
  • Ranked fit across 15 roles — field, sales & office
  • DISC profile plus grit & safety dimensions
  • “What drives them” motivators + “Where they'll shine” tags
  • Optional short timed aptitude check — one input, not a gate
  • No candidate logins · ~10 min on any phone
Pairs well with

Bolt on the rest of the contractor bench.

Contractor CRM ships with everything above. These add-ons plug into the same job record — no double-entry, no extra logins.

Pricing

Per seat. Per month. No tiers.

Same price for every user. No "you have to upgrade to use the report builder." Everything in the kit is included.

Contractor CRM
$99 / user / month

$990 / user / year · save 17%

  • Unlimited jobs, contacts, documents
  • Communicator (chat + AI) included free
  • Scope Defender free year one
  • Mobile app (iOS + Android)
  • Support included · no implementation fees
Request access

Open your next job on CADsuite.

Real prices on the page — no demo call required. Trials are on pause; drop us a note and we'll set you up.