CRM for Contractors

SupaBook is a CRM built for contractors managing estimate requests, jobs, clients, crews, and payments in one workspace, with AI call answering for inbound service calls.

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Job and estimate pipeline

A drag-and-drop kanban pipeline tracks jobs from estimate request through won or lost, with job value tracked at every stage. Estimate templates by job type mean a contractor is not rebuilding the same quote from scratch for every similar job.

Customer records

  • Full activity timeline per customer, covering calls, estimates, and job notes.
  • Linked estimates and invoices attached to the customer record.
  • Custom tags and internal notes for property access, job type, or scheduling constraints.
  • Job value and won or lost tracking across the pipeline.

Estimates, contracts, and invoices

Estimates carry open tracking and read receipts, so you know a customer has seen the number before you follow up. Contracts and invoices are linked to the same job record, so approving an estimate and issuing an invoice do not require switching tools.

AI call answering for contractors

Contractors lose jobs to whoever answers first, and most calls come in while someone is on a roof or under a sink. SupaBook's AI answers every call, captures the job type and urgency, and logs a new lead automatically, so a call during a job does not become a lost estimate request.

CRM for contractors FAQs

What makes SupaBook a good CRM for contractors?

It tracks estimates, jobs, and invoices in one pipeline with job value visibility, and answers inbound calls automatically when the crew is on site.

Can I track multiple jobs and customers in SupaBook?

Yes. Every customer has a full activity timeline, and the pipeline tracks job value and outcome across every active job.

Does SupaBook handle contractor estimates and invoices?

Yes. Estimate templates by job type, open tracking, and linked invoicing are built in.

Can my crew or office staff use SupaBook?

Yes. Multiple users can share job and customer visibility.

How does SupaBook handle inbound calls for contractors?

The AI receptionist answers the call, captures job type and urgency, and creates a lead automatically.

Related: AI receptionist for contractors, CRM software, Proposal software, Missed call text back, Pricing.

Canonical page: CRM for Contractors canonical page