Bids tracked, selections signed, change orders paid
CRM for remodeling contractors
One record per project from the first enquiry to the final walkthrough, with the bid, every selection the client approved, each change order and the schedule of trades in one place instead of four apps and a notebook.
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JobBoard: the remodeling contractors edition, in your browser
One of twelve industry systems we build from, each with its own screens, workflow and vocabulary. JobBoard carries dispatch map, routes per technician and a phone view built for the van, plus the pipeline, inbox with SMS and email, quotes the customer accepts online, schedule, editable automation flows, reports and a phone view. Sample data in your browser only. Your build carries your own stages, fields and rules.
Use Expand in the demo toolbar for a full screen view, press Escape to close it, or open the remodeling contractors demo on its own page.
Who this is for
Built for remodeling contractors
Kitchen, bath, basement and whole home remodelers doing 20 to 200 projects a year, who win work on design and lose margin on change orders nobody signed, and who have outgrown a generic contractor app or a bid spreadsheet.
Bid tracking that shows where the money is
Every bid is a version with its margin. The pipeline shows bids out, bids viewed and bids gone quiet, and a follow up task appears on day three and day ten so good leads stop going cold.
Selections the client signs, not remembers
Finishes and fixtures are chosen in a client portal with photos and prices against the allowance. Approval is a signed record, so the tile argument in week six is settled in one click.
Change orders before the work, not after
A change order is priced, sent and signed on a phone before the trade starts. Signed change orders roll into the next progress invoice, which is where most remodelers recover the margin they used to give away.
A schedule of trades the subs can see
Demolition, plumbing rough in, electrical, inspection, cabinets and tile in order, with each subcontractor texted their dates and reminded the day before.
Pipeline
The stages work moves through
A starting point we adjust to your process in the first design week. Each stage can require fields, trigger messages and create tasks.
- New lead
- Site visit booked
- Bid sent
- Contract signed
- Selections approved
- In construction
- Complete and paid
Records
What the system keeps track of
Real record types with the fields your team uses, related to each other so one screen shows the whole picture.
Integrations
Connected to the tools you already run
Two way where both sides edit the data, one way where they do not, monitored for twelve months as part of the build.
- QuickBooks Online
- Google Calendar
- DocuSign or built in e-signature
- SMS
- Supplier price lists by CSV
- Houzz or website lead forms
Questions we get asked
What is the best remodeling CRM?
The best remodeling CRM is the one that matches how you sell and build. Most remodelers need lead follow up, versioned bids with margin, client selections against allowances, signed change orders and a schedule of trades. A custom build gives you those five and nothing else, without a per user price that grows as you hire.
How much does a custom remodeling CRM cost?
A remodeling CRM with leads, bids, selections, change orders, scheduling, a client portal and QuickBooks sync typically costs 9,900 to 14,900 US dollars fixed, delivered in six to eight weeks. A bid and lead tracker on its own starts at 4,900. Hosting and support are optional at 290 dollars a month.
Can it track bids the way a bid tracking CRM does?
Yes. Each bid is a versioned record with line items by trade, allowances and margin, and the pipeline shows sent, viewed, revised, won and lost with the reason. Win rate by lead source and by salesperson is one report, so you can see which marketing actually produces signed contracts.
Can clients see progress in a portal?
Yes. Clients log in to see their schedule, approve selections and change orders, view photos the crew uploaded and pay progress invoices. It cuts the how is it going calls by more than half, and every approval they give is recorded with a date against the project.
Tell us how your remodeling contractors business works. We will quote the CRM that fits it.
A 30 minute written brief from you, a fixed price and a two page scope from us within two business days. No call required, no obligation.