JobCRM is software for remodelers and contractors that runs the whole job, not just the paperwork. A lead comes in, you do the site visit, send an estimate your client approves and signs online, take the deposit, schedule the crew, work the punch list and invoice the balance, with card and bank payments built in. Your estimators and crew each get their own login and see the jobs that are theirs.
| Built for | Remodelers, kitchen and bath contractors, builders and additions |
|---|---|
| Job stages at signup | Lead, Site Visit, Estimate Sent, Sold (Deposit), Scheduled, In Progress, Punch List, Paid in Full |
| Starter price list | Labor, Materials, Permits and fees, Change order |
| Team | Estimators run site visits and estimates; crew see their scheduled jobs and work orders and mark them complete |
| Lead sources | Past clients, designers and architects, Google, online directories, home shows |
| Deposits | Deposit when the estimate is approved, balance billed at the end, on every plan |
| Payments | Bank transfer 1%, cards 2.9% + 30¢; card fees can be passed to the client |
| Client portal | Clients approve and sign quotes, pay deposits and invoices, and see job status and install photos, under your logo and colors |
| Accounting | QuickBooks Online sync (Essential and Advanced) |
| Price | From $99 a month; 5 users on Essential, 10 on Advanced; 14 days free, no card |
An invoicing app makes the estimate and the invoice. Remodeling software also tracks every lead and job through its stages, schedules your crew and gives your team their own logins, so nothing lives in one person’s head or text messages. JobCRM does all of it, with payments built in.
Yes. Your client approves and signs the estimate and pays the deposit from the same link, by card or bank transfer. On a big job, a bank transfer at 1% keeps fees down, and card fees can be passed to the client.
No. They log in from the browser on their phone, see the jobs scheduled for them with the work orders, and mark them complete.
Change order is on your starter price list, so you add it as a line on a new estimate or on the invoice.
Yes. Upload a spreadsheet or an export from the software you use now, and JobCRM matches the columns for you.