Capture the lead
Keep customer details, project address, trade, scope notes, budget, photos, and lead source together from the first conversation.
ContractorMate keeps the customer conversation, site visit, estimate, agreement, signature, and deposit in one place—so you can spend more time winning and running good work.
Active opportunity
Kitchen + main floor remodel
Last touch
Called today
Next step
Review estimate
Follow-up
Friday, 9 AM
Lead-to-cash progress
3 of 5
The full sales workflow
Each step carries the customer and project context forward. Your office and field team can see what happened and what needs to happen next.
Keep customer details, project address, trade, scope notes, budget, photos, and lead source together from the first conversation.
Schedule appointments, sync the calendar, and keep the whole customer conversation attached to the opportunity.
Build a clear estimate with labor, materials, subcontractors, permits, allowances, and a practical payment schedule.
Send the agreement for signature, request the deposit by secure Stripe checkout, and hand the won job into production.
Everything customer-facing
Call, text, and email without losing the conversation between phones, inboxes, and spreadsheets.
Book site visits and follow-ups from the same record that holds the scope and customer history.
Organize the cost of the work and give homeowners a straightforward way to review and accept it.
Prepare, send, and track agreements through both signatures without passing PDFs back and forth.
Send secure Stripe payment links from the job workflow and see when money is collected.
Turn an accepted, signed, paid opportunity into a project with the customer details already intact.
Made around real construction work
The first ContractorMate workspace is being shaped around the way a general contractor sells remodels and construction projects. That foundation gives us the right place to add focused workflows for restoration, roofing, electrical, plumbing, HVAC, and other trades later.
ContractorMate is designed with workspace boundaries so leads, estimates, contracts, communication settings, and payment connections stay with the contractor who owns them.
Contractor-controlled communication
Connected Google and Stripe accounts
Clear activity and payment status
Walk through the general contractor version of ContractorMate with us.