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The modern contractor CRM — for the crew, not the fleet

Bid it. Build it. Bill it.

Contractor software got stuck in the desktop era. This is the rebuild: a state-of-the-art mobile app that runs the whole business from your phone — estimates, scheduling, draws & retainage, invoicing — and gets you paid. Built for the crew on the jobsite, not the 500-truck fleet.

Founding pricing. No credit card. Unsubscribe anytime.

See it in action
The Simple Contractor CRM schedule on a phone — mobile-first for the crew.

Built for the trades

  • HVAC
  • Electrical
  • Plumbing
  • Remodeling
  • General contracting
  • Roofing
  • Landscaping
  • Concrete
  • Run it from your phone

    A state-of-the-art mobile app — the whole business in your pocket, not a desktop afterthought

  • One system, bid to paid

    Estimate → contract → invoice → paid, nothing re-keyed

  • Construction money, handled

    Draws, retainage & change orders, derived automatically

  • Better every month

    A small team that ships improvements every month, guaranteed — and builds what you actually ask for

Integrations we’re building — none live yet

  • QuickBooks
  • Zapier
  • Google Calendar
  • Outlook Calendar
  • Mailchimp
  • Stripe
  • Your AI (MCP)

The old way

Contractor software got left behind.

Every other industry moved to fast, mobile, AI-driven tools. The trades got heavy desktop platforms with the field stapled on. Here’s what contractors keep telling us.

  • Stuck in the desktop era

    The big platforms were built before the smartphone — and it shows. Slow, cluttered, and a trainer (or a thick manual) just to get started.

  • Mobile bolted on

    The field “app” is an afterthought — a stripped-down window into software that really lives on an office desktop.

  • Two systems, taped together

    A CRM for the office, a notepad for the field, and hours of re-keying in between.

  • Closed, and going stale

    No automation, no AI, no open hooks. Every other industry modernized — the trades got left behind.

The modern difference

The contractor CRM, rebuilt for how you actually work.

Not another heavy platform with a phone app stapled on — a modern, mobile system that runs the whole job and respects that you’re holding a phone, not sitting at a desk.

  • Run the whole business from your phone

    A state-of-the-art mobile app that installs on any phone and opens instantly — estimates, scheduling, draws, and billing in your pocket. No training, because it works like the apps you already use, not enterprise software from 2008.

  • The whole job, one system

    Lead, estimate, contract, schedule, draw, payment — one living record. No re-keying, no CRM-plus-notepad-plus-spreadsheet duct-taped to QuickBooks.

  • Construction money, handled

    Sold estimates become contracts; change orders, deposits, progress draws, and retainage are derived automatically. The part the simple tools skip and the old platforms bury.

  • A team that ships — and listens

    We sell solutions, not a bloated feature list. A small team you can actually reach ships updates every month, guaranteed, and on Crew and Custom your change requests are tailored and prioritized. Your own AI can drive it too — open MCP, on the roadmap.

The product

One place to run the whole job.

The product up close — and it's mobile-first: every screen runs on desktop and phone. Scheduling, projects, estimates, and the money that ties them together (billing shown as a designed preview).

Scheduling

Drag-and-drop scheduling that fits the whole week

Assign technicians and reschedule by dragging across a techs-by-days matrix. It knows about conflicts and crew load, with separate office and field views so everyone sees the same plan.

  • Drag to reassign
  • Conflict & crew-load aware
  • Office and field views
app.simplecontractorcrm.com/schedule
Drag-and-drop scheduling that fits the whole week — Simple Contractor CRM on desktop and phone.

Projects

Every job, start to finish, in one console

Each project moves through lead, estimating, sold, active, closing, and closed — with appointments, estimates, invoices, finances, tasks, notes, files, and a full activity log attached.

  • Full job lifecycle
  • Files, notes & tasks
  • Complete activity log
app.simplecontractorcrm.com/console
Every job, start to finish, in one console — Simple Contractor CRM on desktop and phone.

Estimates

Estimates that become contracts

Build line-item estimates with material costs and live margin, set a payment and draw schedule, then mark one sold — and it becomes the contract. No re-keying.

  • Line items & materials
  • Live margin %
  • Draw schedule built in
app.simplecontractorcrm.com/estimate
Estimates that become contracts — Simple Contractor CRM on desktop and phone.

Invoicing, draws & retainage

Construction billing without the spreadsheet

Progress invoices, change orders, deposits, retainage held and released, statements and aging — every total derived from the work, never hand-keyed.

  • Progress draws
  • Retainage tracking
  • Statements & aging
app.simplecontractorcrm.com/invoicePreview

Invoice · Draw 3

Maple St. remodel

Sent
  • Rough-in plumbing

    Draw · 40% of $30,000

    $12,000

  • Fixtures & trim

    Draw · 25% of $30,000

    $7,500

  • Change order #2 — relocate panel

    Approved

    $1,800

Subtotal
$21,300
Retainage held (5%)
−$1,065
Due now
$20,235
Billed to date65%

Dashboard & AR

Know what you’re owed at a glance

Revenue, open leads, today’s work, and accounts receivable — derived live so the number you see is the number that’s true.

  • Live KPIs
  • Today’s work
  • Accounts receivable
app.simplecontractorcrm.com/dashboard
Know what you’re owed at a glance — Simple Contractor CRM on desktop and phone.

Estimating

The estimator your competitors wish they built.

Group the work, drill into materials on any line, watch margin update as you type, and reorder everything by drag, touch, or arrow keys — on the desk or in the driveway.

app.simplecontractorcrm.com/estimate
An estimate in Simple Contractor CRM with grouped line items, a materials drawer, live margin, and a draw schedule — shown on desktop and phone.
  • 1Early access

    Save lines & groups to your pricebook

    Bookmark any line, a whole group, or a single material as a reusable preset while you build — so the next estimate starts half-done.

  • 2Ships today

    Materials that drive your margin

    Open a materials drawer on any line, log unit costs, and gross-margin % recomputes live as you type.

  • 3Ships today

    A live totals card

    Customer price, material cost, and margin — always current, never hand-keyed into a spreadsheet.

  • 4Ships today

    Reorder any way you like

    Drag a line within a group, across groups, or by keyboard — and duplicate a line in a tap.

  • 5Ships today

    Groups with running subtotals

    Organize work into collapsible groups and collapse each to its subtotal as you work a long estimate.

  • 6Ships today

    Build it from the driveway

    Not a shrunk-down table — a purpose-built mobile layout. Add groups, log materials, and see margin on your phone.

By design

  • Bid → paid

    one system, zero re-keying

  • Installs like an app

    any phone, no app store

  • Derived live

    numbers never stale or hand-keyed

  • Live in a day

    no sales call, no onboarding team

Try it

Schedule the crew in a couple of taps.

Pick an unscheduled job, then tap a slot to assign it. This is a live preview of how dispatch feels in the app.

This week · drag-and-drop in the real app

Unscheduled (2)

Tap a job to pick it up.

Schedule of technicians by day. Select a job, then activate a cell to assign it.
TechMonTueWedThu
Mike R.
Dana K.
Sam P.

Office + field

Built for the office and the truck.

Built mobile-first — the very same app installs on a phone for the crew and runs the whole business on a laptop for the office. One source of truth, no re-keying.

app.simplecontractorcrm.com
The Simple Contractor CRM office dashboard showing revenue, open leads, today’s work, and accounts receivable.
In the office — run the whole business at a glance

My day

Thu, Jun 18

  • 8:00aEn route

    HVAC install

    Oak St.

  • 11:30aScheduled

    Service call

    Birch Ave.

  • 2:00pScheduled

    Inspection

    Pine Ln.

  • 4:30pScheduled

    Estimate walk

    Cedar Ct.

In the field — today’s jobs (early access)

How it works

From first call to final payment.

Five steps, one system — no re-keying between the office and the field.

  1. 1

    Lead

    Capture a lead against an account and open a project. Everything lives in one place from day one.

  2. 2

    Estimate

    Build a line-item estimate with a draw schedule and send it for approval.

  3. 3

    Schedule

    Mark it sold, then drag-and-drop to assign the crew and book the work.

  4. 4

    Do the work

    The field crew sees their day and their jobs on mobile — with notes, files, and tasks attached.

  5. 5

    Invoice & get paid

    Send progress invoices and change orders, record payments, and watch the balance update automatically.

Rough math

What could simpler save you?

A back-of-the-napkin estimate of time spent on job paperwork. Your numbers will vary — this isn’t a guarantee.

30
40 min
$50

Estimated time back

10 hrs/mo

≈ $500 of your time each month

That’s time you could bill — REQUEST EARLY ACCESS

Pricing

Honest pricing. No sales call.

No “request a quote”, no sales call. Every plan is month-to-month and includes one login — add seats as the crew grows. We’re still setting final pricing; founding pricing is locked in for early access.

Just you? Solo. A growing crew that wants a say in the roadmap? Crew. Want it built around your business? Custom.

  • Solo

    Pricing at launch

    Just you — one login · request early access and we’ll share pricing before launch

    The solo contractor’s whole back office, in your pocket.

    • The full bid-to-paid system
    • Line-item estimates with live margin
    • Estimates that become contracts
    • Progress draws, retainage & change orders
    • Drag-and-drop scheduling
    • Payment recording & AR tracking
    REQUEST EARLY ACCESS
  • Best for most crews

    Crew

    Pricing at launch

    Admin + your crew · request early access and we’ll share pricing before launch

    For the growing crew that wants a say in what gets built.

    • Everything in Solo
    • Role-based access for the whole team
    • Field / technician view
    • MCP server to run SCC with your own AI (on the roadmap)
    • Advanced workflow & automation features
    • Tailored, prioritized change requests
    REQUEST EARLY ACCESS
  • Custom

    Pricing at launch

    Admin + your crew · request early access and we’ll share pricing before launch

    Software built around how you run — not the other way around.

    • Everything in Crew
    • A product tailored & customized to your business
    • Maximum AI integrations (on the roadmap)
    • A focused development experience — we build with you
    • Priority support & onboarding
    • Many advanced features pre-baked in
    REQUEST EARLY ACCESS

Lock today’s founding price for life — standard pricing rises at public launch. Paid billing turns on securely then; no credit card to join.

Old guard vs the rebuild

The modern rebuild, next to the old guard.

The incumbents are powerful — and they were built a long time ago, for big fleets, on an enterprise playbook. Here’s the plain difference for a crew that runs the job from a phone.

Feature comparison between Simple Contractor CRM, ServiceTitan, and Buildertrend.
FeatureSimple Contractor CRMServiceTitanBuildertrend
Mobile-first, installable app (not a bolted-on companion)Companion appCompanion app
Up and running in a day — no implementation project
Draws & retainage on every planEnterprise tierHigher tiers
Built to work with your AI (open MCP)On the roadmap
A direct line to the team + prioritized change requests
Right-sized for small-to-mid crews
Start without a sales call

The short version: the same construction-grade money tools, in software that finally feels like this decade — built by a small team that ships every month and actually builds what you ask for.

Competitor details from their public marketing as of June 2026.

Sample voices

How the trades will talk about it.

We’re collecting real stories during early access. Until then, these are illustrative placeholders — clearly marked, never faked.

  • “Lead to paid without re-keying anything. The draw schedule alone saves me an evening a week.”

    SampleSample — HVAC owner

  • “The schedule board finally matches how we actually dispatch. The crew sees their day, I see the whole week.”

    SampleSample — electrical contractor

  • “No sales call, no quote process, retainage handled. It’s the simple tool I kept wishing existed.”

    SampleSample — remodeler

On the roadmap

What’s landing next.

Early access is the start — here’s what’s landing next. Your waitlist signup helps set the order.

In planning

Bring your own AI

Optional AI MCP servers: make plain-English requests and let your AI provider run the work for you — draft an estimate, schedule the crew, chase a balance. Open MCP, so there’s no lock-in.

Integrates with your AI provider

  • Claude
  • ChatGPT
  • DeepSeek
  • Gemini
  • + more
  • At launch

    Online card payments

    Send a pay link and get paid by card — secure checkout at launch.

  • Planned

    Customer portal

    Customers approve estimates, e-sign, and pay online — no phone tag.

  • Planned

    More in the field

    E-signature on the tailgate, job photos and structured docs, plus GPS dispatch and “on my way” tracking.

  • Planned

    The tools you already use

    QuickBooks, Zapier, Google & Outlook calendar, and email marketing.

  • Planned

    Service plans & memberships

    Recurring maintenance agreements — the renewal-revenue engine for service trades.

  • Planned

    Online booking widget

    An embeddable “request service” form that drops new leads straight into your pipeline.

  • Planned

    Automated review requests

    Post-job Google & Facebook review asks that build your reputation on autopilot.

  • Exploring

    Financing on the estimate

    Offer buy-now-pay-monthly right on the quote — a big lift for high-ticket jobs.

On the roadmap — not yet shipped. Join early access to help us prioritize what lands first.

FAQ

Questions, answered straight.

When can I start?

Early access is open now. Join the waitlist and we’ll email you the moment your account is ready — founding pricing is locked in for the first 100 crews.

How much will it cost?

We haven’t set final pricing yet, and we’d rather say that than publish a number we might have to walk back. There are three plans — Solo for a single contractor, Crew for a growing team, and Custom for software built around your business — and every one of them is month-to-month with no sales call. Request early access and we’ll share pricing with you before launch, with founding pricing locked in for the first 100 crews.

Who actually builds this — and can I request features?

A small, focused team — not a faceless enterprise. We ship updates every month and sell solutions, not a bloated feature list. On Crew and Custom plans your change requests are tailored and prioritized, so the software bends to how you actually work.

Can I really use it in the field?

Yes — it’s a mobile-first, installable app (PWA). A dedicated field view that shows each technician their day and assigned jobs is available now in early access; you can try it in the preview.

Is my data secure?

The platform is built multi-tenant with database-enforced row-level security and role-based access control, so companies can never see each other’s data. During early access you’re exploring a self-contained demo workspace; your live account runs on that isolated backend at launch.

Do you handle draws and retainage?

Yes — progress draws, change orders, deposits, and retainage held/released are first-class, with totals derived automatically. It’s the part most simple tools skip and enterprise tools overcharge for.

Can I import my existing jobs?

Import is on the roadmap, and our team will help you migrate your active jobs by hand during early access so you’re never starting from a blank page.

Do I need a contract?

No. Plans are month-to-month — cancel anytime. No long-term commitment, no lock-in.

Run your next job on software from this decade.

Join early access and lock in founding pricing. You’ll have your next job — bid to paid — running in minutes, from the phone in your pocket.

Founding pricing. No credit card. Unsubscribe anytime.

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