Contractor CRM

One contractor CRM for the office, the truck, and the crew.

Sales software that ignores production, and production software that ignores sales, is how contractors end up with five subscriptions and no single answer to where a job actually stands. LynkedUp Pro is one system for the whole trade cycle.

What is a contractor CRM?

A contractor CRM is a customer and job management system built for trades that sell, schedule, and build — not for software sales teams. It tracks leads and bids like a CRM, then carries the won job into scheduling, crews, subcontractors, change orders, documents, and invoicing. LynkedUp Pro is an all-in-one contractor CRM covering roofing, exterior, restoration, remodeling, and specialty contractors, so the estimate, the schedule, and the invoice all reference the same job.

What breaks today

Where the money leaks out.

Bids in one place, jobs in another

The proposal lives in an estimating tool, the schedule in a spreadsheet, and the invoice in accounting. Nothing reconciles without a person.

Nobody owns the follow-up

Bids go out and sit. Much of a contractor's lost revenue is quotes that were never chased, not quotes that were lost on price.

Subs and crews run on text messages

Assignments, COIs, and change orders live in a phone. When the person with the phone is off, the job stops.

Profit is a surprise

Job costing that arrives after the job cannot change the job. Margin has to be visible while the work is still running.

Capabilities

Built to close the gaps.

Lead-to-bid pipeline

Every enquiry, referral, and site visit sits in a stage with an owner and a next step — and chases itself when it stalls.

  • Web forms, phone calls, and field leads in one pipeline
  • Automated bid follow-up sequences by trade and value
  • Win and loss reasons captured against every bid
  • Speed-to-lead and close-rate reporting by rep
EffectBids get chased, not just sent.

Estimating and proposals

Build the scope once from your own pricebook, send it branded and signable, and keep every revision attached to the job.

  • Assemblies and pricebooks per trade
  • Labour, material, and margin held separately
  • E-signature, deposits, and change-order approvals
  • Revision history so the signed version is never in doubt

Job and project management

The won bid becomes a project with phases, dependencies, crews, and a due date the customer can see.

  • Stage boards, task lists, and daily logs
  • Punch lists and inspection sign-offs
  • Job-site photo and document capture
  • Customer-visible status without a phone call

Crews and subcontractors

Assignments, compliance documents, and payment tracking for every crew and sub on the job.

  • Crew scheduling and dispatch with route awareness
  • Subcontractor COI, W-9, and licence expiry alerts
  • Sub payment tracking against completed scope
  • Time and attendance from the field

Invoicing and job costing

Progress billing tied to real completion, and a live margin per job rather than a quarterly post-mortem.

  • Progress and milestone invoicing
  • Committed versus actual cost by category
  • Retainage and payment tracking
  • QuickBooks sync

Owner reporting

One dashboard answering the four questions owners actually ask: what is sold, what is running, what is late, and what is profitable.

  • Live pipeline value and forecast
  • Backlog and production capacity
  • Jobs at risk by age and stage
  • Margin by trade, crew, and salesperson
Frequently asked

Straight answers, no guesswork.

What is the best contractor management software?

For contractors who both sell and build, the best contractor management software is one platform covering the lead, the bid, the job, the crew, and the invoice. LynkedUp Pro does all five, which is what separates it from CRM-only tools and from project-management-only tools.

Which trades use LynkedUp Pro?

Roofing, siding, gutters, windows, solar, exterior remodeling, restoration and storm-damage contractors, general contractors, home builders, and specialty subcontractors.

Is this a CRM or an ERP for contractors?

It sits between the two. You get CRM depth on the sales side and operational depth on jobs, crews, documents, and costing — without the implementation cost and rigidity of a traditional construction ERP.

Can small contractors use it, or is it only for large companies?

Both. A two-truck company uses the pipeline, estimating, and invoicing; a fifty-person company adds dispatch, subcontractor compliance, commissions, and multi-crew reporting. The system does not require a full-time administrator to run.

Does it replace my spreadsheets?

That is the usual reason companies switch. Job trackers, lead lists, commission sheets, and schedule tabs all become live records that everyone reads from the same copy of.

Related

Where to look next.

See it on your own jobs.

A live walkthrough with your addresses, your pricing, and your workflow — not a canned demo reel.