CRM for home-services contractors

From first call to final payment, on one system.

ContrSign runs the whole job — leads, appointments, e-signed estimates and contracts, crew scheduling, invoices, and payments. Built mobile-first, so it works from the truck as well as the office.

14-day free trial · Every feature included · Unlimited users
LeadAppointmentEstimateContractProject
Estimate
EST-1042 · Roof replacement
Signed
Tear-off & disposal$4,200
Architectural shingles · 32 sq$11,850
Gutter guards$2,400
Total$18,450
Jane M. Smith
Signed on her phone · 2:14 PM
e-signature
Deposit received
$5,535 · Stripe · just now
Built for the trades
Roofing·Remodeling·HVAC·Plumbing·Electrical·Painting·Flooring·Landscaping·Solar·Roofing·Remodeling·HVAC·Plumbing·Electrical·Painting·Flooring·Landscaping·Solar·
How it works

Every job follows the same six steps. ContrSign keeps them moving.

Stage moves are automatic — when an estimate is signed or a deposit clears, the job advances and the right people get notified.

01

Lead

Capture by web form, phone, or text. Auto-route to the right rep.

02

Appointment

Book the site visit. Calendar invite sent, reminder texts queued.

03

Estimate

Build line-item quotes from your service catalog. Customer signs on their phone.

04

Contract

Convert the estimate in one click. Required sections, initials, deposit stages.

05

Project

Schedule the crew, send sub work orders, track progress payments.

06

Completion

Final walkthrough, customer signature, completion certificate emailed.

Features

One product, the whole job. No add-ons to buy.

Every plan includes the full feature set — pricing scales with locations, never per seat.

Win the job

Everything between the first ring and a signed contract, without re-typing anything.

  • Lead pipeline with follow-ups and source tracking
  • Appointments with two-way Google Calendar sync
  • Line-item estimates, e-signed on any phone
  • Contracts and change orders with required initials
  • Customer portal — every document behind one link

Get paid

Estimates roll into contracts, contracts into invoices, invoices into the project balance.

  • Invoices and progress payment requests
  • Stripe, Square and QuickBooks payments — your own accounts
  • Check tracking with deposit verification
  • Live per-project P&L, net of bids, expenses and commissions
  • QuickBooks sync and PM compensation reports

Run the work

Dispatch crews and subs, keep photos and paperwork where the next person can find them.

  • Projects, tasks and crew scheduling — Gantt and calendar
  • Bid requests and subcontractor work orders, no sub logins needed
  • Expenses with reimbursement flows
  • Site photos straight into your Google Drive
  • Customer SMS and email threads, Twilio call routing
  • Marketing automation: audiences, drips, broadcasts
The platform underneath

Boring in the right places: permissions, approvals, audit, backups.

Granular permissions

Roles plus per-record assignment. PMs see only their projects; crews only their jobs.

Approval policies

Queue risky actions — deletes, contract sends, contractor payouts — for admin sign-off.

Audit trail

Every change logged with who, what, and when. Hand-offs keep their context.

Backups you own

One-click company snapshots to your Google Drive, plus per-table CSV export.

AI assistant

Drafts scopes of work and estimate line items from a few words about the job.

Your brand, your domain

Logo, colors, and a custom domain on every customer-facing page and PDF.

Multi-company, multi-location

Separate companies, locations, and crews under one login, cleanly scoped.

API & webhooks

Wire ContrSign into the rest of your stack with tokens and outbound webhooks.

Google Calendar & DriveStripe · Square · QuickBooksTwilio calls & SMSESIGN / UETA compliant e-signature
Pricing

Scales with locations, not users.

Each location gets unlimited users, leads, and projects. Every feature included — nothing is gated behind a bigger plan.

$149/ location / month
One flat rate per location. Switch to annual billing any time and save 10%.
Start 14-day free trial
Add a card and try everything free for 14 days — you're not charged until the trial ends. Cancel anytime.
Every plan includes
  • Unlimited users
  • Unlimited leads, projects, customers
  • All features included — no upsells
  • Twilio calls + SMS (bring your own Twilio)
  • Stripe + Square payments (your own merchant accounts)
  • Google Calendar + Drive integration
  • Audit log + action history
  • Email + chat support
FAQ

Frequently asked

How does the free trial work?
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Sign up with Google, add a payment method, and you get every feature free for 14 days. Your card isn't charged until the trial ends — cancel before then and you pay nothing. Either way, your data is never deleted.

How does per-location billing work?
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Can I bring my own Twilio and Stripe?
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How do permissions work?
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Where is my data stored?
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Can I cancel?
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Can I send marketing texts and emails?
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Who approves the risky stuff?
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Run your next job on ContrSign.

Set up takes minutes — sign in with Google, add your services, send your first estimate today.

Start 14-day free trial
Free for 14 days · Cancel anytime