Product › Pipeline › CRM Features
Pipeline / CRM Features
CRM & Project Management
No matter your workflow, ContractorHUB's CRM and Home Service Project Management features will improve the way your business goes from lead to paid.
Custom Workflows
Flexible to how you run your business, as simple or complex as you need
Easy Automations
Send emails, alerts, and more automatically as customers move through the workflow
Quoting & Proposals
Measurements, quoting, proposals, and production handoff built-in
Lead to Paid
AI-Native CRM built for the future of Project Management
ContractorHUB handles your jobs every step of the way, with native access to performance reporting, marketing attribution, production handoffs, and everything that comes next.
- Customizable Automations for every workflow and stage
- AI-Assistant tells you what you need to know, now
- Time-saving tools that do the work for you
Set it & forget it
Easy automations give your team their time back
After using legacy tools for years ourselves, we built in easy-to-use automations that help make sure the right stuff gets done at every stage.
- Trigger based on customer action, or workflow progress
- Automate internal work, or communications
- Run AI agents or use webhooks for more advanced needs
Easy All-in-one Estimating
Turn your measurements into estimates in 3 clicks
Integrate with Eagleview and Hover, or use Google Satellite or manual entry to connect measurements for easy, accurate estimates.
- Automate "Good, Better, Best" templates
- Estimate how you like—time & materials, narrative, and other options
- Edit and review measurement reports to support each project
Product Insights · Job Profitability Reports
Job Profitability Reports help you see what every job is earning
With a clear breakdown of contract value, expenses, and profitability, you can quickly understand how each project is performing financially—without exporting spreadsheets or running complex reports.
Related Capabilities
Command Your Entire Contracting Business
Reduce time from lead to paid
Every extra day in your cycle ties up cash and delays growth. Compress the path from first contact to final payment.
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Get more leads and sell more jobs
ContractorHUB helps businesses increase lead flow and turn it into profitable jobs and happy customers.
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"Site Map Specifics" in Labor Orders
By providing clear instructions directly within the Labor Order, Site Map Specifics helps eliminate guesswork, improve communication, and keep projects running smoothly—because the more clarity your crews have, the more efficiently they can work.
Learn moreDon't take our word for it
Hear why operators doing $5M-$50M love ContractorHUB
"The command center dashboard is what my guys actually use every day. They open one screen and see their tasks, schedule, and any messages. No more "I didn't see that text" excuses."
Garrett Maxwell
Director of IT, Brown's Roofing
"It’s designed for how contractors should actually manage their business—the industry hasn’t had an option like this before."
Aaron Nelson
Sales Manager/Partner, Nelson Roofing
"Finally something that actually gets how contractors work day to day. The scheduling alone has helped a ton with keeping subs on the same page way less of the “wait I thought I was coming tuesday” conversations."
Tony Cusano
Operating Partner, Gold Coast Renovations
Want to see what ContractorHUB can do for you?
We'll walk you through a customized demo, where you can poke holes, ask questions, and see if ContractorHUB can help you reach your goals.