Contractor CRM for GTA Trades That Keeps Every Customer and Job Organized
See who needs a callback, which quotes are waiting, who owes you money, and where your crew goes next, all from your phone.
When a homeowner calls about a quote, you shouldn't have to search through texts, emails, and spreadsheets to remember what you told them.
The Growth Engine app keeps calls, texts, estimates, visits, quotes, and payments together for your whole crew, on every phone and on your truck's screen.
The Growth Engine app helps your team spend less time on paperwork, forget fewer callbacks, and finish work earlier.
What Is Contractor CRM Software?
Contractor CRM software keeps each customer's contact details, calls, estimates, visits, quotes, jobs, and payments in one place, from the first call to the finished job.
The Growth Engine app is built for small crews, so nobody has to sit in an office maintaining records all day. You open the app, review short lists of what is waiting, handle each item, and return to work.
Open Your Phone and Know What Needs Doing
The Growth Engine app sorts your work into short lists that answer the four questions every owner asks each day.
Who Do I Need to Call Back?
See missed calls from homeowners waiting to hear from you. Open the customer record to review past calls, texts, and voicemail, then call or text back from your business number.
Calls from suppliers and other business contacts go into their own lists, so they never crowd out your customer callbacks.
Which Quotes Are Waiting for an Answer?
See every quote you have sent that is still waiting for a decision, then open one and choose whether to follow up.
Who Still Owes Me Money?
See which jobs are finished and which payments are still owed, directly on the customer record, without comparing invoices against a spreadsheet.
Where Am I Headed Next?
See your next visit, the customer you are meeting, and the job details you need before you arrive.
When every list is empty, your business is caught up.
See Missed Calls and Site Visits on Your Truck's Screen
On the road, your truck's screen shows your missed calls and site visits through Android Auto or Apple CarPlay, so you see both without picking up your phone.
Call Back Missed Calls From the Driver's Seat
The screen lists who called and when, newest first, and a voicemail icon means the caller left a message. Tap the phone button to call them back.
See Every Site Visit in Order
The screen lists your visits in order, with the next one at the top. Each visit shows the customer, the job, the time, and the address. Running late? Tap the phone button to call the customer.
Get Directions Without Typing an Address
Tap the map button on a visit, and Google Maps opens with the route to that address already entered, so nobody types an address at the curb.
One Customer Record Instead of Five Places to Look
A homeowner calls while you are under a sink, then sends a text later. You visit, write a quote, and book the work. Without one app that holds it all, that history ends up spread across your phone, email, calendar, and notebook.
With the Growth Engine, it all stays on the same customer record:
- Name, address, phone number, and email
- Calls in and out
- Texts and voicemail
- Estimates and quotes
- Booked visits
- Job status and payments
- Follow-up history
Everyone on your crew with access sees the same record. When the homeowner calls again, whoever answers sees who spoke to them last and what was promised, so the customer never has to explain twice.
Calls and texts reach the record through your business phone system, and reminders through automatic follow-up.
Every New Lead Has a Next Step
The Growth Engine creates or updates a customer record when a homeowner:
- Calls or texts your business number
- Fills out a form on your website
- Gets an estimate
- Gets a quote
- Books a visit online
Everything they do afterward goes on the same record, so you see where the lead stands and choose one of three next steps.
Advance: Move the Job Forward
The customer is ready to proceed, so you move them from first contact to estimate, visit, quote, or job. When they sign a quote online or accept it in person, you enter the crew size and the days the job needs, and the record moves toward payment.
Nurture: Keep the Customer for Later
The homeowner isn't ready now but may need the work next season. Their record stays on file, so you follow up later without starting over.
A customer whose job is paid in full moves to Nurture too, so customer campaigns keep in touch.
Suppress: Stop Marketing to That Contact
The lead isn't a fit, or the customer doesn't want marketing messages. Once you suppress the contact, they receive no further marketing.
Every lead has a clear status, so your crew knows which ones still need attention.
Send a Customer to Another Trade
You finish a bathroom renovation, and the homeowner asks who you'd trust for the electrical panel. You give them a name from memory, and nobody follows up.
With the customer's agreement, flag the work on their customer record and pick the trade. The Growth Engine sends it to the company on that trade's shared website that serves the job's address, and that company contacts the customer.
When the customer pays that job in full, you get $100 off your next bill. The company that does the work pays the normal shared-website fee on it. Read the referral rules.
Keep Bad Customer Information Out of Your Records
A wrong phone number or email means the customer never gets the booking, quote, or payment request. The Growth Engine confirms phone numbers by text, email addresses by email, and postal codes against the address before saving a record.
These checks catch most mistakes before they cost you a booking or a payment.
Your App Carries the Name the Homeowner Knows
When you open the app in front of a homeowner, they see the same name and colours as the website where they found you. You pull up their quote, visit, or messages while you discuss the job.
On the Own Website Plan, that is your business name, colours, and website design. On the Pay When Paid Plan, it is the shared website's.
Built Around How Your Crew Works
Most small contractors have nobody whose full-time job is keeping customer records up to date. I set up the Growth Engine around how customer work moves through your business, including what goes on each list, how leads move forward, when follow-ups go out, and who on your team gets access.
What the Growth Engine Handles
- Keeps all customer activity together on one record
- Shows the calls and work that need attention
- Tracks leads, quotes, jobs, and payments
- Sends the follow-ups you have approved
- Sends work you flag for another trade to that trade's company
What I Handle
- Set up the Growth Engine app around how your business operates
- Configure the job stages and follow-up rules
- Import your current customer records
What You and Your Crew Handle
- Return customer calls
- Prepare and approve the work
- Run site visits and jobs
- Decide which leads move forward
- Flag work for another trade, with the customer's agreement
- Manage your customer relationships
Do You Have to Replace Your Current Contractor CRM?
No. On both plans, the Growth Engine works alongside the job software you already use, and your team moves each new customer into it by hand.
On the Own Website Plan, connecting the two is an optional extra, priced before work starts. See what costs extra.
Common Questions About Contractor CRM Software
What should a small contractor look for in a CRM?
Look for customer records your crew can use easily, a clear history of calls and quotes, and a way to see who needs attention. Check which features are available, how customer information moves between tools, and what you can export if you leave.
How does a contractor CRM help prevent lost leads?
A contractor CRM keeps inquiries and customer history together so your team can see what needs attention. The Growth Engine adds callback and open-quote lists and automatic reminders.
Does the Growth Engine app work on iPhone and Android?
Yes. Your crew uses it on iPhone and Android, and it shows on truck screens through Android Auto and Apple CarPlay. I check the phones and truck screens your crew uses during setup.
Can multiple crew members use the Growth Engine app?
Yes. You choose who receives access, and everyone with access sees the same customer details and message history.
Can I import customers from my existing spreadsheet or CRM?
Customer contact details can be imported during setup where your existing tool provides a usable export. I check which fields can move. Importing a contact does not by itself give you permission to send customer campaigns.
Will importing my customers also move old quotes, invoices and job history?
Not automatically. What can move depends on your existing software's export and the fields the Growth Engine supports. I confirm what moves before setup so you know what stays in your old system. See how switching works.
Can I refer a customer to a contractor in another trade?
Yes. With the customer's agreement, flag the work on their customer record and pick the trade. It goes to the company on that trade's shared website, and you get $100 off your next bill once the customer pays that job in full. Read the referral rules.
Is contractor CRM software difficult to learn?
The Growth Engine is set up around everyday tasks: returning calls, checking quotes, and seeing visits. It shows what needs attention in short lists, and I set it up around how your business runs.
Is the Growth Engine app included in the price?
Yes. Both plans include the Growth Engine app on your phone and your truck's smart screen. The plans differ only in who uses the website.
Stop Losing Track of Customers Between the First Call and Final Payment
When customer details are spread across phones, spreadsheets, and email, a callback, quote, or payment reminder gets missed, and that missed step costs revenue. The Growth Engine brings the details together and shows your crew what comes next.
On the call, I review where customer details get scattered in your business and how the Growth Engine brings them onto one record.