Your Crew Wants to Know Who to Call Back, Not Another CRM
See missed calls, open quotes, booked visits, and unpaid invoices on short lists on your phone.
I set up the Growth Engine app. Your crew sees what needs doing without spending the day updating customer records.
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Here's What Your Crew Actually Has to Do
Follow one water heater job through a two-truck plumbing company. From the first call to payment, the crew has six tasks:
- Return the call: on Monday at 10:15 a.m., between jobs, a plumber plays the voicemail, calls the homeowner back from the business number, and books a site visit for Wednesday.
- Add a short note: on site Wednesday, the plumber notes that the venting needs replacing.
- Send the final quote: on Wednesday evening, the owner checks the note and sends the final quote from a phone, priced at the company's rates.
- Record the decision: on Saturday, the homeowner signs the final quote from a phone. The owner advances it and enters a crew of 1 for 1 day.
- Mark the job complete: on install day, the plumber marks the job complete from a phone.
- Confirm the payment: when the homeowner's Interac e-Transfer arrives, the owner confirms the payment from a phone.
The Growth Engine creates the rest of the messages and records on its own:
- Monday, 7:40 a.m.: both plumbers are on jobs when the homeowner calls, so the Growth Engine texts the homeowner back and adds the call to the Contact list. The homeowner prices the water heater online, and the quote goes out on its own.
- Wednesday, 9:00 a.m.: the site visit sits at the top of the truck's screen, with the route one tap away.
- Friday: the Growth Engine sends the homeowner a reminder about the open quote.
- Saturday: the deposit invoice goes out once the owner records the signature.
- Install day: the final invoice goes out, the payment lands on the customer record, and the customer stays on file for next season's reminders.
Your crew does 6 things on this job. The Growth Engine sends the texts, reminders, and invoices, and keeps every call and payment on the customer record.
Your Crew Didn't Sign Up to Do Data Entry
They're there to answer customers, price work, and finish jobs.
Calls, texts, quotes, and invoices stay together on the customer record. Your crew uses short lists to see what needs attention next.
I set it up around how your business already runs.
A homeowner calls while you are under a sink, then texts that evening. The estimate is in your email, the site visit is on your calendar, and the price is in a notebook in the truck.
When the homeowner calls back, nobody remembers what was promised. A callback that slips or a quote nobody follows up goes to the contractor who called first.
One customer record keeps the whole job in one place, so your crew answers each customer's next question in seconds.
One Record Answers Six Questions About Every Customer
Each customer gets one record in the Growth Engine app. Calls, texts, voicemail, estimates, quotes, visits, invoices, and payments for that customer land on it as they happen.
The app sorts those records into short lists on your phone. The number on each list is how many customers are waiting, and when every list reads zero, your business is caught up.
Who Contacted Us?
A call, a text, a website form, an online estimate, or an online booking starts a customer record, or adds to the one that exists. The Contact list shows missed calls from homeowners, newest first, and calls from suppliers go to their own list.
Filled in automatically: each call, text, and voicemail. The Growth Engine confirms phone numbers by text, email addresses by email, and postal codes against the address before saving, so a booking or payment request reaches the customer.
Your crew updates: nothing. They return the call or text from the business number in the app.
What Does the Customer Need?
The record shows the service the homeowner asked about, their answers from the online estimate, and every past call and text. Whoever picks up next sees who spoke to the customer last and what was promised, so the homeowner never explains the job twice.
Filled in automatically: estimate answers, call recordings, and message history.
Your crew updates: a short note after a phone call or site visit, such as the tank size or the access problem.
Have We Sent an Estimate or Quote?
An estimate is the starting price a homeowner gets from your website. A quote is the priced PDF the Growth Engine sends from it, and the final quote is the offer the homeowner signs. See the difference.
The Quote list shows every quote still waiting for the homeowner's decision.
Filled in automatically: the online estimate becomes the first quote, sent on its own, and every version sent stays on the record.
Your crew updates: what each visit finds before the updated or final quote goes out, and the decision once the homeowner signs or declines.
Who Needs a Follow-Up?
Each customer record carries one of three statuses, so your crew sees which customers still need attention:
- Advance: the customer is moving toward a visit, a quote, or a job.
- Nurture: the timing is wrong now, and the customer stays on file for next season.
- Suppress: the lead is not a fit, or the customer wants no marketing, and no further marketing goes out.
Filled in automatically: reminders for open quotes and unpaid invoices, on the schedule you approve. A customer whose job is paid in full moves to Nurture.
Your crew updates: the status and the reason when a customer says no or not yet.
What Work Is Booked or Completed?
Site visits sit on the customer record and in time order on your phone and truck screen, each with the customer, the job, the time, and the address. Tap the map button, and Google Maps opens with the route already entered.
Filled in automatically: online bookings, plus the calendar invitation and confirmation email to the homeowner.
Your crew updates: the crew size and days once the homeowner signs the final quote, and the job's status when the work is done.
What Has Been Invoiced or Paid?
The Payment list shows finished jobs with money still owed. Each invoice and payment sits on the customer record, so nobody compares invoices against a spreadsheet.
Filled in automatically: the deposit invoice when the homeowner signs, the final invoice when the job is marked complete, and payment reminders.
Your crew updates: the job's status when the work is done, and each e-Transfer or cash payment once it arrives.
What the Customer Record Covers
The customer record holds everything between your business and the homeowner: contact details, calls, texts, voicemail, estimates, quotes, booked visits, job status, invoices, and payments.
Running crews and keeping the books stay in the job and accounting software you use now.
Who Does What
Who handles each part of the customer record.
| Who | Job |
|---|---|
| The Growth Engine | Starts and updates each customer record, saves every call, text, and voicemail, checks contact details, sends approved reminders and invoices, and keeps each invoice's balance. |
| Me | Set up the lists, statuses, and follow-up schedule around how your business runs, import your customers, and decide with you who on your team gets the app. |
| You and your crew | Return calls, add notes, send updated and final quotes, set each customer's status, enter crew size and days, mark jobs complete, and confirm each payment. |
| Your customer | Calls, texts, books online, signs the final quote, and pays the invoice. |
What You Get
- One customer record per customer, shared by everyone on your team with the app
- Short lists for callbacks, open quotes, and money owed
- Site visits in order, with directions, on your phone and truck screen
- A status on every lead, so your crew sees which ones need attention
- Your current customers imported during setup
- The Growth Engine app on iPhone, Android, Android Auto, and Apple CarPlay
Where Each Customer Record Goes Next
The customer record feeds the rest of the Growth Engine:
- Phone system: how a call rings every crew phone and what happens when nobody answers.
- Customer campaigns: thank-yous, review requests, and maintenance reminders to paid customers.
- Reports: which marketing brings in your paid jobs.
Common Questions About Contractor CRM Software
What should a small contractor look for in a CRM?
Look for customer records your crew can use from a phone, a clear history of calls and quotes, and a way to see who needs attention. Check how customer information moves between your tools and what you can export if you leave.
Do we have to replace Jobber or our current CRM?
No. Keep your job software for crews and the back office, and your team moves each new customer into it by hand. See where each task runs.
Does the Growth Engine schedule and dispatch our crews?
No. The customer record shows each booked visit and whether the job is done. Which crew goes where each day stays in your job software or crew calendar.
Does it track job costs or replace our accounting software?
No. Job costing, bookkeeping, payroll, and tax stay in your accounting software. The customer record shows what each customer was invoiced and paid, and your bookkeeper records those payments there.
What does our crew have to update by hand?
Your crew returns calls, adds notes after visits, sends updated and final quotes, sets each customer's status, enters crew size and days, marks jobs complete, and confirms each payment. Calls, texts, online estimates, bookings, invoices, and reminders reach the record on their own.
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 everyone on the crew see the same customer?
Yes. You choose who gets the app, and everyone with it sees the same customer details and message history.
Can we import customers from our spreadsheet or current CRM?
Yes. Export your customers to a spreadsheet file, which Jobber, Housecall Pro, and most job software produce. Names, emails, and phone numbers are enough, plus past work and dates if you have them. I review each record before importing it. See how switching works.
Does the homeowner see our company name in the app?
Yes. When you open a quote or visit in front of a homeowner, the app shows the same name and colours as the website where they found you. On the Own Website Plan, that is your business. On the Pay When Paid Plan, it is the shared website.
Can we send 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 that serves the job's address, and you get $100 off your next bill once the customer pays that job in full. Read the referral rules.
Is contractor CRM software hard for a crew to learn?
Your crew learns the actions they use every day: answer a call, return a missed call, read a customer note, update a quote, and confirm a completed job. I import your customers and set up the lists and reminders 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 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 sit across phones, notebooks, and email, a callback, quote, or payment reminder slips, and that job goes to someone else. The customer record keeps the details together and shows your crew what comes next.
On a one-hour call, I show you the screens your crew would use and review which of the six questions take your crew the longest to answer.