Contractor CRM software that keeps leads, jobs, and revenue connected
ALTITUDE helps growing contractor teams capture inquiries, own follow-up, manage customer history, schedule work, send estimates and invoices, and see which marketing sources turn into paid jobs.
Office-side contractor CRM for teams of 3–30 users. Full command center on every plan. Also see all features.
Why generic CRMs fail contractor offices
Contractor revenue runs through quotes, schedules, and paid jobs — not contact lists. Generic CRMs rarely connect that path.
Inquiries scatter across systems
Calls, web forms, social DMs, and referral texts land in different places. Generic CRMs store names but not the threads that win jobs.
Office follow-up has no owner
When nobody is assigned the next step, estimate requests and callbacks slip — especially when the field is busy.
Quotes leave lead source behind
Estimates go out from one tool while the ad click or referral conversation lives elsewhere. Profitability by channel stays guesswork.
Job status is hard to see
Pipeline stages, open tasks, and customer history sit in separate views. The office cannot answer “where is this job?” without digging.
Paid work disconnects from marketing
Invoices get paid in one system while Google, Meta, or LSA spend is tracked somewhere else. You know revenue — not which channel earned it.
Profitable channels stay hidden
Lead volume is easy to count. Knowing which sources produce booked jobs and margin-friendly work is where contractor stacks usually break.
The contractor path: inquiry to paid job
One connected record for the office — from first touch through estimate, schedule, portal, invoice, and source reporting.
- Contractor lead capture
Lead captured
Calls, forms, chat, DMs, and referrals create or update a customer record — with source attached from the first touch.
- Unified contractor conversations
Conversation owned
Email, SMS, Messenger, Instagram, and chat threads stay on one history so the office knows what was promised.
- Contacts CRM for contractors
Contact record updated
Statuses, notes, company hierarchy, and job context live in CRM built for service businesses — not generic B2B lists.
- Contractor follow-up software
Next step assigned
Tasks, callbacks, and automations put a name on follow-up so inquiries do not sit in a shared inbox.
- Contractor estimate software
Estimate sent
Quotes go out from the same record as the conversation and lead source — ready for approval tracking.
- Scheduling for contractor teams
Work scheduled
Service calls and estimate visits get appointment visibility for the office and the customer.
- Contractor customer portal
Client portal gives status
Customers check estimate approval, appointment times, and invoice status without calling the office.
- Estimates and invoices
Invoice and payment tracked
Invoices and payment status stay tied to the job, contact, and original lead source.
- Source-to-paid-job reporting
Source-to-paid-job reporting
Owners and marketing leads see which campaigns and channels produced booked work and paid revenue.
Job pipeline
Stages, ownership, and lead scoring so every inquiry has a place in the queue.
Contractor pipeline softwareAutomations
Reply-aware sequences and lead scoring when threads go quiet.
Contractor automationsReporting
Owner visibility across pipeline, tasks, invoices, portal status, and source reporting.
Contractor reportingContractor trades ALTITUDE fits
Built for owner-operators, office managers, operations leads, and marketing leads running 3–30 person contractor teams.
Compare trade packs on ALTITUDE industries or read the broader home-service CRM category overview.
Contractors often compare Jobber, ServiceTitan, and Housecall Pro
Each platform fits different gaps. ALTITUDE is contractor CRM software for teams whose biggest problems are office-side follow-up, customer history, and paid-job clarity.
ALTITUDE vs Jobber
Many contractors start with schedule, quote, and invoice basics. ALTITUDE fits when CRM depth, attribution, and inbox-connected follow-up matter more.
Compare contractor CRM optionsALTITUDE vs ServiceTitan
Large operations with deep dispatch and inventory needs may stay on ServiceTitan. ALTITUDE fits contractor teams that want a faster office rollout and paid-job clarity.
Compare contractor CRM optionsALTITUDE vs Housecall Pro
Strong for mobile field execution. ALTITUDE fits when the office needs pipeline visibility, customer history, and marketing tied to paid jobs.
Compare contractor CRM optionsCommon questions about contractor CRM software
What is contractor CRM software?
Contractor CRM software is built for trade businesses that turn inquiries into scheduled work, estimates, invoices, and paid jobs. It should keep customer history, job pipeline, office follow-up, and customer-facing status on one record — not spread across spreadsheets, inboxes, and field tools.
How is ALTITUDE different from a generic CRM?
Generic CRMs track contacts and deals for any industry. ALTITUDE is contractor CRM software tied to revenue operations: unified conversations, job pipeline, task ownership, scheduling, estimates and invoices, a branded client portal, and source-to-paid-job reporting on the same customer record.
Does ALTITUDE replace our current tools?
It can become your office command center for leads, CRM, follow-up, scheduling, billing, portal, and attribution. Many contractors run ALTITUDE alongside Jobber, Housecall Pro, or ServiceTitan for field or accounting workflows while the office runs on one connected record.
Is ALTITUDE only for home-service contractors?
ALTITUDE is built for home-service and contractor trades — HVAC, plumbing, roofing, electrical, and general contractors or remodelers. It is not a generic small-business CRM for retail or professional services.
Can ALTITUDE track leads to paid jobs?
Yes. Marketing Intelligence ties lead source and campaign data through pipeline stages, estimates, invoices, and paid status so owners and marketing leads can see which channels produce booked work and paid revenue — not just form fills.
Does ALTITUDE include estimates, invoices, and a client portal?
Yes. Estimates and invoices stay on the customer record. Customers get a branded portal to review quotes, approve or decline, view appointments, see invoice status, and continue to payment — without the office re-entering context.
Your move
Start with one live workflow.
Then connect the chain.
See how ALTITUDE carries a real lead from first click to follow-up, scheduled job, approved estimate, paid invoice, and branded client portal — before you roll it out to the team.
- No credit card
- Full ALTITUDE from day one
- Cancel anytime