For contractors
A complete CRM for contractors
Run your entire business from one platform: create services, add clients, send quotes and invoices, track jobs, and collect payments. Your clients never need the app, and CRM plans start at $34.99 a month.
Everything you need
A complete CRM designed for contractors, from first quote to final payment.
Create your services
Set up your service catalog with pricing, descriptions, and categories. These services become the foundation for quotes and invoices.
Create unlimited services
Set standard pricing and descriptions
Organize by categories
Update pricing anytime
Reuse services across quotes
Add your clients
Add clients with an email or phone number. They never need the QuoteAhead app to receive quotes or make payments.
Quick client onboarding
Email or phone number is all you need
No app installation for clients
Track client history
Add notes and tags
Send quotes
Create and send professional quotes by email or SMS. Clients accept, reject, or request changes through a web link. No app required.
Professional quote templates
Send by email or SMS
Track quote status
Clients respond through a web link
Convert quotes to jobs instantly
Manage jobs
Create job records for ongoing work, track status and progress, and keep everything organized in one place.
Visual job pipeline
Track job status and progress
Link jobs to quotes and invoices
Add notes and milestones
Set reminders and deadlines
Invoices and payments
Generate and send invoices by email or SMS. Clients pay online through a secure web link, and you track payment status in real time.
Professional invoice templates
Accept payments online
Track payment status
Automatic payment reminders
Export for accounting
Your clients never need the app
Clients receive quotes and invoices by email or SMS and respond or pay through a web link. No download, no account creation, no friction.
Send quotes by email or SMS
Clients view and respond on the web
Accept online payments instantly
No app installation required
Works on any device
How a quote reaches your client
You send the quote or invoice by email or SMS
Your client gets a notification with a link
They open the link in any web browser
They review, respond, or pay
You get an instant notification
From lead to payment
How the features work together across a typical project.
Add client
Create a client profile with basic contact info.
Select services
Choose from your pre-configured services.
Send quote
Generate and send a professional quote.
Quote accepted
Your client accepts through a web link.
Create job
Convert the quote to a job and track progress.
Complete work
Finish the job and add photos and notes.
Send invoice
Generate the invoice and send it to your client.
Get paid
Your client pays online instantly.
Why contractors love it
Real benefits that make a measurable difference in your business.
Save time
Create quotes and invoices in minutes, not hours. Status tracking replaces manual follow-ups.
Get paid faster
Clients pay online through a secure link, and funds land in your linked Stripe account within 1 to 2 business days.
Stay organized
All client data, quotes, jobs, and invoices live in one place. No more scattered files and spreadsheets.
Look professional
Branded quotes and invoices build trust with clients before you ever show up.
Common questions
Everything you need to know about managing clients on QuoteAhead.
How much does the CRM cost?
Basic is $34.99 a month or $334.99 a year, and Pro is $99.99 a month or $959.99 a year. A free account can manage up to 5 clients. Either way the CRM is separate from the marketplace: bidding stays free and unlimited, and the awarded-job lead fee applies whether or not you subscribe, though Pro reduces it.
Do my clients need to download the QuoteAhead app?
No. Clients receive quotes and invoices by email or SMS and can view, respond, and pay through a web link. No app download or account creation required.
Can I customize my quotes and invoices?
Yes. Add your business logo, terms and conditions, and personalized notes. Quotes and invoices carry your business identity.
How do clients pay invoices?
Clients tap a secure payment link in the email or SMS and pay online through Stripe. Funds are deposited to your linked account within 1 to 2 business days.
Can I track which quotes have been viewed?
Yes. You can see when clients open quotes and where each one stands, so you know exactly when to follow up.
What happens if a client wants to negotiate a quote?
Clients can message you directly through the quote link to discuss changes. Update the quote and resend it, with all communication tracked in one place.
Can I manage multiple jobs for the same client?
Yes. You can have unlimited jobs per client, each with its own quotes, invoices, notes, and timeline, all organized under the client's profile.
Is there a mobile app for contractors?
Yes. Contractors get full access on iOS and Android, plus the web. Create quotes on the go and send invoices from the job site.
Start managing smarter
Keep track of your clients, quotes, and invoices with the CRM built for contractors. Get started on the web.