Best Construction CRM for Contractors

The best construction CRM tracks every lead and bid, follows up until the owner decides, gets the contract and change orders signed, and then runs the job and the billing, and QuoteIQ does all of that in one app. Pipelines & deals (Elite and up, up to 5 on Elite and unlimited on Max) put each bid on a board from New Lead to Closed Won with win odds and a weighted forecast, and the client database (every plan) keeps lead sources, tags and every contact on a job.

Email & text automation (Pro and up) sends a follow-up a few days after each estimate is created, and branded proposals (every plan) carry your scope and terms with initials on each section. QuoteIQ Sign sends contracts, sub agreements and lien waivers for signature, and creating documents in it is on Pro and up. The client database page shows how leads and contacts are kept.

Once the job is signed, deposits and QuickPay (every plan) collect each stage, job costing (Pro and up) tracks the material costs behind the bid, and Review Multiplier (every plan) asks for the review after the final payment. Compare every plan on the pricing page.

Construction contractors manage leads by logging every inquiry with its source, booking the site walk, moving each bid through stages until it's won or lost, and following up on a schedule, and QuoteIQ handles each step. Set a lead type such as Referral on each client and the Leads By Source chart shows the month's mix, so you see whether referrals, repeat builders or your website send the work.

In Pipelines & deals (Elite and up), create a deal for an estimate, rename the stages to match how you sell, such as Site Visit, Quote Sent and Closed Won, and set the win odds for each. Moving a deal from Site Visit to Quote Sent raises the weighted forecast, and the photos from the site walk can sit in the deal's attachments for the takeoff.

A bid that goes quiet is the one you lose, so pair the pipeline with email & text automation (Pro and up), which sends a follow-up a few days after the estimate is created, and quiet hours keep messages inside the hours you set. The email automation page shows how a follow-up is built and queued.

Construction contractors price a job by doing a takeoff of the materials and quantities, adding labor, equipment, permits and the quotes from their subs, then adding a markup for overhead and profit, and they send it as a fixed-price bid, a cost-plus contract or time and materials. Items the owner hasn't chosen yet, such as fixtures or finishes, go in as allowances, and upgrades can go in as alternates.

The contract should spell out the scope, the exclusions, the allowances, the payment schedule and how changes are priced. In California, the Contractors State License Board says a written contract is required for all home improvement projects over $500. Check the rules in your state, and have an attorney review your contract.

In QuoteIQ, estimates are on every plan, and an options estimate puts the base bid and the alternates side by side for the owner to pick. A default markup in Estimate Settings marks up every new estimate, job costing (Pro and up) keeps the material costs behind each line while the client sees one Materials & Supplies line, and the AI Estimator is on every plan.

Construction contractors should put every change order in writing, with the new scope, the price and the effect on the schedule, signed by the owner before the work changes. Verbal changes are where disputes and unpaid work start, and in California the Contractors State License Board says changes must be done with a written change order signed by the customer and the contractor prior to the change.

In QuoteIQ, editing a partly signed estimate warns that the signatures will be voided, and you resend it, so the owner signs the changed scope and price again. E-signatures on estimates are on every plan. For a separate change order document, QuoteIQ Sign lets you add a signer by email or share a link to a document pack, and the row turns Signed when they finish; creating documents in QuoteIQ Sign is on Pro and up.

Keep the change order with the job: a signed agreement opens from the client's contact record, and the new amount goes on the next progress invoice. Under the federal ESIGN Act, a signature or contract may not be denied legal effect solely because it is in electronic form, but have an attorney review your change order form for your state.

Construction contractors collect a deposit when the contract is signed, progress payments as the job reaches each stage, and a final payment at the walkthrough, and QuoteIQ collects each one. Add a deposit to the estimate, the owner pays it on their phone and the estimate flips to Accepted. Deposits & partial payments are on every plan.

For each stage, send a progress invoice the owner can pay from a link, from the client portal (Pro and up) or with the card you keep on file (every plan). An invoice can ask the owner to sign in a Sign to pay dialog before paying, so each stage is signed off as it's paid. Card and ACH payments run through Stripe or Whop on every plan, and owners who need to finance a project can do so through your payment processor.

At the final walkthrough, QuickPay (payment link & QR code) makes a QR code the owner scans to pay by card, on every plan. Deposit rules vary by state: in California, the down payment for a home improvement job can't be more than $1,000 or 10 percent of the contract price, whichever is less. The invoicing page shows how invoices and partial payments work.

Construction contractors track job costs by recording every cost against the job it belongs to and comparing the total with the bid. In QuoteIQ, job costing (Pro and up) tracks the material costs behind each estimate, and expense tracking (Beginner and up) links each expense to its job. Add material costs to an estimate and the client's preview shows one Materials & Supplies line while you keep the detail.

Crew leads log expenses from their phones, such as a lumber run or an equipment rental, and each cost can be linked to its job, while recurring costs such as insurance or an equipment lease are added once. The expense analytics show totals and trends for the period you pick. Labor cost from tracked time comes with Time Tracker Pro (Elite and up), where crews clock in on their phones and the timesheet shows the hours.

Run the QuickBooks Online integration (Pro and up) alongside, and customers, invoices and payments sync with a log for each invoice. The job costing page shows what's tracked, and the expense tracking page shows how costs are logged.

Construction contractors can track crew hours and locations with a time clock on each crew member's phone, and QuoteIQ does it with EmployeeHub live GPS & Time Tracker Pro on Elite and up. A crew member clocks in from the jobsite, and the timesheet shows the live row, breaks and the hours for the day.

While someone is clocked in, their location shows on your live crew map, and job timers start and stop near the job site, so you see who is on which site without calling around. Filter the company timesheet to one employee's week with a custom date range when you run payroll, and assign jobs to team members (Pro and up) so each person's day is on the calendar.

Accurate hours matter for payroll and for the law: the U.S. Department of Labor says travel from job site to job site during the workday is work time and must be counted as hours worked. Crew creation, scheduling & tracking (Max) groups people into crews with a leader each. The time tracking page shows the time clock and timesheets.

Construction contractors keep clients updated with progress photos, a clear schedule and one place to see what's been billed and paid, and QuoteIQ covers all three. QuoteIQ Cam photo & video (Beginner and up) lets your crew add photos of each phase to a job form, mark one up, make a before and after and text the owner a link to view them.

The client portal (Pro and up) shows the owner the balance due, the next visit, their estimates and invoices, and a way to send a request, and you can text the portal link from the app. Additional contacts on the client's record, such as a property manager or an architect, are added to new documents, so everyone who signs off sees the same bid and the same change orders.

Photos protect you too: a photo of the framing and rough-ins before the drywall goes up is the record of what's in the wall, and job forms are saved to the cloud in the Job Archive. The client portal page shows what owners see, and the QuoteIQ Cam page shows how photos are taken and shared.

Construction contractor software in QuoteIQ costs $29.99/mo on Essentials for one user, $99.99/mo on Beginner for two users, $199.99/mo on Pro for four users, $299.99/mo on Elite for ten users and $699.99/mo on Max for 20 users. Annual billing is ten times the monthly price, so two months are free.

Pick the plan by how you run jobs. Estimates, proposals, deposits, QuickPay and the calendar are on every plan. Expense tracking and progress photos start on Beginner. Job costing, the client portal, QuickBooks Online, automations and assigning jobs to team members start on Pro. Pipelines and GPS time tracking start on Elite, and crews are on Max. Extra users are $25/per-additional-user/mo on every plan, up to 100.

Every plan includes a 14-day free trial, month-to-month billing with no contract, and the iPhone, Android and web apps. A credit or debit card is required to start. The pricing page lists every plan side by side, with the features each one includes.

Construction contractors need the license their state requires for the work and the job size, permits and inspections for regulated work, and a safety program that meets OSHA's rules. In California, the Contractors State License Board says anyone who contracts for work that requires a building permit, uses employee labor, or is valued at $1,000 or more for combined labor and materials must hold a current, valid license. Other states set their own thresholds.

On safety, OSHA says falls are the leading cause of death in construction, with 389 fatal falls to a lower level out of 1,034 construction fatalities in 2024 (BLS data), and fall protection general requirements head OSHA's preliminary list of most frequently cited standards for fiscal year 2026. For homes built before 1978, the U.S. EPA says lead-based paint is more likely and recommends a lead-safe certified contractor.

In QuoteIQ, keep your license, insurance and safety documents in the file manager (every plan), attach your contract to every estimate (every plan), and photograph each phase with QuoteIQ Cam (Beginner and up) before it's covered. Check the rules where you work; the app keeps the paperwork in one place.