CRM for General Contractor

General Contractor CRM That Keeps Every Project on Time

Subs, phases, and change orders scatter across texts and spreadsheets. Smarfle puts them on one timeline with client updates, draw invoicing, and lead capture from your website. From $19/month.

7-day free trial|No credit card required|Same-day US support
Smarfle CRM - General Contractor Dashboard
Active Projects

11

Pending Change Orders

4

Invoices Outstanding

$187,500

Revenue This Month

$142,000

Recent Jobs

Ridgemont Commercial LLC

Office Buildout

In Progress

Marcus and Diane Pollard

Kitchen Addition

Scheduled

Westfield Properties

Tenant Improvement

Completed

Everything a general contractor business runs on

Smarfle connects everything a successful local business runs on: website, Google Business Profile, call tracking, lead follow-up, CRM, review requests, payments, and recurring orders. One platform. Start with the general contractor workflows below.

The growth side, built in

Contractor Call Tracking

New-project calls arrive while you are on a site with a nail gun running. Every call is recorded and logged to the project record, and missed ones get an instant text-back.

Reviews & Google Business Profile

Reviews after the punch list closes are how homeowners separate you from the contractor horror stories. Requests go out automatically at handover.

Website & Lead Follow-Ups

Bid requests from your website land with project scope attached, and follow-up sequences keep you in the running through the homeowner's three-bid ritual.

Plans that grow with your general contractor business

All plans include a 7-day free trial. No credit card required.

Solo

Sole operators getting started

$19/mo
  • 1 user
  • Up to 100 clients
  • 1 GB storage
  • Public booking link + calendar
  • Client management
  • Work orders with photos
  • Invoices + Stripe payments
  • Activity log, tags, custom fields
  • Mobile PWA + CSV import/export
Start Free Trial

Starter

Small teams adding tools and growth

$99/mo
  • Up to 5 users (1 owner + 4 techs)
  • Up to 200 clients
  • 1 GB storage
  • Everything in Solo
  • Voice AI receptionist (usage-based)
  • GMB rank tracking
  • Search Console integration
  • API access + webhooks
  • Branded client portal
Start Free Trial
Most Popular

Professional

Growing service businesses

$199/mo
  • Up to 10 users
  • Up to 500 clients
  • 3 branch locations
  • 5 GB storage
  • Everything in Starter
  • AI email & SMS drafts
  • AI work order summaries
  • GBP Posts + Dashboard
  • Workflows automation
  • Website builder + AI content
Start Free Trial

Business

Multi-location operations

$349/mo
  • Up to 30 users
  • Up to 1,000 clients
  • 10 branch locations
  • 20 GB storage
  • Everything in Professional
  • Priority support
  • Higher AI credit limits
Start Free Trial

SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →

Where general contractor businesses lose time and money

The day-to-day friction every general contractor owner recognizes.

Change Orders Create Billing Confusion

Scope changes happen on every project. Without a clean system to document and price each change order, clients dispute charges, final invoices balloon with surprises, and you end up absorbing costs you should have collected.

Subcontractor Coordination Slips Through the Cracks

Scheduling electricians, plumbers, and specialty subs around each other is a constant challenge. A single missed coordination call can stall a project for days and push the completion date back.

Clients Want Status Updates Constantly

Homeowners and commercial clients call repeatedly asking about progress. Answering those calls eats time you should be spending running the job, yet ignoring them damages the relationship.

Built for general contractor businesses

Not a generic CRM. Every feature is tailored to how general contractor companies actually work.

Project-Based Work Orders

Create a master work order for each project and break it into phases. Track status, notes, and assigned trades for each phase so you always know exactly where a project stands.

Change Order Documentation

Log every scope change as a separate line item with a client-approved signature. Change orders are attached to the project record and automatically added to the final invoice.

Subcontractor Assignment and Scheduling

Add subcontractors as technicians and assign them to specific phases. The scheduling calendar shows all active assignments so you can coordinate trades without double-booking.

Client Portal with Job Updates

Give each client access to a branded portal where they can view project status, upcoming milestones, and uploaded photos. Fewer phone calls, happier clients.

Progress Billing and Milestone Invoices

Generate invoices tied to project milestones instead of waiting until the job is complete. Collect deposits, draw payments, and final balances with itemized line items for every scope element.

Per-Project Profit Tracking

Expenses, sub costs, and draws roll up per project, showing which jobs earned and which just kept the crew busy.

Every general contractor call, handled your way

Your business number routes however you decide, and you can mix modes by schedule: forward to your phone during the day, switch to text-back or the AI after hours.

Plain forwarding

$0.04/min

Just rings your phone. Every call logged as answered or missed.

Forward with call tracking

$0.10/min

Rings your phone. Recorded, transcribed, summarized, and logged to the customer record.

Busy message + text-back

~$0.05/call

Plays your message, hangs up, and texts the caller. Replies land in your Inbox as leads.

AI receptionist

$0.25/min

The AI answers, qualifies the caller, and books the job. Great after hours if you want it.

Curious how the AI option sounds? Call (866) 355-9645 and try booking a consultation with it.

A day in the life

How a contracting project flows through Smarfle

From the first walkthrough to the punch list — multi-week jobs stay coordinated.

  1. 1

    Lead from referral or website

    Web form, AI receptionist for project inquiries, or referral. Each lead becomes a client record with the project address and scope notes.

  2. 2

    Walkthrough scheduled

    Calendar holds the walkthrough; you arrive with the work order on your phone. Custom fields capture permits required, HOA approval, and budget tier.

  3. 3

    Estimate + permit work tracked

    Estimate built from line items. Once approved, project becomes a work order. Per-job expenses log permits, subs, and material draws.

  4. 4

    Multi-week build coordinated

    Daily progress photos, job checklist for each phase (demo, framing, MEP, finish), time tracking per trade, and inventory draws for the materials your crew uses.

  5. 5

    Final billing + retention + review

    Progress invoices via Stripe payment links, final invoice on punch-list completion, review request after handoff, and maintenance reminders for the warranty year.

Same flow for every general contractor business, only the terminology and details change.

Is Smarfle the right fit for your general contractor business?

We built this for a specific type of business owner. Tap each one that sounds like you.

We built this for you if...

Tap the ones that resonate

This probably isn't for you if...

And that's okay

Top feature for general contractor

Stop Losing Money on Change Orders

Undocumented change orders are one of the biggest sources of revenue loss for general contractors. Smarfle makes it easy to document every scope change, get client approval in writing, and attach it directly to the invoice so nothing falls off at billing time.

Change Order TrackingMilestone BillingSub SchedulingClient Portal

The full general contractor toolkit, in detail

Three ways Smarfle transforms how you operate, get paid, and grow.

1

Phase-Based Work Orders

Break each project into phases with assigned trades, notes, and status tracking. Know exactly where every project stands at a glance.

2

Subcontractor Scheduling

Assign subs to specific phases from a visual calendar. Avoid double-booking and coordinate trades across multiple active job sites.

3

Change Order Documentation

Log every scope change with a description, price, and client approval. Attach it to the project record so nothing gets lost at billing time.

General Contractor CRM questions

Yes. Each project is a separate work order linked to a client record. You can use status filters, priority levels, and notes to distinguish residential from commercial jobs.
Create an invoice for each billing milestone with the relevant line items. All invoices are linked to the project so you can see the full billing history in one place.
Subcontractors added as technicians can log in and see only the work orders assigned to them. They cannot view other projects, client contact details beyond what is needed, or any billing information.
Work order statuses and due dates give you a quick view of overdue jobs. You can filter the work orders list by status or date to spot any projects that are running late.
Log each change order as a note on the work order with a description and price. You can also send an email directly from the client record with the details, keeping a timestamped record of approval.
Yes. Invoices sent through the client portal include a payment link. Clients can pay by credit card or ACH and the payment is automatically recorded against the invoice.

Switching to General Contractor CRM from another tool?

Most general contractor businesses arrive at Smarfle from one of the tools below. See a side-by-side comparison.

Why businesses stay

A Florida company that treats you like a partner

We answer requests the same day. If your business needs a new feature, or an existing one changed, it gets built fast, often by the next day. Ihor Lavrenenko puts his name on this product: he has helped hundreds of local businesses grow, and Smarfle is how that experience shows up in your operation every morning.

Based in Orlando, Florida|Same-day support answers|Feature requests shipped fast
Meet the team behind Smarfle

Ready to run your general contractor business from one place?

Join service businesses that book more jobs, get paid faster, and grow their reputation with Smarfle.

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