CRM for General Contractor

Keep Every Project on Time and Every Client in the Loop

Manage bids, subcontractors, change orders, and invoices for every active project without switching between apps.

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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

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.

Purpose-built general contractor dispatch, scheduling, and invoicing software

Three workflows every general contractor business lives or dies by. Smarfle ships them in one CRM so you stop stitching tools together.

General Contractor dispatch software

Route the right general contractor tech to the right job. Live map, drag-to-reassign dispatch board, and Google Directions optimization cut drive time across your whole fleet.

General Contractor scheduling software

Book recurring visits, one-off jobs, and appointments on a shared calendar. Technician colors, week/month toggle, and auto-generation of recurring work orders keep the schedule tight.

General Contractor invoicing software

Generate invoices from completed general contractor jobs in one click. Billable hours and parts pre-fill as line items, Stripe payment links included, overdue reminders go out automatically.

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

Everything your general contractor business needs

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.

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.

AI Receptionist

Stop losing project leads on the job site

You're on site swinging a hammer, not at a desk. Project inquiry calls go to voicemail, and qualified leads worth $30K+ slip to the next contractor.

How AI Receptionist works
  • Project inquiries with budgets that justify the call back
  • Referrals from past clients who can't reach you on the phone
  • Insurance-restoration leads that need fast intake
  • Commercial inquiries from property managers
  • AI captures project type, scope, address, and budget tier — your office routes the qualified ones

Always on. Never misses an after-hours general contractor call.

Plans that grow with your general contractor business

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

Starter

Solo operators & small teams

$99/mo
  • Up to 3 users (1 owner + 2 techs)
  • Up to 100 clients
  • 1 GB storage
  • Unlimited work orders & invoices
  • Client portal
  • Scheduling calendar
  • Reports & analytics
  • Review requests
  • Voice AI receptionist (usage-based)
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
  • GMB rank tracking
  • Voice AI receptionist (usage-based)
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
  • Voice AI receptionist (usage-based)
Start Free Trial

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

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.

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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