CRM for contractors
A deal closes once. A project has phases, permits, subs, change orders and a draw schedule the bank cares about. Smarfle models the second thing, because that is what a contractor actually runs.
Most CRM software has never heard of a lien waiver. It cannot model a job that runs in phases, cannot hold a change order against the phase it belongs to, and has no view of a draw schedule a bank will accept. A contractor CRM has to follow the real sequence, from estimate to signed contract to a schedule with subs on it, through change orders and draws to the closeout walk. That sequence is what this is built around.
Where the margin goes on a long job
A contract job earns its margin over months, and loses it in places a deal pipeline cannot see. These are the four that cost the most, and what closes each one.
Change orders
Draw billing
Lien waivers
Per-project margin
14 trades covered
Click any industry for the full vertical-specific page with industry pain points + workflow + features.
What contractors get
Multi-phase projects with dependencies
Demo, plumbing rough, electrical rough, framing, drywall, paint, cabinets, finish. Each phase has its own dates, assigned crew or sub, budget line, and dependency rules (drywall doesn't schedule until MEP-rough passes inspection). Generic CRMs show one timeline per deal. Smarfle shows the real construction sequence.
Subcontractor coordination without spreadsheets
Each sub gets their dates + scope + payment terms pushed via SMS. They confirm or request a change. Updates propagate to your dashboard. Multi-project sub conflicts surface visually before they happen. No more 'who's drywalling Tuesday?' Slack threads.
Permit tracking per project
Every permit number, application date, approval date, inspection schedule, and outcome lives on the project record. AHJ asks for documentation? Pull the PDF in five seconds. No paper chase across three filing cabinets.
Change orders signed before the work happens
Homeowner wants the island bigger. Generate a change order PDF with cost + timeline impact. Send via SMS for e-signature. Approved before you order the extra slab. Documented trail end-to-end so 'I never agreed to that' arguments at closeout disappear.
Draw billing tied to phase completion
Construction lending ties money to inspected phases, so the billing has to follow the schedule rather than the calendar. A schedule might run deposit, rough-in, drywall, cabinets and punch list. Marking a phase complete assembles the draw package from the photos, the waivers and the invoice already attached to it.
Lien waiver collection per draw
Bank requires lien waivers from subs before each draw. Smarfle requests waivers from each sub via portal, tracks who has signed, and bundles them into the draw package automatically. Funding releases days faster than the manual chase.
Walk-through punch list on your phone
Final walk-through with the owner. Open the punch list on your phone, log each item (paint touch-up, door rub, missing trim) with photos. Sub assignments + ETAs surface in the owner's portal automatically.
Per-project margin in real time
Material cost + labor hours + sub bills + change orders all roll up per project. Margin shows live. Stop running projects that lose money. Most contractors find 3-5 chronic margin-bleed job types in the first 30 days.
Generic CRM vs Smarfle
Not a contractor?
Sister hubs covering the rest of the Smarfle universe.
Contractor CRM pricing
All plans include a 14-day free trial. No credit card required.
Solo
Sole operators getting started
Starter
Small teams adding tools and growth
Professional
Growing service businesses
Business
Multi-location operations
Contractor CRM questions
How is Smarfle different from BuilderTrend?
BuilderTrend is excellent enterprise construction software at $300-500/month, built for shops with a dedicated project manager. Smarfle is built for small-to-medium contractors (1-15 active jobs, no full-time PM) at $99-349/month. Same phase + sub + change order + draw workflow, simpler interface, lower cost. Larger production builders may still want BuilderTrend's deeper feature set.
Does Smarfle handle commercial contracting?
Yes. Multi-phase project structure, sub coordination, draw billing, and permit tracking work the same for residential and commercial. Some commercial jobs use AIA-style billing schedules + lien waiver requirements that Smarfle supports out of the box.
Can subcontractors see only their work?
Yes. Each sub gets a portal login that shows only their assigned scope per project. They see dates, scope, contact info, and can upload completion photos + e-sign lien waivers from their phone. No cross-project visibility.
What about residential customer communication?
Owners get a project portal showing schedule, progress photos per phase, pending change orders awaiting signature, and invoice history. It is the cheapest way to stop the weekly call asking how the kitchen is going.
Can I track materials orders and delivery schedules?
Yes. Material orders log per project + phase with supplier, cost, ETA, and delivery confirmation. Phases that depend on a material flag if the delivery slips.
How does Smarfle compare to ServiceTitan for contractors?
ServiceTitan is built for high-volume residential service businesses (HVAC, plumbing) at $400+/seat/month. It works for some contractors but doesn't handle project-based work as cleanly. Smarfle is built specifically for project work and priced for a business without a full-time project manager.
Does this work for solo contractors with no employees?
Yes, the $19/month Solo plan covers a single owner running 5-20 projects per year. You get phase scheduling, change orders, draw billing, and customer portal. Sub coordination becomes useful once you start subcontracting work, even occasionally.
Can I integrate with QuickBooks?
No, there is no QuickBooks connector. Smarfle does invoicing, Stripe payment collection and AR aging on its own, so most contractors run it as the day-to-day system and hand their accountant a CSV export of invoices and payments at tax time.
Why businesses stay
Who you are buying from
Ihor Lavrenenko, founder of Smarfle and author of Rank, Ring, Repeat, a local SEO guide for business owners, puts his name on this product after helping hundreds of local businesses grow. Ask for a feature or a change and it is often built by the next day.
Start free
Try Smarfle free for 14 days. No credit card required, full access to every feature, real customer support if you need help getting started.