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Replacing Disconnected Chaos with a Unified Command Center

Most trade businesses run on a patchwork of disconnected tools. The gaps between them are where money leaks out.

Lost Leads

Slow follow-up and scattered inboxes let hard-won leads go cold before anyone calls them back.

Hidden Margins

When pricing lives in spreadsheets, you find out a job lost money only after it's done.

Miscommunication

Office, field, and customer work from different versions of the truth — so things fall through the cracks.

One platform connecting Marketing → Sales → Operations → Admin, so nothing falls through the cracks.

From Initial Click to Final Invoice — One Continuous Flow

All project context lives in one single record, moving with the work at every stage.

1

Lead Capture

Every channel, one inbox

2

Estimate

Priced for profit, instantly

3

Job

Scheduled, tracked, executed

4

Invoice

Sent the moment work is done

5

Paid

Cash flow you can see

Built to Run the Whole Job

Real screens from the product — the same command center your team works in every day.

Command Center

See your whole business at a glance

A real-time dashboard for cash flow, pipeline, and what needs attention today — no more stitching together five different reports.

Real-time cash flow dashboard

Never Miss a Lead

Every lead source, automatically captured

Google, Facebook, Angi, referrals, your website — every lead lands in one place and starts a follow-up sequence on its own.

Multi-channel lead capture from Google, Facebook, Angi, referrals and web

Stop Guessing on Margins

Profitability built into every estimate

See sales commission, manager commission, and estimated profit update live as you build the quote. Know the margin before you ever send it.

Estimate builder with live commission and profit analysis
Automated prospect journey

A prospect journey on autopilot

Multi-step nurture runs in the background so no lead goes quiet.

Project execution Kanban board

Project execution, visualized

Drag jobs through every stage with granular work orders underneath.

AI-generated service descriptions

AI-written service descriptions

Generate clear, consistent line-item descriptions in a click.

Automated commission tracking

Commission tracking, automated

Commissions calculate themselves as deals close — no spreadsheets.

A Purpose-Built Interface for Every Role

One system, tailored views — everyone sees exactly what they need to do their job.

Owner

  • Real-time cash flow & pipeline
  • Profit protected on every job
  • One source of truth for the business
Core value: Total visibility and protected margins

Sales Rep

  • Leads and follow-ups in one place
  • Build profitable quotes in minutes
  • Commission tracked automatically
Core value: Close more, chase less

Operations Manager

  • Schedule crews and work orders
  • Project stages at a glance
  • Field and office in sync
Core value: Every job on track

The Vision

The Operating System for the Trades

Trade businesses are the backbone of the economy, yet most still run on tools never built for how they actually work. AI Contractor brings the lead-to-cash workflow into one system — and protects the margin on every job along the way.

Our wedge is margin protection: by owning the estimate, the job, and the invoice in one record, we give operators control they've never had — and a foundation to automate the busywork with AI.

What is a Trade Business Operating System?

A trade business operating system is a single platform that runs a contractor's entire workflow — leads, estimates, jobs, and invoicing — instead of relying on separate, disconnected tools. AI Contractor brings CRM, estimating, scheduling, project execution, and billing together in one system built for the trades.

Whether you run an insulation, roofing, HVAC, plumbing, electrical, or remodeling business, AI Contractor connects marketing, sales, operations, and admin so work flows from the initial click to the final invoice — with margin protected at every step.

Why Trade Businesses Choose AI Contractor

One System Instead of Five

Replace the patchwork of CRM, spreadsheets, and scheduling tools with a single connected command center.

Margin Protected Up Front

Profitability is calculated into every estimate, so you know the margin before the quote goes out.

Faster, Consistent Follow-Up

Automated journeys keep every lead engaged so hard-won opportunities don't go cold.

Built for the Field

Mobile-first, so owners, reps, and crews stay in sync from anywhere.

Frequently Asked Questions

What is AI Contractor?

AI Contractor is an all-in-one operating system for trade and construction businesses. It combines lead capture, CRM, estimating, scheduling, project execution, and invoicing in one connected platform — from the initial click to the final invoice.

Who is it for?

Trade and construction businesses — insulation, roofing, HVAC, remodeling, and more — that want to run sales, operations, and billing in one system instead of a patchwork of disconnected tools.

How is it different from generic CRMs or project tools?

AI Contractor is built around the trade lead-to-cash workflow and protects margin at the estimate stage — profitability is calculated into every quote, not discovered after the job is done.

Can I use it on my phone?

Yes. AI Contractor is designed mobile-first so owners, sales reps, and field crews can work from anywhere.

Does it handle invoicing and payments?

Yes. Estimates flow into invoices, and the platform is designed to integrate with accounting and payment tools so you get paid faster.

How do I get started?

Book a demo and we will walk you through the platform tailored to your business, or request access to get set up.

A Complete Toolset for Trade Businesses

Lead & Customer Management

  • Multi-channel lead capture
  • Contact management
  • Communication history
  • Pipeline visualization

Estimating & Profitability

  • Service catalog & pricing
  • Live margin analysis
  • AI service descriptions
  • Commission tracking

Project Execution

  • Stage-based Kanban
  • Work orders
  • Scheduling
  • Field & office sync

Billing & Cash Flow

  • Invoice generation
  • Payment tracking
  • Real-time dashboard
  • Profit analysis

Scale Your Trade Business on a Solid Foundation

See the command center in action — we'll tailor the walkthrough to how your business runs.