Everything You Need to Run Your Business
Replace multiple tools with one integrated platform
Opportunity Management
Track leads, manage relationships, and never miss a follow-up with our intelligent CRM designed for contractors.
Inspection & Takeoff
Digital property inspections with integrated measurement tools for accurate takeoffs.
Estimation & Quoting
Create professional estimates in minutes with built-in templates and cost databases tailored to your trade.
Communication Hub
Automated email and SMS campaigns to keep leads engaged and customers informed.
Efficient Scheduling
Keep your crews productive with visual scheduling, real-time updates, and mobile access from the field.
Fast Invoicing
Get paid faster with automated invoicing, online payments, and seamless QuickBooks integration.
Powerful Reporting
Make data-driven decisions with real-time dashboards showing profitability, pipeline, and performance.
Mobile Ready
Access everything from anywhere with our mobile app. Work offline and sync when you're back online.
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
How It Works
Book a Demo
See the command center in a quick walkthrough tailored to how your trade business runs.
Import Your Data
Bring over your existing contacts, projects, and data from spreadsheets or other software.
Customize Your Setup
Configure your service catalog, estimate templates, and workflows to match your business.
Invite Your Team
Add team members with role-based access. Everyone gets their own login and mobile access.
Start Growing
Manage leads, build profitable estimates, schedule jobs, and get paid faster.