Contractorsly Work Flow

Simplified software workflow from lead capture to final profitability for construction teams.

1

Lead Capture & Pipeline

Every new inquiry is instantly saved to your system. Effortlessly track and organize potential customers.

2

Flexible Estimating (Manual + AI)

Build project costs manually from your Price Book for full control, or use AI image analysis to quickly suggest material quantities.

3

Proposal Approval & E-Sign

Send a professional digital proposal by email or SMS. The client reviews pricing and taps Accept to sign instantly on mobile.

4

Deposit & Job Activation

Client pays the project deposit online through Stripe. Once received, the lead is automatically converted into an active job and your team is notified.

5

Field Crew & GPS Clock-In

Assign jobs instantly to your crew. Team members clock in via the PWA with real-time GPS tracking to confirm location accuracy and work hours.

6

AI Voice Logs & Progress

Workers report progress using voice-to-text logs and upload job photos, creating a clear live record of site activity.

7

Client Transparency Portal

Clients log into a private portal to view updates, photos, and status in real time, reducing repeated calls and manual follow-ups.

8

Milestone Billing & Final Payment

As milestones are completed, progress invoices are sent automatically. Final payment closes the job as complete.

9

Profit & Cost Analysis

Compare original estimate versus actual spending to see final profit clearly and improve costing accuracy for future projects.

Final Outcome: Lead -> Estimate -> Proposal -> E-Sign -> Deposit -> Active Job -> Field Progress -> Milestone Billing -> Final Profit