Interactive Demo — Click Around

This Is What Running Your Jobs Could Feel Like

You're looking at the exact CRM we build for contractors, loaded with sample data for a fictional Holyoke plumbing outfit. Open a lead, move it through the pipeline, send a quote, mark an invoice paid — nothing here is real, so you can't break anything.

Pioneer Valley Plumbing & Heating
Holyoke, MA · Contractor CRM

Today

What needs your attention — sorted automatically

10
Total Job Leads
2
New This Week
4
In Pipeline
3
Jobs Won
Open Quotes
$25,540
waiting on customer decisions
Collected
$5,350
paid online in the last 30 days
Outstanding
$5,880
invoices sent, auto-reminders on

Job Pipeline

Every lead moves left to right — nothing falls through the cracks

2
New
$2,500 potential
2
Contacted
$15,200 potential
2
Quoted
$11,040 potential
3
Won
$10,750 potential

Recent Job Leads

Captured automatically from your website, AI chat, and missed calls

Never lose a lead

Website forms, AI chat, and missed-call text-backs all land in one list — with the job details already filled in.

Quote from your truck

Build a professional quote in minutes, email it as a PDF, and get notified the moment the customer opens it.

Get paid faster

Invoices include an online payment link. Overdue? The system chases it for you, politely and automatically.

Want this running for your business?

We set the whole thing up for you — website, AI answering, and this CRM — usually in under a week. No software to learn on your own.