Pro Plan — Blue Collar CRM
Streamline lead intake, estimates, job tracking, and invoicing in one simple system.
- Built for contractors — stages, tags & pipelines
- Fast estimating — reusable templates & taxes
- Professional invoicing — statuses & reminders
- Customer records — photos, files & notes
- Tasks & reminders — keep jobs moving
- Basic reports — pipeline & revenue snapshots
- Email/SMS logging — conversation history
- Mobile-friendly — capture from the field
- Exports — CSV downloads (QuickBooks-ready)
What's Included
Leads & Pipeline
Create stages that match your process (New Lead → Inspection → Estimate → Won/Lost). Filter by tag, source, rep, or status.
Estimates & Proposals
Build estimates with item templates, measurements, and taxes. Generate branded PDFs you can email or text to customers.
Jobs & Scheduling
Convert won deals to jobs, set target dates, assign owners, and track checklists, files, and photo logs per job.
Invoicing & Payments
Create partial or final invoices, track balances, and send gentle reminders. Mark deposits and record offline payments.
Docs, Photos & Notes
Keep everything in one place—agreements, scopes, insurance letters, before/after photos, and internal notes.
Reporting Basics
View pipeline totals, close rates, aging invoices, and top lead sources to see what's working at a glance.
Trial: 30 days full access. Billing starts automatically after the trial unless canceled.
Reviews
There are no reviews yet.