Dirty Work
Software
Contractor CRM Software That Tracks Leads, Quotes, and Jobs
Every lead, every quote, every customer in one place.
What Makes Contractor CRM Different from Generic Software
Every software company claims their CRM works for contractors. Most of them built their product for real estate agents or insurance salespeople, then slapped "contractor friendly" on the marketing page. The difference shows immediately when you try to track a multi phase epoxy job or log notes from a site visit.
What Generic CRMs Get Wrong About Contractor Work
Contact Types: Generic CRMs assume one contact equals one customer. Contractors need to track the property owner, the general contractor, the property manager, and the on site contact separately, all linked to the same job.
Job Linking: Real estate CRMs track "deals" that close once. Contractor CRMs need to link contacts to multiple jobs over years, showing every quote, every completed project, and every service call for that customer.
Mobile Access: Insurance agents work from offices. Your crew needs to add notes from a dusty job site using a phone with concrete dust on the screen. If the mobile experience is clunky, nobody uses it.
Quote Integration: Most CRMs treat quotes as separate documents you attach manually. Contractor CRMs should auto generate quotes from contact data and link completed quotes back to the customer record automatically.
Photo Storage: Generic CRMs weren't built to store dozens of before and after photos per customer. Flooring contractors need visual job history showing that metallic epoxy garage floor from two years ago when the same customer calls about their shop building.
Field Notes: Contractors need to log site visit notes, measurements, substrate conditions, and special requirements. Generic CRMs give you one "notes" field that becomes an unreadable mess.
Communication History: You need every text, email, and phone call logged in one place. When Mrs. Johnson calls asking about her quote, you shouldn't have to search three different apps to find the conversation.
Custom Fields: Epoxy contractors need fields for square footage, coating type, and cure schedules. Generic CRMs make you pay extra for customization that should be standard.
15+ Hours Weekly
Saved with proper CRM
A proper contractor CRM eliminates the duplicate data entry that kills productivity. Enter information once, and it flows to quotes, invoices, schedules, and customer communications automatically.
The flooring contractors we work with in Norman and Oklahoma City consistently report spending less time on office work and more time on billable jobs after implementing proper CRM systems. The ones who track their numbers see 12 to 18 hours weekly returned to productive work.
The Real Cost of Disorganized Customer Data
Messy customer data costs more than frustration. It costs real money in lost jobs, forgotten follow ups, and wasted time hunting for information. Most contractors underestimate these losses because they happen gradually.
Revenue reality check: Industry surveys show the average contractor loses $47,000 annually to poor lead management alone. That number includes leads that went cold because nobody followed up, quotes that expired because nobody tracked them, and repeat customers who called competitors because you forgot to stay in touch. For a $600,000 flooring business, that is nearly 8 percent of potential revenue disappearing into the cracks.
Consider what happens when a commercial property manager calls about polished concrete for a retail space. Without organized records, you might not realize you quoted their other property two years ago. You miss the chance to reference that previous work, show photos of the finished floor, and leverage the existing relationship.
How Disorganized Data Costs You Jobs
1
Lead comes through website form
Customer submits inquiry through your site
Opportunity Created
2
Lead sits in email inbox
You're on a job site, can't respond immediately
4-6 Hour Delay
3
Competitor responds within 30 minutes
Faster contractor captures attention first
Advantage Lost
4
You finally respond at 9pm
Customer already scheduled consultation elsewhere
Job Lost
5
Lead information scattered or deleted
No record of what was discussed or quoted
Future Opportunity Gone
6
Same customer has another project next year
No follow up system means they call someone else
Repeat Business Lost
The compounding effect hurts worse than individual lost jobs. Every customer who never hears back tells people. Every quote that went cold represents referrals you will never receive. Every disorganized interaction makes your business look unprofessional compared to competitors with tight systems.
Concrete coating contractors in the OKC area tell us the same story repeatedly. They know their customer management is a mess. They just never calculated what that mess actually costs.
Are Your Competitors Responding Faster?
If yes, you're losing jobs while searching through text messages for prospect details. If no, here's your chance to pull ahead. Either way, speed wins in the contracting business. A contractor CRM means every lead gets immediate acknowledgment, every quote gets tracked, and every follow up happens on schedule. Close the gap or widen it.
Lead Capture and Automated Response
The best CRM in the world fails if leads never make it into the system. That is why we build contractor CRMs that connect directly to your website, creating new contact records automatically when prospects submit inquiry forms.
From Website Visitor to CRM Contact in Seconds
Step 1
Prospect finds your website
A homeowner searches "epoxy garage floor Oklahoma City" and clicks through to your site. They browse your portfolio, check your service area, and decide to request a quote.
Step 2
They submit the contact form
The prospect fills out your inquiry form with their name, phone, email, project type, and square footage. All this information gets captured automatically without you lifting a finger.
Step 3
CRM record created instantly
Your database creates a new contact record with all the form data, timestamps the inquiry, and tags it by project type. No manual entry required on your end.
Step 4
Automated response fires
A professional email hits their inbox within 60 seconds confirming you received their request. They know immediately that a real business got their message.
Step 5
You get notified on your phone
A push notification arrives with the lead details while you are on a job site. You can see exactly what they need without stopping what you are doing.
Step 6
Follow up task scheduled
The system automatically creates a task for you to call them back at the optimal time. Nothing falls through the cracks even on your busiest days.
This automated flow means no lead falls through the cracks, even when you are knee deep in a decorative concrete pour. The prospect knows their inquiry was received. You have their information organized and ready. The follow up is already scheduled.
This automated flow means no lead falls through the cracks, even when you are knee deep in a decorative concrete pour. The prospect knows their inquiry was received. You have their information organized and ready. The follow up is already scheduled.
5 Minutes
Average lead response with automation
The response speed difference transforms conversion rates. Research consistently shows that contractors who respond within 5 minutes close deals at rates 25 to 35 percent higher than those who respond in hours.
We configure Make and n8n automations to handle the immediate response while routing lead information exactly where it needs to go. Your CRM stays updated without manual data entry. Your prospects feel valued without you dropping everything.
Contact Management Built for Field Service
Standard contact management tracks names, emails, and phone numbers. Contractor contact management tracks job sites, property details, project history, and the complex relationships between decision makers, property owners, and on site contacts.
Standard contact management tracks names, emails, and phone numbers. Contractor contact management tracks job sites, property details, project history, and the complex relationships between decision makers, property owners, and on site contacts.
Contact Types a Contractor CRM Needs
1
Primary Decision Maker
The person who signs contracts and approves payments, linked to all related contacts and properties
2
Property Owner
May be different from decision maker on commercial jobs, tracks property history across multiple projects
3
Site Contact
The person your crew coordinates with daily, may change between project phases
4
Referral Source
Who sent this customer your way, tracked for referral credit and relationship building
5
General Contractor
For subcontract work, links multiple jobs under the GC relationship
6
Property Manager
For commercial properties, often handles multiple buildings you might service
Our AppSheet databases handle these relationships naturally. You can view a property manager's contact record and see every property they manage, every quote you have sent, and every job you have completed for their portfolio. When they call about a new building, you immediately understand the full relationship.
Complete Customer Picture at a Glance
Imagine pulling up a contact and seeing everything: their three completed projects with before and after photos, the quote they requested last month that is still pending, the note about their preference for low odor coatings, and the fact that they referred two other customers to you last year. That complete picture changes how you approach every conversation, every quote, and every opportunity for repeat business.
This depth of information pays dividends on repeat customers especially. Flooring work tends toward long customer relationships. The homeowner who gets a garage floor today might want a basement floor in five years and a patio coating after that. The commercial client who likes your work on one property often manages multiple locations.
Every Customer Interaction in One Place
Quote and Job History at Your Fingertips
When a past customer calls, the first question is always "what did we do for them before?" Without organized records, you are guessing. With a proper CRM, you pull up their contact and see every quote, every job, every invoice, and every photo from previous work.
What Your CRM Should Show Per Customer
Pending Quotes: Every quote currently out with this customer, including status, expiration date, and last contact.
Quote History: Complete record of past quotes, both accepted and declined, with pricing and scope details preserved even years later.
Completed Jobs: Every finished project with dates, final invoices, and links to job records with full documentation.
Photo Gallery: Before and after images organized by project, instantly shareable when discussing new work or asking for referrals.
Communication Log: Emails, notes from calls, and important texts all visible in chronological order showing the full relationship history.
Service Notes: Important details like "no parking on driveway" or "dogs in backyard" or "prefers communication via text" that make future interactions smoother.
Referral Tracking: If this customer sent you leads, those connections are visible so you can properly thank them and nurture the referral relationship.
This history becomes incredibly valuable for flooring contractors because surface preparation details matter for future work. Knowing what primer you used on someone's garage floor two years ago helps when they want to add a coating to their shop building.
73% Faster quoting
With contact history and project info
Commercial concrete coating work benefits even more. When you have logged substrate conditions, moisture readings, and coating specifications from previous buildings in a portfolio, quoting new properties for the same client becomes dramatically faster and more accurate.
The contractors we work with across Central Oklahoma consistently report that organized job history transforms their repeat customer interactions. Instead of starting fresh on every quote, they build on documented relationships and proven specifications.
Follow Up Automation That Actually Works
Everyone knows follow up matters. Few contractors actually do it consistently. Not because they are lazy, but because manual follow up systems fail under the pressure of daily operations. You mean to call that prospect back. Then you get pulled to a job site emergency, and three days disappear.
Automated follow up sequences remove the reliance on memory and good intentions. The system tracks every lead, every quote, and every milestone, then triggers appropriate actions without you initiating them.
Sample Automated Follow Up Sequence
1
Quote sent to prospect
CRM logs quote delivery with timestamp
Day 0
2
Thank you email fires automatically
Professional message confirming receipt
Immediate
3
Gentle check in if no response
Automated thank you email with company info and estimated response timeline
Day 3
4
Task created for personal call
System prompts you to make direct contact
Day 5
5
Second follow up if still pending
Another automated touchpoint maintaining interest
Day 8
6
Final attempt before closing
Last automated reach out before lead marked cold
Day 14
This sequence runs automatically for every quote. You do not need to remember who needs follow up or when. The system handles the routine touchpoints while flagging when personal attention is needed.
For epoxy flooring contractors sending 20 to 30 quotes per month, manual follow up is simply impossible to maintain. Automation ensures every prospect receives consistent professional attention regardless of how busy your job schedule gets.
35% Higher close rate
With systematic and meaningful follow ups
The flooring contractors we build systems for often discover their close rates improve significantly once follow up happens consistently. It turns out many of those "lost" quotes were actually just forgotten, not rejected. Consistent follow up recovers jobs that would otherwise disappear.
Beyond quotes, automated sequences work for customer anniversaries, maintenance reminders, and referral requests. Every customer touchpoint that should happen automatically can happen automatically, building relationships without adding to your daily task list.
How Flooring Contractors Use CRM Daily
Understanding CRM features matters less than understanding daily workflow. How does a contractor actually interact with their CRM during a typical workday?
Morning starts with checking the dashboard showing today's follow up tasks, pending quotes approaching expiration, and any new leads from overnight. This takes 5 minutes and ensures nothing falls through the cracks that day.
On the drive to the first job site, a new lead notification arrives. Quick glance shows a residential garage floor inquiry from a Norman address. The automated response already went out. You tap to schedule a personal call for your lunch break.
You pull up to a job site and the customer is waiting on you. Your phone rings. It is a prospect you quoted a month back asking about "that quote" and wondering when you can get started. You pull up their record while still on the phone, see the scope, the price, and the timeline you quoted. Thirty seconds later you are confirming a start date instead of saying "let me look that up and call you back this afternoon."
The informed answer: That moment when a prospect calls ready to move forward and you can confirm details on the spot instead of delaying half a day is when the CRM pays for itself. No fumbling through emails. No awkward "remind me what we discussed" conversations. You sound like a professional who has their business together because you actually do. That confidence closes jobs.
During lunch, you make that follow up call to the new lead. While talking, you add notes to their CRM record about project scope, timeline, and budget range. When you send the quote later, all this context is captured and linked.
Afternoon brings a call from a property manager about a new building. You pull up their record and immediately see three completed projects, two pending quotes, and the note about their 45 day payment terms. The conversation starts informed rather than blind.
Before leaving the last job site, you snap before and after photos. Two taps adds them to the job record in your CRM, automatically organized and tagged. These same photos will appear on the customer's contact record for future reference.
The rest of your day goes on like usual. That "when can you start" call took 30 seconds instead of derailing your plans for the rest of the day. This daily rhythm becomes natural quickly. The CRM stops being a data entry chore and becomes the operating system for your customer relationships.
Ready to Stop Losing Customers to Chaos?
Getting Your Team to Actually Use It
The best CRM fails if your crew refuses to use it. Every contractor has stories about software that sounded great in the sales demo but never got adopted. The solution is not more training. It is building systems your team will actually use.
Mobile first design is non negotiable. Your estimators and crew leads live on their phones. If the CRM requires a laptop or has a clunky mobile experience, it becomes your software while everyone else keeps using text messages and sticky notes.
Keys to Team CRM Adoption
1
Mobile App Works Perfectly
Every function available on smartphone with simple intuitive interface
2
Minimal Required Fields
Only ask for essential information, make the rest optional
3
Obvious Immediate Value
Users see benefit within first week, not after months of data entry
4
Integrated With Existing Tools
Connects to the phone, email, and calendar apps they already use
5
Owner Actually Uses It
If leadership bypasses the system, team will too
6
Regular Feedback Loop
Team input shapes ongoing improvements and customizations
The AppSheet databases we build are genuinely mobile native. Not desktop software crammed into a phone screen. Your team can add contacts, log notes, and access job history as easily as sending a text message.
The smartphone test: We tell contractors that if their team can use Instagram and text messaging, they can use a properly designed CRM. The barrier to adoption is almost never capability. It is interface design and immediate perceived value. When the system actually makes their job easier rather than adding paperwork, adoption happens naturally.
We also build CRM systems that integrate with tools your team already uses. Calendar appointments, email threads, and phone calls can flow into customer records automatically. This reduces the "extra work" perception that kills adoption.
For Oklahoma City area flooring contractors with crews spread across multiple job sites, this mobile accessibility makes the difference between a CRM that works and one that collects dust.
Stop Losing Leads to Sticky Notes and Scattered Spreadsheets
You just finished a quote at a nice house in Edmond. The homeowner seemed interested, asked good questions, and said they would "think about it." Three weeks later, you realize you never followed up. When you finally call back, they already hired someone else. Sound familiar?
This scenario plays out in contractor businesses every single day. Not because contractors are lazy or forgetful. Because the systems they use (or don't use) make it nearly impossible to track every lead, every conversation, and every follow up across a growing business.
68% of lost leads
Are due to slow follow up response
The typical contractor responds to leads 4 to 6 hours after first contact. By then, faster competitors have already closed the deal. For flooring contractors juggling garage floor quotes, commercial bids, and existing job schedules, those hours disappear fast.
Contractor CRM software changes the game by putting every customer interaction, every quote, and every job detail in one place. No more hunting through text messages. No more asking "did we ever follow up with that polished concrete job in Norman?"
For flooring and concrete coating contractors throughout the Oklahoma City metro, Dirty Work Software builds CRM systems that actually fit how you work. Not bloated enterprise software designed for corporations. Custom databases connected to your website, your quoting system, and your job tracking, all working together automatically.
We use AppSheet to build databases that your crew can access from any smartphone, Wix to capture leads that flow directly into your CRM, and Make.com to automate the follow ups you keep forgetting.
Frequently Asked Questions About Contractor CRM Software
What is contractor CRM software?
Contractor CRM software is a customer relationship management system designed specifically for construction and field service businesses. It tracks leads, contacts, quotes, jobs, and customer communications in one database. Unlike generic CRMs, contractor versions handle job site details, photo documentation, and the complex relationships common in construction work.
How is contractor CRM different from Salesforce or HubSpot?
Enterprise CRMs like Salesforce were built for corporate sales teams with dedicated data entry staff. Contractor CRMs need mobile first design, simple interfaces, and job specific fields that generic platforms lack. The learning curve and configuration complexity of enterprise tools makes them impractical for most contracting businesses.
How much does contractor CRM software cost?
Contractor CRM costs vary widely. Generic platforms like Jobber or Housecall Pro run $40 to $200 monthly. Custom built CRM databases through Dirty Work Software start at $4,500 for development plus $800 to $1,500 monthly for ongoing support and improvements. Custom systems cost more upfront but fit your specific workflows.
What ROI can I expect from a contractor CRM?
Most contractors see positive ROI within 90 days through improved lead response and consistent follow up alone. Typical results include 25 to 35 percent higher close rates, 12 to 18 hours weekly saved on administrative tasks, and significant reduction in forgotten invoices. The math works for businesses doing $400,000 or more annually.
Will my crew actually use a CRM system?
Crew adoption depends entirely on system design. Mobile native interfaces with minimal required fields get used. Complex desktop software gets ignored. We build CRM systems specifically for field crews who live on smartphones, not office workers with dedicated computers.
Does your CRM work with QuickBooks?
Yes. We integrate contractor CRM systems with QuickBooks Online for seamless financial data flow. Contact information, invoices, and payment records sync automatically. This eliminates double entry and keeps your accounting accurate without manual reconciliation.
How long does CRM implementation take?
Typical contractor CRM implementation takes 4 to 6 weeks from start to full deployment. This includes database design, data migration from existing systems, automation configuration, and team training. Simpler implementations can launch faster, while complex multi user systems need more time.
Can I import my existing customer data?
Absolutely. We migrate data from spreadsheets, previous software, email contacts, and even paper records. The migration process cleans and organizes existing data while transferring it to your new CRM. Historical job records and customer notes transfer as well.
Does the CRM work for both residential and commercial jobs?
Yes. We configure contractor CRMs to handle both residential and commercial workflows. Contact structures, quote formats, and job tracking adapt to different project types. Many flooring contractors do both and need systems that flex between a garage floor and a warehouse coating project.
What happens if I need custom fields for my business?
Custom fields are standard with our CRM builds. Epoxy contractors need different fields than tile installers. We configure databases with the specific fields your business needs, whether that is substrate type, coating product selection, or cure time requirements. Fields can be added later as needs evolve.
Can multiple team members access the CRM simultaneously?
Yes. Our AppSheet CRM databases support multiple simultaneous users with role based permissions. Office staff see everything while crew leads might only access job related information. Everyone works from the same real time data without version conflicts.
How does the CRM handle lead sources?
Lead source tracking is built into every system. You can see which leads came from your website, referrals, Google Ads, or other channels. This tracking helps you understand which marketing efforts generate qualified leads and deserve continued investment.
Does the CRM send automated emails to customers?
Yes. We configure automated email sequences through Make.com integrations. Quote follow ups, appointment confirmations, project completion thank yous, and review requests can all run automatically based on triggers you define.
What support do you provide after the CRM launches?
Our monthly support plans include ongoing system improvements, troubleshooting, training for new team members, and expansion as your business grows. We also handle integrations with new tools and adapt the system as your workflows evolve.
Can I access the CRM from my phone on job sites?
Absolutely. Mobile access is fundamental to how we build contractor CRMs. The AppSheet platform delivers full functionality on iOS and Android devices. Add contacts, log notes, check job history, and capture photos directly from your phone at any job site.
How is this different from ServiceTitan or Jobber?
ServiceTitan and Jobber are pre built platforms designed primarily for HVAC, plumbing, and electrical contractors. Our CRM systems are custom built for your specific business, particularly for flooring and concrete coating contractors who are underserved by existing platforms. You own what we build and can modify it freely.
Do you work with flooring contractors specifically?
Yes. Flooring and concrete coating contractors are our primary focus. We understand the specific needs of epoxy, polished concrete, and decorative concrete businesses including visual quoting, material calculators, cure time scheduling, and before after photo management.
What if I already have some systems in place?
We can integrate with or migrate from existing tools. Whether you have spreadsheets, a different CRM, or a patchwork of apps, we create a path to consolidated customer management. Often we can preserve what works while fixing what doesn't.
Do you offer training for my team?
Yes. Implementation includes comprehensive training for every team member who will use the CRM. We provide recorded training sessions for future hires and ongoing support for questions that arise during daily use.
Can the CRM generate reports on sales performance?
Yes. We configure dashboards and reports showing key metrics like lead conversion rates, quote to job ratios, revenue by source, and customer lifetime value. You can see what is working and what needs attention at a glance.
How do I get started with a contractor CRM?
Start with a free consultation where we discuss your current customer management challenges and goals. We then design a system specifically for your business, implement it in phases to minimize disruption, and provide ongoing support as you grow.
Let's Talk About Your Business
Every Oklahoma contractor has different needs, workflows, and growth goals. We don't sell one-size-fits-all packages. Instead, we build custom automation systems designed around how your specific business actually operates.
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Built for Contractors
We speak your language. No tech jargon, no corporate nonsense. Real solutions for real field service businesses.
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Proven Systems
Working with contractors across Oklahoma. Your competitors are already automating. Time to catch up or get ahead.
Fast Results
Most businesses see time savings within the first two weeks. Stop doing paperwork, start running jobs.
Flexible Engagement
Choose the pricing model that fits your business stage. We have options for growing contractors and established companies alike.
Long-Term Partnership
We're still supporting contractors we started with years ago. No disappearing after launch. Your business evolves, your systems evolve with it.
Honest Consultation
We'll tell you if automation isn't right for your stage yet. Really. Free consultation means actual advice, not a sales pitch.
Build Customer Relationships That Drive Growth
You got into contracting to do great work, not to spend evenings entering data and chasing leads. The right CRM system handles the administrative burden while you focus on the craftsmanship that built your reputation. Every lead gets attention. Every customer feels valued. Every follow up happens on schedule.
For flooring and concrete coating contractors across Oklahoma City, Edmond, Norman, and the surrounding metro area, we build CRM systems that actually fit how you work. Not generic software you have to adapt around. Custom databases designed for your specific business, your specific workflows, and your specific growth goals.
The consultation is free. The conversation focuses on your challenges and whether our approach makes sense for your situation. No pressure, no obligation. Just honest discussion about how to get your customer management working for you instead of against you.
What You'll Learn on This Page
Understanding Contractor CRM
Core CRM Features
Common Questions