Start with the workflows that need cleanup first

Practical Contractor Office Setup

Simple setup and support options for contractors who need better lead, job, time, and office workflows without enterprise software complexity.

Basic – Streamlined Contractor Essentials

The foundation you need to replace late-night paperwork with smart automation.

  • Reduce repeat admin work and protect revenue that can be lost when leads, estimates, and follow-up stall.
  • Core CRM for estimates, approvals, invoicing, and payments.
  • Project tracking tools to keep jobs on schedule and within budget.
  • QuickBooks or Zoho Books integration for clean financials.
  • Access to onboarding videos, documentation, and training resources.

Best for: Smaller contractors who want to automate the essentials and start saving time immediately.

Pro – Advanced Automation & Growth Tools

For growing contractors who want deeper insights and smarter marketing.
  • Everything in Basic, plus advanced workflow automations.
  • Analytics dashboards that track job profitability, hours, and team performance.
  • Marketing automation with review requests, social integration, and campaign tracking.
  • Ad tracking setup with feedback loops to Google & Meta so you know where your best leads come from.

Best for: Contractors ready to scale with better visibility, stronger marketing, and tighter analytics.

Premium – Full Contractor Operating System

The complete package for contractors who want every tool, fully integrated.
  • Full CRM + Projects + Books + Marketing + Analytics in one system.
  • Trade-specific templates and dashboards built for your workflows.
  • Dedicated onboarding and custom rollout support.
  • Priority customer support with quarterly optimization sessions.
  • Growth consulting to ensure your business runs smoother every quarter.

Best for: Established contractors and multi-crew businesses looking for a full-scale Contractor OS solution.

Add-Ons (Available With Any Package)

Subscriptions / Recurring Billing

Automate ongoing services like maintenance plans.

E-Commerce Integration

Connect Shopify or Zoho Commerce for woodworking, metal shops, and other trade products.

Custom Integrations & Data Migrations

Move existing data into ContractorLogic or connect third-party tools.