Contractor CRM from first call to final payment
Keep leads, estimates, jobs and payments in one place, with card processing from KYOrder.
Draft content. These details are pending confirmation by KYOrder.
Your business runs on jobs, not a checkout counter
Contractors win work through calls, referrals and estimates, then schedule crews, track progress and collect payment, often away from the office.
The KYOrder contractor CRM keeps each customer and job in one record, so you can see what is quoted, scheduled, in progress or waiting for payment.
Contractor CRM features
Capabilities commonly needed by contractors. Your demo will confirm the exact setup.
Leads
Capture new inquiries with contact details and job notes.
Customer records
Keep each customer’s address, history and past jobs together.
Estimates
Prepare estimates and track which ones are accepted.
Job stages
Move jobs from scheduled to in progress to complete.
Scheduling
See upcoming jobs and who is assigned to them.
Invoices and payments
Invoice completed work and record payments.
Equipment for the office and the field / Payments for deposits and completed work
Equipment for the office and the field
Typical equipment for contractors:
- Computer or tablet for the CRM
- Mobile card reader
- Receipt or invoice printer
Payments for deposits and completed work
KYOrder provides card processing alongside your CRM:
- Accept credit and debit cards for deposits and final payments
- Payments recorded against the job or invoice
- Card processing support from the same provider as your CRM
What it changes in your business
Every inquiry is recorded
Calls and requests become leads you can follow up on.
A clear pipeline
See how much work is quoted, scheduled and in progress.
Payments you can track
Know which jobs are invoiced, paid or still open.
What does your POS cost today?
Add up card processing, software, hardware and the smaller fees on your statements, then compare with a KYOrder quote.
Frequently asked questions
Is this a POS system?
For contractors, KYOrder provides a CRM rather than a counter POS. It tracks leads, customers, estimates and jobs, with card processing available for payments.
Can my crew use it in the field?
Field access is a common contractor requirement. Ask about it when you request a demo and the KYOrder team will show you what is available.
Can I take card payments on site?
KYOrder provides card processing. Describe how and where you collect payments, such as a deposit at the estimate or payment on completion, and the team will recommend a setup.
How much does it cost?
Pricing depends on the size of your team and the payment processing you need. Request a demo to get a quote.
See KYOrder set up for your business
Tell us what you sell and how your counter works. We will walk you through the software, hardware and payment options that fit.