Essential Package
Build a Strong Foundation for Your Business
The Essential Package is designed for construction contractors who need foundational business support to streamline operations and boost efficiency. If you’re looking to improve lead management, estimates, contracts, and invoicing without the hassle of hiring an in-house team, this package is for you.
What’s Included?
Lead Management
We organize and input leads into your CRM, follow up with calls, texts, and emails, and ensure your sales team stays accountable.
Estimate Creation
Using your templates, we prepare professional estimates based on measurements and sales rep instructions.
Contract Management
We send agreements to homeowners, follow up for signatures, and document everything in your CRM.
Invoicing & Payment Follow-Ups
We send electronic invoices, coordinate check pickups, and follow up with homeowners and insurance companies to ensure timely payments.
Closing Documents
We prepare Certificates of Completion (COC), labor warranties, manufacturer warranties, and other documents per your requirements.
Who is This Package For?
Small to mid-sized contractors looking to streamline their back-office processes.
Contractors who need better lead tracking and follow-ups to maximize sales.
Businesses that struggle with delayed payments and disorganized documentation.
Why Choose the Essential Package?
By letting us handle your lead management, estimates, contracts, and invoicing, you can focus on building, selling, and growing your business. This package eliminates administrative burdens and helps ensure that no lead, estimate, or payment gets lost in the shuffle.
