CRM for Contractors: All-in-One Job, Invoice & Product Management
Transform your contracting business with purpose-built CRM software for the new-housing industry
Home-builder work moves fast, yet most contractors still juggle spreadsheets, generic CRMs, and paper invoices. The result? Missed follow-ups, incorrect bids, and slow payments. BlueClerk is purpose-built CRM software for contractors in the new-housing industry. From the first lead to the final payment, BlueClerk consolidates every job, product, and invoice in one secure platform—so you spend less time on admin and more time building.
Why Contractors Need a Purpose-Built CRM
Generic construction CRMs rarely address the builder–contractor workflow. They ignore purchase-order enforcement, new-development addresses that aren’t on Google Maps, and dozens of product price lists that change monthly. BlueClerk fills those gaps with:
Shared Builder Data Pool
Access verified contacts and maintain accurate builder information across your organization.
PO-Required Job Creation
Ensure you get a purchase order number before work begins, protecting your business.
Automated Tax & Pricing
Automatically apply tax rules and maintain consistent price-list markup across your products.
Mobile-First Tools
Equip your subcontractors with mobile tools that work seamlessly across multiple service providers.
Core Features at a Glance
Job Creation & Scheduling
Create and manage jobs with ease, including GPS-tagged locations and real-time status updates.
Invoicing & Payments
Streamline your billing process with automated invoicing and online payment collection.
Product Management
Manage your product catalog and price lists with automated markup rules.
Communication Hub
Keep all stakeholders informed with automated notifications and updates.
Mobile App
Manage your business on the go with our powerful mobile application.
Analytics
Gain insights with detailed reporting and performance analytics.
Job Creation & Scheduling
Stop re-keying data across platforms. With BlueClerk, creating a job is as simple as selecting a builder, choosing the subdivision, and clicking "New Job." GPS-tagged addresses ensure crews find sites even when streets are brand-new. A drag-and-drop calendar displays crew assignments, deadlines, and status in real time. Color-coded stages—Estimate, Scheduled, In Progress, Complete—keep your entire team aligned.
Invoicing & Payments
No more double entry. When a job status changes to Complete, BlueClerk auto-generates an invoice that pulls labor hours, materials, and any PO details. Digital signatures, progress billing, and embedded payment links make it easy for builders to approve and pay online. Two-way QuickBooks Online sync eliminates manual reconciliations and errors. Contractors using BlueClerk report getting paid up to 30% faster.
Product & Price List Management
Whether you stock TKO strength equipment or custom millwork, BlueClerk lets you import each manufacturer's list in seconds—one list per brand for painless updates. Apply global markup rules (cost + 30%) or override at the SKU level. Tax rates adjust automatically based on job location. Barcode/SKU search and real-time inventory keep your team informed before they quote.
Integrations & Extensibility
QuickBooks Online
Two-way sync for invoices, payments, and chart-of-accounts mapping
FreshBooks
Full integration available now
Open API & Webhooks
Customize everything from warranty claims to BI dashboards
Frequently Asked Questions
How is BlueClerk different from generic CRMs?
It's designed exclusively for contractors serving home builders, with PO enforcement, GPS-tagged addresses, and shared builder contacts—features missing from off-the-shelf CRMs.
Does BlueClerk handle warranty claims?
Yes. Builders and homeowners can submit claims through a branded portal, automatically creating jobs in your queue.
Can subcontractors use BlueClerk without extra cost?
Service providers can add unlimited subcontractors. Subcontractors pay for their own account, $10 per month each, and subs can link all their accounts under one mobile login.
Get Started Today
Ready to replace spreadsheets and get paid faster? Start your free trial of BlueClerk's CRM for contractors and discover why forward-thinking service providers trust us to power their growth.