Features

See every feature. No sales call required.

This is the actual app your business runs on. Just scroll — each feature plays out live as it comes into view, with the full list below.

Included in the CRM

24/7 AI call answering

Miss a call, lose the job. Your AI agent answers every inbound call — on the second ring, at 2:47 AM, mid-July rush — sounds natural, captures the details, and books the visit right onto your schedule.

  • Answers every call, day or night
  • Trained on your services and service area
  • Every call logged in your Inbox with an AI summary
Incoming call · 2:47 AM
"Hi, um — my water heater is leaking everywhere. Are you guys open?"
"We can absolutely help with that. First — is water actively spraying? If so, the shutoff valve on top of the tank will stop it. Can I get your name and address to get you on the schedule?"
"1420 Maple Court. Thank you so much."
"You're all set — I've booked you for the first slot this morning at 8:00 AM. You'll get a confirmation text with all the details in a moment."
⚡ 2 AM call answered & bookedJob on the schedule · AI summary in your Inbox · 2:49 AM
Included in the CRM

Booking & scheduling

Book the job from your phone while the customer is still on the line — or let your AI agent do it. Pick the service with its price and length, see who on your crew is free, and the customer gets a confirmation text right away.

  • Real crew availability — see who is busy and which days are full
  • Services with prices and lengths, multi-day jobs, crew assignments
  • Confirmation, reminder, and “on my way” texts go out on their own
"I have Tuesday at 9:00 AM or Wednesday at 1:30 PM open for the estimate — which works better?"
"Tuesday morning works."
October
MTWTFSS6789101112
9:00 AM — Estimate · Mike Rivera
✓ Booked: Tuesday, 9:00 AMOn the schedule · Confirmation + reminder texts scheduled
Included in the CRM

Estimates that get signed

Build it from your price book in a couple of minutes — Good, Better, and Best, with photos, notes, and your contract attached. The customer opens it on their phone, picks an option, signs, and pays the deposit right there.

  • Good / Better / Best options from a price book with bundles
  • E-signature and deposit collected at approval
  • Automatic nudges when an estimate goes unopened
Karen's phone · Estimate
Summit Air Heating & CoolingEstimate #1042 · AC replacement
Good14 SEER2 system$6,900
Better Selected ✓16 SEER2 + smart thermostat$8,400
BestVariable-speed + 10-yr labor$10,900
Karen DelgadoSigned ✓ · Contract attached
✓ Approved: Better · $840 deposit paidJob created · ready to schedule
Included in the CRM

Get paid on the spot

Text the invoice with a pay link, or take the card right there — keyed in or tap to pay on a card reader. Customers can pay by bank transfer, use financing, or add a tip. The money runs through your own Stripe or Square account.

  • Card, tap, bank transfer (ACH), financing, cash, or check
  • Deposits, payment plans, and overdue reminders
  • Branded receipts, synced to QuickBooks Online
Luis's phone · SMS
Hi Luis, thanks for choosing Summit Air! Your furnace tune-up invoice is ready: Pay invoice #1187
Invoice #1187$320.00
CardBank (ACH)Financing
Tip5%10%15%
Pay $352.00
✓ $352.00 collectedIncludes $32 tip · Receipt sent · Synced to QuickBooks
Included in the CRM

Every lead in one Inbox

78% of customers hire the first company that responds. Calls, texts, and website form leads all land in one Inbox — and you get alerted the moment one comes in, so you can text back while they're still on your website.

  • Every text and call in one place, one thread per customer
  • Missed calls, follow-up flags, and unread tracking
  • AI summaries of every call
Request a callback
Mike Rivera
(555) 014-2288
"AC stopped cooling this afternoon"
Submitted ✓
🔔 Instant alert
Your Inbox
New website leadMike Rivera · "AC stopped cooling this afternoon"
Hi Mike, this is Summit Air — got your request about the AC not cooling. Are you around this afternoon for our crew between 2–4pm?
Wow that was fast. Yes, 2–4 works!
Included in the CRM

Reviews on autopilot

After each completed job, the app texts your customer asking for a rating. Happy customers land on your Google review page; unhappy ones come to you first, privately. Watch the sequence run:

  • A rating request by text after every completed job
  • Unhappy customers come to you first
  • Reply to your Google reviews from the app
Summit Air · SMS
Hi Karen! Thanks for choosing Summit Air today. How would you rate your visit with Mike, 1–5?
5! Mike was great — AC is ice cold again 🙌
That's what we love to hear! Would you mind sharing that on Google? It takes 20 seconds: g.page/summit-air/review
New Google review ★★★★★"Mike was great — fast, friendly, fair price. Highly recommend Summit Air!"
CRM + Website plan · $397/mo

A website built to book jobs

Add it when you sign up and we design, write, and launch it for you — service pages, click-to-call, and a lead form that lands in your Inbox. Fast on every device, because most of your customers are searching from a phone.

  • Conversion & SEO-optimized, custom to your trade and brand
  • Hosted, secured, and updated by us
  • Click-to-call and call tracking built in
  • SMS-compliant privacy policy and terms
See a live example — take the 60-second guided tour →
Summit Air Heating & Cooling website on desktopThe Summit Air website on mobile
Marketing add-on · from $600/mo

Google Business Profile optimization

Part of the Marketing add-on, which you turn on from the app once you're set up. The map pack is where urgent customers call from. We build out your profile completely — categories, services, photos, hours, and Q&A — so you show up higher and look like the obvious choice.

  • Complete profile build-out and cleanup
  • Categories, services, photos & hours dialed in
  • Review growth that lifts map rankings
Before
Summit Air Heating & Cooling
★★★★★ 3.6 (9)
Heating contractor
✕ No services listed✕ One photo, 2 years old✕ Wrong hours
After
GOOGLE GUARANTEED ✓
Summit Air Heating & Cooling
★★★★★ 4.9 (214)
HVAC contractor · Open 24 hours · 12 yrs in business
📞 Call🌐 Website🧭 Directions
Latest review · ★★★★★ "Fast, honest, fair price" · 2 days ago
Marketing add-on · from $600/mo

Local Service Ads & paid ads management

The green checkmark at the very top of Google — pay per lead, not per click. With the Marketing add-on, we handle the Google screening paperwork, get you verified, and keep optimizing your ads so the budget goes to real jobs. A monthly report shows what you got for it.

  • Google Guaranteed setup & verification
  • Local Service Ads and paid ads managed by our team
  • Google Search ads with call and lead tracking, and monthly reporting
  • Budget set by you, paid straight to Google
0leads this month
$0avg. cost per lead
0%booked into jobs
Local Service Ads leads dashboard
Everything in the CRM

The whole list

All of it comes with the ContractorSites CRM at $297/month — including 24/7 AI call answering. No tiers.

The Today screen

  • Who is where and the next stop, for everyone on your crew
  • Money collected today, updated as it comes in
  • A 4-week schedule strip, plus a calendar for any date
  • "+ Book" shows real crew availability — who is busy and which days are full

Booking & scheduling

  • Your services, with prices and job lengths, ready to pick
  • Multi-day jobs and crew assignments
  • Confirmation and reminder texts go out on their own
  • An "on my way" text when your crew heads over

Estimates that close

  • Good / Better / Best options on every estimate
  • A price book with categories and bundles
  • Photos, notes, and contracts attached
  • E-signature on a mobile-friendly estimate link
  • Deposit collected the moment they approve
  • Automatic nudges when an estimate goes unopened

Jobs & invoicing

  • Approved estimates become jobs — nothing to re-type
  • Invoices, deposits, and payment plans
  • Pay links sent by text
  • Overdue reminders that go out for you
  • Change orders the customer initials

Getting paid

  • Card keyed in, or on a card reader / tap to pay
  • Bank transfer (ACH) and customer financing
  • Cash and check, with an optional cash discount
  • Tips, saved cards, and refunds
  • Payouts tracked — through your own Stripe or Square account

The crew app

  • Send the "on my way" text and mark arrival
  • Build and present the estimate on site, and get it signed
  • Before and after photos on every job
  • Collect payment and send a branded receipt

One Inbox

  • Every text and call, in one thread per customer
  • Missed calls flagged so nobody falls through
  • AI summaries of every call
  • Follow-up flags and unread tracking
  • Website form leads and calls land here, and you get alerted

24/7 AI call answering

  • Answers every call, day or night
  • Trained on your services and service area
  • Books straight onto your schedule
  • Included in the CRM — not an add-on

Reviews

  • A rating request by text after every completed job
  • Happy customers sent to your Google review page
  • Unhappy customers come to you first, privately
  • Reply to your Google reviews from the app

Team & notifications

  • Owner, office, and crew roles
  • Your crew sees only their own stops
  • Each person picks text, email, or in-app alerts
  • Alerts for new leads, missed calls, callbacks, money collected, and low ratings

QuickBooks Online sync

  • Customers and items
  • Invoices and payments
  • Refunds and deposits
  • No double entry — your books match the app

Plans and add-ons

Landing page — included in the CRM: a conversion-optimized page on a subdomain, for ad traffic and texting (A2P) approval.

CRM + Website — $397/month: everything here plus a full conversion & SEO-optimized website, designed, built, and hosted for you.

Marketing — from $600/month, added from the app once you're set up.

See pricing →

Integrations

Works with the tools you already use

Connect your own accounts once. Payments land in your bank, your books stay current, and your Google reviews show up in the app.

  • QuickBooks OnlineCustomers, items, invoices, payments, refunds, and deposits sync automatically.
  • StripeTake cards, bank transfers, and tips through your own Stripe account.
  • SquarePrefer Square? Run payments and the card reader through your own account.
  • Google Business ProfileSee your rating and reply to Google reviews without leaving the app.
  • Google reviewsHappy customers go straight to your Google review page after the job.
  • Your phone number & textingBuilt in. Calls and texts with customers run through the app — no separate phone service.

Want all of this running on your business?

Start with the CRM at $297/month. No contracts, no setup fees, and most customers are live within 1–3 business days of onboarding.