Leads and Estimates
Track each enquiry, site visit and estimate, then turn the approved one into a project.
Industry CRM · Built in Calgary
CRM and Project System for Renovation Contractors
Follow each renovation from first lead to final payment, with estimates, signed change orders, client selections, daily logs and progress invoices in one place.
New this month28
Site visits11
Estimates out9
Sales pipeline
Kitchen renovationAlex M. · NWVisit Tuevisit
Basement finishJordan K. · SEEstimate sentfollow up
Main bathroomSam R. · SWNew enquirynew
Active projects8
On schedule7
Invoiced, %64
Active projects
Kitchen · Taylor B.Cabinets this weekWeek 4 of 7on track
Basement · Morgan P.Drywall stageWeek 3 of 8on track
Bathroom · Casey L.Waiting on tileWeek 2 of 4delay
Open changes5
Signed this month12
Added value, $18,650
Change orders
Add pot lightsTaylor B.+$1,240signed
Move plumbing wallMorgan P.+$3,800waiting
Upgrade countertopTaylor B.+$2,150sent
Open choices14
Due this week4
Overdue1
Client selections
Floor tileCasey L.Overduelate
Cabinet hardwareTaylor B.Due Fridaywaiting
Shower fixturesCasey L.Chosendone
Logs this week31
Photos214
Open deficiencies6
Site logs
Kitchen · MondayElectrician finished12 photoslogged
Basement · MondayDrywall delivered6 photoslogged
Bathroom · MondayTile not delivered2 photosissue
Billed this month, $86,400
Paid, %78
Milestones due3
Progress invoices
Kitchen · 50% stageTaylor B.$18,500paid
Basement · startMorgan P.$12,000paid
Bathroom · 30% stageCasey L.$6,200due
Overview
Made for the way renovation contractor businesses work
Renovations rarely go exactly to plan. Walls hide surprises, clients change their minds and subcontractors shift dates. When those changes live in texts and memory, margins shrink and arguments start at the final invoice. A renovation company needs more than a sales pipeline. It needs a clear record of what was agreed and what happened on site.
We build a system that follows the whole project. Leads become estimates, and approved estimates become the budget and schedule. Change orders are priced and signed before the work goes ahead, while selections have deadlines so a late tile choice does not hold up the crew. Daily logs and photos document progress, and an optional client portal can show updates, documents and invoices.
Who it is for: Kitchen, bathroom and basement renovators, whole-home remodellers and general contractors with crews and subcontractors.
Features
What the renovation CRM can include
Signed Change Orders
Price each change, get the client's signature and update the budget automatically.
Client Selections
Tile, fixtures and finishes with deadlines and price impact, tracked in one list.
Schedules and Subcontractors
Share dates and tasks with crews and trades, and see when one delay affects the next job.
Daily Logs and Photos
Record site notes, progress photos and deficiencies from a phone.
Progress Invoices
Bill by milestone, track holdbacks where they apply and see what is still owing.
FAQ
Renovation Contractor CRM: questions
What owners ask before switching to a custom CRM. Tap a question to see our answer.
Have a different question?Write to us and the answer comes from the people who would build your site.
Can clients sign change orders online?
TTTwo Trees Studio
Yes. The client gets a link with the description and price, signs on a phone or computer, and the approved amount is added to the project budget.
Do clients get their own login?
TTTwo Trees Studio
They can. An optional client portal can show progress photos, documents, selections and invoices, so your team spends less time answering the same questions by text.
Can subcontractors use the system?
TTTwo Trees Studio
Yes, with limited access. Subcontractors can see only their own tasks, dates and documents, without seeing your budget or other client information.
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Book a short walkthrough by video or at our Calgary office, and get a written price for setting it up for your company.