Built for contractors
AI Build Pros is the CRM for remodelers, roofers and specialty trades. The lead, the calls and texts, the estimate, the signature, the payment and what the job actually cost all live on one record — so the office, the call center and the field stop working from different information.
Works on the phone in your truck · Office and field roles · Bring your contacts on day one
The real cost
A spreadsheet for leads, a shared calendar for appointments, a Word template for estimates, and a group text holding it all together. Nothing is wrong with any one of them. The gaps between them are where the money goes.
The system
Every module is in the box. The lead carries its calls, texts and recordings, the estimate is built from it, the customer signs and pays against it, and the job runs its costs and change orders off the same record.
A kanban board with stages built for trade sales. Pipeline value, average deal size and stale-deal counts sit above the board. Dispatchers work their own scoped view, supervisors see the whole desk.
A browser dialer that works a queue without touching a keypad, plus CallRail tracking so a marketing call becomes an attributed lead on its own — and the recording plays inside the CRM rather than in another tab.
Two-way texting from inside the CRM on your own numbers. Replies land against the right lead, and an incoming text rings the desk — badge, tone and a flashing tab title, so nothing sits unread.
Line-item estimates built from a reusable scope library, with an AI estimator to draft the scope. Group sections, attach photos, apply a discount, and see when the customer actually opened it.
Your customer gets a verified link — no password to forget. They read the estimate, sign it, and pay their deposit or progress draw without a single phone call to the office.
Won work becomes a project with a status, a crew and dates. Change orders are priced and signed against it, checklists keep the crew honest, and a completion certificate closes it out properly.
What the job actually cost, not what you hoped. Crews photograph receipts from site, costs land against the job and the vendor, and margin stops being something you find out from your bookkeeper months later.
Card payments run through your own Stripe account — the money goes straight to you, never through us. Commission is worked out separately for the rep who sold it and the dispatcher who booked it.
Month grid or list, whichever suits the day. Appointments attach to the lead, confirmations set the status, and reminders go out by text without anyone remembering to send them.
Know the house before you knock. Owner verification, loans and liens, and a photo of the property sit on the lead and the appointment — so a rep can tell a tyre-kicker from a real job before driving out.
Which sources actually produce work, not just leads. Facebook Lead Ads, tracked phone numbers and your own web forms feed straight in, tagged with where they came from, so cost per booked job stops being a guess.
Eight roles enforced on the server, not hidden in the interface. Every module can be switched on or off per role, and each company orders its own menu — so the screen a dispatcher opens is not the one a bookkeeper opens.
How it works
Follow a single job through the system. Nothing gets retyped along the way.
Name, phone, address, project type and where they came from. That's the record — every call, text, estimate, appointment and payment from here on points back to it.
Quick Create opens the appointment wizard, the lead is already attached, and it lands on the calendar assigned to whoever is driving out.
Pull from Contact drops in the client details. You add line items, mark it Sent, and the pipeline moves with it. Fourteen days quiet and it flags itself as stale.
Status, crew, start and end dates. The contract sits against it, and the field sees the work without seeing the deal value.
The customer opens their portal link, reads the estimate, signs it, and pays the deposit by card into your own Stripe account. The signed estimate becomes the contract, and progress draws come off the same document as the job moves.
Who sees what
Your crew doesn't need the pipeline, your call centre doesn't need your margins, and your dispatchers shouldn't see each other's pay. Roles are enforced on the server, so what a person can see never depends on which button they tapped.
Every module can be switched on or off per role, and each company sets its own menu order. The defaults are already sensible — Bookkeeping opens on costs and payments, Call Center opens on the dialer, Field never sees a margin.
Who it's for
If your week is those three things, the system fits. It's built around how trade jobs actually move — not a generic sales CRM with the labels changed.
1–5
on the team
You are the office. This is the admin hire you keep putting off.
6–15
on the team
The size where office and field start working from different information.
16–50
on the team
Roles start to matter, and so does knowing which deals have gone quiet.
Straight answer
Everything above is built. These are next, and we'd rather tell you now than on the demo.
Live now
Next up
Later
Pricing
Every module, your own data, your whole team. If it hasn't earned its keep by day 30, walk away and take your records with you.
1–5users
Owner-operators & small crews
6–20users
Office staff plus field crews
20+users
Multi-crew & multi-location
We quote on the call, once we know your team size and what you'll actually use. Cancel any time — your records export to CSV.
Questions
Yes — that's the first thing we do. Export a CSV or Excel file from wherever your contacts live now and upload it. The columns get mapped automatically, you see a preview of exactly how many rows will import before anything is saved, and you get a count of anything that was skipped and why.
The field view is deliberately small: today's schedule, their jobs, the customer's number, and somewhere to put notes. No pipeline, no dollar figures, nothing to scroll past. If a guy can use a phone he can use it from the truck.
No, and it doesn't pretend to. It handles estimates, signatures and the money you collect — deposits and progress draws through your own Stripe account — so you can see what's been signed and what's been paid against each job. A full invoicing lifecycle and accounting sync are on the roadmap above, not built yet. Your bookkeeping stays where it is for now.
Yours. Each company connects its own Stripe account, and customer card payments settle directly to you — the funds never pass through us and we don't take a cut of your jobs. Same with texting and calling: it runs on your own Twilio number, so the number your customers see is yours and stays yours.
No — and that matters, because they won't make one. They get a link, verify it's them, and they're in. From there they can read the estimate, sign it and pay without a password to forget or a phone call to your office.
It's yours and it exports to CSV — contacts, jobs, estimates, payments, the lot. No exit fee and no holding your customer list hostage to keep you subscribed.
Most companies are running the same week. Import your contacts, set your pipeline stages and add your people — that's the setup. There is no six-week implementation project.
It's stored in a real managed Postgres database with automated backups, not in your browser. Accounts are real logins with roles enforced on the server, so what someone can see isn't something they can change by poking at the app.
Book a demo
We'll load a handful of your real leads and walk the whole thing — pipeline to payment — so you're judging it on your business, not a demo company called Acme Construction.
