ContractorFlow is built by contractors, for contractors. ContractorFlow prioritizes the data needed for each job, ensures the tool doesn’t block success for your team, and utilizes the data captured to provide you and your leadership the essential analytics to run your business and optimize your team. 
We enable contractors to move beyond spreadsheets and email; ContractorFlow offers configurable and personalized prospect intake and appointment setting capabilities. This App is highly customized to take Rodney Webb’s methodology and make it real in an easy-to-use, results focused, and mobile responsive platform.
As all contractors know, getting the yes in that first appointment is critical for the purchase. ContractorFlow provides a quick and easy to use product selection and estimation process allowing your sales team to focus on the relationship and not the tool. Using configurable mobile-responsive screens, you can make the estimation process streamlined to fit your products, services, and business needs.
Our quote presentation tool guides the sales person on presenting the quote, getting the yes, and overcoming objections. The Quote view is catered to the customer with a built in slider worksheet for quick changes and modifications based on the feedback from the customer.
ContractorFlow was built as a vehicle for efficiency and optimization. One critical piece in that equation is to ensure that the estimate to contract to project is comprehensive, accurate, and falls within the guidelines of your company’s expectations. Offering a built in approval process for opportunities as they transition from opportunity close to order creation supports more accurate proposals/bids and contracts.
Here at ContractorFlow, we know Employees are the backbone of any successful organization. Being able to manage employee information, skill level, and availability are critical for optimal scheduling and management.

ContractorFlow App

This department specializes in the development and management of Salesforce applications and solutions to enhance business operations.

Salesforce Development

This department focuses on ensuring customer satisfaction and engagement throughout the customer lifecycle.

Customer Success

This department focuses on ensuring customer satisfaction and operational efficiency through effective support and engagement strategies.

Customer Success Operations

This department oversees the strategic direction and overall management of the organization.

Ownership

This department is responsible for managing client relationships and driving revenue through sales efforts.

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Customer Success

Customer Success Operations

Ownership

Sales Department