Client Management
Client Management Software for Contractors
Stop digging through text threads and glove-box invoices to remember what you did for a customer last year. Contractor Ace is a contractor CRM that keeps every client, property, estimate, invoice, and visit in one searchable place — so you show up prepared and look like the pro you are.
- Free plan available
- No contracts
- Built for contractors & service businesses
Contracting customers remember everything — so should you
When Mrs. Henderson calls about her kitchen sink leaking again, she expects you to remember the repipe you did in 2022, the garbage disposal swap last spring, and that her water heater warranty expires in November.
Generic contact apps don't track jobs, properties, or service history — and they certainly don't understand that one client might own four rental units across town.
Contractor Ace was built as a contractor CRM first. Every record is organized around the way service businesses actually work: the customer, their properties, every estimate and invoice you've ever sent, and every conversation you've had — all searchable in under two seconds from your phone.
One customer record, every detail attached
Click any client and see their complete history — no spreadsheets, no sticky notes, no guessing.
Full job history
Every estimate, invoice, payment, and visit linked to the customer. See what you charged in 2022 before you quote the callback.
Multiple properties
Property managers and commercial accounts get every site under one client. Quote and bill the right address every time.
Estimates & invoices
Every quote and bill sent to this customer lives on their card. See what's outstanding, what's paid, and what's pending approval.
Call & text log
Every call and text through your Contractor Ace business number is automatically attached. Review the conversation before you ring back.
Addresses & directions
One tap opens navigation to any property. No more texting the homeowner to ask 'which complex was that again?'
Notes & reminders
Log gate codes, pet warnings, preferred brands, or follow-up dates. Contractor Ace surfaces reminders so nothing gets forgotten.
Built for residential contractors and commercial accounts
Whether you serve homeowners or manage commercial properties, the CRM adapts to how you work.
Homeowners
Track every fixture, warranty date, and family preference. Know that the Johnsons only want Delta faucets and that their sump pump is still under warranty.
Property managers & commercial
One client, many properties. Manage apartment complexes, retail chains, and restaurant groups with separate job histories per location.
Find any customer in under two seconds
You're standing in a supply house and the counter guy asks, "Didn't you do a repipe for the Martinez family?" With Contractor Ace, you pull out your phone, type "Martinez," and their full history appears — every job, every invoice, every payment.
Search by name, phone number, address, or even invoice number. The results update as you type, so you never waste a minute scrolling through a messy contacts list that mixes your customers with your dentist and your Uber driver.
What you get
- Complete customer records with full job and payment history
- Multiple properties per client with individual site notes
- Instant search by name, phone, address, or invoice number
- Auto-linked calls and texts to every customer record
- One-tap navigation to any property address
- Custom notes, gate codes, and preference tracking
- Outstanding invoice and pending estimate status at a glance
- Warranty and service-date reminders per property
- Export customer list for marketing and review campaigns
Turn one-time customers into lifetime clients
The most profitable service businesses aren't the ones constantly chasing new leads — they're the ones who stay top-of-mind with past customers. Contractor Ace makes re-engagement effortless.
See every customer who hasn't had work done in 12 months. Send a quick seasonal maintenance offer by text.
Check which customers have water heaters approaching the 10-year mark and offer a proactive replacement quote. Your existing book of business is a goldmine — Contractor Ace gives you the map.
Know your best customers at a glance
Lifetime value
See which customers have spent the most with you. These are the people who deserve priority scheduling and holiday cards.
Repeat rate
Track how often customers come back. A low repeat rate means it's time to follow up — a high one means you've got a referral engine.
Aging accounts
Spot customers with long-unpaid invoices before the total adds up. One friendly text often fixes what a collection letter can't.
Built for contractors & service businesses — not generic field service
Generic CRMs ask for company size, annual revenue, and industry vertical. Contractor Ace asks for the stuff that matters: fixture types, water heater models, slab vs. crawlspace access, and whether the customer prefers morning or afternoon appointments.
Every form field, template, and report is written for contracting work. You won't find irrelevant sales-pipeline stages or enterprise territory-mapping tools cluttering your screen.
Just the customer data you need, organized the way you think about it.
How contractor client management works in Contractor Ace
- 1
Add or auto-import the customer
Create a client in 10 seconds, or let Contractor Ace auto-create one when a new lead calls or fills out your web form. Name, phone, and address are captured instantly.
- 2
Log properties & preferences
Add every property the customer owns. Note gate codes, pets, preferred fixtures, and warranty dates. These notes appear on every future job for that property.
- 3
Work, quote, and invoice as normal
Every estimate, invoice, payment, and visit is automatically linked to the customer record. No manual filing. No duplicate data entry.
- 4
Search and re-engage anytime
Pull up any customer in seconds. See what's been done, what's been paid, and what follow-up opportunity is waiting. Turn history into repeat business.
Know every customer like your best customer
Contractor Ace replaces your scattered notes, spreadsheets, and generic contacts with a contractor CRM that understands how your business works. Free to start.
No contracts. Cancel anytime.
No credit card required. Set up in under 5 minutes.