CRM for home services contractors built for the 1-10 person shop.
We build a CRM for home services contractors on Long Island actually run their jobs on, with an AI agent layer that follows up on every lead automatically, sized for a small crew instead of an enterprise fleet.
A CRM that matches your workflow
Built around your leads, your follow-up process, and your team, not a template.
AI-powered follow-up
Automated responses and reminders so no lead sits untouched.
One system, not ten tools
Leads, jobs, and follow-up live in one place instead of a spreadsheet and three apps.
Small home service shops lose jobs to enterprise-priced software.
Platforms built for fleets of fifty trucks charge accordingly, and most of that software goes unused by a crew of one to ten.
Overbuilt platforms
Enterprise dispatch software charges for dispatch boards and fleet features a small shop will never use.
Lost estimates
A homeowner calls three contractors. Whoever quotes first and follows up usually gets the job.
Follow-up that stalls
Estimates, scheduling, and reviews all need reminders your crew does not have time to send between jobs.
What a CRM for home services contractors build includes
Practical structure your crew uses every day, not a demo that gets abandoned in month two.
Lead intake built around how jobs actually reach you: call, form, text, or referral.
Automated follow-up sequences powered by an AI agent layer, so an estimate request never sits untouched overnight.
A job pipeline built around estimate, schedule, and complete stages, not a generic enterprise dispatch board.
Review and reputation tracking tied to the same system your leads already live in.
Reporting that shows exactly where jobs are getting stuck, sized for a small crew.
Related builds
See the full system and the county and industry builds most often paired with home services.
The Full System
See the complete custom CRM builds Long Island approach, spokes, and FAQ.
See the overview → CountyNassau County
Custom CRM builds for service businesses across Nassau County, NY.
See Nassau County → CountySuffolk County
Custom CRM builds for service businesses across Suffolk County, NY.
See Suffolk County → IndustryBeauty & Wellness
A lightweight system for the independent practitioner booking their own clients.
See the build →Common questions
Short answers. No hype.
Why build a custom CRM instead of buying contractor software?
Most contractor platforms are priced for a fleet, with dispatch and routing features a 1-10 person shop does not need. Airtable lets us build only the intake and follow-up layer your shop actually uses.
How does the AI agent follow-up work for estimate requests?
It sends an immediate acknowledgment to every new lead, follows up if there is no response, and flags anything urgent for a team member to call.
Do you help with contractor licensing?
We are not a licensing service, but we can track renewal dates for licenses issued by the New York Department of State right inside your CRM.
Does this work for a one-person shop, not just a small team?
Yes. Many of our home services builds start with a single owner-operator handling every job themselves.
How long does a build take?
A first version is usually working within a few weeks, then we refine it against your actual job volume.
If estimate requests are going cold, that’s a system problem, not a staffing problem.
Tell us how jobs reach you now. We will show you what a build looks like for your shop.