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Contractor CRM: Customers, Estimates, Jobs and Payments in One Place

Blue Collar Trade Manager (BCTM) is a contractor CRM built around the work, not a sales funnel. Each customer record connects to the estimates you sent them, the jobs your crew ran, the invoices you billed and the payments that came in, so the history is in one place when they call back.

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What a contractor CRM needs to do

A general sales CRM tracks leads through deal stages. A trade business needs something different: the customer's address and site notes, what you quoted them last time, which crew was out there, and whether the last invoice was paid. BCTM keeps that chain together — customer → estimate → job → invoice → payment — so nobody has to rebuild it from texts and paper.

What BCTM stores for each customer

  • Name, customer number, phone, email and service address.
  • Free-form notes on the customer record — gate codes, pets, preferences, anything worth knowing before the next visit.
  • How the customer wants documents delivered (text or email), plus their SMS consent status and language.
  • Their estimates and invoices, one tap away from the customer list.
  • Two-way message threads on each estimate and invoice — the customer replies from their phone without creating an account.

Moving from a spreadsheet or another tool? Customers can be imported from a CSV file and exported back out the same way.

From a new customer to a paid invoice

  1. 1.Add the customer, or accept a service request that came in through your public BCTM profile.
  2. 2.Send an estimate built from your price book; the customer approves it online.
  3. 3.Create the job, assign your crew and put it on the calendar — see job management and scheduling.
  4. 4.Convert the approved estimate to an invoice in one step and send a click-to-pay link.
  5. 5.The customer pays by card or ACH; the payment lands on the invoice and the customer's history.

Built for crews, not just the owner

Workers get their own accounts. They see the jobs they are assigned, clock in and out, and log time against the job. The owner or office sees the whole customer and job history. Adding a worker does not add a software fee: BCTM has no per-user or per-technician seats.

What BCTM does not do

  • No sales pipeline, lead scoring, or marketing email campaigns.
  • No QuickBooks or Xero sync today.
  • No route optimization or crew routing.
  • No drag-and-drop dispatch board. Jobs are scheduled from the job record and shown on contractor and worker calendars.
  • No GPS or location tracking of workers.

Frequently asked questions

Is BCTM a CRM?

Yes, a CRM for trade and field-service businesses. It keeps customer records and links each one to their estimates, jobs, invoices, payments and message threads.

It is not a sales CRM: there are no deal stages, lead scoring or marketing email campaigns. If you need a sales pipeline, BCTM is the wrong tool for that part of the business.

How much does the BCTM CRM cost?

$0/mo — no subscription and no per-user seats. The customer records, estimates, jobs and invoices are included at no monthly charge.

BCTM earns money when your customers pay you electronically: card payments cost 3.9% + $0.30 (1% BCTM platform fee + 2.9% + $0.30 Stripe) and ACH payments cost 1.8% (1% BCTM platform fee + 0.8% Stripe, Stripe portion capped at $5.00). Cash and check: no fees. See how the free contractor CRM pricing works.

Can my employees use it too?

Yes. Workers get their own logins with access to the jobs assigned to them, and there is no per-user charge for adding them.

Owners and office staff see customers, estimates, invoices and reports; workers see their assigned jobs, calendar and time entries.

Can I import my existing customer list?

Yes. Upload a CSV file of customers, and export your customer list to CSV at any time.

Does the BCTM CRM sync with QuickBooks?

No. BCTM does not sync with QuickBooks or Xero today.

If your bookkeeping depends on a live accounting sync, weigh that before switching. BCTM has its own payment ledger and reports, and data can be exported to CSV.

Which trades is it built for?

Service and project trades that quote, schedule and invoice customer work — plumbing, electrical, HVAC, landscaping, roofing, cleaning, painting, handyman, general contracting and more.

Each trade has its own page with trade-specific workflows, starting with software for plumbers, software for electricians and HVAC business software.

What BCTM costs

$0/mo — no subscription and no per-user seats. Card payments: 3.9% + $0.30 (1% BCTM platform fee + 2.9% + $0.30 Stripe). ACH bank payments: 1.8% (1% BCTM platform fee + 0.8% Stripe, Stripe portion capped at $5.00). Cash and check: no fees. Full fee breakdown.

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