The CRM that answers, writes, and sends for you.
When a customer calls or texts, Contractorfy understands what they need, generates the right document, and sends it automatically — before your team drops the ball.
14-day free trial · No credit card required · Android + Web
Customer asks
By phone call or text message.
Contractorfy understands
AI reads intent, resolves the job, builds the document.
Document sent
Estimate, supplement, work order, or material order — delivered automatically.
Watch a call turn into a sent estimate.
This is a real recorded roofing call. Press play and watch Contractorfy follow the conversation, generate the supplement estimate, and send it — all while the rep is still on the phone.
- ✓Real inbound call audio, not a fake walkthrough
- ✓Transcript, suggested response, and workflow stay in sync
- ✓Estimate delivery starts while the conversation is still live
- ✓Supplement invoice generated and sent automatically
Crew calls in measurements. Material order goes out.
Reggie calls with measurements for a 3,872 SF flat roof. Contractorfy generates the full EPDM material order, builds the work order, and stages delivery to ABC Minneapolis and the crew — all from the conversation.
- ✓Real crew audio from the field
- ✓Material order with quantities, pricing, and vendor
- ✓Work order generated with crew instructions
- ✓Email and SMS delivery staged automatically
New customer calls in. New job and lead pack get staged.
This example comes from a real inbound call from a new customer responding to an ad. Contractorfy turns the intake into a new job record, a customer intake sheet, and a lead-pack handoff before the follow-up visit is even booked.
- ✓Real recorded new-customer call clipped to a safe public segment
- ✓New job creation staged directly from the conversation
- ✓Lead-pack documents generated as part of the intake flow
- ✓Customer follow-up and field handoff tied together in one workflow
5 city hail reports and 5 SMS delivery logs from one live call.
This demo keeps the call audio live while generated artifacts open in-phone. Each city report uses a real hail report record, and each paired SMS log uses demo-safe contact, address, and claim details.
- ✓10 separate artifacts: 5 hail PDFs + 5 SMS delivery logs
- ✓Audio never stops when opening generated documents
- ✓Real weather_data report assets routed through demo-report
- ✓Demo-safe names, addresses, phone numbers, and claim numbers
One system. Every document. Every delivery.
Talk to your CRM by phone or SMS. Everything else happens automatically.
Estimates
Generated from the call or text and sent before you hang up.
Supplements
Code-cited IRC references attached to every disputed line item.
Work orders
Crew-ready instructions generated from measurements and job context.
Material orders
Full material lists with quantities, pricing, and vendor staging.
Invoices
Line-item invoices generated from scope data and sent automatically.
40+ document types
Damage reports, hail reports, claim supplements, canvasing targets, and more.
< 30s
Call to estimate delivered
0
Manual steps to send a document
40+
Document types auto-generated
5 min
Address to full roof takeoff
Simple pricing. Start free.
No credit card required. Upgrade when you're ready.
Individuals and contractors onboarding from mobile
Starter
Solo adjusters who need unified jobs, tasks, and document uploads.
or $25/mo billed annually
- ✓Unlimited jobs, tasks, and document uploads
- ✓Call recording + SMS capture sync
- ✓Assistant replies inside jobs/tasks
- ✓1 workspace, 3 group members
Adjusting firms with shared groups and recordings
Professional
Teams that need automation, shared workspaces, and higher AI limits.
or $69/mo billed annually
- ✓Multiple workspaces + role-based invites
- ✓Guided Android rollout access
- ✓Batch assignment + upload queue dashboards
- ✓Automations control and weather reports
- ✓Priority email support
National carriers & BPO partners
Enterprise
Custom terms, SSO, and usage-based AI at scale.
or $219/mo billed annually
- ✓SSO + SCIM provisioning
- ✓Fine-tuning approval workflows
- ✓Dedicated CSM and onboarding
- ✓Signed BAA / custom DPAs
All plans include web access, call recording, SMS capture, and AI document generation. See full comparison →
Stop doing the work.
Let the CRM do it.
Every call, every text, every field conversation is a document waiting to be generated and sent. Contractorfy closes the loop automatically.
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