As contractors ourselves, we know what we want in software. Instead of shopping around for contractor software that didn’t fit the bill, we designed it ourselves. CorkCRM provides contractors the tools they need to manage their business the right way: sales tracking, appointment setting, electronic proposals and contracts, job scheduling, automatic emails, and payroll. It’s a dynamic solution to make the things contractors do every day easier.
- Track Leads: With our intelligent lead-tracking technology, take notes on a call or schedule a time to call back. Upload your leads from a list, input them manually, or let your customers enter their information directly from our form on your company’s website.
- Book Appointments: New customers can schedule online or over the phone. Have multiple sales reps? Cork allows for multiple appointments during the same time slot. Best of all, you can setup the appointments calendar to make your appointments show up in your Google Calendar and iCal.
- Send Proposals: Impress your clients with sleek, custom, proposals. Cork’s proposal generator makes it really easy to create detailed proposal forms. When you’re at an estimate, just fill in the blanks and print it out or email it to your customer.
- Sign Contracts: Ditch the paperwork and sign contracts electronically. Legislation passed in 2000 makes electronic signatures just as valid as paper signatures and by collecting signatures electronically you eliminate the risk of losing your copy of the contract. Your customers can sign via email, or on your smart phone, tablet, or computer.
- Schedule Jobs: Keep your business on schedule with our built-in job scheduler. Just setup a time to complete the work and assign a crew to the job. Your crews can see for themselves when/ where they need to be. The job scheduler also displays hours worked compared to hours budgeted so you can keep your crews on time and on budget.
- Manage Payroll: With a few clicks on their smart phone or computer, your crews can report their hours to Cork daily. At the end of the week, review employee time entries and approve or modify them. Approved labor costs are added directly to the expense list for designated jobs.
- Record Payments and Expenses: Do you know how much you made on your last job? Not only does CorkCRM make it easy to track customer payments and job costs but we’ve added in lots of colorful charts to make understanding your businesses financials a whole lot simpler.
- Reports: Cork extracts data from all corners of your business and creates easy to understand reports on everything from this week’s payroll to last year’s lead distribution stats. Cork puts the actionable data in your hand that you need to better understand your business.
- Mobile: CorkCRM is a web-based application that has been specially optimized for mobile. That means it works on just about any device that you can use to browse the internet - iPhone and Android smart phones, tablets, and computers.