STAGE 01 What’s inside · Win the work

It starts with the phone ringing.

From a name on a call sheet to a signed contract — the leads, the estimate, and the rates behind it.

Clients, leads & pipeline AI

Every client and every lead in one place
The problem: Leads live in texts, voicemail and a notebook in the truck — and the one you meant to call back on Tuesday never got called.

Every client, every job you’ve done for them, and every lead you haven’t closed yet — one list, staged from first call to signed deal.

  • Full job history, contacts & site addresses
  • Staged pipeline: new, quoted, won
  • Follow-up reminders that fire on their own
AI drafts the follow-up and spots when a lead has gone quiet — so the nudge goes out whether or not you remembered.
Contrax AIJohn hasn’t replied in 12 days. Want me to follow up?

Estimating & quotes AI

Quote fast, win the job
The problem: A takeoff eats an entire evening, you forget a line and eat it out of your margin, and the number still goes out after somebody else already signed the job.

Walk the space and talk. Contrax listens, writes the scope, prices it off your own rate book, and sends a polished PDF the same day.

  • Line-item estimates in minutes
  • Send as a professional PDF
  • Won estimate → live job instantly
VoiceTextPhotosAudio noteWalkthrough video
  • Capture it however you work. Talk it out on the drive home, or record a video walking the space — the input most estimating tools can’t touch.
  • AI writes the scope of work. Room by room, trade by trade — a real scope you can read, edit and stand behind in front of a client.
  • It prices against your rate book. Your labour and material rates, your margins — not an industry average.
This is the flagship. Voice, photos, or a walkthrough video in — a priced, client-ready estimate out.
Contrax AIWatched your walkthrough — 14 line items, priced off your rate book.

Pricing & schedules AI

Your rates, locked in and consistent
The problem: Two nearly identical bathrooms get priced two different ways, because the number lives in your head and your head was tired on Thursday.

One rate book for labour, materials and assemblies, with schedules of values built off it. Price the same job the same way every time.

  • One rate book, every estimate
  • Assemblies for work you repeat
  • Schedule of values per job
This rate book is what the AI quotes with. Estimate by voice or video and these are the exact numbers it builds the price from.
STAGE 02 Run the job

Then you have to actually build it.

The crew, the calendar, the hours and the paperwork — connected to the same job the estimate came from.

Project management AI

Every job, on track
The problem: You find out a job lost money when the job is already over, and half the change orders were agreed standing in a driveway.

Break each job into phases and tasks, watch budget against actual as it moves, and keep the photos and approvals on the timeline.

  • Phases & tasks per job
  • Budget vs actual, live
  • Photos and documents on the timeline
Ask where a job stands and the AI reads the schedule, the costs and the notes before it answers.

Scheduling & dispatch AI

Put the right crew on the right job
The problem: The crew shows up at the wrong address, or shows up with half the information because nobody wrote the rest down.

Drag jobs onto the calendar, assign your crew, and they get the address, scope and directions on their phone.

  • Drag-and-drop the week
  • Assign the right crew
  • Directions and scope to their phone
Ask the assistant who’s free Thursday or what’s on next week — it reads the calendar before it answers.

Crew & time tracking AI

Hours that track themselves
The problem: Friday afternoon chasing paper timesheets, then guessing which hours belonged to which job.

The crew clocks in from any phone, and their hours flow straight into job costing and payroll.

  • Clock-in from any phone
  • Hours flow into job costs
  • Approve at week’s end
“Who was on the Hunter job last week?” The assistant answers from clocked hours — no timesheet archaeology.

HR & team AI

The whole crew, organized
The problem: A ticket expires and nobody notices until an inspector asks, and the write-up from last spring is in a filing cabinet somewhere.

Crew records, certifications and tickets, documents, write-ups and reviews — all in one place with dates that don’t sneak up on you.

  • Crew records & documents
  • Certifications & tickets
  • Write-ups & reviews
Need a write-up or a letter drafted? The assistant writes it from the crew member’s file — you review and sign.
STAGE 03 The money

And you need to know if you made any.

Invoices, receipts, books, tax and the numbers underneath them. Live, so you find out during the job — not months after it.

Invoicing & payments AI

Send it, get paid, move on
The problem: The invoice goes out late because building it is a chore, then it sits unpaid because chasing it is a worse chore.

Build an invoice from the job in seconds, send it, and see exactly who still owes you — with follow-ups that go out on their own.

  • Invoice straight from a job
  • Receivables at a glance
  • Automatic overdue reminders
AI drafts the overdue follow-up in the tone you’d use — so chasing money stops being a chore.

Receipts & expenses AI

Snap it and forget it
The problem: A shoebox of faded receipts in the truck, and job costs that are wrong because half of them never got entered.

Take a photo of a receipt on site and it files itself — to the right account, on the right job, before you’ve left the parking lot.

  • Snap a photo on site
  • Vendor, total & tax read automatically
  • Filed to the right account and job
AI reads the vendor, the total and the tax straight off the photo. No typing, no shoebox.
Contrax AIHome Depot, $214.83. Filed to the Hunter bathroom.

Books & accounting AI

Books that keep themselves
The problem: You’re paying for bookkeeping software, a bookkeeper, and still doing data entry twice.

Every dollar in and out, coded to the right account and job the moment it happens — a full set of contractor books that keeps itself current.

  • Money in and out, daily
  • Coded to the job automatically
  • A full set of contractor books
“Sorts your books” isn’t a figure of speech — AI files each transaction to the right account as it lands.

HST & tax AI

HST that adds itself up
The problem: Quarter-end arrives and you’re rebuilding three months of HST from bank statements, guessing at the meals rule.

Every taxable line tracks your HST by quarter and exports clean for your accountant, plus T5018.

  • HST owing by quarter
  • Input tax credits captured automatically
  • T5018 & accountant export
The tax on every receipt is read straight off the photo by AI, so the quarter adds itself up from real numbers.

Analytics & reporting AI

Know your numbers, live
The problem: No idea what’s actually in the bank three weeks out, and the real margin arrives months late from the accountant.

See profit, cash flow and job costs as they happen — while you can still do something about them.

  • Profit by job
  • Cash flow trends
  • Live, not months late
Ask in plain English — “which jobs lost money last quarter?” — and get the answer with the numbers behind it.
Contrax AITwo jobs lost money last quarter. Want the breakdown?

Payroll AI

Pay from hours already clocked
The problem: Payroll means retyping the same hours a third time, and cash advances get remembered wrong.

Run payroll straight from the crew’s tracked time — no double entry — with advances tracked along the way.

  • Pay from clocked hours
  • No double entry
  • Cash advances tracked
Ask “what’s payroll looking like this week?” before you run it — the assistant totals it from clocked hours.
STAGE 04 Grow · and the assistant that runs it

The part most contractors never get to.

Marketing that runs itself, and an assistant that knows every job, cost and hour in your business.

Marketing AI

Turn jobs into more jobs
The problem: When the pipeline dries up you start from zero, even though you have years of past customers who liked the work.

Win back past customers, turn a finished job into a five-star review, and keep referrals flowing instead of hoping the phone rings.

  • Win-back past customers
  • Turn jobs into reviews
  • Referral tracking
AI writes the campaign, builds the email and picks who to send it to — from the job history you already have.
Contrax AI38 past clients haven’t heard from you in a year. Draft a win-back?

AI agent AI

An assistant that knows your business
The problem: The answer you need is in the system somewhere, but finding it means opening four screens and doing the math yourself.

Ask it anything about your numbers, have it draft your quotes and emails, and let it work the phones.

  • Answers about your numbers
  • Drafts quotes & emails
  • Follows up on leads by phone
The same assistant answering questions further down this page — except inside your account it can see your actual jobs, costs and schedule.
Contrax AIPayroll comes to $8,420 this week. Want me to run it?

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