Stop losing leads in a notes app on your phone.
Most contractors run their lead flow through whatever's available — texts, calls, sticky notes, a notebook in the truck. We set up a real CRM (ServiceTitan, Housecall Pro, Jobber, or GoHighLevel) so every lead is tracked from first touch to booked job — and nothing falls through.
A CRM (Customer Relationship Management system) for contractors centralizes every lead, customer, job, and interaction in one place. For home service businesses, the standard choices are: ServiceTitan (enterprise, $300-$700/user/mo), Housecall Pro ($65-$300/mo), Jobber ($35-$170/mo), or GoHighLevel ($97-$497/mo, marketing-focused). Iron Pine helps contractors select the right CRM, set it up, integrate it with marketing channels, train the team, and connect automation. Proper CRM setup recovers 15-30% of leads that otherwise fall through the cracks.
Why most contractors don't have a real CRM
- It feels like 'enterprise software' for a small business.
- They tried one (usually Jobber or HCP) and gave up on it because setup was confusing.
- Their team uses 4 different tools — and nothing talks to anything else.
- Leads come in by text, phone, web form, GBP — and there's no single inbox.
- Quotes get sent and forgotten. Past customers never get followed up with.
How we set up CRM
- CRM selection — we recommend based on your category, team size, and budget.
- Setup — fields, stages, pipelines, automation, user roles.
- Lead source integration — website, GBP, Google Ads, LSA, Nextdoor all flow in automatically.
- Team training — short, recorded sessions for each role (owner, dispatcher, tech).
- Quote-to-cash workflow — quotes, deposits, completion, invoicing automated.
- Ongoing optimization — quarterly tuning based on what your team is actually using.
Deliverables, in plain English.
CRM selection recommendation (or audit of existing CRM)
Full CRM setup — pipelines, fields, automation, integrations
Lead-source integration (website, GBP, Ads, LSA, etc.)
Team training (recorded videos for each role)
Quarterly tune-up + new use case onboarding
How a crm setup engagement unfolds.
Step 1
Week 1 — Selection + Plan
Recommend CRM, design the pipeline structure, identify integrations.
Step 2
Weeks 2-4 — Build
CRM configured, integrations wired, automation deployed.
Step 3
Week 5 — Train
Recorded training sessions for each role, written quick-start docs.
Step 4
Ongoing — Optimize
Quarterly tune-up as your team finds new use cases.
Pricing for CRM Setup.
CRM setup: $2,500-$5,000 one-time depending on complexity. Ongoing CRM maintenance: $300/mo. The CRM subscription itself (ServiceTitan, HCP, etc.) is paid direct to the provider.
CRM Setup questions we hear most.
If yours isn't here, the contact form goes straight to the founder's inbox.
Depends on your scale. Solo or 2-person crew: Jobber or Housecall Pro. 3-15 person crew: Housecall Pro or GoHighLevel. 15+ people, multiple service lines: ServiceTitan. We make the recommendation based on your actual situation.
Ready to see what a quarter with Iron Pine looks like?
Book a free 15-minute audit. We'll pull your GBP, search rankings, and ad data live on the call and show you the three highest-leverage moves we'd make in the first 30 days.
- No long contracts
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- Plain-English reporting
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- You own everything we build