The contractor CRM built for general contractors
Remodels and small builds shouldn't live across spreadsheets and group chats. Work Pilot gives small GCs one place to manage leads, quotes, contracts, milestones, progress payments, and homeowner communication.
No credit card required · Free plan available · Cancel any time
What general contractors tell us
The day-to-day headaches Work Pilot was built to remove.
- ✕Project details, change orders, and client decisions scattered across email and texts.
- ✕Milestone payments slipping because no one is tracking them.
- ✕Quote and contract turnaround taking days, costing you jobs.
- ✕Clients constantly asking 'where are we?' on the project.
Built around the GC workflow
One app for leads, scheduling, quotes, invoices, payments, and client messaging.
Quotes & contracts
Build itemized quotes and send contracts for e-signature in minutes.
Milestones & scheduling
Break projects into milestones and schedule them on a mobile-first calendar.
Progress payments
Tie payments to milestones, send invoices automatically, and let clients pay online.
Client portal & messaging
Homeowners get a clean portal with project status, messages, quotes, and invoices.
AI reminders
Stay on top of pending quotes, open invoices, and upcoming milestones.
One record per project
Quotes, contracts, messages, invoices, and photos all live on the project.
Everything a small crew needs
No per-user pricing. No enterprise complexity. Just the tools general contractors use every day.
- Lead capture & follow-up
- Mobile-first job scheduling
- Quotes & contracts with e-signature
- Invoices & online payments
- Client portal & messaging
- AI smart reminders
- On-site sketchpad for notes
- Customer history in one place
FAQs for general contractors
Is Work Pilot a good CRM for small general contractors?+
Yes. Work Pilot is built for 1 to 5 person GC teams running remodels and small builds who want one app for leads, quotes, contracts, milestones, payments, and client communication.
Can I run milestone-based projects with progress payments?+
Yes. Break each project into milestones, tie invoices to those milestones, and let homeowners pay online through a secure portal.
Do my clients get a portal?+
Yes. Homeowners get a clean client portal showing project status, quotes, contracts, invoices, and messages — so they stop asking 'where are we?' every week.
How is Work Pilot different from Buildertrend or CoConstruct?+
Buildertrend and CoConstruct are built for larger custom home builders. Work Pilot focuses on small GCs and remodelers who want the essentials — leads, quotes, contracts, milestones, payments, and a client portal — without enterprise pricing or training.
Do I need to install an app?+
No. Work Pilot runs in your browser and as a Progressive Web App on iOS and Android.
Looking for the full feature list? See the Work Pilot homepage.