PricingAboutLog in
Builder in a yellow hard hat crouching on a construction site

Industry · Construction

Win the bid.Run the job.

Proposals, agreements, scheduling and project tracking for general contractors, roofers and remodelers, all on the same customer record from first site visit to final payment.

  • Branded proposals

  • Tracked jobs

  • Faster payment

Built for the trades

The modules a contractor actually uses.

Each one reads and writes the same customer record, so nothing is retyped between the bid and the punch list.

Canvass

Map your territory, knock doors, log every conversation and hand warm leads to sales.

Proposals and agreements

Scoped proposals with line items and photos, signed on a phone and turned into an agreement.

Financing

Send customers a credit application and track financing partners from the same deal.

Scheduling

Site visits, inspections and install days on one calendar the whole crew can see.

Projects

Milestones, photos, documents and tasks attached to each job, from kickoff to close-out.

AI Agents

Answer inbound leads and book site visits after hours, including the surge after a storm.

All at your hands

Your whole business, all at your hands.

From the dashboard to customers, appointments, calendar, directory and documents — every part of your CRM lives in one place, managed from a single portal. No tab-switching, no scattered tools.

Dashboard

Real-time metrics at a glance

Customers

Every contact in one place

To-Do Lists

Appointments & follow-ups

Calendar

Your team's schedule, in sync

Directory

A searchable address book

Smartdocs

Docs, sheets, slides & forms

Scroll to explore
portal.donefy.io
CRMDashboard

CRM Dashboard

Contacts, proposals, deals, tasks and pipeline performance

TOTAL CONTACTS

96

0 leads · 8 customers

NEW THIS MONTH

8

vs last month

DEALS WON

0

0 won last month

WIN RATE

0%

0 of 122

CONTACT GROWTH (6 MONTHS)

Why teams switch

Fewer spreadsheets, faster close-outs.

One system for the office and the field, instead of a CRM, an e-sign tool and a project app.

Proposals that win

Send a branded scope with photos and pricing, and get it signed the same day.

Jobs connected to the sale

The project starts from the signed agreement, so the crew sees what was sold.

Faster cash flow

Agreements, e-sign and payment links shorten the gap between done and paid.

Questions

What teams ask first.

Yes. Proposals, agreements, projects and scheduling are trade-neutral, and roofing teams can add roof reports and storm tools on top.

Yes. The donefy app for iOS and Android opens the same projects, photos, documents and tasks as the web.

Yes. Proposals and agreements can be reviewed and e-signed from a phone or tablet, in person or by link.

Basic includes 5 proposals a month and Pro includes 15. After that each additional proposal is $7.

Bid it. Build it. Get paid.

Start with proposals, then switch on Projects, Scheduling and the rest when your crews are ready.