Features
The workflows behind your service business, organized in one place.
Explore the verified GetContractorz capabilities available to Managers, Employees, and Clients - from client onboarding and service requirements to job documentation, quotes, invoices, and payouts.
Verified product capabilities
Built around the parts of service work that need to stay connected.
Feature architecture
Service-business software features for the full workflow.
Keep clients and the services you provide connected.
Managers can add and manage clients, configure business services, and create personalized services for individual customers. This provides the foundation for the questionnaire, activation, job, quote, and invoice workflow around that client.
Collect the information each service requires.
Create questionnaires for specific services instead of relying on the same generic intake for every job. Managers can also create terms and conditions for services, keeping both pieces inside the broader service workflow.
Give employees a clear job to complete.
Managers can add team members and assign jobs. Employees can view their assigned work and complete the jobs they are responsible for without being presented as full Manager users.
Keep visual job documentation with the work.
Employees can upload before-and-after images when completing assigned jobs, and Managers can monitor those images as part of the job record.
Create and send quotes from the business workspace.
Managers can create and send quotes, keeping quote activity connected to the broader customer and service process.
Manage invoices alongside the service workflow.
Managers can manage invoices, and Clients can access relevant invoices based on their service and account access.
Keep core business information in the Manager workspace.
Managers can manage profile information, business information, banking information, and credential information. Public copy must not imply GetContractorz independently verifies business-supplied credentials.
Review payout information from the same workspace.
Managers can review payouts as part of the business administration available in GetContractorz.
See the business information available in your dashboard.
The Manager dashboard provides general business information and analytics. Until the exact metrics and reporting definitions are approved for public use, public copy should avoid specific charts, forecasts, KPIs, or performance insights that have not been verified.
Give clients a role-specific place for the information they need.
Clients can access their dashboard, view services created for them, complete service questionnaires, follow service-related email and magic-link actions, and access relevant quotes and invoices.
Frequently Asked Questions
Clear answers about verified GetContractorz features.
Is GetContractorz a CRM?
GetContractorz includes client-management functionality, but the platform is broader than a CRM. It also supports services, questionnaires, terms, team assignments, jobs, work images, quotes, invoices, payouts, and Marketplace visibility.
Does GetContractorz include scheduling and dispatch?
Scheduling and dispatch are not verified capabilities in the current public product foundation and should not be advertised as features.
Does GetContractorz integrate with accounting software?
No integration is currently approved for public marketing. Do not advertise accounting integrations unless they are separately verified.
Does GetContractorz have a mobile app?
Mobile-app functionality is not part of the verified public feature foundation. Public copy should not make a mobile-app claim unless the current product is separately confirmed.
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