Approve kitchen change orderMartinez remodel · $4,850
NowTHE CONTRACTOR CRM BUILT FOR FLORIDA
Contractor CRM software
built for Florida contractors.
Stop losing good jobs to bad follow-up.
Egret keeps every lead, estimate, permit, inspection and payment moving in one trade-specific command center—so the next job does not disappear in texts, notebooks or somebody’s memory.
✓ Explore a sample workspace✓ Built for your trade✓ No account needed to look around
Egret GENERAL CONTRACTINGEW
TODAY · COMMAND CENTERHere’s what needs you.
Sample data · illustrative onlyNEEDS ATTENTION31 permit · 2 follow-ups
OPEN PIPELINE$184k12 opportunities
ACTIVE JOBS82 need readiness
Follow up on roof estimateJohnson residence · $18,400
TodayPermit correction duePalm City addition · Building
TodayBUILD YOUR EGRET
See your workflow before you create an account.
Three short steps. Choose your plan after setup and start a 14-day trial.
1 Trade2 Business3 Account
What kind of work do you do?
Pick your primary trade. The preview changes immediately.
CONTRACTOR CRM, EXPLAINED
What is contractor CRM software?
Contractor CRM software connects leads, estimates, customer records, jobs, scheduling, field work, documents and payment context in one operating workflow. Egret adds trade-specific stages and fields for Florida roofing, HVAC, electrical, plumbing, solar, pool and general contracting teams.
ONE SYSTEM · SIX CONTROL ROOMS
The work is connected before it becomes complicated.
Every major contractor decision has a home in Egret. The system changes with the trade, but the operating logic stays connected.
THE OPERATING SYSTEM
One loop from first call to final payment.
Egret replaces the fragmented contractor workflow with one connected operating system: revenue, field execution, compliance and cash stay in context.
REVENUE CONTROL
Smart Inbox + Lead Capture
Stop losing leads between calls, forms and email.
Create the customer/opportunity, assign ownership and schedule the next action.Lead → CashLIVE WORKFLOW
✓Lead
✓Estimate
✓Approved
✓Job
5Invoice
6Paid
NEXT ACTIONRoof replacement estimateFollow up today
Follow-Up Autopilot
Recover estimates and leads without living in the inbox.
Creates a follow-up task when an estimate goes out and stops it when the customer approves, declines or replies.Estimate-to-Job Handoff
Eliminate retyping after the sale.
Approved estimates create the job, tasks, milestones and required fields automatically.Permit + Inspection Workspace
Keep compliance work from becoming a separate spreadsheet.
Jurisdiction, permit, inspection and correction milestones live on the job with reminders.Invoice + Payment Follow-Up
See what is unpaid and follow up before it ages.
Overdue invoices surface in your cash-risk queue so nothing sits unpaid unnoticed.Stress Guardrails
Reduce cognitive load instead of creating more notifications.
One prioritized queue, quiet completed work, escalate only material exceptions and prevent duplicate reminders.ONE OPERATING LOOPCapture the lead. Protect the follow-up. Run the job. Get paid. Surface only what needs attention.
ONE PRODUCT. REAL OPERATING SURFACES.
See the workspaces your team actually uses.
Every screen is built around the next action, so your crew always knows what to do today and what is waiting on a customer, a permit or a payment.
EGRET / TODAYToday
Priorities, exceptions and the next action.
See in the sample tour →EGRET / LEADSLeadsPipeline, follow-up and conversion context.
See in the sample tour →EGRET / JOBSJobsReadiness, field execution and closeout.
See in the sample tour →EGRET / SCHEDULEScheduleDispatch, crew capacity and site work.
See in the sample tour →EGRET / CUSTOMERSCustomersProperties, history and communication.
See in the sample tour →EGRET / MONEYMoneyInvoices, A/R, margin and collections.
See in the sample tour →EGRET / PERMITTINGPermittingPermits, inspections and corrections.
See in the sample tour →PLANNED PRICING
One product. Your trade built in.
Pricing should not punish a plumber because a roofer uses different fields. Start with the same core product and let Egret configure itself around your trade.
Starter
$79/moCore CRM for a small contractor team.
14-day free trial · Card required. Automatically renews at $79/month unless canceled before the trial ends.
Prepare Starter trialPro
$149/moAutomation and operational intelligence for growing contractors.
14-day free trial · Card required. Automatically renews at $149/month unless canceled before the trial ends.
Prepare Pro trialTeam
$249/moMulti-user operations, field collaboration and advanced controls.
14-day free trial · Card required. Automatically renews at $249/month unless canceled before the trial ends.
Prepare Team trialEvery plan is planned to include a 14-day free trial. A payment method is required. Unless canceled before the trial ends, your subscription automatically begins at the monthly price shown for your selected plan.
Trial enrollment is temporarily unavailable while live billing and cancellation are certified. You can configure your workflow, but no payment can be collected yet.
STRAIGHT ANSWERS
Questions contractors should ask before adding another piece of software.
Is Egret another generic CRM?
No. Egret uses one platform underneath, but the workflow, stages, fields, daily priorities, documents and automations change around the contractor trade you select.
Who is Egret being built for?
Egret is being built for Florida roofing, HVAC, electrical, plumbing, solar, pool and general contracting businesses.
Does Egret replace my calendar and follow-up tools?
The product architecture includes a unified calendar, scheduling, customer and project communication, follow-up automation, job workflows and a Today view designed to reduce tool switching.
Does Egret handle permits automatically?
Egret is designed to keep permit and inspection work attached to the job and automate status or milestone handling where authoritative jurisdiction access is available. It should never claim a permit action occurred without verified evidence.
Can my foreman or subcontractor use it?
Yes. Access is set by role: owners, admins, project managers, office staff, estimators, foremen, technicians and subcontractors each get different permissions. Financial figures such as contract values, costs, invoices and payments are limited to roles with financial access. Egret does not yet limit foremen or technicians to individually assigned jobs, and subcontractor access to company data is currently restricted until per-job assignment is available.
How long is the free trial?
The free trial is 14 days. A payment method is required to start the trial. Unless you cancel before the trial ends, your selected monthly subscription begins automatically.
Will Egret use AI to run my business without me?
No. AI helps prioritize, explain, draft and recommend. Consequential actions remain bounded by permissions, verified data and review controls.
YOUR NEXT JOB ALREADY HAS A NEXT STEP
Stop letting it disappear.
Build your trade-specific workflow and prepare for the 14-day trial.
Build my EgretBuilt for Roofing · Electrical · Solar · General Contracting · Pool · Plumbing · HVAC