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BUILT FOR FLORIDA CONTRACTORS

Built for the way
Florida contractors actually work.

Choose your trade and Egret reshapes the workflow around the work you actually do—from the first lead through the job, inspection, follow-up and payment.

Start your 14-day trialSee how Egret works →
✓ No credit card required✓ Built for your trade✓ Setup in minutes
EgretDR

Good morning. Here’s what needs attention.

24Open leads
8Jobs won
6Follow-ups

PipelineThis month

WHY EGRET EXISTS

Contractors should win work because they do great work—not lose it because their CRM is a mess.

Our mission is to give trade businesses a simple operating system that keeps every opportunity moving and every next step visible.

AUTOMATION THAT EARNS ITS KEEP

Egret should give contractors time, margin and headspace back.

Base functionality is built around removing repetitive office work, making the next action obvious, protecting follow-up and getting completed work to cash faster.

01

Smart Inbox + Lead Capture

Stop losing leads between calls, forms and email.

Create the customer/opportunity, assign ownership and schedule the next action.
02

Today Command Center

Open Egret and know what needs attention now.

Prioritize overdue follow-ups, today’s jobs, approvals, permits, inspections and money waiting.
03

Trade-Specific Pipeline

Remove mental translation from a generic CRM.

Move jobs through stages that match the selected trade and trigger the correct next-step checklist.
04

Follow-Up Autopilot

Recover estimates and leads without living in the inbox.

Trade-aware reminders with stop rules when the customer responds, books, approves or opts out.
05

Scheduling + Dispatch

Reduce calls, missed windows and crew confusion.

Assignment, reminders, status changes and customer updates from one job record.
06

Estimate-to-Job Handoff

Eliminate retyping after the sale.

Approved estimates create the job, tasks, milestones and required fields automatically.
07

Permit + Inspection Workspace

Keep compliance work from becoming a separate spreadsheet.

Jurisdiction, permit, inspection and correction milestones live on the job with reminders.
08

Job Cost + Margin Pulse

Know whether work is making money before the month closes.

Surface estimate vs actual labor/material variance and margin risk.
09

Invoice + Payment Follow-Up

Shorten the time between finished work and cash.

Completion can trigger invoice workflow, payment reminders and aging alerts.
10

Customer Updates

Cut “what’s happening?” calls.

Milestone-based status updates and appointment reminders without duplicate office work.
11

Documents + Photos

Stop hunting across texts, drives and phones.

Attach photos, estimates, permits, warranties and closeout documents to the customer/job timeline.
12

Warranty + Recurring Revenue

Turn completed jobs into repeat revenue.

Warranty dates, maintenance plans and renewal opportunities reappear when action is due.
13

Owner Scoreboard

See the business without building reports.

Leads, close rate, backlog, follow-up, revenue, margin and cash-risk indicators by trade/team.
14

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 PLACE TO RUN THE DAY

Calendar, communication, documents, permits and money should move with the job.

Unified Calendar

One calendar for leads, estimates, crews, jobs, inspections, permit milestones and owner tasks.

two-way assignment visibility · conflict detection · travel buffers

Egret Mail

Send and receive customer/project email without leaving the job timeline.

thread-to-customer/job matching · template suggestions · follow-up stop on reply

Branded Documents

Company logo, colors, license details and contact information across estimates, proposals, change orders, invoices and closeout documents.

merge customer/job data · version history · approval status

Template Library

Reusable recurring documents and checklists instead of rebuilding paperwork.

trade template packs · company custom templates · auto-populate known fields

Scheduling Links

Let prospects book estimates and customers schedule allowed appointments without phone tag.

availability rules · territory/service filters · confirmation/reminders

Inspection Coordination

Keep requested inspections, inspector windows, results and corrections on the project timeline.

inspection task generation · calendar placement · result-driven advancement

Permit Connections

Bring jurisdiction and permit status into the job instead of another browser/spreadsheet.

jurisdiction resolution · status checks where authoritative access exists · deadline/inspection milestones

Field + Team Chat

Internal project communication among owner, PM, office, foreman and approved subcontractors.

job-scoped channels · mentions/tasks · photo/document context

Subcontractor Workspace

Give subs only the schedule, scope, documents, tasks and communication they need.

invite by job · scope acknowledgment · schedule update

Progress Billing

Move project milestones into deposits, draws, progress invoices and final payment.

payment schedule from contract · milestone invoice draft · aging alerts

Workflow Advancement

Advance projects from verified events instead of manual status babysitting.

approval→job · permit→schedule eligibility · inspection result→next stage

Mobile Field Mode

Foremen and techs can update status, notes, photos, time and completion from the field.

offline-friendly capture target · required-field prompts · office exception queue

CHOOSE YOUR TRADE. SEE YOUR EGRET.

Seven trades. Seven purpose-built operating systems.

Your dashboard, stages, job data and automations change around the work your trade actually does every day.

INSURANCE + RETAIL ROOFING WORKFLOW

From inspection to final payment, without losing the claim, supplement or follow-up.

Morning command center

  • ✓ Inspections due
  • ✓ Estimates awaiting follow-up
  • ✓ Supplements outstanding
  • ✓ Material deliveries
  • ✓ Install schedule
  • ✓ Open permits / inspections

Your workflow

1New lead2Inspection3Estimate4Contract5Claim / supplement6Permit7Materials8Scheduled9Install10Final inspection11Invoice12Warranty

Built-in automation

  • ↗ Estimate follow-up
  • ↗ Supplement reminder
  • ↗ Permit/inspection reminder
  • ↗ Post-install review + warranty

Trade-aware job data

Claim / retailCarrier + adjusterRoof systemMeasurementPermit jurisdictionMaterial order

BUILD YOUR EGRET

See what Egret would focus on for your business.

What kind of work do you do?

VALUE CHECK

What is one recovered job or a few saved hours worth?

This is a scenario calculator—not a promise of results.

$5,000value of one additional job at your average

35 hrsmonthly admin time represented by your input

25monthly opportunities where response and follow-up matter

SIMPLE 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/month

Core CRM for a small contractor team.

PRO

$149/month

Automation and operational intelligence for growing contractors.

TEAM

$249/month

Multi-user operations, field collaboration and advanced controls.

Starter

$79/mo

14-day free trial. Cancel before renewal.

Pro

$149/mo

14-day free trial. Cancel before renewal.

Team

$249/mo

14-day free trial. Cancel before renewal.

Every plan includes a 14-day trial. Choose the capability level that fits your business; trade-specific workflows are built in.

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. Egret has role-based access for owners, project managers, office staff, foremen, technicians and subcontractors so each person sees only the work and information appropriate to their role.

How long is the free trial?

The planned launch trial is 14 days with no credit card required. Account creation will be enabled once production identity and secure cloud persistence are connected.

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.

BUILD A BETTER FOLLOW-UP HABIT

Your next job already has a next step.

Egret makes sure you can see it.

Start your free 14-day trialBuilt for Roofing · Electrical · Solar · General Contracting · Pool · Plumbing · HVAC