LoadBearing CRM · Contractor job management software

Contractor CRM for roofing, siding, and exterior crews

LoadBearing connects the work that starts with a new lead and ends with a completed job and collected payment. Contractors can qualify leads, create line-item estimates, collect electronic signatures, schedule work, coordinate crews, track labor and material costs, invoice customers, accept Stripe payments, and preserve the full customer conversation in one operating record.

Start a 14-day trial, open the live demo, or request a workflow walkthrough before moving your business.

Built around the contractor workflow

Generic sales CRMs stop at contacts and pipeline stages. Many field-service products separate sales, production, and accounting into disconnected modules. LoadBearing follows the job from intake through final payment so the office, salesperson, production team, field crew, and owner work from the same scope, documents, schedule, costs, messages, and payment status.

What contractors can manage

  • Public lead forms, QR codes, property details, project photos, and qualification scoring
  • Detailed estimates, reusable line items, client approvals, and electronic signatures
  • Jobs, work orders, change orders, purchase orders, material orders, and job documents
  • Team permissions, appointments, crew time entries, labor costing, and internal communication
  • Customer portals, email and text updates, invoices, recurring billing, and online payments
  • EagleView measurements, Google Calendar, QuickBooks, Stripe, Twilio, and ABC Supply integrations

Who LoadBearing is for

LoadBearing is designed for roofing, siding, restoration, and exterior contracting businesses that need more than a contact list. Sales teams can move a qualified opportunity into an approved scope. Production teams can run the work from that scope. Office teams can see what is scheduled, what the customer has received, and what remains unpaid. Owners can compare the pipeline and collected revenue with labor, materials, change orders, and other job costs.

Why LoadBearing was built

“I built LoadBearing after using all the other apps and having to make them work. I built this for actual construction companies.”

— The founder of LoadBearing

That construction-first approach shapes the product. A contractor should not have to force a generic sales database to understand approved estimates, material orders, crews, subcontractors, change orders, job documents, progress payments, or the difference between revenue and real job profit. LoadBearing keeps those records connected so a detail entered during sales remains useful during production, billing, and the final review of the job.

What a contractor says

“This is great! One app that does everything I need without a ton of setup time.”

— Dan P., LoadBearing customer

LoadBearing is designed to reduce setup friction without hiding the details a construction company needs. Teams can begin with clients, leads, estimates, appointments, and invoices, then add production tools, documents, texting, measurement reports, supplier ordering, and automation as their workflow requires them.

From lead intake to final payment

A new opportunity can enter through a public intake form and remain attached to the same client and property as it moves forward. The team can qualify the lead, record photos and notes, schedule an appointment, build a line-item estimate, and request the customer’s approval. Once sold, the approved scope can guide job planning, work orders, material decisions, change orders, crew assignments, and customer updates instead of being copied into a disconnected system.

During production, office and field teams can review the job’s schedule, documents, communications, labor, materials, and outstanding decisions. When it is time to bill, invoices and payment status remain connected to the work. Owners can review more than top-line sales: job costing brings labor, materials, subcontractors, commissions, and approved changes together to show how the project performed.

Common questions from contractors

Can I see the product before moving my business?

Yes. Open the live demo for a self-guided look or schedule a workflow review. A useful evaluation should follow one of your real jobs from lead intake through estimate approval, production, invoicing, and payment—not just display a polished dashboard.

Can LoadBearing help move existing records?

Yes. Contractors can request a migration assessment for existing client, job, and estimate data. The exact approach depends on the source system and the condition of the export, so the process is reviewed before records are moved.

Is LoadBearing only for roofing companies?

No. Roofing is a core focus, including aerial measurements and material workflows, but the platform is also designed for siding, restoration, and other exterior construction businesses that estimate project work and coordinate it through production.

Verify the fit before committing

Use the live demo to inspect the actual workflow, or schedule a walkthrough using one of your real business processes. Test the handoff from lead to estimate, the move from approved estimate to active job, job-cost tracking, customer communication, and invoice collection. Businesses that need help transferring existing records can request a migration assessment instead of rebuilding everything manually.