CRM

Migrate your Contractor+ data

All-in-one field-service CRM for contractors, combining lead management, job scheduling, estimating, and invoicing in a single platform for solo operators and small teams.

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In its favor

Why people choose Contractor+

The signal that keeps Contractor+ on the shortlist. Sourced from G2, Capterra, and customer scoping calls.

Contractor+ bundles CRM, estimating, scheduling, invoicing, and payments into one platform, eliminating the need to duct-tape multiple tools together for a small contracting business.

The Freedom plan offers a legitimate free tier with up to 250 clients and leads, giving contractors a no-cost entry point to evaluate the platform before committing.

G2 reviewers consistently highlight the live tech chat and coaching support as responsive and helpful, differentiating it from competitors with slower or bot-only support.

Pro plan Estimatic AI credits and live material cost data provide pricing accuracy that manual spreadsheet estimating cannot match, according to users.

The platform actively ships feature updates based on customer feedback, with users on G2 noting that the V2 release addressed previous gaps and listening to the user community.

The subcontractor management feature was repeatedly delayed past its promised release date, frustrating users who needed to create accounts and assign work to sub-contractors.

Client Portal lacks granular visibility controls — users cannot hide specific job types or data that do not apply to a particular client, creating confusion and information disclosure risk.

Freedom plan caps estimates and invoices at 5 per month, forcing contractors to upgrade to Pro sooner than expected as soon as they start taking on regular work.

Users report a learning curve when first exploring the system — creating test quotes, jobs, and invoices takes a few evenings to feel comfortable, and the initial onboarding lacks guided structure.

The platform is relatively new and rapidly evolving, meaning features available at evaluation may shift or be removed before sub-ecosystems (like the subcontractor portal) are fully built out.

Reasons to switch

Why people leave Contractor+

The recurring reasons buyers give for replacing Contractor+. Presented as facts, not knocks.

Platform scorecard

Strengths, weaknesses, and where Contractor+ fits

Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.

SWOT — strengths, weaknesses, and use-case fit

Strengths

Comprehensive field-service stack covering CRM, scheduling, estimating, invoicing, and payment acceptance in one appGenerous free tier that lets contractors run a small operation without any monthly costResponsive in-app chat and coaching support cited positively across multiple G2 reviewsLive material cost data and AI-powered estimating help contractors price jobs accuratelyMulti-workspace support allows separating clients or business units within a single account

Weaknesses

Client Portal has no granular visibility controls, making it awkward to share selective information with clientsSubcontractor feature was repeatedly delayed, limiting use cases for contractors who manage sub-tradesAPI documentation is not publicly accessible, making programmatic data export more difficultRapid feature evolution means the data model may change between evaluation and active useFreedom plan's 5-estimates-and-invoices-per-month ceiling fills up quickly for active contractors

Where it works

Solo operators and micro-SMBs in residential trades (HVAC, plumbing, electrical, handyman) who need an all-in-one replacement for spreadsheets and duct-taped tools.New contractors just starting out who want to evaluate the platform at zero cost before committing, using the Freedom plan's 250-client ceiling as a staging ground.Small contracting businesses based in the US and English-speaking markets where live national-average material cost data and Estimatic AI credits provide direct pricing value.Teams of up to two to three users on the Pro plan who need job scheduling, client communication, and payment collection in a single mobile-accessible app.Contractors who prioritize in-app support responsiveness, using live tech chat and coaching to self-solve configuration questions rather than relying on documentation.

Where it struggles

Contractors who rely on subcontractors and need to create portal accounts for sub-trades, since that feature was repeatedly delayed past its announced release dates.Businesses requiring selective data sharing with clients, because the Client Portal has no granular controls to hide specific job types or unrelated line items.Active contractors who regularly exceed five estimates or invoices per month, as the Freedom plan ceiling forces an earlier-than-expected upgrade to Pro.Organizations needing programmatic data export via public API, since Contractor+ does not publish API documentation, making automated data extraction difficult.Companies evaluating platforms for long-term stability, given the rapid feature evolution means the data model and available objects may shift between evaluation and production use.

Pricing tiers

Contractor+ pricing overview

Contractor+ uses a three-tier subscription model. The Freedom plan is permanently free but limits documents to 5 per month. Pro starts at $49/month for a single user with annual billing reducing the effective cost to $29/month, and a one-time lifetime option at $997. Pro Team pricing is custom and requires contacting sales for a quote.

Freedom

Tier 1 of 3

Free

What's included

Basic CRM with up to 250 clients and leadsUp to 5 estimates or invoices per monthWeb, mobile, and tablet accessCustom logo on documentsNational average material pricingMultiple workspaces

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Pricing is informational. FlitStack AI does not bill on Contractor+'s schedule — see our quote-based pricing →

What gets migrated

Contractor+ object support

Object-by-object support for Contractor+ migrations. Per-pair details surface during scoping.

Clients

Fully supported

Client records are the primary contact object in Contractor+. They hold name, contact details, address, and notes. We migrate them 1:1 with standard field mapping. Client Portal access status is preserved as a boolean flag on the record.

Leads

Fully supported

Leads are tracked separately from Clients and include source, status, and conversion date. We map them to the destination's Lead or Contact object depending on the target system. Converted Leads that have become Clients are linked via a parent reference.

Estimates

Mapping required

Estimates contain line items, optional add-ons, photos, and pricing data. They can be linked to a Job or stand alone. We map each line item individually and preserve the Estimate-to-Job relationship. Custom line item fields require field-level mapping.

Jobs

Fully supported

Jobs are the core work-order object. They include status, scheduled date, assigned team member, description, and linked Client. We migrate Jobs with their full timeline and link them to the corresponding Client record.

Invoices

Fully supported

Invoices include line items, tax calculations, payment status, and PDF attachment. Paid vs. unpaid status is migrated as a field. We preserve the Invoice-to-Job and Invoice-to-Client links. Payment transaction history is mapped separately.

Payments

Mapping required

Payment records are linked to Invoices and show amount, method, and date. We map payment rows individually. Where the destination groups payments differently, we re-associate them to the correct Invoice record.

Users

Mapping required

User accounts include name, email, role, and team assignment. We map active Users to the destination's user records and flag any that are inactive or invite-only. Role-based access controls may need manual review post-migration.

Workspaces

Mapping required

Contractor+ supports multiple workspaces for separating business units or clients. We migrate workspace-scoped records independently and flag any cross-workspace references that need reassignment.

Templates

Mapping required

Estimate and invoice templates contain preset line items, branding, and pricing. We export template definitions but note that template logic (auto-population rules) may not transfer 1:1 and can require rebuild on the destination.

Attachments and Photos

Mapping required

Photos and documents are attached to Jobs, Estimates, and Invoices. We download all linked files and re-attach them to the corresponding records in the destination. File naming conventions vary and are normalized during ingestion.

Gotchas

What to watch for in Contractor+ migrations

Issues we've hit on past Contractor+ migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.

High

Freedom plan monthly limits silently block new estimates and invoices

Medium

Client Portal shares all linked Jobs with clients by default

Medium

Contractor+ has no documented public API for bulk export

How a Contractor+ migration works

Four steps, Contractor+-specific

Connect

API key (configured under Account Settings > API and Zapier) into Contractor+. Scopes limited to read-only on the data we move.

Map

We translate Contractor+-specific structures (custom fields, objects, value lists) to the destination's model.

Sample

Test with a 50–200 record subset to validate Contractor+ quirks before production.

Migrate

Full migration with Contractor+ rate-limit handling. Rollback available throughout.

FAQ

Contractor+ migration FAQ

Answers to the questions buyers ask most during Contractor+ migration scoping. Not seeing yours? Book a call.

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Walk through your Contractor+ migration with a real engineer — 30 minutes, free, written quote within 24 hours.

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Most Contractor+ migrations under 1M records finish in 48–72 hours end-to-end. Larger orgs with custom objects or buyer-side security review typically take 5–7 days.

Ready when you are

Migrate Contractor+.
Without the rebuild.

Free scoping call with a migration engineer. Tell us about your Contractor+ setup and destination — written quote back within a business day.

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