CRM + ERP for installation teams

One operating platform for installation businesses with CRM and ERP built in

Run leads, tasks, jobs, inventory, payments, documents and profitability in one system. AI reads invoices, delivery notes and payment documents, while document workflows move without copy-paste.

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Business modes

Solar energy

Job fields, specifications, materials and stages for solar power system installation.

9ready-made modes + a custom mode without code changes
One operating workflow

Manage every stage of company work in one platform

From the first lead to tasks, jobs, materials, services, payments, documents and final results, every process lives in one system.

CRM for leads and customers

Turn every inquiry into a controlled project.

Unified lead and customer baseEvent history with comments and filesFlexible sales statusesProposals and contracts

Tasks and Kanban

Keep work from getting lost across chats, calls and notes.

Tasks linked to leadsTasks linked to jobsStandalone manager tasksKanban delivery board

From lead to installation job

Start delivery without re-entering data.

Create a job in one clickAutomatic data transferCrew assignmentJob specification

Inventory control

Track materials from purchase to installation.

Product catalog and setsService catalogAI receipts from delivery notesSupplier payables

Job financial control

Know profit, payments and debt before the job is closed.

Receivables by jobPayment controlProduct profitabilityService profitability

Analytics for decisions

Understand business performance in real time.

Job profitabilityCrew performanceIncome and expense analysisDebt control
Automation

AI and automation instead of manual data entry

Less manual work with documents, products, payments and leads. Your team focuses on installations, not moving data from files into software.

AI warehouse receipt

An invoice or delivery note becomes a prepared receipt: the system reads line items, matches products or prepares new ones.

AI product import

Price lists, specifications, spreadsheets and scans turn into prepared catalog items faster.

AI customer details

Contracts, invoices, statements or company cards help fill customer details automatically.

AI for payments

Payment screenshots and documents are easier to link to jobs, invoices and payment history.

Telegram bot

Instant notifications about new leads, status changes, job events and quick links.

API and webhooks

REST API, inbound and outbound webhooks, website integrations and third-party services.

Document workflow

Documents are generated from data already in the system

Create proposals from a lead or job, then generate a contract, invoice and completion acts from the approved version with customer details, products, services, materials and costs already filled in.

YouControl integration

By company code or tax ID, the system can pull customer details for documents: name, registration details and legal information.

01

Commercial proposal

Prepared from the lead, specification, products and services.

02

Contract

Generated from the approved proposal and customer details.

03

Invoice

Pulls positions, materials, services and payable amounts.

04

Completion acts

Created for completed works and closed stages.

Why eContractor

Installation companies choose a platform built around the way they work

This is not a generic CRM that needs heavy adaptation. It is an operating system for jobs, crews, materials and profitability.

Business modes

9 ready-made modes and a custom mode without code changes: fields, directories and specs for your installation vertical.

Crew work

A separate workspace, materials, jobs and delivery control for field teams.

Tasks and Kanban

Tasks can stand alone or be linked to a lead or job.

AI + documents

AI reads documents, and the system generates proposals, contracts, invoices and acts.

Finance and payments

Control payments, receivables, payables and profitability of products and services.

Open platform

API, webhooks and Telegram bot for integrations with your existing services.

Overview

Platform overview

Key eContractor modules for daily work: leads, tasks, jobs, warehouse, finance, business modes and Telegram in one operating workflow.

Reviews

What installation teams say

A few common scenarios where eContractor helps bring order to leads, jobs, warehouses and finance.

The best part is that a lead turns into a job right away. The manager does not re-enter data, and the crew sees materials and files without separate chats.

OM
Oleh MelnykHead of installation company, Lviv

We used to calculate profitability after installation. Now every job shows materials, work, costs and the real result while delivery is still in progress.

IK
Iryna KovalOperations director, solar energy

We did not want a heavy ERP rollout. This keeps only the operational pieces we need: leads, jobs, warehouse, crews and finance.

AS
Andrii SavchukOwner, HVAC company
Pricing

Choose a plan that fits your business scale

Every plan includes the full platform, with no per-user limits

Unlimited usersFull CRM and ERP functionalityTasks and KanbanBusiness modesWarehouse accounting and product setsService catalogDocument workflowPayment and debt controlFinancial analyticsCrew workspaceTelegram botAI featuresAPI and webhooksFuture updates

Starter

For small installation companies

500USD / year
  • Unlimited users
  • Up to 100 new jobs per year
  • Up to 10 GB storage

Enterprise

Self-hosted installation without SaaS limits

5000USD / one-time
  • Unlimited users
  • Unlimited new jobs
  • Unlimited storage
FAQ

Answers to common questions

Can’t find what you need? Contact us and we’ll show the system, then help choose the right setup.

Contact us
How is eContractor different from a regular CRM?

eContractor is an operating platform for installation businesses. Beyond leads and customers, it manages jobs, warehouses, materials, crews, finance and profitability for every project.

Which companies is eContractor built for?

The platform supports solar energy, HVAC, electrical installation, plumbing, security systems, construction, window installation, charging stations and other installation verticals.

Can we adapt the system to our business?

Yes. You can choose a ready-made business mode or create your own, add fields, build a job specification and adapt workflows without code changes.

What are business modes?

A business mode changes platform logic for a specific installation vertical: job fields, directories, specifications, materials and delivery stages. You can use a ready mode or create your own.

Are all features available in every plan?

Yes. Every plan includes CRM, ERP, warehouse accounting, financial analytics, Telegram bot, AI, API, webhooks and unlimited users. Plans differ only by job and storage limits.

Can AI read invoices and delivery notes?

Yes. AI helps parse invoices, delivery notes, price lists, specifications and other documents so products, warehouse receipts and follow-up data can be prepared faster.

How does automatic document generation work?

The system can generate a proposal, contract, invoice and completion acts from lead, job, product, service, material and customer-detail data. Customer details can be pulled through YouControl by company code or tax ID.

Can we control customer and supplier debt?

Yes. eContractor shows receivables by job, supplier payables, payment statuses and invoice coverage.

Are there tasks for managers and teams?

Yes. The system includes tasks with a Kanban board. Tasks can be linked to a lead, linked to a job or kept standalone for internal manager work.

Can eContractor integrate with our website?

Yes. The platform supports REST API, inbound and outbound webhooks and automatic lead capture from your website.

Can crews work separately from the office?

Yes. Crews get a dedicated workspace with access only to assigned jobs, materials, specifications and files.

Can we move to our own server?

Yes. For companies that want to run the system in their own infrastructure, the Enterprise plan is available without SaaS limits.

Contact

Let’s map eContractor to your operating process

Leave your contacts and we’ll show how the platform can support your installation vertical, from the first lead to tasks, documents, payments and job margin.

Short process consultationDemo of AI, tasks and document workflowsPlan recommendation for your company size

Request a demo

Fill in the form and we’ll agree on a convenient time.

CRM ERP for installation companies | Leads, jobs, warehouse, tasks | eContractor