The CRM for contractors who are always on a roof
Orbit is a CRM for contractors and home-service pros. Its 16 AI agents run the office: Remy calls new estimate requests back in about 90 seconds, Wes nudges unsigned estimates, Piper revives quiet bids, Ray chases progress payments, and June brings past customers back. You approve every touch. Free to start.
The contractor problem
The homeowner who filled out your estimate form is filling out two more right now, and the contractor who calls back first usually gets the walkthrough. You are on a ladder with a nail gun. The callback loses to gravity every time.
Bids go quiet, and chasing them feels like begging. Progress payments drag because asking is awkward mid-job. And the customer from last fall, who would happily hire you again, hires whoever knocked on the door, because you never stayed in touch.
The agents doing the work
Five agents run the office from the truck:
- Remy calls new estimate requests back in about 90 seconds and books walkthroughs from your real availability.
- Wes nudges unsigned estimates, gentle on day 3, firmer on day 7, and flags jobs where you never sent the quote.
- Piper calls bids that went quiet, carrying your brief: the material price you can still hold, the start date opening up.
- Ray chases progress payments and final invoices, polite on day 3, firm on day 14.
- June drafts check-ins for past customers quiet 30 days or more. Repeat work and referrals live there.
A week with Orbit as a contractor
Monday: two estimate requests come in while you are framing. Remy calls both back in about 90 seconds and books walkthroughs for Wednesday. Tuesday: Wes sends the day-3 nudge on the kitchen estimate.
Wednesday: Piper calls the bid that went quiet two weeks ago, with your note that the material price holds through Friday. Thursday: Ray's day-14 reminder lands on the overdue draw, firm but professional. Friday: June drafts a note to last fall's deck customer about getting ahead of spring. You approve it all from the truck.
Set it up for contracting work
- Pipeline stages: Request, Walkthrough, Estimate sent, Signed, In progress, Paid.
- Tags by trade and job type: roofing, kitchen, deck, repair.
- Custom fields for job address, crew, and start date.
- A booking page for walkthroughs, so homeowners pick a slot themselves.
The fastest bid usually wins the job. Remy makes you the fastest.
Keep exploring
Frequently asked questions
What is the best CRM for a small contractor?+
Orbit suits contractors with no office staff. Its AI agents call estimate requests back in about 90 seconds, nudge unsigned bids, chase progress payments on day 3 and day 14, and keep past customers warm. Free to start, no credit card.
Do I need to be technical to use Orbit?+
No. The in-app assistant is a chat that can drive every feature, so you can type "make a pipeline for roofing jobs" instead of clicking through settings. Setup is plain English.
How do the AI phone calls work for a contractor?+
Remy runs on your own Vapi number. Voice is off by default, calls happen only in hours you set with a daily cap of 25 by default, the recorded line is disclosed, and each call logs a recording and transcript on the customer.
Can Orbit handle my invoicing?+
Orbit includes invoices and a simple money ledger, with 10 invoices on the free plan. Ray reminds politely at day 3 overdue and firmly at day 14, and never touches paid or voided invoices.
What does Orbit cost for a contractor?+
The free plan is free forever: all 16 agents with your own AI key, unlimited contacts, one pipeline, a booking page, and 10 invoices. No credit card, and your AI provider bills at cost.
Win the bid while you finish the last one
Free to start, no credit card. Callbacks, nudges, and payment reminders run from the office you never had.
Free forever plan. No credit card. No spam.