For contractors

The CRM for contractors who are always on a roof

Orbit is a simple all-in-one CRM for contractors and home-service pros. One AI assistant, Hiro, runs the office: it drafts fast replies to new estimate requests, nudges unsigned estimates, writes and chases progress-payment invoices, and drafts notes to bring past customers back. Everything lives in one place. You approve every touch. Free for 250 contacts, no card.

The contractor problem

The homeowner who filled out your estimate form is filling out two more right now, and the contractor who responds first usually gets the walkthrough. You are on a ladder with a nail gun. The follow-up 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.

What Hiro can do from the truck

Hiro is one assistant inside the app. To run the office you never had it can:

  • Draft a fast reply to a new estimate request so it does not go cold while you are framing.
  • Write an estimate, then draft a nudge on day 3 and day 7 if it goes unsigned, and flag jobs where you never sent the quote.
  • Draft a message to a bid that went quiet: the material price you can still hold, the start date opening up.
  • Write and send invoices for progress payments and finals, then draft reminders on the overdue ones.
  • Draft check-ins for past customers, where repeat work and referrals live.
  • Set up a pipeline, tags, and custom fields from a plain-English request.

A week with Orbit as a contractor

Monday: two estimate requests come in while you are framing, and Hiro has a reply drafted for each with a Wednesday walkthrough slot. Tuesday: it drafts the day-3 nudge on the kitchen estimate.

Wednesday: Hiro drafts a message to the bid that went quiet two weeks ago, noting the material price holds through Friday. Thursday: the day-14 reminder lands on the overdue draw, firm but professional. Friday: it 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 reply usually wins the job. Orbit drafts it so you can stay on the roof.

Keep exploring

Frequently asked questions

What is the best CRM for a small contractor?+

Orbit suits contractors with no office staff. Its AI assistant (Hiro) drafts fast replies to estimate requests, nudges unsigned bids, writes and chases progress payments on day 3 and day 14, and keeps past customers warm. Free for 250 contacts, no credit card.

Do I need to be technical to use Orbit?+

No. Hiro 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, and everything lives in one simple app.

How do the fast replies work for a contractor?+

When an estimate request arrives, Hiro drafts a reply and offers a real walkthrough slot, ready for you to approve from your phone. Email is built into Orbit, so it logs on the customer. Nothing sends on its own, and there is no phone or voice feature.

Can Orbit handle my invoicing?+

Yes. Orbit includes invoices and a simple money ledger, with 10 invoices free and unlimited on Pro. Ask Hiro to draft a polite reminder at day 3 overdue and a firm one at day 14, and it never touches paid or voided invoices.

What does Orbit cost for a contractor?+

The free CRM covers 250 contacts, one pipeline, unlimited tasks, calendar, notes, a built-in email inbox, and a booking page. No credit card. Pro is $14/mo, and AI is included on every plan with free monthly credits.

Win the bid while you finish the last one

Free for 250 contacts, no credit card. Replies, nudges, and payment reminders run from the office you never had.

Free forever plan. No credit card. No spam.