HomeOverview
Features

Sales and customers

LeadsLead intake, customers, communication history, files, statuses and proposal creation.DocumentsProposal, contract, invoice and completion-act templates generated from system data.IntegrationsTelegram bot, API, webhooks, lead sources and external service connections.AI and automationRecognition of delivery notes, invoices, price lists, payments and customer data without manual entry.

Job delivery

TasksTasks for leads, jobs and internal team work with a Kanban board.JobsTurn an approved lead into an installation job with crews, materials and events.CrewsA dedicated workspace for installation teams with access to assigned jobs and materials.Business modesReady-made modes for installation verticals and custom job fields without code changes.

Operations and control

WarehouseTrack materials, balances, receipts, transfers, write-offs and crew warehouses.CatalogProducts, services, suppliers, prices, product sets and bundles for specifications.ToolsA single tool register with photos, attached files, condition, inspections and assignment to employees or jobs.FinanceControl payments, receivables, payables and profitability for every job.ReportsAnalytics for job profitability, crew performance, income, expenses and debts.
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Turn approved work into documents, payments and inventory without copy-paste

eContractor keeps proposals, contracts, invoices, acts, payments and warehouse movements connected to the same lead or installation job. Your team works from approved data instead of rebuilding every document in separate files.

Proposal as the sourceProducts, services, pricing and terms flow into the next documents.
Template keysCustomer, job and line-item data is inserted automatically.
Document paymentsInvoices and payment confirmations stay visible inside the job.
Inventory connectionAn approved proposal can become the basis for job warehouse movements.
Document package

Proposals, contracts, invoices, acts and custom templates in one workflow

Documents in eContractor are not a loose folder of PDFs. Each document has a type, template, line items, amount, creation history, connection to a lead or job, and can become the source for the next step in the workflow.

ProposalContractInvoiceCompletion actCustom documents
Templates and variables

Documents are generated from data already stored in CRM

Templates use variables that insert customer, job, document, product and service data automatically. Managers do not copy legal details or line items by hand; they generate a document from the latest system data.

The operating model is simple: the template defines the structure, while CRM fills it with live data from the specific lead or job.
Document-to-document flow

Approved line items move through the process automatically

Once a proposal is approved, it can be used as the source for a contract, invoice or completion act. Products and services stay consistent when a new document is generated from an existing one.

1ProposalApproved line items, prices and terms.
2ContractThe same business data in a legal template.
3InvoiceAmount due without duplicated line-item entry.
4ActDelivered work and transferred materials closed out.
Document archive

Every lead and job keeps its own document history

The lead stores proposals and approval history. The job stores the full archive of contracts, invoices, acts, uploaded files, payments and documents generated from previous versions.

Lead archiveProposals, versions, events, files and communication before approval.
Job archiveContracts, invoices, acts, external files and payments after work starts.

Send documents to customers by email

A finished document can be sent from the system. The team sees which file was generated, when it was sent and which email address received it.

Payment control for each document

Payments and confirmations can be linked to documents, so the job shows invoiced amounts, partial payments, remaining balance and debt.

InvoicePaymentConfirmationBalance

AI recognition for uploaded documents

When a document arrives from outside the system, attach it to the job and let AI help extract its type, date, number, amount and other fields for faster archiving.

Documents + inventory

An approved proposal can drive the job warehouse

This is the operational connection that matters: the proposal does not stop as a PDF. It can create a job, feed the document package, prepare product receipts for the job warehouse and define whether materials come from reserve, crew stock or the main warehouse.

Approved proposalJobDocumentsJob warehouseDelivery
  • Products and services from the proposal flow into job documents
  • Line items can be used to create warehouse movements
  • The system supports reserve, crew warehouse and main warehouse sources
  • Documents, payments and materials stay in one job context
No duplicate work

Approve the proposal once, then let the system carry documents, payments and inventory forward

eContractor connects document workflow with sales, jobs, products, services, email delivery, payments and warehouse operations. Your team works from one source of truth instead of rebuilding every file separately.