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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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Keep every installation lead moving from first request to approved job

eContractor gives installation companies one workspace for incoming requests, sales follow-ups, files, proposal versions and handoff to delivery. Managers see the next action, owners see the pipeline, and approved leads become jobs without re-entering the same data.

Capture leads from 3 sources8 sales statuses with clear next stepsProposal, tasks, files and history in one lead cardCreate an installation job from an approved proposal
Lead capture

Bring every request into one sales workflow

Website forms, phone calls, messenger conversations and partner tools should not create separate follow-up lists. eContractor keeps every new request in one lead pipeline, whether it is entered by a manager, sent from your site or created through the API.

Manual entryWebsite formsAPI
  • Create leads manually from real sales conversations
  • Receive website form submissions automatically
  • Connect external sources through API integrations
  • Keep every lead in one pipeline, regardless of the channel
Pipeline control

Use sales statuses that show what should happen next

Each lead moves through a clear path from a new inquiry to proposal, approval, rejection or job creation. Statuses help managers prioritize work and help leadership understand where revenue is getting stuck.

8 statusesPostponed leadsAutomatic return

The postponed status is built for customers who ask you to come back later. Add a return date and eContractor brings the lead back before that moment, so warm opportunities do not disappear into personal reminders.

  • Track leads by clear sales stages
  • Filter the pipeline by status in seconds
  • Return postponed leads to work automatically
  • Reduce forgotten follow-ups and manual reminders
Communication history

Keep calls, comments and files with the lead

A lead card stores the practical context behind the sale: calls, agreements, technical notes, photos, documents, files and manager comments. The team does not need to reconstruct the story from email, chats or private notes.

EventsFilesComments
  • Log detailed events for every lead
  • Add comments at each stage of the sales process
  • Attach files, photos and technical documents
  • Restore customer context quickly before the next contact
Status history

See the full lead journey, not just the current status

The visual timeline shows how a lead moved between statuses, where it waited, who worked with the customer and what actions are already complete. It gives managers and owners pipeline visibility without asking for updates one by one.

TimelineStagesVisibility
  • Visual status history for every lead
  • Clear chronology of the sales process
  • Control over stage changes and bottlenecks
  • Shared visibility for managers and leadership
Commercial proposals

Generate proposals from templates and send them without copy-paste

Managers can create commercial proposals from approved templates with customer, job and specification data already filled in. When scope or terms change during negotiation, the proposal can be regenerated and sent again.

Proposal templatesEmailVersions

Every generated version is saved in the lead history, so it is clear what was sent, when it was sent and which proposal became the basis for the job.

  • Generate commercial proposals from templates
  • Send proposals to customers from the workflow
  • Regenerate proposals when terms change
  • Store every proposal version in the lead history
Next actions

Manage follow-up tasks directly inside the lead

Create tasks for every next step: call the customer, prepare a proposal, clarify technical details, check a payment or hand work to another teammate. Because tasks stay connected to the lead, the team sees the assignment and the business context together.

AssigneeReviewerDue dates
  • Create tasks for a specific lead
  • Assign both owner and reviewer
  • Track deadlines and follow-up windows
  • Control manager work without losing customer context
Sales-to-delivery handoff

Create an installation job from the approved proposal

Once the customer approves the proposal, the lead can become a job. eContractor carries over the key data, uses the approved proposal as the commercial baseline and prepares the product reserve for future delivery work.

JobReserveNo duplicate entry
  • Create a job from the lead
  • Carry over data without manual duplication
  • Keep the job connected to the approved proposal
  • Prepare a product reserve for the installation job
Sales analytics

Understand what is happening in the pipeline

Lead statistics help owners and sales leaders see the real state of demand: how many inquiries are coming in, which leads are active, what is postponed, what is rejected and how many opportunities turn into real installation jobs.

StatusesConversionWorkload
  • Lead counts by status
  • Visibility into active and postponed inquiries
  • Conversion tracking from lead to job
  • Faster understanding of manager workload
One sales workflow

Move from first inquiry to installation job in one system

Leads in eContractor stay connected to customers, tasks, proposals, files, jobs, warehouse reserves and financial outcomes. Managers can sell with context, while leadership sees the full customer journey without micromanaging every follow-up.