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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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Turn an approved lead into a controlled installation job

eContractor keeps the handoff from sales to delivery clean. An approved proposal becomes the foundation for a job where customer context, scope, materials, services, documents, payments, crew work and financial control stay connected.

LeadCustomer context, agreements and files move forward without manual re-entry.
ProposalApproved products, services, prices and terms become the commercial baseline.
JobTasks, crew, documents, payments, files and financial analytics live in one job card.
WarehouseReserve, check availability and move materials for the specific installation.
Job workspace

Everything the team needs to deliver the job lives in one place

Once installation starts, the team needs more than a job name and address. The job card brings together materials, services, extra expenses, tasks, documents, files, payments, profitability and the original sales context.

Materials

Products, stock, job warehouse transfers and write-offs based on real work.

Services

Crew work, service items and additional services in a shared job list.

Extra expenses

Unplanned costs that appear during delivery and affect the final margin.

Documents

Proposal, contract, invoice, act, uploaded files and the full job archive.

Payments

Invoiced amounts, partial payments, remaining balance and customer debt.

Profitability

Product margin, service margin, expenses and the real financial result.

Tasks

Manager, crew and reviewer actions tied directly to the job.

Files and events

Comments, attachments, changes and working communication in the job history.

Sales-to-delivery handoff

Approved lead data becomes the job instead of being copied again

Managers do not have to retype the customer, amount, description, dates, owners or line items. The job is created from the lead and approved commercial proposal, while the connection stays available both ways: from job to lead and from lead to job.

01ApprovalThe proposal is confirmed and ready to become the basis for delivery.
02Job creationCRM carries over customer, amount, description and the link to the lead.
03Team assignmentAttach crew, owners, dates, tasks and delivery responsibility.
04Operating workflowThe job now controls documents, warehouse, payments, materials and margin.
Job warehouse

The approved proposal becomes the basis for reserve, receipt and material write-off

Approved line items should not stay only in a PDF. They can be used to create a job reserve, check availability across warehouses and move products into the job warehouse without duplicate entry. This reduces errors between sales, purchasing and installation.

Reserve warehouseCrew warehouseMain warehouse
  • Reserve warehouse is tied to the specific job
  • The system can draw from reserve, then crew stock and main warehouse
  • Proposal line items can generate warehouse movement for the job
  • Services from the proposal can flow into job work without duplication
Customer detailsCompany details, contacts, responsible people and document data.
Address and locationWorksite location, notes, access conditions and installation context.
SpecificationFields and parameters based on the selected business mode.
CrewAssigned team, change history and access to job materials.
DatesStart date, deadline, stage control and delivery events.
Document variablesJob parameters can fill proposals, contracts, invoices and acts automatically.
Job form

The job card adapts to your installation vertical

For an installation company, a job is not just an address field. eContractor can adapt the job form to your business mode: solar energy, HVAC, electrical work, windows, construction or your own vertical. Job parameters can also be used in document templates.

Documents, payments, result

Documents and finance stay inside the job workflow

The approved proposal can become the source for the contract, invoice and completion act. Payments stay linked to documents, while the job shows invoiced amounts, confirmations, remaining balance, debt, expenses and final profitability.

ProposalContractInvoiceActPaymentAnalytics
Automatic document generationFrom proposal to completion acts using job, customer, product and service data.
Payment controlEach document and the full job show paid, partially paid or outstanding amounts.
ProfitabilityMaterials, services, unplanned expenses and payments form the job result.
AI for external documentsUploaded invoices, acts or payment documents can be recognized and added to the archive faster.
No lost context

An approved lead should not end the sale; it should start a controlled installation job

eContractor connects sales, proposals, warehouse, crews, tasks, documents, payments and financial results. The team works from one job workspace instead of reconstructing context from chats, spreadsheets and separate files.