ABOUT EGRET
Contractor software should follow the work.
Our product principle: a CRM should make the next action clear without forcing contractors to rebuild the same context in five different tools.
Built around contractor handoffs
Egret is designed around the transitions that determine whether work gets sold, delivered and collected: lead to estimate, estimate to job, job to field execution, field work to closeout and closeout to payment.
Trade-aware by design
Roofing, HVAC, electrical, plumbing, solar, pool and general contracting businesses have different stages and information. Egret keeps one connected product while adapting the workflow to the trade.
Evidence before automation
Automation is useful only when the underlying state is trustworthy. Egret is designed to distinguish recorded facts from assumptions, keep consequential actions bounded and avoid claiming that an external action occurred without verified evidence.
See the product
Explore a sample workspace with clearly labeled sample data, or read the practical contractor CRM guides.