Zay CRM · For 5-15 person contractor teams

CRM for contractors
that fits.

Quote pipeline + job dispatch + e-sign for estimates + recurring service plans + customer SMS. Built for trades on the move. $400/mo flat for 15 seats. Made in Fort Lauderdale by Zay CRM.

The 15-seat math

$400/mo flat, not $100/seat × 15 = $1,500.

A 15-person small-team contractors (HVAC, plumbing, electrical, general) team on HubSpot Sales Hub Professional pays roughly $1,500/mo (15 × $100/seat list, May 2026). On Zay CRM Growth: $400/mo flat. Month-to-month. Cancel any time. Full vs HubSpot →

Workflows

What small-team contractors (HVAC, plumbing, electrical, general) actually run on it.

Quote pipeline
Inbound call / form → site visit scheduled → estimate sent → e-sign → job scheduled. Each stage triggers reminder + crew assignment.
Estimate e-sign
Branded estimate + scope of work + signed in the CRM. No DocuSign add-on, no PDF email-chain back and forth.
Job dispatch + crew calendar
Drag-drop job onto the crew calendar. Tech sees their day in the mobile app. Job complete → invoice auto-generated.
Recurring service plans
Bi-annual HVAC tune-ups, annual electrical safety inspections, quarterly plumbing checks. Auto-task + auto-invoice at the renewal window.
Customer SMS
Tech on the way SMS with ETA + name + photo. Post-job satisfaction SMS. Review request 24h later.
Year-end reporting
Revenue by service type, gross margin per job, repeat-customer rate, source-of-lead attribution.
Integrations

Stack that fits the workflow.

E-sign (built in)
Estimates signed without DocuSign.
Stripe
Deposit collection + final-pay on-site. Card on file for recurring plans.
Twilio (managed A2P)
Tech-on-the-way SMS + reminders. Compliant brand registration handled.
Google Calendar + Microsoft 365
Crew calendar two-way sync.
Public API
Push closed jobs to QuickBooks Online for accounting.
Zay Phone
Click-to-call from the lead record. Call recording for training. Voicemail drop.
Pricing

Flat tier. No per-seat math.

Starter $100/mo · 5 seats included. Growth $400/mo · 15 seats (recommended for small-team contractors (HVAC, plumbing, electrical, general)). Pro $950/mo · 50 seats. 20% off annual. 7-day trial. Full pricing matrix →

Start 7-day trial →
FAQ — small-team contractors (HVAC, plumbing, electrical, general)
How does this compare to ServiceTitan, Jobber, or Housecall Pro?+

Different categories. ServiceTitan / Jobber / Housecall Pro are full field-service management (FSM) suites — they handle dispatch, mobile crew app, route optimization, parts inventory, and job costing deeply. Zay CRM is the CRM front-end: leads, quote pipeline, e-sign, recurring service plans, customer SMS, year-end reporting. Most contractors run both — Zay CRM for sales + customer comms, Jobber or ServiceTitan for field ops. Integration via API + Zapier. For a 5-person contractor that just needs CRM + light dispatch, Zay alone is often enough.

Best CRM for an HVAC company in South Florida?+

For 5-15 person HVAC, plumbing, or electrical contractors in Miami, Fort Lauderdale, Boca Raton, or West Palm Beach: Zay CRM Growth at 400/mo flat is the right shape. Hialeah and Miami-Dade contractors specifically — see /hialeah-crm for the logistics + contractor sub-cluster.

Does it support recurring maintenance plans?+

Yes. Per-customer recurring service plans (HVAC bi-annual tune-up, annual safety inspection, quarterly plumbing check). Auto-task the crew at the renewal window. Auto-invoice via Stripe on completion. Year-end plan-customer retention reporting.

Can the field crew use it on mobile?+

Yes. Zay CRM is mobile-first — the tech-on-the-job-site sees their schedule, the customer record, the signed estimate, and can mark the job complete + collect Stripe payment without leaving the CRM.

A2P 10DLC SMS — do we have to register our own brand?+

No. Zay Phone is managed A2P 10DLC. We handle brand + campaign registration. You go from sign-up to compliant SMS sending in under a week. No DIY paperwork.

Pipeline running before lunch.

7-day trial. $400/mo flat for $15 seats. Built and supported from Fort Lauderdale.

Start 7-day trial →