Customer Management for Contractors
Increase efficiency and revenue through schedualing, dispatching, invoicing, and follow-ups.
Book a CRM Strategy Call
CRM Consulting for Contractors Built Around Real Operations
We help contractors implement, clean up, and optimize CRM systems that are already part of daily operations. Our work centers on scheduling, dispatch, invoicing, and follow-ups-so your team runs efficiently without relying on generic software demos or disconnected tools.
CRM
IMPLEMENTATION for Contractors
CRM
OPTIMIZATION for Existing Contractor Systems
CRM
AUTOMATION for Contractors
Stop fighting your systems. Start running your business.
If your CRM creates friction instead of clarity, it's time to fix the foundation.
Jobber CRM Consulting & Optimization
We work with service businesses using Jobber to improve scheduling, dispatch, follow-ups, and operational visibility - without forcing teams to change how they already work.
Jobber CRM Implementation
Structured Jobber implementations designed around real service workflows – from initial setup through live operations.
Jobber Workflow Automation
Automations that reduce manual work, improve response times, and keep teams aligned across scheduling, dispatch, and follow-ups.
Jobber Optimization for Growing Teams
Refining existing Jobber setups to support growth without chaos, bottlenecks, or constant rework.
How Field Service CRM Systems Should Work
Calls, forms, and new leads captured cleanly
Right technician, right job, right time
Live status updates, notes, and job photos
No missed callbacks or delayed billing
Operational decisions based on real data
Ongoing CRM Optimization & Operational Support
CRM systems aren't static. As your team grows, workflows change, and volume increases, your system needs to evolve without creating new friction
Continuous System Improvements
Ongoing adjustments that keep your CRM aligned with how your business actually operates – not how it worked six months ago.
Workflow Refinement as Your Business Grows
Refining processes, automations, and handoffs as teams expand, services change, or volume increases.
Strategic Guidance, Not Helpdesk Tickets
Practical guidance focused on operations, efficiency, and decision-making – not reactive troubleshooting.
What Better CRM Systems Actually Deliver
When your CRM is implemented and maintained correctly, it stops being a daily friction point and starts supporting how your business actually runs.
Cleaner Scheduling & Dispatch Workflows
Clear schedules, fewer conflicts, and less manual coordination between office staff and field teams.
Better Follow-Ups & Customer Visibility
No more missed callbacks or scattered notes. Every customer interaction stays visible and actionable.
Reporting You Can Actually Trust
Accurate data that reflects what’s really happening in the business – not just what the software says.
Systems That Scale Without Firefighting
Processes that hold together as volume increases, without constant fixes, workarounds, or rework.
A Consulting Team Focused on Systems, Not Campaigns
We work with service businesses that rely on CRM systems to run real operations - not demo accounts or one-size-fits-all setups. Our approach is CRM-first, operations-led, and built for long-term growth.
CRM-First, Operations-Led Approach
Built for Service Businesses, Not SaaS Demos
Partner-Aligned, Vendor-Agnostic Execution
We start with how work actually flows through your business – scheduling, dispatch, follow-ups, reporting – and design systems to support it.
Our work is grounded in real-world service operations, not theoretical workflows or generic software templates.
We implement and optimize platforms like Jobber while remaining focused on what’s best for your business – not what’s easiest to sell.
Fix the System. Run the Business.
A focused strategy call to identify friction, gaps, and next steps - no sales pitch.
Not sure where the bottleneck is? We’ll help you identify it.
What clients say
I’ve worked with CIRRIUSbusiness since 2005, when they created my first commercial real estate site. Two decades on, I still rely on them for my online presence. Their consistency, creativity, and commitment to my success are why I’ve never looked anywhere else.
Michael Kelly
CIRRIUSbusiness built my law firm’s website and has kept everything running smooth, secure, and up to date – so I can stay focused on my clients. A dependable partner I know I can trust.
Mike Klockow

