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Customer Management for Contractors

Increase efficiency and revenue through schedualing, dispatching, invoicing, and follow-ups.

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Systems. Not Software.

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

Structured CRM implementations designed for contractors, field teams, dispatchers, and owners. We align your CRM with how jobs are scheduled, assigned, tracked, and invoiced-so the system supports real operations from day one.
CRM

OPTIMIZATION for Existing Contractor Systems

We refine workflows, fix inefficiencies, and clean up CRM systems that have grown messy over time. The result is fewer workarounds, better visibility, and a system your team actually uses without friction.
CRM

AUTOMATION for Contractors

We implement practical automation that reduces manual work, improves follow-ups, and prevents breakdowns as your operation scales-without over-engineering or unnecessary tools.
Fix the foundation

Stop fighting your systems. Start running your business.

If your CRM creates friction instead of clarity, it's time to fix the foundation.

Jobber Partner

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

Customer Intake

Calls, forms, and new leads captured cleanly

Scheduling & Dispatch

Right technician, right job, right time

Job Execution

Live status updates, notes, and job photos

Follow-Ups & Invoicing

No missed callbacks or delayed billing

Reporting & Visibility

Operational decisions based on real data

Ongoing. Intentional. Operational.

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.

Systems Over Campaigns

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.

SUCCESS

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.

TESTIMONIALS

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

Clinton Twp, MI

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

Pontiac, MI
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