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Contractor on a job site

One platform.
Every trade.

Jobs, estimates, accounting, phone system, AI, and field tools. Built for contractors who are done juggling 12 different apps.

Electrical Plumbing HVAC Solar Roofing General Contractor Remodeler Landscaping Painting Concrete Restoration Fencing Flooring Siding Drywall Demolition Electrical Plumbing HVAC Solar Roofing General Contractor Remodeler Landscaping Painting Concrete Restoration Fencing Flooring Siding Drywall Demolition
107+
CRM Features
19
Field Tools
16
Trades Supported
6
Connected Apps

Everything your business needs. Nothing it doesn't.

Most contractors pay for 8 to 15 different tools that don't talk to each other. This is one platform. One login. One subscription.

Jobs and Dispatch

Create a job, assign your crew, and track it from start to finish. When they close it out, the invoice builds itself. Every job ties back to the customer, the property, and the estimate that started it.

Full job lifecycle with status tracking Drag-and-drop scheduling calendar Change order capture in the field Auto-generate invoices on completion

Estimates

Two estimate modes. Standard bids for regular work. Insurance estimates for restoration. Regional pricing built in so your numbers match the local market.

Room-by-room line items PDF generation in 3 templates Send to client portal instantly

Invoicing and Payments

Send professional invoices with online payment built in. Customers pay through the client portal. The money posts to your ledger automatically. No double entry.

Stripe payment processing Auto-post to general ledger Customer financing option on every bid

Full Accounting

This is not basic invoicing dressed up as accounting. Double-entry bookkeeping. Chart of accounts. P&L, balance sheet, cash flow statements. Connect your bank and transactions pull in automatically.

Bank sync via Plaid Expense categorization and tracking Tax categories and 1099 tracking CPA gets read-only portal access

Business Phone, SMS, and Fax

Get a real business phone line. Not your personal cell. Customers call your business number, the AI receptionist picks up if you can't. Routes calls, takes messages, transcribes voicemails. Send and receive texts from the same number. Even send faxes without a fax machine.

Dedicated business lines AI receptionist answers when you're on a job Call recording and voicemail transcription Two-way SMS with customers Digital fax send and receive

19 Field Tools

Job photos, voice notes, receipt scanner, daily logs, punch lists, moisture readings, incident reports, digital signatures, change orders, equipment tracking. All from the phone.

Before/after photo comparison LOTO and confined space logging GPS-verified time clock

Team and HR

Manage your crew from one place. Track certifications before they expire. Post jobs and track applicants. Onboard new hires with checklists. Keep training records organized.

Certification expiry alerts Multi-channel job posting Fleet and equipment tracking

Payroll and Direct Deposit

Your techs clock in from their phone. Hours pull straight into payroll. Calculate pay, deduct taxes, deposit directly to their bank accounts. No more cutting checks on Friday afternoon.

Time clock feeds directly into payroll Tax compliance and deductions Direct deposit to employee bank accounts

Scheduling

See every job on a calendar. Drag to reschedule. Set up recurring maintenance visits. Your team sees their schedule the second it changes.

Multi-day project support Team availability at a glance Recurring job scheduling

The stuff nobody else has built yet.

These are not bolt-on integrations. They are built into the platform and connected to everything else.

Sketch Engine

Point your iPhone at a room. LiDAR scans it and builds the floor plan. Add trade-specific layers for electrical, plumbing, HVAC, or damage mapping. Measurements feed directly into your estimate. Export to PDF, PNG, or DXF for AutoCAD.

LiDAR room scanning on iPhone Multi-trade symbol layers (electrical, plumbing, HVAC, damage) Web canvas editor with walls, doors, fixtures Measurements auto-populate estimates 3D visualization in the browser DXF export for AutoCAD compatibility

Recon

Type an address. Get instant satellite measurements without stepping on the property. Roof segments, pitch, area, shade analysis, building footprints, lot boundaries. Measurements drop right into your estimate.

Satellite roof measurements and pitch analysis 10 trade-specific measurement pipelines Storm intelligence with damage probability Batch scanning for neighborhoods Lead scoring by project potential Unlimited scans included

Blueprint Analyzer

Upload a blueprint PDF or photograph it at the jobsite. AI reads every room, wall, door, fixture, and trade symbol. Generates material takeoffs with quantities and pricing. Upload two versions and it highlights every change.

AI-powered plan reading Automated material takeoff (SF, LF, EA) Trade-aware element detection Estimate generation from blueprints Revision comparison between drawing versions

Z Intelligence

An AI that actually knows your trade. Snap a photo of equipment and it identifies the model, specs, and parts needed. Ask it code questions by jurisdiction. Describe a problem and get step-by-step repair guidance. It learns your business over time.

Photo-based equipment and parts identification Code lookup by jurisdiction (NEC, IPC, IMC, IRC) Multi-trade troubleshooting Voice interface for hands-free on the jobsite Context-aware across your entire business

Built for how contractors actually work.

Turn on the modules you need. They connect to everything else in the platform.

Insurance and Restoration

Complete insurance claim workflow from intake to payment. Manage carriers and adjusters. Track moisture readings and drying logs with IICRC S500 compliance. Run TPA programs across multiple networks with SLA timers and profitability analytics.

Full claim lifecycle management Moisture and drying documentation Equipment deployment tracking (dehu, air movers) TPA multi-network command center Supplement engine with carrier communication

Property Management

For contractors who own rentals. Manage tenants, collect rent through Stripe, track leases, handle maintenance requests that auto-create jobs. Per-property P&L, NOI, and cap rate.

Tenant and lease tracking Automated rent collection Maintenance requests create jobs Property-level financial reporting

Client Portal

Your customers get their own portal. No app download, no password. They click a link and see their project status, make payments, view documents, book video calls, and submit maintenance requests.

Magic link authentication Online payments and financing Equipment passport for their home Referral program built in

ZForge Documents

Generate contracts, proposals, lien waivers, change orders, and certificates of completion. Branded to your company. E-signatures built in. Send through the client portal or email.

Video Meetings

Video calls with context. Screen sharing, meeting recording, booking system. Clients join from their portal. No third-party app needed.

Marketplace

Equipment marketplace, contractor network, pre-qualified leads, and a bidding system for projects. Find work, buy equipment, and connect with other trades.

Works for one truck or fifty.

Same platform. Different experience. You see the tools you need, not the ones you don't.

Solo Contractor

Just you and a van?

Create an estimate on your phone at the kitchen table. Send it before you leave the driveway. Get paid the same week. Track your books at tax time without a shoebox of receipts. Your whole business runs from your back pocket.

Growing Team

Building a crew?

Your techs clock in from their phone. You see it instantly. They finish a job, the invoice is already built. Certifications expiring? You know 60 days out. Stop being the bottleneck. Let the platform handle the paperwork so you can handle the work.

Enterprise

Running a real operation?

Multi-branch financials. Custom roles so your office manager sees what they need and your apprentices don't see what they shouldn't. Construction draws and AIA billing. Fleet tracking. Payroll. Direct deposit. The back office of a company ten times your size, without the overhead.

Six apps. One business.

Your office runs the CRM. Your crew uses the field app. Your customers see their portal. Everything connects to the same database in real time.

Live

Web CRM

zafto.cloud

The full command center. Jobs, estimates, invoicing, accounting, scheduling, phone system, AI, insurance, property management, hiring, fleet. Everything.

107 routes
Live

Contractor App

iOS + Android

The owner's view. Revenue dashboards, dispatch, P&L, team GPS, approvals. Everything the CRM has, built for your phone. Different than what your techs see.

iPhone, iPad, Android
Live

Field App

iOS + Android

Your tech's view. Today's jobs, clock in/out, field tools, daily logs, materials, punch lists. Clean and simple. No financials, no admin clutter. Just the work.

iPhone, iPad, Android
Live

Employee Portal

team.zafto.cloud

Web version of the field app. Pay stubs, training records, certifications, schedule. Works offline as a PWA. For employees who prefer the browser.

36 routes
Live

Client Portal

client.zafto.cloud

Your customer's view. They click a link in their email and see their project, make payments, view documents, submit maintenance requests. No password needed.

38 routes
Live

Office App

iOS + Android

The office manager's view. Scheduling, customer calls, invoicing, leads, payroll. The front desk of the business from a tablet or phone.

iPhone, iPad, Android

Real accounting. Not just invoicing.

Connect your bank. Track every dollar. Run reports your CPA actually needs. This replaces your accounting software.

Bank Integration

Connect your business bank account through Plaid. Transactions import automatically. Match them to jobs, categorize for taxes, reconcile monthly.

Expense Tracking

Scan a receipt with your phone. It categorizes automatically. Allocate expenses to specific jobs so you know your true cost on every project.

Payroll and Direct Deposit

Hours come from the time clock. Calculate pay, handle deductions, deposit straight to your crew's bank accounts. No more check runs.

Financial Statements

Profit and loss. Balance sheet. Cash flow. Filter by date range, export to PDF. Pull them whenever you need them.

Tax Preparation

26 tax categories built in. 1099-NEC generation for subcontractors. Tax reports by category. Export everything your CPA needs in one click.

CPA Portal

Give your accountant their own login. They see the ledger, pull reports, and export data. Read-only. They never touch your operational data.

Customer Financing

Add "pay over time" to any estimate. The homeowner applies in 30 seconds, gets approved in real time. You get paid in 1 to 3 days. Zero lending risk on your end.

Construction Accounting

For larger operations. WIP reporting, AIA G702/G703 billing, progress billing, retainage tracking, multi-branch P&L, budget vs actual, job costing.

Your data is yours.

Enterprise-grade security at every tier. Not bolted on later. Built into the database from day one.

Row-Level Security

Every table enforced at the database layer. Your data is isolated from every other company, even through direct queries.

Role-Based Access

7 roles. Technicians never see financials. CPAs only see the ledger. Apprentices see assigned jobs. You control who sees what.

Encryption

TLS 1.3 in transit. AES-256 at rest. All files in private storage buckets with signed URLs. No public file access.

Audit Trails

Every transaction, every data change, every login. Logged with timestamp, user, and action. Immutable.

Stop paying for twelve different tools.

One platform. One subscription. One login. Built for the way contractors actually work.