The office, the field,
one system
CRM, field dispatch, e-sign, and customer communication — purpose-built for HVAC, plumbing, electrical, window, and general contracting companies.
Everything between the first call and the final walkthrough
One login for the office and the field — the modules below run live inside MarginGains today.
Dashboard
Real-time view of estimates, jobs in the field, signed contracts, and open tickets — everything the office needs in one glance.
LiveCRM / Contacts
Every lead and customer in one pipeline — from first call to closed job, with contact history your whole team can see.
LiveField Dispatch
A field dashboard for crews and installers on the job — who's where, what's next, and what's done, updated as the day moves.
LiveOffice Appointments
Office scheduling and appointment management — book estimates and visits without the double-entry calendar dance.
LiveE-Sign
Send documents and contracts for electronic signature and track who signed what — no separate e-sign subscription.
LiveChat
Team messaging built in. Keep office-to-field communication in one place instead of five group texts.
LiveSupport Desk
Customer support ticketing — capture issues, assign them, and close the loop so nothing falls through the cracks.
LiveCustomer Portal
A secure link homeowners open to track their project — status and updates with no account and no login needed.
LiveP&L & Accounting
P&L reports and an accountant dashboard give owners financial visibility next to the operation that drives it.
LiveScheduling
Team scheduling and time tracking for your crews — build the week, publish it, and see who's on.
LiveAI Coach
A daily briefing that surfaces what needs attention across leads, jobs, and tickets — actionable, not theoretical.
LiveReviews
Review monitoring in one feed — track what customers are saying and respond faster.
LivePlus shared platform tools: Goals, Data Import, and Audit Log — included with the platform.
Give every homeowner a window into their project
Every project gets a secure, private link. The homeowner opens it and sees where their job stands — status and updates, straight from your team. No account to create, no password to reset, no app to download.
Fewer "any update?" phone calls for your office. A calmer, more premium experience for your customer.
✓ Replaces hours of status-update phone callsSimple pricing for contractors
Everything included. No hidden fees. No per-user charges. Unlimited team members.
- Scheduling & time tracking
- Field dispatch & routing
- Customer portal & CRM
- Team management
- Unlimited team members
- AI Coach (daily briefing)
- Self-serve onboarding
- Invoicing & payments
- E-signatures & proposals
- Job profitability reporting
- QuickBooks integration
- Everything in Standard
- Invoicing & payments
- E-signatures & proposals
- Job profitability reporting
- QuickBooks integration
- Full AI Coach & insights
- Guided onboarding call
- Priority email support
- Everything in Pro
- AI Phone Agent included
- AI Website Chatbot included
- Custom reporting
- Training cert integration
- White-glove onboarding
- Priority + phone support
- Everything in Elite
- Volume pricing
- API access
- Dedicated account manager
- Custom integrations
- White-glove onboarding
- Dedicated phone support
All plans include setup, training, and ongoing support. No contracts — cancel anytime.
Common questions
Yes. The office, the field, and your documents live in one login — CRM, field dispatch, office appointments, e-sign, chat, support desk, and P&L all run inside the same platform, on the same data.
The platform is built for HVAC, plumbing, electrical, window and door, and general contracting companies. If your business runs on leads, estimates, crews in the field, and signed contracts, it fits.
Yes — the platform runs in English and Spanish. Office staff and field crews can each use the language they work in, on the same system.
Guided onboarding with your team. We help set up your contacts, appointments, and workflows, then train your office and field staff. It's a web app — your team opens a link on any device, no app store required.
Typically a standalone CRM tool, a dispatch board, an e-sign subscription, and the hours your office spends on status-update phone calls. One platform, one invoice, one source of truth.
See the contractor platform in action
Book a 30-minute demo and we'll walk you through the office, the field, and the customer portal — with your kind of jobs.