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Contractor CRM, built for Florida

The CRM built around Florida permit work.

Most contractor CRMs track the sale and treat the permit as an afterthought. In Florida the permit is what decides whether the job starts, whether the draw releases, and whether the license survives the year. So we built the pipeline around it.

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One record, end to end

The job is the record. Everything hangs on it.

  1. Step 1

    Lead comes in

    Capture the lead, qualify it with an instant estimator, and keep the contact facts in one place.

    See how it works

  2. Step 2

    Proposal goes out

    Build the scope off a measured takeoff and catalog pricing, then send it for tracked e-signature.

    See how it works

  3. Step 3

    Permit gets pulled

    The permit, its review clock, and its inspections attach to the same job the proposal created.

    See how it works

  4. Step 4

    Money comes back

    Bill earned work as a pay application, with retainage math and a public payment link.

    See how it works

What comes with it

Everything a Florida job needs, on one system.

Sell

Keep customer, scope, job, and estimating records connected from the start.

Protect

Review credentials, permits, documents, and planning dates before relying on them.

Collect

Prepare earned-work billing while keeping payment status distinct from collected funds.

Operate

Keep team, commission, payroll, pricing, storm, and owner-review work legible.

Before you switch

Straight answers.

Is FL Permit Pay a CRM?
Yes. It holds leads, customer records, a job pipeline with stages, proposals with e-signature, two-way customer email, commission tracking, and workflow automations. What makes it different is that the permit and compliance record sits on the same job, instead of in a separate system.
How is this different from AccuLynx or JobNimbus?
Those are national roofing CRMs. FL Permit Pay is built only for Florida, so the permit review clock, Chapter 713 lien deadlines, DBPR license renewals, and WH-347 certified payroll are first-class records rather than custom fields you maintain yourself.
Can I move my existing customers and jobs in?
Yes. FL Permit Pay imports customer, job, and pricing records, including a Roofr jobs and catalog CSV import. See the integrations page for what is connected today and what is still planned.
Does FL Permit Pay file permits with my county for me?
No. FL Permit Pay tracks permit status, dates, inspections, and documents, and provides sourced pre-check guidance. Filing with the authority stays manual and stays with your team.
Do you hold my money?
No. FL Permit Pay prepares pay applications and payment requests, and payment processing runs through Stripe with your organization as the merchant of record. FL Permit Pay is never the holder of funds.

More in the full FAQ and the Florida compliance guides.

Run the pipeline and the permit in one place.

Bring your customers and jobs over, and keep the compliance record attached to the work.

Start the 14-day trial