Contract Control Software for Contractor Businesses

Control live jobs, approvals, evidence and client updates in one place.

Contractor OS helps contractor teams see what is live, what is stuck, what needs approval, and what needs evidence before work gets missed.

  • Track live jobs and workflow stages
  • Keep approvals, materials and evidence visible
  • Give clients clearer updates without extra chasing
Get Your Free Job Tracker See how Contractor OS works

Start with the free tracker, then upgrade when you need fuller contract control.

Animated Contractor OS product preview showing live jobs, workflow progress, approvals, and contract visibility.

Sound Familiar?

Clients chase when they cannot see progress.

Most contractors are not short of effort. The problem is that job progress sits across phone calls, emails, WhatsApp messages, spreadsheets, and people's heads.

When a client asks "where is this up to?", somebody has to stop, check, chase, and reply. The same question gets asked again next week.

The Free Client Visibility Tracker gives them a simple stage-by-stage view, so they see progress without needing constant updates.

  • A client calls asking for a job status. Nobody has a single place to check.
  • Progress is spread across WhatsApp, emails, and spreadsheets.
  • A manager spends time each week reconstructing where jobs stand.
  • Clients feel out of the loop and lose confidence in the operation.
  • Chasing calls interrupt work that should be getting done on site.

How most contractor businesses track live work today

Spreadsheet
Email
WhatsApp
Paper forms
People's heads

Free Client Visibility Tracker

Start free with a simple client visibility tracker.

Set up your workflow, add up to 10 live jobs, and share one read-only client view. It gives contractors a simple way to show job progress before moving into fuller contract control.

A quick look at the free tracker, from manager dashboard to client view.

The video above shows the manager dashboard, stage completion, and the read-only client view. No audio. No login required for the client.

Your workflow, your stages

Name up to 10 stages to match your workflow. Rename them, reorder them, and mark each one complete as work moves forward.

Settings screen showing 10 workflow stages: Instruction received, Survey booked, Survey complete, Works scheduled, Works in progress, Signed off, EICR test, Certificate sent, QA, Snagging
Set up your own workflow and mark stages complete as jobs move forward.
Get Your Free Job Tracker

The free tracker gives visibility. Contractor OS gives control.

A Real Example

A two-minute client call that takes forty-five minutes to answer.

A client calls asking for a job update. What happens next is where most contract control problems become visible.

Client calls:

"I'm just checking on the status of Fountain View. Where are we up to?"

Contract manager:

Searches emails, opens three spreadsheets, messages the site operative on WhatsApp.

Found it:

EICR completed yesterday
Operative on site today — kitchen strip-out

Client asks:

"Great. Do you have a confirmed delivery date on the kitchen materials yet?"

Manager replies:

"I'll need to check on that and come back to you."

Client: "The housing association is pushing us for results this week."

This is what Fountain View looks like inside Contractor OS.

If this sounds familiar

Contractor OS gives every live job a single controlled record. The manager can answer the client before the phone rings. No chasing. No reconstructing.

How Jobs Move

From instruction to sign-off — one controlled flow

Instruction
Audit
Approval
Materials
Works
QA
Sign-off

Every stage requires confirmed evidence, owned actions, and approved decisions before the job can advance. No gaps. No assumptions.

Inside Contractor OS

What contract control looks like in practice

Four views that give managers, operatives, and clients the visibility they need — without chasing, reconstructing, or guessing.

A

Live Job Control

Job Fountain View — Kitchen Replacement
Stage Works In Progress
Owner J. Marsh
Blocker Materials delivery unconfirmed
Due 14 May 2026
Next action Confirm delivery ETA with supplier — J. Marsh by 30 Apr
B

Materials & Approvals

Kitchen units (14 items) Ordered
Worktops Awaiting delivery
Appliances Awaiting delivery
Additional scope — tiling Approval pending
Client approval 1 item awaiting sign-off
C

Client Visibility

Fountain View
Ref: FV-2026-041
Current stage Works In Progress
Last update EICR complete — 29 Apr
On site today Kitchen strip-out in progress
Awaiting Delivery date — materials
Photos uploaded 8
Approval items 1 pending
D

Evidence & Handover

Before photos uploaded
EICR certificate attached
Material delivery proof missing
After photos — pending works completion
QA check — not started
Client sign-off — not started
Handover readiness
2 of 6 items complete

Client Portal

Give your client visibility. Reduce the phone calls.

When clients can see where their jobs are sitting, the pressure on your team drops. The portal shows current stage, last update, next steps, and any outstanding items — without giving access to your internal systems.

  • Clients see live job status without calling
  • Approval requests go directly to the client through the portal
  • Evidence is visible at handover — no gaps, no disputes
  • Builds client confidence without creating extra admin for your team

Field & Office

Works in the field as well as the office.

Operatives log visits, upload photos, flag blockers, and mark jobs complete from site. Every action updates the live job record immediately — no paper, no WhatsApp, no back-filling later.

  • Today's jobs and current stage at a glance
  • Photo upload directly to the job evidence record
  • Blockers and materials requests logged in real time
  • No duplicate admin between site and office

What It Controls

One system. Every part of live contract delivery.

Contractor OS connects the areas of contract delivery that most businesses currently manage in separate, disconnected tools.

Live job visibility

Every active job — its stage, its owner, its blocker, its next action — in one view. Without asking.

Approval and evidence control

Approvals tracked, owned, and escalated. Evidence required before stages can close — not hoped for after the fact.

Materials and scheduling readiness

Materials confirmed before a job is booked. No more arriving on site to find nothing is there.

Variations and additional works

Variations raised, approved, and tracked with a full commercial timeline. Nothing falls through the gap between instruction and invoice.

Manager exception view

Blockers, overdue stages, outstanding approvals, and evidence gaps surfaced automatically. Managers see what needs attention — not everything at once.

Client updates and reporting

Consistent, traceable client updates without manual assembly. Reports show the real picture — not just what closed.

The Next Step

The Contract Control Review

Once basic visibility shows where jobs are getting stuck, the Contract Control Review helps identify the wider control gaps around approvals, materials, evidence, handover, reporting, and margin risk.

We map your workflow, review sample jobs, assess evidence and approval practice, and identify where control is being lost. You get a practical findings report and improvement plan.

This is not a software demo. It is not a sales call. It is a professional contract control assessment — and you get findings whether or not you go on to set up Contractor OS.

Book a Contract Control Review

What the review covers

  • Contract workflow review
  • Job visibility audit
  • Approval bottleneck review
  • Evidence and handover review
  • Repeat visit and materials friction review
  • Client update review
  • One-page findings report
  • 30-day control improvement plan
  • Optional: Contractor OS demo mapped to your workflow

Areas Reviewed

What we look at

The review is structured around the areas where housing contractors most commonly lose control of live jobs.

01

Live job visibility

How you track active jobs, stages, blockers, owners, and next actions.

Jobs stuck in progress with no clear owner or next step.

02

Delays and approvals

Where work waits for client decisions, internal approval, further information, materials, or access.

Additional works sitting unapproved while the programme drifts.

03

Evidence and handover

Whether job records contain the photos, notes, checks, certificates, and sign-off evidence needed to protect the business.

Completion claimed but final photo evidence is missing.

04

Repeat visits and rework

Where poor diagnosis, missing materials, unclear scope, or weak handover creates extra visits.

Operatives returning because first-visit notes did not capture the full issue.

05

Manager chasing load

How much time managers spend finding updates instead of managing outcomes.

Contract managers chasing WhatsApp, emails, spreadsheets, and site calls.

06

Reporting and client confidence

How well your current reports show real contract control, not surface-level activity.

Reports show completed jobs but not blockers, approval delays, or evidence gaps.

07

Commercial leakage

Where labour, materials, variations, missed extras, or late approvals create margin risk.

Extra labour used before the cost impact is visible.

What You Receive

What the review delivers

At the end of the review you receive a clear set of outputs you can act on immediately — whether or not you proceed with Contractor OS.

Contract Control Findings Report

A clear report showing where control is strong, weak, or missing — written for a decision-maker.

One-Page RAG Summary

A single red, amber, and green overview across every control dimension reviewed.

Main Control Gap List

A prioritised list of the issues creating delay, risk, admin overhead, or margin leakage.

30-Day Improvement Plan

A practical action plan for the first improvements worth making — not a strategy document.

Clear Next Actions

What to fix first, who should own it, and why it matters. Specific and actionable.

No pressure. No invention. No claims without evidence.

Straight about how we work

We only use observed gaps and baseline evidence — never invented savings figures.
Every finding comes from your actual workflow. Nothing is invented.
We identify the problem first. Software comes later, if it is the right next step.
This review is operational and human-led. No AI hype.

Is This Right For You?

Who this review is for

This review is for small and medium contractor businesses running housing repairs, voids, planned works, maintenance, compliance, extra care, or FM contracts.

A good fit if

  • Managers are chasing updates manually
  • Jobs are delayed by approvals or missing information
  • Evidence is inconsistent or incomplete at handover
  • Contract reporting does not show the real picture
  • Repeat visits are a regular pattern
  • Margin pressure is being spotted too late

Not a fit if

  • You are looking for a generic CRM
  • You want AI for the sake of AI
  • Your team is unwilling to review process and records honestly
  • You are buying through formal enterprise procurement

The Process

How it works

Short fit call

We confirm your contract type, workstream, current process, and main pressure points. 20 minutes.

Contract control review

We review your workflow, sample jobs, evidence practice, approvals, and manager load over two to three weeks.

Findings session

We present the findings directly. No slides. A working conversation about what we found and what to do about it.

Your plan

You leave with a findings report, control gap list, and 30-day improvement plan. You decide what happens next.

Questions

Frequently asked questions

No. The Contract Control Review is a standalone professional assessment. You receive your findings report and improvement plan whether or not you go on to set up Contractor OS. The review stands on its own.
Not at this stage. The review identifies where control is weak first. Changes happen in sequence — starting with the highest-priority gaps — not all at once.
Typically two to three weeks from document collection to findings report, depending on contract complexity and the volume of sample jobs reviewed.
Sample job records, your current tracker or spreadsheet, examples of approvals and evidence, and a clear walkthrough of your workflow. We provide a structured request list at the start.
Yes. All job records, workflow information, and company data are treated as strictly confidential. Nothing is shared with any third party. An NDA is available on request before document collection.
No. This review is operational and human-led. It is a structured professional assessment of your contract control workflow — not an automated scan.
You receive your findings report and 30-day improvement plan. If the findings suggest Contractor OS would address the gaps identified, we can walk through a setup proposal at that stage. You decide whether to proceed.
No. We do not guarantee savings and we do not invent them. We use observed control gaps, baseline evidence, and measured pilot results. The findings reflect what is actually happening in your operation.

Get Started

Start with visibility. Build from there.

The free tracker gives your client a simple stage-by-stage view of where each job sits. When you need deeper control — approvals, evidence, materials, handover packs, and reporting — the Contract Control Review identifies exactly where to start.

Get Your Free Job Tracker

Already using the tracker and need more control? Book a Contract Control Review →