The software behind Install-It-Direct and Sequoia Outdoor
ContractorIQ follows every lead from the first click or call to the signed contract, then gives every channel you pay for a verdict each month: feed it, hold it or kill it.
Built by a contractor. In production since 2017.
Verdicts use a ~39-day median sales cycle (from 39 recent closes). Sources whose leads are mostly younger than that show Too early instead of a verdict. Sample figures.
Counts read from the two ContractorIQ instances on September 21, 2026: installitdirect.com and sequoiaoutdoor.com. Works with QuickBooks, DocuSign and Slack. Product views on this page are drawn from the live screens, with the same columns and labels, and carry sample figures.
Marketing
Ad platforms count clicks and calls. You need signed jobs. ContractorIQ keeps the source on every lead all the way to the signed contract, then judges each channel on what it closed. Pick a channel.
$2,200 bought 19 leads. 11 were junk, one booked an appointment and none closed.
Cost to win vs gross profit is what each closed job cost in marketing, as a share of the gross profit on that job. ContractorIQ calls it CAC vs GP.
In this sample month, Meta, Houzz and Angi cost $4,500 and closed nothing, so each one carries a Kill verdict. Cut them and the budget goes to the channels marked Feed, where a closed job cost between $450 and $1,600 to win.
Web forms, phone calls and texts arrive with their source attached, and it follows the lead to the contract. When a lead came in two ways, the credit is split, so no channel is counted twice.
Feed, Hold or Kill, judged only on leads old enough to have closed. ContractorIQ learns your sales cycle from your own recent closes, and a source that is too new says Too early instead of guessing.
ChatGPT, Gemini, Claude and Copilot are tracked as sources next to Google and Yelp, so you can see what AI search sends you and what it closes.
Sales
Your rep walks in with a presentation made for that one homeowner: their yard, their design, their price, and a contract ready to sign.
Private
A real ContractorIQ presentation, built for a sample client. We show the full deck one firm at a time, on a screen share.
Request early accessPick a before photo and the design, press Generate, and the slides fill in from the project. Nobody stays up building slides.
Good, better and best come straight from your estimate, in dollars and per month.
DocuSign is built in, and the signed contract files itself to the project.
Every presentation starts from the same template, so your newest rep walks in with the same deck as your best one.
Follow-up
Every working lead carries a closing percentage, a close date, a next meeting and a price, so the pipeline adds up to a forecast instead of a list. Follow-up email runs until the lead books or closes.
at 85% likely, with no next meeting on the calendar. A lead that goes quiet is marketing money that did nothing.
| Next meeting | Lead source | CP | Est. closing | Est. price | Rep |
|---|---|---|---|---|---|
| 9/24/2026 10:00 AM | Website Form | 92% | Sep 30, 2026 | $43,705 | M. Sato |
| 9/25/2026 3:30 PM | 88% | Oct 2, 2026 | $37,045 | A. Reyes | |
| None set | Google LSA | 85% | Oct 7, 2026 | $55,040 | M. Sato |
| 9/28/2026 9:00 AM | ChatGPT | 70% | Oct 9, 2026 | $29,970 | R. Vance |
| 9/29/2026 1:00 PM | Yelp | 55% | Oct 16, 2026 | $17,595 | A. Reyes |
| 9/30/2026 2:00 PM | Referral | 40% | Oct 23, 2026 | $60,360 | K. Donnelly |
Estimates
Every estimate is built from your own product catalog. Wizards bundle what belongs together, so the delivery, the pallet pickup and the edge restraint make it onto every paver job. Every line carries its cost, and the gross profit on the whole job is on screen before the client sees a price.
Switch the wizard off to see what a rushed estimate costs.
of gross profit on one $30,000 job, from four lines that are easy to forget. Ten jobs a month is $18,000.
Jobs
Each job runs a phase-by-phase checklist with photo and video evidence per step. Missing evidence is counted, not assumed, so the work nobody sees afterward is on file before the pavers go down. Tap a step.
Phase by phase, from pre-install photos to the final walkthrough, with the steps that matter most flagged critical.
Created on the job cost sheet, so what was built is what gets billed.
Crew pay comes off the same job cost sheet, so what was built is what gets paid.
Owner's numbers
Cash, collections, margin and the sales team, from the same data the estimates and crew pay run on. Overhead comes in from QuickBooks.
Revenue, collected, outstanding collections, costs and expected gross profit across every active job, with the payments due this week. Money still to collect is a number, not a feeling.
Appointments, sold, closing percentage, days to sold, average job size and gross profit per rep, with the trend. Goals and quarterly bonuses come from the same numbers, so the comp plan runs itself.
| # | Rep | Appt | Sold | CP | Total $ | Avg. GP % |
|---|---|---|---|---|---|---|
| 1 | R. Vance | 21 | 7 | 33.33%▲ | $289,660 | |
| 2 | A. Reyes | 17 | 5 | 29.41%▼ | $184,560 | |
| 3 | M. Sato | 15 | 4 | 26.67%▲ | $208,960 | |
| 4 | K. Donnelly | 9 | 2 | 22.22%▼ | $57,500 | |
| Team | 62 | 18 | 29.03% | $740,680 | 42.41% |
CP is sold over appointments. Arrows show the trend against the previous period.
Also in the box
Why it exists
I started Install-It-Direct in 2009. The software sold to contractors was built for service calls: a truck, a ticket, an invoice. A sixty-thousand-dollar backyard is a different business. It has a design, a permit, a product catalog, a crew, a schedule, and a margin that can disappear in the last week, and I was finding out about the margin when the job was over. The tools we tried did not carry the money through the job, so we built our own and ran the company on it. It has been in production since 2017 and now runs both of our companies. If you run a firm like ours, it will probably fit yours.
Fit
Residential outdoor-living design-build: pavers, turf, hardscape, outdoor kitchens, pergolas, lighting, drainage. Sales reps who quote at the kitchen table. Crews or subs paid by the job. Roughly $1.5M a year and up.
Service-call businesses: HVAC, plumbing, maintenance routes, repairs billed by the hour. Jobber, ServiceTitan and Housecall Pro are built for that. ContractorIQ is built for the project business.
Licensing
Leave your email below. You get a walkthrough of the live system by email, then a short note each time something ships.
Seats open a few at a time so each firm gets set up properly. When the next one opens, the list hears first. If it fits, a thirty-minute screen share with one of your real jobs.
yourcompany.contractoriq.io, with your product catalog and pricing loaded, your open leads imported, and your team trained on the screens above. Priced on the call. Your data exports to CSV at any time.
Early access
Licensing opens to a small number of firms at a time. Leave your email for the walkthrough of the live system and first word when a seat opens.
Two quick questions, so we know what to show you first.
The walkthrough comes by email. If it does not show up, check the spam folder once.
Each company has its own address.
Licensed firms use yourcompany.contractoriq.io.
