Included on every plan, Free too

Ask your ERP. In Claude or ChatGPT.

Connect ContractorRise to the assistant you already use and ask about leads, site visits and job money in plain words. When it wants to change something, it shows you the plan first. Nothing runs until you approve it in ContractorRise.

Your assistant, connected to ContractorRise summitbuilders.contractorrise.app

What needs my attention today?

Three things at Summit Builders today:

  • New lead, no reply yetDana Ruiz, kitchen remodel, came in 2 hours agoNew
  • Estimate waiting for the customerS00412, bathroom refresh, sent MondaySent
  • Site visit at 2:00 PM1180 Oak Street, address and checklist readyReady

Mark Dana Ruiz as contacted and add a note that she prefers morning visits.

I prepared this change. It runs only after you approve it.

Plan for your approval

Lead
Dana Ruiz
Stage
New → Contacted
Note
Prefers morning visits.

Approve in ContractorRiseNothing changes until you approve.

Connected in three steps.

Every person connects with their own ContractorRise account, so the assistant sees exactly what they can see.

  1. Add the connector

    In Claude or ChatGPT, add a custom connector and paste your company address.

    yourcompany.contractorrise.app/mcp
  2. Sign in as you

    Sign in with your ContractorRise account and allow the connection. Your password never goes to the assistant.

  3. Ask in plain words

    Questions are answered from your records. Changes come back as a plan that you approve.

You stay in charge.

Signs in as you

The assistant sees and does only what your ContractorRise user is allowed to.

You approve every change

Each change is shown as a plan and runs once, exactly as shown, after you approve it.

Nothing is deleted

It can cancel, archive or add a note. It never deletes a record.

No extra charge

It runs on your own Claude or ChatGPT plan, on a plan of theirs that allows custom connectors. ContractorRise adds nothing to your bill.

Bring your company into the chat.

Start on the free plan, then connect Claude or ChatGPT with your company address.

Free plan, no card needed. Already using ContractorRise? Sign in.