CRM for Excavation and Site Work Contractors (2026): Pipeline, Timing and Outreach
A CRM for excavation and site work contractors should start from projects, not contacts, and time every follow-up to the build: excavation and site work is decided from about 10% before construction starts to the start of construction, with the last realistic approach at about 10%. Builtie finds the projects from building permits (3,331 open across 25 markets on October 9, 2026), attaches the builder's decision maker and runs the LinkedIn and email outreach; a field-service tool such as Jobber or ServiceTitan takes over once the job is won.
The same four steps, whether the buyer is a builder, a designer, an owner or a company you want to acquire.
What a excavation and site work CRM has to track
A CRM for excavation and site work contractors is a pipeline of projects, not a list of contacts. The project decides when you sell; the builder decides who wins. The stages that match how excavation and site work is actually bought:
- Watching. The permit is issued, or about to be, and the project is not yet in your window. Record the builder, the address and the expected start.
- Approach. Builtie times excavation and site work from about 10% before construction starts to the start of construction, with the last realistic approach at about 10%. The first call goes out when the project enters that window.
- Quoted. You have sent a number. Record the expected permit date, the geotechnical report and the mobilization date.
- Won or lost. Record the reason either way: price, timing, relationship or scope.
- Next project. A builder that awarded excavation and site work once will award it again. Keep the contact warm for its next permit.
When the excavation and site work window opens, in weeks
The award window is a share of the build, so its dates depend on how long the build runs. Set the follow-up reminders from these, not from the date the lead came in:
| Build length | Window opens | Window closes | Last realistic approach |
|---|---|---|---|
| 6-month build | 3 weeks before the start | the start | week 3 |
| 12-month build | 5 weeks before the start | the start | week 5 |
| 24-month build | 10 weeks before the start | the start | week 10 |
Tap a stage. The highlighted stage is where excavation and site work is typically awarded.
CRM options for excavation and site work contractors
| Tool | What it does | Best for |
|---|---|---|
| Builtie | Finds the projects from building permits, times them to the excavation and site work award window and attaches the builder with a verified decision maker; Growth adds LinkedIn and email outreach. | Winning new builder and general contractor accounts |
| Jobber, Housecall Pro | Quotes, scheduling, invoicing and payments for service and small residential work. | Running jobs once they are won |
| ServiceTitan | Dispatch, service agreements and call booking for larger service businesses. | Service and maintenance work |
| Buildertrend, JobTread | Project management for builders and remodelers: schedules, budgets, client portals. | Builders and remodelers managing their own jobs |
| HubSpot, Pipedrive | General sales CRMs: pipelines, email sequences and reporting, with no construction data. | Teams that bring their own lead lists |
Most excavation and site work contractors use two of these: one to win the work and one to run it. The field-service and project-management tools start once a job exists; a general CRM starts from contacts you already have. Builtie starts one step earlier, from the permit, which is where excavation and site work work is still open.
Where the excavation and site work work is
On October 9, 2026, Builtie counted 3,331 excavation and site work projects inside the award window across 25 markets. The largest: New York City (877), Austin (850), Miami-Dade (405), Calgary (364), Nashville (169). All 25 markets for excavation and site work
The first message
Who you are writing to: The general contractor or developer awards excavation and site work first, often before the building permit is issued, because it starts the schedule. Lead with equipment availability, soil and shoring experience, and how quickly you can mobilize. Name the project and its stage, say what you would do for it, and ask one question. Follow up when the build moves, not on a fixed timer: a construction outreach sequence that follows the build.
Plans
Builtie's Starter plan is $79 per seat per month (CAD) for 20 projects; Growth is $99 for 50 projects and adds the LinkedIn and email outreach you run yourself. Opening a project spends one credit, and the decision makers, emails, phones and AI call script inside it are included. Your monthly credits reset at each renewal, and extra credit packs are valid for 30 days. The free trial runs 7 days with 10 projects. Custom, where Builtie's team runs the outreach for you, starts from CAD $1,500 a month on top of a Growth seat.
Frequently asked questions
Is there a CRM built for excavation and site work contractors?
Field-service tools such as Jobber, Housecall Pro and ServiceTitan run jobs once they are won, and Buildertrend and JobTread manage builders' own projects. Builtie is built for winning the work: it finds excavation and site work projects from building permits, times them to the award window and attaches the builder's decision maker, with LinkedIn and email outreach on the Growth plan.
Do small excavation and site work contractors need a CRM?
Once more than a handful of builders are in play, yes: excavation and site work is awarded in a window that opens and closes with the build, and a missed follow-up is a lost job. The CRM only has to hold the project, its stage, the builder and the next date.
When should excavation and site work contractors follow up with a builder?
Builtie times excavation and site work from about 10% before construction starts to the start of construction, with the last realistic approach at about 10%.
How many excavation and site work projects are open right now?
3,331 across the 25 markets Builtie covers on October 9, 2026.
What does Builtie cost?
Starter is $79 per seat per month for 20 projects; Growth is $99 for 50 projects and adds LinkedIn and email outreach. There is a 7-day free trial with 10 projects.