CORTAN Connect for contractors

Your customers. Your pricing. Your brand.

Manage requests, assign visits, send work proposals, and retain service records. Customers use your branded portal; you set your service prices.

See It in Action

Daily operations

See the work. Assign the team.

Review requests and confirmed appointments, choose the technician or crew, and keep assignment details with the job. Set recurring availability, service areas, and dates your business is unavailable.

  • Requests & job status
  • Technician assignments
  • Service territories
  • Weekly availability
  • Unavailable dates
  • Employee access
See the actual operations screens
Actual contractor dashboard with requests grouped by service stage and the next appointment
Actual application · Demo dataView screenshot →

Product screens use example data.

Technician workspace

See the next job and arrival details.

The field team can review assigned work, the next appointment, and customer instructions before arriving.

  • Today’s jobs & next stop
  • Job details & navigation
  • Customer arrival instructions
  • Shift & availability controls
View the full technician screenshot
Technician dashboard demonstration showing today's jobs, next appointment, shift status and the next water heater diagnostic
Technician daily view · Application demoView screenshot →
See the customer instructions before a visit

Read the instructions before arrival.

Property access, pets, visit preferences, and accommodations stay with the appointment. These instructions are provided by the customer.

View the complete dashboard screenshot
Detail from the technician dashboard showing customer-provided property access, pets, visit preferences and service accommodations
Before you arrive · Detail from the same demoView screenshot →

Your customer experience

Customers return to your branded portal.

Use your business identity and portal styling. Invite existing customers and keep their requests, properties, service history, and preferred-provider connection organized.

  • Business branding
  • Customer invitations
  • Public booking setup
  • Property & service records
View the customer side
A real contractor-branded customer portal with Smith Plumbing as the primary identity
Actual application · Demo dataView screenshot →

Your customers stay your customers.

Customers connect to the business they already chose. Their requests, approvals, payments, and service records stay connected to that relationship.

01CustomerRequests service
02Preferred contractorOwns the relationship
03CORTAN ConnectKeeps the work connected

If your contractor is unavailableCustomer-approved CORTAN Coverage → Temporary service → Your preferred provider remains yours.

We do not resell your existing customer relationships as leads.

Understand the preferred-provider model

Coverage depends on provider availability, customer consent, and participation terms. It is not an emergency-service guarantee.

Contractor questions

What stays under your control?

Are these still my customers?

Yes. CORTAN Connect is built around your existing customer relationships. CORTAN does not resell them as leads to competing contractors.

Who sets my prices and diagnostic fees?

You set your diagnostic and service-call prices, including supported same-day or emergency options. Your additional-work proposal presents your scope and price for the customer to authorize.

What happens after diagnosis?

Document the issue, explain the recommended work, and send the price. The customer can review the proposal, ask a question, approve it, or decline. The service record retains the outcome.

How do payments and payouts work?

The application separates diagnostic authorization, additional-work approval, payment state, and service records. Payment methods, onboarding requirements, fees, and payout terms are confirmed during business setup.

Do customers still need to call?

Customers can use a structured digital service request. Your business remains responsible for its service operation and can continue to communicate directly with customers.

Is CORTAN replacing my accounting software?

No. CORTAN records the service transactions associated with its workflows. Accounting integrations are planned for a future release.

What about maintenance memberships?

Contractor-defined recurring memberships are a future product direction. Pricing, entitlements, and release timing are not finalized.

What if I am unavailable?

Coverage requires customer approval, an eligible provider, and available service capacity. Temporary service does not automatically replace the customer’s preferred provider. Public availability is not guaranteed.

Bring your customers onto CORTAN Connect.

We’re starting with appliance repair and plumbing. Other service trades can use the same application.

Get Started