Kelly's Sealcoating: Replacing Jobber With a Custom CRM Built Around His Workflow

The Challenge

Kelly's Sealcoating ran the whole business on Jobber. It worked, but it cost hundreds of dollars a month, charged extra for invoicing and payments, and never matched how Anthony actually wanted to work. Jobber was complex where he wanted simple, and he could not shape the look, the feel, or the workflow around his business. He was paying a growing monthly bill for software that made him adapt to it, instead of the other way around.

What We Did

• Replaced Jobber with a custom CRM Anthony owns outright. It is built to be simple and fast, matched to his exact sealcoating workflow instead of a generic template.
• Built in the parts Jobber charged extra for: a deposit system, payment collection, and automatic paid-in-full receipts, all in one place.
• Added a client portal where his customers look up their own contracts, receipts, and documents themselves, instead of asking him for copies.
• Integrated AI that polishes the estimate descriptions he types, turning quick notes into clean, professional wording before a contract ever goes out.
• Automated the contracts. Instead of writing and sending each one by hand, the CRM fills the contract out and emails it to the customer automatically.

The Results

• Anthony runs his entire business on a CRM he owns, with no monthly Jobber fee and no add-on charges for invoicing or payments.
• Contracts he used to write and send by hand now fill out and email themselves, saving him hours every week.
• Estimates go out looking polished and professional, with AI cleaning up the wording before the customer sees it.
• Customers pull up their own contracts and receipts in a client portal, so he spends less time digging up paperwork.