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About

Your business should carry its share of the weight.

We built Sunwell because contractors deserve a stronger foundation: technology that carries more of the operational burden and gives owners greater command of their businesses.

THE SHORT ANSWER

Sunwell is a field service CRM and live operating board for roofing, HVAC, plumbing and electrical companies of every size, from one truck to many branches. It keeps leads, inspections, estimates, Good, Better, Best proposals with monthly financing, crews and dispatch, invoices, payments and customer updates in one place. Sunwell is priced with a custom written quote based on team size, locations and features, with guided setup and data import included. Sign in at https://app.sunwellcrm.com. Contact: sean@sunwellcrm.com.

Our story

Why we built Sunwell.

Before we built this platform, we were already doing the work that made it necessary.

We were connecting systems, untangling workflows, and following problems from the screen back to the people dealing with them. A missing detail in an estimate could become a costly mistake in the field. A broken handoff could turn a good sale into a disappointed customer. A report could show a busy company while leaving its owner unsure whether the work was actually profitable.

Each problem led us deeper into the business behind the software.

Our journey brought together the determination to understand how things work and the responsibility of building something people depend on. We learned unfamiliar systems, questioned processes that had become routine, and kept working through the details until the cause of a problem became clear. Along the way, we came to understand how much effort contractors spend holding their operations together.

Someone remembers what the software missed. Someone makes the extra call. Someone stays late to reconcile the numbers. Often, that someone is the owner.

That effort keeps a business moving, but it also puts a ceiling on what the business can become. Every new crew, customer, and location adds more responsibility to the same shoulders. Growth begins to demand more of the person it was supposed to create opportunity for.

We built this company because we believe contractors deserve a stronger foundation.

The turning point was recognizing that solving these problems one at a time would only take us so far. The lessons belonged in the product itself: how information moves from a sale into production, how teams take responsibility for the next step, how owners understand what a job earned, and how a customer’s trust survives every handoff.

That became our purpose. Build technology that carries more of the operational burden and gives contractors greater command of their businesses.

For us, that means staying close to the details. An estimate should give the next person what they need to do the job. A workflow should make responsibility clear. A number should help an owner make a decision they can stand behind. The people using the system should feel more capable at the end of the day.

We know what it means to put yourself into something you are building. To keep learning because the next problem demands it. To hold a standard even when meeting it takes longer. That experience shapes how we build and the respect we have for the contractors we serve.

They have already supplied the courage, the skill, and the years of work.

We are building the foundation that helps that effort become lasting strength: a team that can take ownership, a business that can grow with control, and a future that leaves room for the person who started it.

Because the business you worked so hard to build should be able to carry its share of the weight.

How we work

Built with the trades, not just for them.

Priced for your team

One truck or a hundred crews, you should not pay for software you do not use. Every team gets a written quote.

We do the moving

We import your customers, jobs and pricebook, and train your office and crews. Guided setup is always included.

A direct line

You talk to the team that builds Sunwell, and we reply within one business day.

Your data is yours

Export it any time. We never sell your data or your customers' data.

Private by design

Every workspace is walled off from every other, with roles and an audit log.

Every trade

Roofing, HVAC, plumbing and electrical companies run on the same live board.

Talk to us

Questions, a demo or a quote.

Email the team or book a 30-minute demo on your own data.

Contact Sunwell

You shouldn't pay for software you don't use. So every team gets a quote built for it.

CUSTOM QUOTE

Get a custom quote.

Tell us your team size, locations and what you use today. We send a written quote within one business day and can walk you through Sunwell on your own data.

STEP 1 OF 3 · YOUR BUSINESS

Your business

Reply within one business dayNo contract to startData move includedCustomer portal always free

Required. We only use these details to contact you about Sunwell. We never sell them.

What happens next

  1. 1A written quote in one business day

    Sized to your team, locations and what you turn on.

  2. 2A walkthrough on your own data

    See your jobs and pricebook on the board, not a demo account.

  3. 3We move you over

    Customers, jobs and pricebook imported, office and crews trained. Guided setup always included.

Not ready to talk yet?

Get one short update a month on what is new in Sunwell. No spam.

Book a demo

30 minutes on your own workflow

Pick a time

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30-minute demo · private video link

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Before you go

Want a quote without a call?

Leave your email. We send a few quick questions about your team, then a written quote. No spam.