Platform
The whole operation, on one record.
Everything below ships in the same system. No add-on modules, no roadmap promises, no separate line item.
Narrated walkthrough, under two minutes. Front desk, pipeline, field, job costing, portal, roles.
Front desk and inbound calls
- A 13-field intake form with the call script on screen, which new hires can leave on and veterans can switch off
- Softphone panel, call logging, and one text thread per client that everyone can see
- AI writes the call notes; a person reads and approves them before the lead advances
- Duplicate detection so two people never work the same homeowner
Estimating and pipeline
- Kanban board from new lead to won or lost, with the reason captured on every loss
- Job walks, trade checklists, site photos and estimator notes on one card
- Bid sheets that turn into a scope of work you can hand a homeowner
- Vendor bid requests with a public submission link and side-by-side comparison
Scheduling and field mode
- Drag cards to schedule installs and job walks; one calendar covers both
- Field view cut down to today's work, directions, and a button that dials
- GPS is recorded when a crew member taps check in. Never in the background
- Photos queue on the phone with no signal and upload the moment there is some
Contracts and documents
- Upload the contract you already use. The language stays word for word
- E-signature envelopes with live status and the signed PDF stored on the job
- Change orders priced, sent, approved and attached where they belong
- Warranties, permits and insurance certificates with expiry dates that nag you
Financials
- Budget against actual by category, visible while the job is still running
- Purchase orders, a material catalog, and vendor records in one place
- Time entries that land in labor cost without a re-key
- Invoices with status tracking and payments recorded against the job
Automation and instant response
- Rules fire on stage changes: acknowledgments, pre-briefs, follow-ups, re-engagement
- AI drafts the reply. It sends itself only if you said it could
- Call intelligence scores intake quality and flags coaching moments
- Turn any automation off and the workflow underneath keeps working
Client and subcontractor portals
- Homeowners get a magic link to the estimate, schedule, photos, invoices and messages
- Subs get their own portal for assignments, status updates and file uploads
- Referral capture sits inside the client experience, not in a separate email
- Nobody outside your company has to create an account
Reporting and insights
- Win/loss by reason, by source, by estimator
- Profitability per job with the variance against budget
- Pipeline forecast weighted by stage probability
- CSV export on every report and every list
Roles and access control
- Separate workspaces for owners, office staff, estimators and field crews
- Each role gets the tabs, records and actions the job calls for. Nothing extra
- Invitations come from admins. There is no open sign-up into your workspace
- Full activity audit trail, exportable
Training and documentation
- Narrated 60 to 90 second lessons, grouped into a track per role
- A site manual scoped so people read what applies to them
- New hires get up to speed without shadowing your best employee for a week
- Training and manual content move with the platform
Communications
- Calls and texts for office and field, in the format each one actually needs
- A company directory with the numbers people look for
- Notifications plus command-K search across leads, clients and jobs
- History lives on the lead, not on somebody's personal phone
Written on a tailgate, not at a desk.
The field views were cut down until an estimator could work them one-handed in a driveway. Photos queue when there is no bar of service and go up the second there is. Check-in is a tap, and it only records location when somebody taps it.
Rather see it than read it?
Give us one of your intake calls and we will run it through live, with your trades and your paperwork in front of you.
Book a walkthrough