Lead & customer CRM
Capture every inquiry and keep customer history, contacts and notes in one record.
- Log inquiries from calls, referrals and web
- Track lead status from new to won
- Customer and property contact details
Features
Everything from inquiry to job cost
Each capability is labeled so you know exactly what's available today and what's planned.
Available now
Site visits
Schedule walk-throughs and keep visit notes attached to the right customer and job.
- Schedule and track visits
- Visit notes tied to the lead
- Hand off from visit to estimate
Manual estimates
Build line-item estimates yourself, with your own pricing and scope language.
- Line items, quantities and pricing you control
- Reusable scope descriptions
- Revise before sending
Branded PDF proposals
Turn an estimate into a clean, branded PDF proposal your customers can review.
- Your logo and company details
- Consistent, professional layout
- Download and share
Job management
Move won work into active jobs and keep status, notes and documents together.
- Job status tracking
- Notes and documents per job
- One view from lead to completion
AI-assisted inspection documentation
Draft inspection notes faster with AI assistance — every draft is reviewed and confirmed by a person.
- AI suggests a first draft
- Human verification required before use
- Nothing is finalized automatically
Job cost & profitability monitoring
Compare estimated and actual costs to see how each job is tracking.
- Record job costs
- Estimated vs. actual comparison
- Margin visibility per job
Planned integrations
Not yet available or verified. We'll announce them when they're tested.
Google Workspace connectivity
Planned: connect calendar and email workflows with Google Workspace.
QuickBooks connectivity
Planned: sync customers and invoices with QuickBooks.
YOUR NEXT CHAPTER
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