Complete Business Lifecycle
From Lead to Ledger, All in One Platform
Every step of your contracting workflow, seamlessly connected and fully customizable.
Step 1 of 5 — Lead: Capture & Convert
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Lead
Capture & Convert
Lead / Territory Management
Intelligent lead routing, territory assignment, and automated follow-ups to maximize conversion rates.
Close
Estimate & Win
Document Generation
Powerful Google Docs integration enables custom document templates that can be created quickly and merged with real customer data instantly. Build contracts, agreements, and proposals in minutes.
E-Sign
Unlimited e-signatures under our fair-use policy — no per-signature fees like most platforms. Get contracts signed faster with fully integrated digital signature workflows.
Photos
Use your favorite photo storage tool — or let us recommend one. Either way, your job photos flow into the platform and stay usable across your entire workflow, from inspection reports to final documentation.
Measurements
Order accurate aerial measurements directly from the platform — no jumping between tools. Get instant roof data with precise measurements for faster, more accurate estimates.
Build
Deliver & Execute
Material Ordering
Streamlined ordering workflows with supplier integrations and automated PO generation. Compare and select the best supplier based on cost, ratings, and delivery times for optimal purchasing decisions.
Crew Compliance
Ensure all subcontractors maintain up-to-date documentation including workers' compensation, W-9 forms, and subcontractor agreements. Automated tracking and alerts prevent costly audit issues and keep your business protected.
Collections Tracking
Anticipate incoming payments with detailed collection tracking. Maintain accurate cash flow projections and stay on top of outstanding invoices with automated reminders and payment status updates.
Get Paid
Invoice & Collect
Payouts
Money out is just as easy as money in. Pay crews, subs, suppliers, and commissions directly from the platform — multiple payout methods, every disbursement tracked and synced to your books.
Analyze
Review & Improve
Plus, across the whole platform
Automation & AI-Driven Workflows
Intelligent automation that eliminates repetitive tasks and accelerates your business processes.
Built-in Texting
Text customers and crews from anywhere in the platform — appointment reminders, status updates, and team notifications, all logged automatically.
Mobile App
The full platform in the field on iOS and Android — capture leads, update jobs, and check schedules from anywhere.
Scheduling & Calendars
Appointments, crew schedules, and follow-ups across every phase — everyone knows where to be and what comes next.
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