Complete Business Lifecycle
From Lead to Ledger, All in One Platform
Every step of your contracting workflow, seamlessly connected and fully customizable.
Lead
Capture & Convert
Territory routing, mobile canvassing, and campaigns — every lead captured, assigned, and followed up automatically.
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.
Mobile Canvassing App
Empower your sales team with a powerful mobile app for door-to-door canvassing, lead capture, and instant CRM syncing from the field.
Campaign Management
Organize and track marketing campaigns with built-in tools for targeting, outreach automation, and performance analytics. Perfect for cold calling lists and multi-channel campaigns.
Close
Estimate & Win
Estimating / Proposals
Generate professional estimates with dynamic pricing, configurable line items, and branded proposal documents.
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
Project Management
Comprehensive project tracking with timelines, milestones, and change orders. Monitor detailed financial performance in real time with instant visibility into project profitability and budget health.
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 Scheduling
Intelligent crew assignment with capacity planning and schedule optimization. Choose crews based on cost efficiency or performance ratings to maximize profitability while keeping projects on track.
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.
Case Tracking
Track customer issues step-by-step through your resolution process. Manage concerns from initial report through final payment collection with complete visibility and accountability.
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
Invoicing / Collections
Automated invoicing, payment tracking, and collections workflows that feed your accounting system directly — money in, money out, and an always-accurate P&L, all driven from one platform.
Customer Payments
Integrated payment processing with credit card, ACH, and financing options for faster cash flow — every transaction synced to your books automatically.
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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