Manage your teams from the office
Sales team management.
Manage your sales & canvassing teams from the office with real-time data insights.
- Track live stats and leaderboards for your sales, canvassing, and call center teams.
- View detailed appointment information and assign leads to the salesperson most likely to close.
- Access everything you need to support your field teams and help them close more deals.
Set more appointments.
Power your inbound and outbound call operations with built-in automation, guided scripts, and real-time data insights.
- Engage leads through automated calls, texts, and emails.
- Optimize call timing so prospects are reached when they’re most likely to answer.
- Use built-in scripting to keep every conversation consistent and effective.
Turn sales into profits.
Coordinate every job with precision through powerful automation and custom workflows.
- Manage production with a drag-and-drop job board for effortless scheduling.
- Automate cut lists, material orders, and work orders to save time and reduce errors.
- Keep customers informed with automatic updates and scheduled touchpoints.
Power your team in the field.
Specialized mobile apps for every role in your company.
Keep jobs moving.
Ensure quality and customer satisfaction with the tools needed to manage multiple jobs.
- Ensure compliance with built-in quality checklists.
- Collect payments from customers quickly and securely.
- Access everything needed to solve problems fast.
Win more jobs.
Instant estimates.
Build accurate multi-option estimates instantly without math errors.
- Offer Good, Better, Best options with a single tap.
- Calculate margins and commissions automatically.
- Financing options automatically applied.
Present like a pro.
Present your company with polished visuals designed to increase close rates.
- Showcase past projects and reviews effortlessly.
- Guide the homeowner through a structured sales process.
- Differentiate your brand from competitors.
Report in seconds.
Generate comprehensive inspection reports instantly while still at the home.
- Capture photos and tag damage in real-time.
- Automatically generate professional PDF reports.
- Share findings with homeowners immediately to build trust.
Sign on the spot.
Collect digital signatures and close the deal before leaving the driveway.
- Secure, legally binding digital signatures.
- Automatically email copies to the office and customer.
- Process card and ACH payments on the spot.
A better customer experience.
Give homeowners a seamless way to review estimates, sign contracts, make payments, and track their project - all in one place.
- Get instant alerts when prospects view estimates or contracts.
- Customers can sign digitally and make payments with ease.
- Share progress photos and updates while controlling exactly what the customer sees.
Onboard with ease.
Streamline onboarding and keep your team sharp with interactive digital training courses.
- Easily build custom training paths with videos, written lessons, and quizzes.
- Reinforce learning through automatically generated flashcards.
- Use the app as a knowledge base for ongoing reference and support.
Ready to grow your business?
Let's talk.
We're not just a software platform, we’re a technology partner that can help your business grow.
Fill out the form and we'll reach out to see how we can help.