Features For Every Step
of Your Daily Workflow
Bids / Estimates
Quickly create professional bids from anywhere.
- Create professional electronic bids and scope of work documents
- Access fillable bid forms specific to your industry and products
- Send bids to customers in minutes, before you leave the property
- Make scope changes or easily copy a bid for quick job changes
- See bids by status to track progress throughout the process
Drawings / Visuals
Create and attach visuals with tools built for your industry.
- Web-based for versatility in the office or on-site
- Industry-specific drawing tools for quick creation
- Additional basic tools and labels to customize drawings
- Intuitive interface for easy creation in the field
- Precise placement-snapping connects elements for increased accuracy
- Professional PDF includes contact information and legend
- Quickly attach to a bid for a concise final deliverable
- Add brochures to provide more detailed product visuals
Scheduling / Reminders
Schedule convenient routes and communicate with customers.
- View pinpointed appointment locations on an integrated map
- Manage team members' calendars
- Make appointments based on schedule, routes, and time off
- See a team-wide weekly view as well as individual schedules
- Automatically send templated and professional text or email reminders
- Integrate with Google Calendars for automated synchronization
Electronic Signatures / Contracts
Create job-specific contracts with e-signatures.
- Customers can review and sign contracts from anywhere on a mobile device
- Use only job-specific terms and conditions for more concise contracts
- Save money on paper, reduce waste, and promote sustainability
- Digital files mean the information is always at your fingertips
- Remove the need to make multiple trips to a property to drop or pick up paperwork
- Create a reputation of trust, professionalism, and being easy to work with
Project Status / Invoicing
Get real-time visibility into your business from anywhere.
- Quickly view all bids by status and track progress company-wide
- Easily access next steps and ownership of outstanding tasks
- Access organized views of outstanding, awarded, and completed bids
- Integrate with QuickBooks for accurate payment status on the go
Customer Management (CRM) / History
Organized customer information is always available.
- Cloud-based system allows for access on the go from a phone, tablet, or computer
- Search function gets you the information you need quickly
- Filters provide organization and unique viewing capabilities
- Keep organized when customers have multiple properties and projects
- Reference historic data by customer, property or project
Reporting / Metrics
Get visibility and feel confident making decisions.
- Track company-wide and individual sales, close rates, and other KPIs
- View comprehensive project data for average conversions, pricing, and timing
- Access sales team performance to make informed staffing decisions
- Review product sales numbers to plan for materials and inventory
- Make better marketing decisions based on lead source and cost per lead data