A guided tour · 8 stops · about 3 minutes

From first call
to final payment.

One system runs the whole job: leads come in and get worked, appointments get booked and confirmed, estimates get signed on a phone, receipts land against the job, and the numbers tell you which marketing actually pays. Every screen below is the real product.

it talks — or scroll at your own pace
01 / 08

Dashboard

The day, before it happens.

  • Open tasks and overdue follow-ups front and center — nothing waits quietly.
  • This week's appointments and the month at a glance.
  • Call activity for the last 48 hours: dials, connects, talk time, sales.
Dashboard showing open tasks, this week's appointments and the last 48 hours of call activity
02 / 08

Leads Pipeline

Every lead, one board, nothing slips.

  • Drag cards through your own stages — the stages are yours to define.
  • Pipeline value, average deal size, and stale leads counted live at the top.
  • Cold-lead and follow-up alerts surface the leads about to rot.
Leads Pipeline kanban board with stage columns, pipeline value and deal cards
03 / 08

The Lead Card

One card holds the whole customer.

  • Calls, texts, notes, files, appointments and estimates — tabs on one card.
  • Send the customer portal link with one tap; see when it was opened.
  • Call or text right from the card, with every conversation kept on it.
A lead card open on a contact, showing stage progress and tabs for appointments, texts, calls and estimates
04 / 08

Calendar & Scheduling

Reps, confirmations, and the week at a glance.

  • Each rep gets a color and initials — double-booking shows before it happens.
  • REP and CUST badges show who confirmed, straight on the appointment.
  • Week view by default, month and day a click away.
Month calendar of booked appointments with a list view alongside

Seen enough? The rest is easier to judge on your own numbers.

Book a demo
05 / 08

Estimates & Contracts

Estimate, signature, change orders — one chain.

  • Phased estimates with scope, photos, discounts and payment schedules.
  • Customers e-sign from their phone; the estimate becomes the contract.
  • Change orders and completion certificates chain to the same job.
An estimate made of line items, with totals and its signature status
06 / 08

Projects & Job Costs

Sold jobs with the money on top.

  • Contract, collected, owed, spent and net cash — per job, ranked worst first.
  • Snap receipts at the supply-house counter; they file against the job.
  • Phase-by-phase margins say which part of the job is winning.
A project with its job costs, change orders and completion checklist
07 / 08

Calls & Texts

Every conversation on record.

  • Built-in dialer with recordings, durations and dispositions per call.
  • Incoming texts pop an alert with a badge and a ding on the office screens.
  • Call tracking tags every call with the ad that made the phone ring.
Call and text reporting: dials, connects, talk time and outcomes per rep
08 / 08

Marketing Analytics

What a lead costs — and what it returns.

  • Cost per lead and cost per sale, by source, computed from real spend.
  • Revenue tied back to signed contracts, not to guesses.
  • Fed automatically by your call tracking and lead sources.
Marketing analytics attributing booked jobs back to each lead source

See it with your own jobs in it

A demo takes twenty minutes: your trades, your stages, your price book. Bring your contact list and leave with it already working.

Book a demo See pricing

Screens captured from AI Build Pros v1.88.3 · August 2026