Product tour · 8 stops · about 3 minutes

From the first call
to what the job made.

One system runs the whole job. The phone gets answered, the lead gets worked, the estimate gets signed and paid on the customer's phone, the crew clocks in on site, and the numbers tell you what you actually made. Here's what each part looks like.

These screens are drawn from the real app: same layout, same labels, filled with demo data for a made-up company.

01 / 08

Dashboard

What needs you, before you go looking.

  • A strip of live cards up top: overdue tasks, overdue payments, contracts waiting on a signature, texts waiting on a reply, today's appointments. Each one opens the list behind the number.
  • New leads, appointments, contracts signed and cash collected for whatever period you pick.
  • Sales against cash collected for the last 12 months, and who's owed you money for how long.
Drawn from the Dashboard screen · demo data

02 / 08

Dispatch Dashboard

New leads in, appointments out.

  • The leads nobody has called or texted yet, with how long the oldest one has waited.
  • How fast your desk reaches a new lead, how many turn into appointments, and how many of those show.
  • Today's appointments with where each one stands: confirmed by the customer, waiting on the rep, or no rep assigned.
Drawn from the Dispatch Dashboard screen · demo data

03 / 08

AI receptionist

The call you'd have missed, on the lead with a transcript.

  • When nobody picks up, the AI answers instead of voicemail. It says it's an AI, takes the caller's name, project, address and a good time, and never quotes a price.
  • It creates the lead, files a note with the full transcript, and can pencil in a visit for the office to confirm.
  • The caller gets a text straight away. It's off until you switch it on, and you can set a number it transfers to when someone asks for a person.
Drawn from the lead card's Calls and Notes panels · demo data

04 / 08

Estimates & contracts

Price it, check it, send it.

  • Line items from your scope library, or let the AI draft a priced estimate to edit.
  • Mark a line "Optional — customer chooses". It shows priced, and joins the total only if the customer ticks it.
  • Your cost and margin sit on the same screen and never reach the customer. Turn on approvals and nothing goes out until an admin approves it.
Drawn from the estimate builder · demo data

Halfway. The rest is easier to judge with your own jobs in it.

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05 / 08

Customer portal

They choose, sign and pay from their phone.

  • The customer opens a verified link. There's no account to make and no password to forget.
  • They tick the upgrades they want, and the total, tax and deposit update in front of them.
  • They sign with a finger or by typing, then pay the deposit by card or bank transfer into your own Stripe account.
Drawn from the customer's estimate page · demo data

06 / 08

Crew & production

The field sees the work, not the money.

  • Crews get a short list of their running jobs, with receipts, photos and the job's checklist. No prices, no pipeline.
  • Rain alerts check the forecast for every job site and appointment in the next 48 hours, and text a warning when rain looks likely.
  • The office sees every job with what was sold, collected, owed and spent.
Drawn from the crew's Jobs screen and a job checklist · demo data

07 / 08

Time clock & team map

Who's where, and what you're paying for.

  • Crews clock in, take breaks and clock out from their phone. Arrivals at a job are logged on their own.
  • The office sees everyone on the clock on a live map, marked at a job, driving, stopped away from a job, or on break.
  • Location is shared only while someone is on the clock. Timesheets flag overtime and missed clock-outs, and once you approve a week its hours are locked before payroll.
Drawn from the Team Map, Time Clock and Timesheets screens · demo data

08 / 08

Profit & loss

What the job made, not what you hoped.

  • Income, job costs and overhead on one statement, on a cash or accrual basis.
  • Month by month: what came in, what went out, and what was left.
  • Profit for every job, from the payments, bills and receipts already in the system. The rep's commission comes off the same number.
Drawn from the Profit & Loss screen · demo data

See it with your own jobs in it

Two months free, no card up front. Bring your contacts on day one and run your real jobs through it, from the first call to what the job made.

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