Run your whole business from one place.
From the first call to the final invoice: leads, quotes, crews and cash, shaped to your trade and simple enough that your crew actually uses it.
Win work
Answer faster and follow up without thinking about it.
One pipeline for every lead
Website, Facebook, Google, door knocks and referrals all land in one board.
Follow-ups that send themselves
Texts and emails go out on time, so no lead goes cold.
Proposals with options
Good, better, best, with financing shown and e-signature built in.
Door-to-door map
Pins, territories and a leaderboard for canvassing teams.
Run jobs
Everyone knows what’s happening, without the group chat.
Job tabs for your trade
Bin orders, permits, colour schedules, cut lists. Whatever your jobs need.
Calendar that syncs with Google
Estimates and crews on one calendar, in sync both ways.
Material and labour orders
Send purchase orders to suppliers and subs, e-signed and tracked.
Team chat and client texting
Every message attached to the right job.
Get paid
Less chasing, cleaner books.
Invoices and online payments
Card and bank payments, deposits and reminders.
QuickBooks sync
Customers, invoices and payments flow to your books.
Know your numbers
Revenue, margins and what each marketing channel brings in.
Reviews on autopilot
A review request after every finished job.
Your app
Your name on every phone.
Your logo, your colours
Your team installs your company’s app, not ours.
Built for the field
Photos, notes and job details in one tap, on any phone.
Crew and subcontractor access
Crews see their jobs and nothing they shouldn’t.
Your agent
Your own AI, trained on your business.
Change the CRM by asking
New tabs, stages, fields and colours in plain English. You approve every change.
Answers about your business
“Which jobs are waiting on permits?” Ask and get the list.
Drafts the busywork
Follow-up emails, job notes and summaries, ready for you to send.
See your whole team live on one map.
While your reps are clocked in with the app open, you see where each one is right now and the route they’ve walked today. Every door they knock drops a colour-coded pin, so you can see what’s coming of it.
Live positions and routes
Each rep’s spot updates on your map while they’re on shift with the app open, with today’s route and when they were last seen. It stops when they clock out.
One tap per door
No answer, not interested, lead or job booked. Leads go straight into your pipeline with the address attached.
See how every rep is doing
Reps clock in on their phone. Doors, leads and hours for each rep, a weekly leaderboard and a commission tracker.
Never knock the same street twice
“Find a new area” highlights the nearest 1,000 or so homes nobody has worked in 3 months. Roofers can mark storm areas too.
Your company. Your app. Your logo on every phone.
Your crew installs your company’s app, not ours: your name, logo and colours on their home screen.
Installs from a link
Text your team the link or show them the QR code. About 20 seconds on iPhone or Android, with no app store and no waiting.
Opens like any other app
Full screen from the home screen, no browser bar, and it remembers who’s signed in.
Always up to date
Changes you make show up on everyone’s phone. There’s nothing to download again.
Every business is different. Your CRM should be too.
Start from a template, then tell your agent what to change. Colours, tabs, stages and fields all change in plain English, and nothing goes live until you say so.
You: Add a “Permit” tab to every fence job with the permit number and inspection date.
Agent: Done. Fence jobs now have a Permit tab with Permit # and Inspection date. Want a reminder 2 days before each inspection?
You: Yes please
Agent: Reminder set. Your crew lead gets a text 2 days before every inspection.
Works with the tools you already use
Built-in connections, plus we set up the rest for you during onboarding.
- QuickBooks
- Google Calendar & Gmail
- Stripe
- Facebook Lead Ads
- EagleView
- GAF QuickMeasure
- CompanyCam
- Zapier
See your CRM built live.
45 minutes with Josh. Your trade, your stages, your logo, ready to try before you decide.