Features
Everything a contracting business runs on.
Leads, calls, scheduling, estimates, jobs, crews and clients, in one system with one login.
Lead tracking
Every lead arrives tagged with where it came from.
Google Ads lead forms, Meta and TikTok instant forms, website forms and phone calls all land in one pipeline, attributed to platform, campaign, landing page or tracking number.
- Native webhooks for Google Ads, Meta Lead Ads and TikTok
- Website forms capture UTM tags and gclid / fbclid / ttclid
- One Twilio tracking number per platform, calls recorded
- Duplicate protection: repeat contacts log onto the open lead
- Spam honeypot and a Spam stage that stays off the board
Speed-to-lead
Answer first, automatically.
The moment a lead lands, they get a text and an email, the rep is notified and a timer starts. Past 15 minutes it turns red on the board and the dashboard.
- Instant SMS + email auto-response
- Click-to-call: rings your phone, then connects the lead (recorded)
- Stage changes log first contact automatically
- Average speed-to-lead on the dashboard and in reports
Communications
Calls, texts and emails on one timeline.
Every interaction lives on the lead: recorded calls with playback, SMS threads and emails. AI drafts replies for one-click approval, inside guardrails you set.
- Recording disclosure plays first, on by default, per company
- Two-way texting from your tracking numbers
- AI-drafted replies, always reviewed before sending
- Every message logged on the lead, searchable from the header
Scheduling & dispatch
See every crew’s week at a glance.
A month calendar in the spirit of Google Calendar, plus crew lanes you can drag jobs across. Conflicts are flagged and drive time is shown between stops.
- Month and crew-lane week views
- Drag to reschedule; the client gets a text
- Conflict detection per crew and day
- Click any event for the job sidebar
Estimates & invoices
Good, better, best, with your margins one toggle away.
Price from a unit library you set once, show clients three options, and flip to an internal view with cost and margin per line.
- Unit pricing library (sq ft, linear ft, hourly)
- Client view vs internal margin view
- Convert signed estimates to invoice drafts
- Payment schedule on every estimate
Jobs, crews & clients
Run the job, keep the homeowner in the loop.
Job costing against estimate, change orders, tasks and photos. Crews get a simple mobile view; homeowners get a branded portal with progress updates.
- Estimated vs actual costing per category
- Tasks, photos and change orders
- Crew app: today’s jobs, clock in/out, checklists
- Client portal: progress, updates and messages
Click around the real thing.
The live demo runs on sample data for a kitchen & bath remodeler. Nothing to install.
Open the live demo