Win the job
One pipeline, from knock to signature.
A job is one record for its whole life. The lead, the measurements, the estimate, the contract, the work order and the invoice all read from it — so nothing is re-entered and nothing disagrees.
A board that matches how you actually sell
Stages from new lead to paid and closed, dragged where they belong. Every job shows what it is worth and who owns it, and moving a card is what triggers the next thing — not a reminder to go do it.
- Twelve stages covering sales through production and payment
- Drag between stages; the history is logged automatically
- Per-rep assignment, with split credit where two reps share a job
The job record everything else reads from
Open a job and you have the customer, the measurements, the photos, the documents, the estimates, the orders and the money — in one place, in the order the work happens. No hunting across tools for the thing you need on the phone right now.
- Customer details with one-tap call, text and directions on mobile
- Photos, plans and documents attached to the job, not to an email
- A full activity trail: who changed what, and when
Handoff without re-entry
When a contract is signed, the invoice, work order and material order are drafted from the same line items the customer agreed to. Production is not retyping the sale — it is reading it.
- Signed estimate drafts the invoice, work order and material order
- Change orders keep their own signed record and flow to the invoice
- Nothing in production can silently disagree with what was sold
Questions we get asked
- Is this a general CRM adapted for contractors?
- No. It was built inside a working exteriors company against real jobs. The stages, the handoff and the paperwork are the ones an exteriors business actually uses.
- Can two reps split a job?
- Yes — with weights, so revenue and commission divide the way you agreed rather than being credited twice.
Keep reading
Measure once. The estimate prices itself.
Enter the roof measurements once and the quantities follow — squares, ridge, valley, starter, waste. Change a measurement and every line that depends on it updates, because the formula reads the measurement rather than a number someone typed.
Your contract, your brand, signed on any device.
The homeowner opens a link and signs. What they see carries your logo and your colors from the first screen to the countersigned PDF — not ours, and not a generic e-signature vendor's.
Production that reads from the job that was sold.
The work order is not a retyped version of the estimate — it is generated from it. Crews, materials, punch lists and QC all hang off the same job record.
See it on your own jobs.
We'll walk your pipeline through it — your trades, your pricing, your crews — and you can tell us where it breaks.