Benefits
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Measurements
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Photos
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Estimates
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Invoices
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Schedule
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Tasks
Estimates & Proposals
- Professional, customer-ready estimates: Create clean, branded estimates that clearly outline materials, labor, and scope.
- Track engagement and approvals: See when estimates are viewed, accepted, or signed — no more guessing.
- Seamless handoff to invoicing: Accepted estimates convert instantly into invoices without rework.
Invoicing
- Faster billing, fewer delays. Generate invoices directly from approved work with accurate totals.
- Clear payment visibility: Track unpaid, partially paid, and paid invoices in one place.
- Modern payment experience: Share invoices digitally and support faster payment workflows.
Measurements
- Accurate measurements at the start Capture measurements directly inside the project to reduce downstream errors
- Centralized reference point Measurements stay attached to the job and accessible to the entire team.
- Better estimating confidence Tighter measurements lead to tighter quotes and fewer surprises.
Scheduler
- Clear visibility across jobs and crews See installations, site visits, and follow-ups in daily, weekly, or monthly views.
- Aligned field and office teams Everyone works from the same schedule — no conflicting calendars.
- Proactive planning Identify bottlenecks before they become missed deadlines.
Company Settings
- Centralized business controls Manage company details, preferences, and operational settings in one place.
- User and role management Control who sees what, based on responsibilities.
- Built for scale Designed to grow as teams, locations, and workflows expand.
- Payment processing settings Configure payment methods, and control how customers pay, all directly tied to estimates and invoices.
Branding Package
- Professional brand consistency Ensure estimates, invoices, and customer-facing documents reflect your brand.
- Credibility with customers A polished, consistent look reinforces trust and professionalism.
- Bid package builder Create structured proposal packages that combine estimates, visuals, and supporting details.
Reporting
- Operational visibility Gain insight into jobs, estimates, and activity across the business.
- Data-backed decisions Move from gut feel to measurable performance indicators.
- Foundation for future analytics Structured data enables more advanced reporting over time.