CRM + Estimator
Track customers and leads, build estimates from your own pricing, send branded proposals, schedule the work, run the job, and get paid.
Customers and leads with full interaction history.
Drag leads through every stage to won or lost.
Line items from your pricing library, versioned.
Branded, printable, with status tracking.
Day, week and month views with drag to move.
Costing, photos and estimate-vs-actual variance.
Payments, partial payments and paid tracking.
Approvals, payments and messaging.