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.
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.