CRM & Lead Management
Centralized contact database with lifecycle tracking from lead to customer to re-nurture.
Unified contact hub
Lead, customer, and spam management in one database.
Pipeline view
Kanban board and list toggle for every stage of the sale.
Lead scoring
Qualification rules that rank the hottest opportunities first.
Re-nurture queue
Stalled leads automatically queue for targeted follow-up.
Business Impact: Reduce lead loss from 30% to under 5%, track every lead source with attribution, and automate follow-ups.
Instant Estimates
Embeddable widget for contractor websites that captures leads and generates ballpark roof estimates using ArcGIS building footprints or Google Solar API.
Address lookup
Auto-complete pulls the property in seconds.
ArcGIS footprint data
Free building footprints power quick measurements.
Google Solar API
Optional paid integration for higher accuracy.
White-label branding
Match your logo, colors, and website styling.
Business Impact: Capture 40% more website visitors as leads, give homeowners instant pricing, and pre-qualify leads before sales calls.
Proposal Presenter
Interactive proposal creation with tablet-optimized presenter mode for in-home sales, including tiered pricing, financing calculator, and digital signature capture.
Proposal templates
Variable substitution builds proposals in minutes.
Good / Better / Best tiers
Show options that raise average deal size.
Presenter mode
Tablet-optimized flow for in-home sales.
Digital signatures
Capture e-signatures on the spot or via public link.
Business Impact: Close 20% more deals in-home, cut proposal creation from 30 minutes to 5 minutes, and eliminate paper contracts.
Marketing Automation
Email and SMS campaign builder with journey sequences, form tracking, and attribution analytics.
Email & SMS builder
Campaigns and templates for every follow-up scenario.
Journey sequences
Multi-step automation that nurtures while you work.
Form & embed tracking
Know which forms and widgets generate each lead.
Attribution analytics
ROI by source, campaign, and keyword.
Business Impact: Automate 80% of follow-up tasks, increase lead response rates by 3x, and track ROI by campaign and source.
Storm Intelligence
Weather-based lead generation with storm tracking, territory management, and prospect targeting for hail and wind damage areas.
Storm monitoring dashboard
Track hail and wind events in real time.
Zip code targeting
Territory management by the areas you actually serve.
Prospect lists
Generate address lists from the storm path.
Canvassing hub
Route planning and work window optimization.
Business Impact: Target storm-damaged areas within 24 hours, increase canvassing efficiency by 50%, and stop wasting trips on undamaged properties.
Project Management
Job tracking from proposal to completion with scheduling, materials ordering, and crew management.
Job pipeline
Stage tracking from signed to complete.
Calendar integration
Scheduling that connects jobs and crews.
Materials order forms
Order what you need without leaving the job.
Crew assignment
Assign teams and track profitability in real time.
Business Impact: Reduce job delays by 40%, improve crew utilization, and track job profitability in real time.
Invoicing & Payments
Invoice generation with QuickBooks sync, Stripe payment processing, and automated payment reminders.
Invoice templates
Branded line-item invoices in one click.
QuickBooks sync
OAuth connection is in progress for automatic posting.
Stripe payments
Collect cards and bank transfers online.
Automated reminders
Follow up on overdue balances automatically.
Business Impact: Reduce accounts receivable days by 50%, eliminate manual QuickBooks entry, and get paid faster with online payments.
Integrations
Pre-built integrations with QuickBooks, Stripe, Google Ads, call tracking, and a WordPress plugin.
QuickBooks OAuth
Sync financial data without double entry.
Stripe payment processing
Payments flow straight into the invoice record.
Google Ads & call tracking
Connect ad spend and calls to closed deals.
WordPress plugin
Embed the estimate widget with one click.
Business Impact: Eliminate manual data entry between systems, sync financial data automatically, and extend the platform with the tools you already use.