Platform Workflow
Scale your team
without the chaos.
One operating layer connects your office, your techs in the field, and your customers — so nothing falls through the cracks.
Your Sales Process
Your Way.
Standardize estimate and invoice stages — scale from simple jobs to complex projects.
Clear Visibility
& Control
Track estimates and invoices like a pipeline. See where everything stands at a glance.
The Workflow on Autopilot
Follow-ups, reminders & status changes — handled automatically.
Estimate Flow
Draft
Options Review
Sent
Accepted
Completed
Invoice Flow
Draft
Sent
Invoiced
Part. Paid
Paid
Platform Workflow
Automated Workflows
Custom, automated processes that match how your team already works — from first estimate to final payment, every stage is tracked and managed automatically.
- Jobs move through every stage automatically — no manual nudging
- Custom workflows built around how your trade actually operates
- Every step tracked, documented, and synced in real time
- Less wasted time and fewer costly mistakes on every job
- Techs clock in and out directly on the job — hours tracked automatically
Offline Mode
- Works seamlessly — no interruption when signal drops
- Take photos, complete forms & update job notes offline
- Create estimates and collect signatures without a connection
- Everything syncs automatically the moment you reconnect
- Your team never has to think about it — it just works
Zero stalled jobs, no lost documentation, no delays when signal drops.
Custom Estimate & Invoice Workflows
- Configurable stage-by-stage boards from draft to paid
- Automated follow-ups and reminders — no chasing required
- Track every estimate like a sales pipeline at a glance
- Syncs cleanly with QuickBooks — no double entry
Your sales process runs on autopilot so your team stays focused on the work.
Instant Profit Margin Visibility
- See your highest & lowest margin jobs in seconds
- Know exactly which customers and crews make you money
- Catch unprofitable jobs before they cost you more
- Full financial picture on every job — no guesswork
Stop guessing where your money goes. Get the full picture on every job, instantly.
