Pre-Sale Process

Everything you need to land more jobs and create more accurate estimates.

Bid Requests

  • Send bid requests quickly
  • Reduce costs and go paperless
  • Collaboration is key to successful jobs

Leads/CRM

  • Custom lead integration
  • Mass marketing campaigns
  • Close faster

Estimates

  • Single entry estimating
  • Generate professional proposals
  • Seamless integration

Proposals

  • Save and re-use proposals
  • Get signatures instantly on mobile devices
  • Create a catalog for faster proposals

Project Management

Because you work from the office and the jobsite.

Daily Logs

  • Voice to text
  • Document job notes
  • Easily shoot photos

To Do’s

  • Hold subs accountable
  • Be alerted upon completion
  • Field access is a must

Scheduling

  • Custom schedule templates
  • Automatic schedule shifts and notifications
  • Multiple views

Docs & Photos

  • Share progression photos
  • Share blueprints
  • Photos on the jobsite

Messaging

  • Comment threads
  • Search by topics
  • Shared with only who needs to see it

Financial Tools

Better processes mean bigger margins.

Budget

  • Job costing
  • All the financials in one spot, automatically

Purchase Orders

  • Custom cost codes
  • Accountability means profitability
  • Collaboration with team members

Integration

  • Quickbooks & Xero integration for accounting
  • Facebook, Twitter, Pinterest
  • PayPal & WePay for online payments

Change Orders

  • Easily create COs on the fly
  • Mobile touch signatures
  • Project cost summary

Time Clock

  • Mobile “clock-in/out”
  • Custom reporting
  • Easy export to accounting software