Linear-foot takeoff, a priced proposal, a signature, and an invoice — plus the pipeline that got you to the house.
Before anything gets measured there is a lead, and a lead that nobody follows up is the most expensive thing in the business. The pipeline, the playbooks, and the priorities queue are the same ones on every plan.
Each stage schedules its own next touch, so a quote that went quiet still gets a call.
One queue of what is due today, for you or for the whole office.
Every call, text, estimate, and signature written to the customer and the job.
Conversion by source, revenue, margin, AR aging, channel ROI, and crew productivity.
The measurement is not a document you re-key. Quantities from the canvas run through your price book and assemblies into a priced proposal — tag to invoice, with no import step.
Options and discounts on the proposal, a signature at the kitchen table or by link, and the deposit request the moment they sign.
Per-market price books with tiered pricing for the run, the guard, and the extras.
Guard or no guard, presented as options on one proposal.
Sign at the table or by link, and the deposit request follows the signature.
Stripe card payments, deposits, recurring invoices for maintenance plans, and QuickBooks sync.
Gutter work is fast and crew-heavy. The field seats are free; you pay for desks.
This page is one trade's view of it. The pipeline, customers, reports, and job hubs are the same on every plan.
The CRM ships on iPhone, iPad, and Mac, with a web console for the office. Measuring is free forever.