The pipeline, the proposal, and the invoice in one system — priced from the elevation your crew captured on site.
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 and assemblies with tiered pricing, so the number is yours and not a guess.
Present more than one way to buy, with one discount calculator behind all of them.
At the table or by link; the signed proposal is the contract of record.
Stripe card payments, deposits, progress billing, recurring invoices, and two-way QuickBooks sync.
Siding runs on crew size. Field crew seats are free — you pay for desks, not for people.
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.