The founder's own trade. Elevation scan, LiDAR opening measurements, mull assemblies, a priced proposal, and a signature — without re-keying between systems.
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.
Quantities from the canvas run through your price book and assemblies into a proposal.
Good/better/best on one document, one discount calculator behind it.
Close at the kitchen table, and the deposit request goes out the moment they sign.
Stripe payments, deposits, progress billing, promises to pay, and a customer portal.
Installers, measure techs, and helpers cost you nothing in seats. You pay for the office and admin desks only.
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.