Book the call, put it on the right truck, price it from your own price book, and send a branded PDF the customer signs on their phone. Follow up in the CRM, document the job in photos, get paid via Stripe. Runs in any browser on any device.
The first contractor CRM your AI assistant can operate. Ask Claude "what's my morning look like?", pull up a property by address, draft an estimate from your own template, log expenses by voice from the truck, and keep your whole customer base in one place. See what it can do →
Four professionally-designed templates (Modern, Classic Executive, Bold Contemporary, Architect Schematic). Drop your logo, set your colors, generate polished estimates customers actually trust.
Drag-and-drop pipeline stages, custom fields for insurance work, per-customer notes, photos, documents, and a full activity timeline. Your whole book of business in one place.
NOAA storm reports plus NOAA MRMS radar hail-swath footprints painted on the property's satellite map, the forensic damage map others sell as a paid add-on, free and built in. Generate a branded storm-history PDF for the carrier in one click.
HVAC IQ scans every saved customer address daily and surfaces the ones a recent storm actually hit, ranked by hail size and number of affected properties, with a company-wide dashboard. Re-engage your existing book the morning after a storm.
Generate a customer-facing signing link, customer signs on their phone, you get notified instantly. Signed estimates auto-archived to the customer file.
Accept deposits and final payments directly through your own Stripe account. Customers pay; money lands in your bank. Card, ACH, Apple Pay, Google Pay, all built in.
Mark up site photos with arrows, text, and pixel-accurate measurements. Calibrate to a known dimension once, then measure anything in the photo. Saves to the customer file.
Connect your Gmail or Outlook, customer emails ship from your actual address, not a SendGrid relay. Replies land in your real inbox. Customers trust the email.
Schedule inspections, follow-ups, and crew start times with appointment reminders (1 day / 1 hour / 15 min). Two-way sync with Google and iPhone calendars keeps everything in one place. Drag tasks across days; browser + email notifications for upcoming work.
Measure on the truck's iPad, finish the estimate at the office desk, sign it from a customer's phone. All data syncs in real time. No more "wait, where's that file?"
Your own line-item catalog with prices per unit (square, foot, count). Apply with one click to any estimate. Update once, every future estimate uses the new price.
Invite estimators, foremen, and office staff. Role-based access (owner/admin/member), per-project collaborators, and a hierarchical reporting tree for multi-branch operations.
Quote a job, customer asks for extras mid-build, generate a change order on the spot. Customer signs, you bill, all attached to the original estimate file.
A real business phone number for your company, built in. Place and answer calls, keep a shared call log your whole team can see, and text customers from a number that is not your cell. Every paid plan includes a real business phone number, free, with 120 minutes a month.
Incoming calls ring your iPhone with the standard call screen, on the lock screen, whether the app is open, in the background, or closed. Answer, decline, mute, and switch to speaker or AirPods.
A shared call log and a shared text inbox, so nothing lands on one person's cell and disappears. Every call is filed against the customer it came from.
Turn on the AI receptionist and she answers when you cannot. She knows your services, your hours and your service area, books estimates straight onto your calendar, takes a message when the caller needs a person, and emails you the recording and a summary. Both sides are told the call is recorded, and recording can be switched off.
Track business expenses by job and by Schedule C category, so profit per job is a number you can see rather than one you work out in January.
Photograph a receipt and let it fill in the vendor, the amount and the category. Attach it to the job it belongs to.
Request a W-9 from every subcontractor you pay, signed on their phone and kept on file. Taxpayer numbers are encrypted and shown only as the last four digits.
Schedule C category totals in one place at year end, instead of a shoebox and a weekend.
Your crew clocks in and out from the app, picks the job they are on, and logs breaks as they take them. Every punch carries a location stamp, so the timesheet says where the day started as well as when. Included with Platinum and Enterprise at no charge. On every other paid plan it is a flat monthly add-on for the whole company, not per user, and trials can use it during the trial.
Clock in, start a break, end it, clock out. The app records the time and the location of each punch and shows the clock-in time on the card, so nobody is guessing at the end of the week.
A shift is submitted when it ends. Owners and admins see everyone and can edit or approve any shift; a team leader sees and approves the people under them. An employee who spots a mistake requests a correction rather than editing the record.
Mark each person hourly or salaried and choose whether salaried hours are tracked at all. Approved hours per person, per day, export as a CSV today and feed the payroll feature when it arrives.
Short, real walkthroughs, tap any one to watch.
Short answers, including the ones that make us look worse.
Yes, and the interface language and the document language are set separately, which is the part that usually matters. You can run the app in English while printing an estimate in Spanish for the homeowner, or the reverse for a crew lead. English, Spanish and French are supported today.
Yes. Stripe Connect is built in, so deposits and progress payments can be collected from the estimate itself rather than chasing a check. Manual payments can also be recorded against the job for anything taken offline.
Yes. Book inspections and follow-ups in the app and they sync both directions with Google, Outlook and the iPhone calendar, so your schedule is never in two places. Reminders fire one day, one hour and fifteen minutes before.
Pick one of four templates, add your logo and colors once, and every estimate renders with them. The measurement and your pricebook fill in the line items, so the document is built from the job rather than typed from scratch.
You can send it and you will know when they sign, because the signature notifies you and the signed copy attaches back to the job. What you do not get is an open receipt telling you they looked at it and did nothing. We would rather say that plainly than let you assume a read notification exists.
Yes, on an iPhone with a LiDAR sensor. A room scan takes about sixty seconds using Apple RoomPlan and drops into the estimate as a takeoff. AR distance measuring handles line sets, duct runs and condensate lines, and those become line items rather than notes on your phone.
No credit card. No setup fee. Cancel anytime.
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