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Opportunities & CRM
Capture contact details, lead sources, job requirements, timelines, follow-ups, and estimate history.
Built for contractors who run the whole job
Run the job.
Know the numbers.
One connected workspace for customer inquiries, job photos, AI-assisted scopes, estimates, schedules, and real job profitability. Less paperwork. More control.
Development preview · Features and pricing subject to release verification
JOB COMMAND CENTERDEMO
Business overview
All jobsOpen opportunities24Sample data
Estimates pending$186kSample data
Projected margin32%Sample data
Job performanceIllustrative dashboard
Next actionReview AI estimate
Project statusOn track
One workspace. Every stage.
Everything connects.
Nothing gets lost.
Start with the lead and carry the details through estimating, project execution, and profit review. Designed around how real contractors work, from the office to the jobsite.
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AI-assisted estimating
Use descriptions and job photos to draft scopes and identify questions. Contractor review controls the final prices.
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Professional proposals
Build detailed estimates with line items, markup, margin, and a polished customer-facing presentation.
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Project workspace
Keep job details, photos, tasks, and trade checklists together as work moves forward.
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Job Profit Center
Track budgets, actual expenses, and job financials so decisions are based on numbers, not guesses.
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Cloud access
Work across phone and desktop with company-based access controls and connected records.
From inquiry to income
One job. One clear path.
01 / CAPTURE
Win the lead
Record customer details, photos, project goals and next steps.
02 / ESTIMATE
Build the scope
Use AI assistance, review quantities, and set your pricing.
03 / DELIVER
Present the proposal
Prepare a clear estimate and move approved work into the project.
04 / TRACK
Protect the margin
Follow actual costs, budget and progress in one place.
Interactive product walkthrough
See the business
from the owner’s seat.
Explore a realistic contractor workflow, click through the pipeline, and try a guided AI-scope example. This self-contained demo uses fictional data and never changes a real CRM account.
Interactive sample workspace only. Estimating suggestions are simulated, not live AI. All data and pricing are fictional; nothing is saved or sent.
Compare Starter, Pro, and Business
Pro is recommended for small teams. See proposed prices and seats on the Pricing page.
Compare plansTake command of every job
More building. Less busywork.
From first conversation to final job cost, see the work and the business in one connected system.
Explore the CRM →