Run the job from lead to payment.
Create tax-ready estimates, send polished quote emails, book appointments, track balances, and keep a clean client archive.
Upcoming appointments
Next appointments and job visits.
Recent activity
Owner view shows employee actions.
Add / import lead
Use this for Facebook, website, Google, referrals, phone calls, or walk-ins.
How to connect Facebook leads
Prototype-ready workflow for real lead automation.
Lead inbox
Convert good leads into clients and estimates.
Add client
Client archive for active and past jobs.
Client archive
Search contacts, jobs, and balances.
Create professional estimate
Includes TPS/TVQ, deposit, payment schedule, signature, and approval.
Estimate preview
Select an estimate to copy, email, approve, print, or download.
Estimates
Mark any estimate accepted or lost.
| Estimate | Client | Subtotal | Taxes | Total | Status | Entered by | Actions |
|---|
Set appointment
Book estimate visits, start dates, inspections, and follow-ups.
Calendar
Download calendar events or open Google Calendar.
Upload job photo
Save before, progress, proof, and after photos.
Photo archive
Photos are saved locally in this browser.
Open balances
Track who owes money and create payment reminders.
Client map links
Open client addresses in Google Maps and get directions.
Estimate route suggestion
Choose a starting point and get a suggested order to visit clients.
24h appointment reminders
Copy or open SMS reminders for clients one day before appointments.
Company settings
Anyone can put in their company name, tax rates, and logo.
Team
Manage user accounts and roles.