Lead pipeline
Follow opportunities from first contact through won work and completed jobs.
NEW → CONTACTED → QUOTED → WONPlatform systems / connected
One platform.
Leads, jobs, calendar, customers, quotes, invoices, payments, expenses, mileage, and communication history.
CALL CHANNELONLINE
LEAD RELAYREADY
CONNECTED PLATFORM MAP
One platform. Different operating systems.
Jobs + calendar
Schedule the work with the customer context intact.
Quotes + invoices
Move from estimate to collection without changing systems.
Communication log
Calls and texts remain attached to the customer.
Expenses, mileage, time
Track the costs and activity behind every job.
THE OPERATING LAYERLess software.
Less software.
More continuity.
01Customer historyCalls, texts, details, jobs
02Field activityCalendar, time, mileage
03Money movementQuotes, invoices, payments