Six jobs, run from one place.
01Marketing campaign ROI
Every lead and estimate is tied to a campaign, and every marketing dollar is assigned to one. The Marketing ROI report breaks results down by campaign, zip code, job type and rep. The marketing plan tracks weekly goals against actuals, down to flyers delivered and doors knocked.
02Customer data
One record per customer and job. Calls and texts from your business phone line land on the job automatically, with AI-written summaries and next steps. Duplicate customers get caught and merged. General contractors and property managers get their own account pages, with tasks, notes and drop-ins.
03Estimating and proposals
An estimate builder with templates and product libraries. Reorder line items by dragging, split a project in two, and edit a live estimate after the sale. Change orders are reviewed and signed, and the live estimate stays in sync with the work order.
04Scheduling and coordination
The Wall is the schedule: every crew and every day on one board. The Ready Report groups jobs by scheduled week and shows what each one still needs: deposit, colors, options. A task dashboard shows coordinators what’s overdue and what’s due today.
05Work orders and paint orders
Work orders and material orders come straight from the sold estimate, so the crew builds what the customer bought. Crews see the work order in the job’s chat channel. For homes built before 1978, lead-safe compliance tasks and photos are tracked on the job.
06Job costing
Revenue, labor, materials and margin for every job, filterable by crew, rep, project manager and job type. Each crew has a production history and a customer-feedback page, and you can set a crew’s weekly capacity and see it against the work you’ve scheduled.