Powerful Tools for Service Businesses

Streamline your quoting and job management process instantly. Create professional, detailed estimates with line items and images to present clear proposals that clients love. The ability to create professional, detailed estimates with line items, descriptions, and images helps in presenting a clear and appealing proposal to clients. The Estimate Dashboard is a key feature, offering a real-time overview of all quotes and client interactions, which allows businesses to track the status of their estimates and follow up promptly. Furthermore, the app's scheduling and mapping tools help optimize travel routes for approved jobs, saving valuable time and resources. The capacity to save frequently used line items and customize proposals with company branding further enhances efficiency and professionalism, ultimately helping businesses win more jobs and manage their workflow more effectively.

Simplify your financial management. Automatically create invoices from completed jobs to get paid faster and track payments in real-time. The app automatically creates invoices once a job is complete, which helps you get paid faster, and you can track them in real time to see when a client has viewed or paid. It's also easy to manage deposits, payments, and expenses for each job, so you always have a clear picture of your finances. With a centralized dashboard for all your invoicing details, you can quickly see what's coming in, what's going out, and where you stand financially, which is incredibly helpful for improving cash flow and keeping your business on a solid footing.

Stay organized and responsive with a powerful client dashboard. Access contact details, job history, and notes in one central location. The client dashboard puts all of your customer information from contact details to job history in one central, easy-to-access place. This makes it simple to stay on top of all your client relationships. The app also includes handy tools like autocomplete maps for accurate addresses and the ability to manage multiple locations for a single client, which is a big help. By keeping a clean client list and a full history of your interactions, you can ensure you're always informed and ready to provide excellent service.

Take control of your lead generation. Use custom, branded forms to capture new clients and receive instant notifications when leads arrive. These custom forms can be branded to match your company's look, which adds a layer of professionalism and helps build trust with potential customers. You can easily share these forms on your website or social media to take control of how new leads come in. The best part is that you get to specify exactly what information you need, and you'll receive instant notifications when a form is submitted. This makes it a breeze to follow up quickly and effectively, all while keeping your client data clean and organized.