Product
Built around the visit, not the back office.
Everything below is the real app — these are live screenshots, not mockups. Web office and iOS field app share the same data, so what you see here is what dispatch sees too.
Sell
A sales presentation that closes in the driveway
Reps build tiered Good / Better / Best packages from the estimate in one tap, then walk the homeowner through a guided deck — scope of work, product options, and side-by-side pricing with monthly financing. Signature capture ends the visit with a sold job, not a "we’ll think about it."
- ✓One-tap Good/Better/Best from estimate line items
- ✓Guided deck: intro, scope, products, options, close
- ✓Financing shown per-tier as a monthly payment
- ✓On-the-spot signature and acceptance
Run
The whole day on one screen
Crews and reps open the app to their day: jobs filtered to them, statuses one long-press away, clock-in with location, photos for documentation, and dispatch changes pushed to their pocket the moment the office makes them.
- ✓Jobs list + board view with status vocabulary crews use
- ✓Clock in/out, photos, notes — all offline-capable
- ✓Push notifications for assignments and schedule changes
- ✓Dashboard: open jobs, unpaid estimates, money to collect
Get paid before you leave
Estimates convert to jobs, jobs to invoices, invoices to recorded payments — from the same phone, in the same visit. Overdue intelligence and collection shortcuts keep the money conversation moving without a spreadsheet.