Build More Stress Less
Faster quotes, follow-ups and tracking – all on autopilot with AI that’s got your back.
Core Admin & Operations Dashboard
Unified view of all jobs, their statuses, and related actions
Clear status indicators optimized for fast scanning
Organized layouts built to manage large volumes of data
This dashboard became the core of daily operations
Manage your entire operation from one centralized dashboard. Track proposals, signed deals, active projects, and revenue in real time to stay in control. Identify opportunities, follow up faster, and make confident decisions with complete visibility into your business performance.
Quoting & Job Management
Easily create impressive, dynamic quotes in minutes
Organize quotes as Draft, Active & Completed
Enable customers to review and sign quotes online
Allow customers to request changes from the quote
Track your job progress for the signed quotes
Transform customer messages into complete quotes automatically using our intelligent AI-powered quoting engine.
Email & SMS with smart templates
Email Templates:
Personalize emails using dynamic tags for customer, project, and links
Preview messages in real time before sending it to the customer
Separate system notifications from custom scripted communications
Maintain brand consistency while enabling scalable customization
SMS Templates:
Compose SMS within carrier character limits automatically
Calculate dynamic short-code length to prevent message overflow
Validate content instantly with live character and formatting feedback
Prevent delivery errors using built-in constraints and previews
Automate or manually send email and SMS to your customers. Send welcome messages, quote reminders, and job updates. Keep customers informed, reduce manual follow-ups, and ensure timely, consistent communication that moves projects forward faster.
User & Role Management
Create and give access to multiple users
Create roles: admin, project manager, and marketing
Control access to quotes, jobs, and system settings
Allow users to perform actions based on roles
Job handover from user to user
Control who can access and manage different parts of your operations using role-based permissions. Hand over jobs from user to user as it converts from lead to deal and projects.
Flexible Good, Better, Best Upgrade Options
Help customers choose options that match their needs and budget
Encourage upgrades through clear, easy comparison
Increase upsell revenue with transparent upgrade choices
Offer customers flexible Good, Better, and Best upgrade options directly within the quote. Help them easily compare value and select higher-tier packages that fit their needs. Increase customer satisfaction while naturally driving higher project value and upsell opportunities.
Mobile-Optimized Customer Experience
Allow customers to review and approve quotes quickly from any device
Enable instant signing or change requests without scrolling or confusion
Keep totals, key details, and actions visible at all times
Present upgrade options clearly to support faster decisions
Enable customers to review and sign contracts instantly online, eliminating delays and accelerating job approvals. Allow them to request changes directly from the quote, ensuring requirements stay accurate and up to date. Reduce back-and-forth communication, speed up decision-making, and move projects forward with confidence.
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