Platform Overview
Everything your service company needs. Communication first.
Most platforms bury messaging behind a tab. We built the entire platform around it — so your customers always know what's happening.
Communication Core
SMS & Real-Time Messaging
Text your customers directly from the platform. Every message is tied to the project — no more scrolling through personal texts to find a conversation.
- ✓Two-way SMS tied to each project
- ✓Message templates for common updates
- ✓Automated status notifications
- ✓Full conversation history per customer
- ✓Team-visible threads — anyone on the crew can pick up where you left off
Photo & Document Sharing
Snap a photo on the job site and it's instantly shared with the customer. Before-and-after galleries, progress shots, inspection reports — all in one place.
- ✓Upload from phone camera or gallery
- ✓Automatic project attachment
- ✓Customer-visible photo timeline
- ✓Document sharing (PDFs, contracts, permits)
- ✓Photo annotations and notes
Estimates Delivered, Not Just Created
Build a professional estimate, send it via SMS or email, and let the customer approve it online. No printing, no chasing, no phone tag.
- ✓Professional estimate builder with line items
- ✓Send via SMS or email with one click
- ✓Online approval with e-signature
- ✓Automatic follow-up reminders
- ✓Convert to invoice instantly on approval
Customer Onboarding
Every customer gets access to a branded portal where they can view project status, photos, invoices, and messages — without downloading an app.
- ✓Automatic portal invitation on project creation
- ✓Branded experience with your logo and colors
- ✓Self-service invoice viewing and payment
- ✓Real-time project status visibility
- ✓Two-way messaging from the portal
Full Toolkit
And everything else you need to run the business
Project management, CRM, invoicing, crew scheduling, analytics — all included.
Project Management
Track every job from lead to final payment with custom workflows, milestones, and full audit trails.
CRM & Sales Pipeline
Manage leads, contacts, and your sales pipeline with automated follow-ups and source tracking.
Crew Scheduling
Assign crews, manage availability, and keep your field team organized with a shared calendar.
Estimates & Invoicing
Create estimates, convert to invoices, collect payments via Stripe. Partial payments and reminders included.
Customer Portal
A branded self-service portal where customers view status, pay invoices, and message your team.
Weather Integration
Real-time weather data tied to job locations. Plan around the forecast and log weather-related delays.
Reports & Analytics
Revenue tracking, crew productivity, pipeline health, and custom reports — all in one dashboard.
Multi-Company Support
Run multiple service companies from one login. Each gets its own workspace, team, and branding.
Integrations
Stripe, QuickBooks, EagleView, Google Calendar, and more. Your data stays in sync across tools.
Data Security
Isolated tenant databases, encrypted at rest and in transit, with role-based access controls.