Create and send digital estimates, proposals, and contracts. Automate financing and payment capture. Enable e-signatures for documents. Access a resource center for sales tools. Integrate with existing CRM systems.
Track and measure roof dimensions using a sketch tool and positioning features. Preview roofs on maps or import images/blueprints. Save measurements and label lines. Take and save photos for documentation.
Organize projects by splitting into tasks with start and due dates. Assign tasks to team members and upload files. Track progress through comments and mention team members.
Create, browse, and manage tasks, subtasks, and milestones. Assign and reassign team members. Search tasks with filters. Communicate via discussions and task comments. Access and collaborate on project documents in real time.
Manage projects and sites with organized task tracking and location hierarchy. Log , conduct inspections, and create punch lists. Monitor progress and streamline workflows for improved supervision and efficiency.