Track projects, manage schedules, and boost productivity
Manage projects with real-time tracking, performance monitoring, and timeline visualization. Schedule employees efficiently with automated workflows and task assignments. Streamline communication and document sharing across teams.
Connect with clients, contractors, suppliers, and service providers. Post projects, send RFQs, and receive quotes instantly. Source building materials, manage projects, and verify company credentials.
Manage roofing projects with integrated tools for lead tracking, job quoting, invoicing, and scheduling. Send texts and make calls through a dedicated business line. Generate reports and monitor customer interactions within the platform.
Manage customer interactions with built-in communication tools. Create and send professional estimates and invoices with customizable pricing. Track project progress and manage client approvals digitally.
Record issues with annotated images, titles, assignees, and comments. Organize tasks into projects and track and client details. Share customizable PDF reports via email.
Manage client and contact information by adding, updating, and viewing details. Access pursuit data, firm details, and activity logs from anywhere. Share updates with team members in real time to track business development progress.
Create and send invoices instantly with team collaboration features. View and share invoices across multiple users and devices. Generate estimates and track payments. Customize templates and set recurring schedules.
Create legends with customizable color labels for phases, tandem breakers, and 3-pole breakers. Adjust legend size for printing on sleeves or door tape. Export as needed.
Answer calls, record conversations, and generate summaries
Answers missed calls with AI-generated summaries and transcripts. Provides actionable reminders from conversations. Offers call recordings for review. Acts as a professional that speaks in brand voice.
The app provides a comprehensive business toolkit for invoicing, receipt scanning, and mileage tracking. It also includes features for accounting, tax preparation, HR, inventory, and point of sale.
Client information, import contacts from your phone, and organize data with categories and filters. Set reminders for follow-ups and manage quotes, invoices, and deals with status tracking and task management.