Platform
End-to-end, no duplicate entry.
Every module shares one data model, from the first lead to the final warranty registration.
CRM & lead pipeline
Capture leads from calls, web, canvassing and ads.
- Stage-based pipeline
- Source attribution & CAC
- AI follow-up drafts
Estimating & proposals
Margin-locked estimates built from live distributor pricing.
- Line items by SQ / RL / LF
- Target margin calculator
- Good-better-best options
Production management
Job boards, crew scheduling and progress tracking.
- Kanban by stage
- Crew utilization
- Photo documentation
Insurance & supplements
Track claims and recover the 35–50% carriers often miss.
- Xactimate ESX workflow
- AI supplement justifications
- Code-upgrade detection
Procurement
Order directly from ABC Supply, QXO and SRS.
- Branch-specific pricing
- Electronic ordering
- Delivery tracking
Manufacturer warranties
Keep GAF Golden Pledge and OC Platinum eligibility airtight.
- Full-system compliance checks
- Registration reminders
Business intelligence
Strategic, operational and tactical dashboards by role.
- Gross margin, CAC, CLTV
- Open invoices & pipeline
- Annotated trends
Scheduling
Weather-aware scheduling for inspections and installs.
- Hail & wind alerts
- Route-optimized days