Everything a contracting office runs, on one login
Menaia is an AI teammate with the run of the operation, not a CRM with a chatbot in the corner. Leads, estimates, schedules, invoices, payroll bonuses and phones: 44 capabilities, every one a record Meni reads and works.
Running a 5-to-20 person shop? Software for growing contractor teams.
The numbers come to you.
Meni watches the whole business and reports before you ask.
- Financial Insights
Real-time visibility into revenue, margins, and profitability per job, team, and branch.
- AI Insights
Sales overview with closing ratio, pipeline value, and revenue metrics, charted and ready to pin to your dashboard.
- AI-Generated Reports
Automated performance reports that tell a story, not just show numbers.
- AI Business Consultant
Ask questions, get answers from your own data.
- AI Ride-Alongs
Record client calls, get coaching insights, and auto-draft follow-up emails from every conversation.
- AI Call Center
Every call and text lands in one inbox with transcripts, summaries, and a Meni-drafted follow-up waiting for approval.
- Executive KPIs
The numbers that decide the week, pinned in one executive view across teams and branches.
Crews know where to be and what to bring.
Every shift, task, and piece of equipment sits on one calendar the whole company reads.
- Job Planner
Break work orders into plan days with item assignments, crew requests, and equipment needs.
- Time Tracking
Clock in and out of jobs, track breaks with SMS reminders, and approve shifts for payroll.
- Equipment and Vehicles
Track equipment and vehicles with calendar-based scheduling and double-booking prevention.
- Calendars and Scheduling
Day, week, and month views with user and job modes. Draft and publish shifts, schedule tasks, and track time off.
- Media Gallery
Upload photos, videos, and PDFs into organized project folders. Link files to proposals.
- Job Management
Work orders, tasks, and status from sold estimate to closed job, all on one record.
- Multi-Branch
One price book and workflow set across every branch, each with its own schedule and phone numbers.
Billing that chases itself.
Invoices go out from the estimate and reminders keep going until the money lands.
- Invoices
Create invoices from estimates or scratch, send payment links, and track status.
- Payment Collection
Collect online payments or record manual ones. Configure payment methods and financing terms per branch.
- Progressing Payments
Customize what you bill for and when. Send deposits and milestone invoices on your schedule.
- Payment Reminders
Configure automatic payment reminders so you never have to chase invoices manually.
- Financial Reports
Revenue, collections, and margin reports built from the same invoices and jobs your crews close.
- Integrations
QuickBooks, Stripe, and Zapier keep the books, payments, and your existing automations in sync.
From first call to signed proposal.
Leads land, get scored, and move through the same calculator that prints the proposal.
- Lead Management
Capture leads via API, score confidence, track sources with UTM attribution, and convert to clients automatically.
- CRM
Manage clients, properties, and projects. Contacts, job sites, and all related work in one place.
- Smart Estimates
A step-by-step calculator with your item catalog, pricing engine, and built-in inspection reports.
- Proposals
Generate proposals from estimates, share via secure magic links, and track signatures and change requests.
- Smart Lead Routing
Route leads to the best salesperson based on availability, skills, and region.
- Dynamic Pricing
Automated pricing that watches your team's availability and adjusts rates.
- Leads and Pipeline
Every lead in a pipeline with source, owner, and confidence, moving toward a signed proposal.
- Lost Lead Recovery
Meni watches leads that went cold and drafts the follow-up to bring them back.
- Inspection Reports
Capture site conditions on the estimate so the proposal carries the proof.
People play harder when they can see the score.
Bonuses, reviews, and leaderboards run off the same jobs the crews already closed.
- Groups
Celebrate wins, share updates, and keep your team connected across every branch.
- Notifications
In-app, email, and SMS alerts for schedule changes, proposal activity, shift reminders, and job updates.
- My Wallet
Bonus payouts from closed jobs appear instantly. Filter by type, date, or view your full earning history.
- Performance and Leaderboards
Crew and sales leaderboards with medal badges, color-coded metrics, and configurable time periods.
- Leaderboards
Crew and sales rankings with badges and configurable time periods.
- Gamification
Challenges and XP that turn daily execution into a game crews want to win.
- Bonuses and Crew Wallet
Bonuses computed from closed jobs land in each crew member’s wallet automatically.
- Crew Wallet for Sales
Sales payouts and earning history in one wallet, filtered by type and date.
- Commission Transparency
Every rep sees how commission is earned and what a deal pays before it closes.
- Team Management
Role-based access so a branch manager runs their location and owners see everything.
- Team Feed and Engagement
Wins, updates, and shout-outs keep every branch connected.
If it does not exist yet, we build it.
Ask Meni a question it has not seen, or ask our team for a report only you need.
- Custom Features
We meet with you, hear what you need, and build it out with our in-house development team.
- Custom Reports
Get reports built around the exact metrics that matter to your business.
- Custom Forms
Drag-and-drop form builder with text, dropdowns, checkboxes, dates, and media uploads. Scoped to projects.
- Evolving Weekly
New capability ships every week, informed by what operators actually ask for.
What buyers ask before they switch
Is every feature in every plan?
Plans stack. Core has everything in Starter, Pro has everything in Core. What changes is seats and the monthly token allowance.
See pricing →What gets metered?
Meni and phone usage draw from your token allowance at 1 token = 1 cent. Business tools, the CRM, scheduling, invoicing, and reports are never metered.
Do we have to rip out our current tools on day one?
No. Menaia connects to QuickBooks Online, Stripe, and Zapier, so the books, payments, and your existing automations keep running while you move over.
See the integrations →Can you build something specific to how we run?
Yes. We have an in-house development team that scopes and builds custom features for the way your company works.
See custom features →See it on your own numbers.
Thirty minutes with someone who ran crews. Bring a real estimate and a real week of calls.
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