Clients, properties, and projects in one place.
Manage every customer relationship from first contact through completed work. Clients, properties, and projects stay connected so your team always has the full picture.
How it works
When a lead converts, the system creates a client profile, a property record, and a project automatically. From there, create estimates, send proposals, schedule jobs, and upload media all organized under the project. Each property captures job-site details like type, parking, hazards, and access notes so crews know what to expect before they arrive.
Key benefits
- Client profiles with full history
- Properties with rich detail
- Projects organize everything
- Automatic creation from leads
Frequently asked questions
Explore more features
AI Business Consultant
Ask questions in plain English and get answers from your data. Plus AI-enhanced proposal emails and crew notes.
Time Tracking
Clock in and out, track breaks with SMS reminders, and approve shifts for payroll.
Performance & Leaderboards
Crew and sales leaderboards with medal badges and configurable time periods.
