For the sales rep in the field
- Canvassing map with territories, knock history and street view
- Tap a house to capture the lead with the address already filled in
- Order or enter the measurement, price it, and present options on the spot
- Homeowner signs on their own phone; the signed PDF lands on the deal
- Take job photos from the phone, tagged to the right job automatically
For the owner and the office
- Lead ownership rules so nobody poaches a rep's lead
- Rep activity scorecard over 7, 30 or 90 days — who is working leads and who isn't
- Insurance pipeline with adjuster meetings, scope, supplements and ACV/RCV
- Every signed proposal emailed automatically to the rep, admins and owners
- Job costing, pipeline volume and leaderboards in one reports page
For the crews and subs
Send an expiring, revocable job link. The sub opens it on a phone and sees the scope of work, the measurements, the material list and an upload button — never your pricing, your margin, the claim, or another job. Those links are free and unlimited.
Roles and permissions
Owners, admins, office staff, sales reps and door knockers each get their own level of access, so a knocker never sees your margin and a rep never sees another rep's leads unless you allow it.