One column per stage
Each column shows its count and total. On a computer you drag a card to the next stage, on iPad and iPhone you pick the stage right on the card.
CRM
Every lead on one board. From the first call to paid.
Jobs sit in columns by stage, with value, tasks and contacts. You see at a glance where every roof stands and what comes next.
What you can do with the CRM.
What is stuck shows on the card
Pills show how many quotes belong to the job, whether the address is missing, what is overdue and which task blocks the next step.
Everything about the job in one place
One tap opens the job: details, tasks with due date and person, contacts, quotes, invoices and the full history.
Board, list or cards
Search and filter by stage, person or tag. In the list you change the stage, owner or tag for several jobs at once.
Your stages, your words
Rename, reorder or hide stages, or add your own. Finished jobs go to the archive and stay searchable.
How it works.
Log the lead
Name, address and contact, in a minute.
Attach the quote
The quote lives on the job, not in a folder.
Hand out tasks
With a due date and a person, so nothing stalls.
Follow it to paid
The card moves along until the invoice is paid.
Questions about the CRM.
Can we change the stages?
Yes. Admins rename, reorder and hide stages or add their own.
Does the board work on an iPad?
Yes. On iPad and iPhone you pick the stage on the card instead of dragging it.
Do you move our client list over?
Yes. We move clients, contacts and open jobs over before your first day, free.
See every lead on one board.
Leave your company name and email. We call you, load your old quotes, and you start the free 30 days with a full price memory.