Operations
The core tools your team uses every day — leads, orders, jobs, CRM, and customer records.
Full lead lifecycle: capture, status, source tracking, follow-up, routing, activity timeline, and AI-drafted responses.
Manage customer orders, partner submissions, deposits, statuses, production updates, and job records.
Create jobs with auto job numbers (JOB-YYYY-NNN), track materials, calculate estimated profit, and link to invoices.
Build estimates with line items, send to customers, convert to invoices — all in one workflow.
Unified customer records connected to leads, orders, invoices, receipts, and communication history.
Complete audit trail of every action — lead status changes, order updates, user logins, and data modifications.
Automatic lead assignment rules, marketplace listings, pricing rules, and routing recommendations.
Pipeline view of every lead stage from capture to close, with stage counts and value tracking.
