Run Your Installation Business. Powered by AI.

Estimate Builder (Good/Better/Best)

Create tiered estimates with parts, labor, and pricing options. Send for customer approval and convert to work orders with one click.

Checklist Execution

Step-by-step checklists on work orders with checkboxes, notes per step, photo upload, and progress tracking -- mobile-optimized.

Customer Portal

Customers view appointments, work orders, estimates, invoices, and payment links from a branded self-service portal.

Before/After Photo Capture

Technicians capture photos with before/after designation, captions, and timestamps -- linked to specific work order steps.

Pricebook & Flat-Rate Pricing

Material + labor components with good/better/best tier options. Auto-populate estimates from pricebook items.

Service Agreements & Memberships

Recurring service plans with auto-scheduled visits, auto-billing via Invoicing, membership discount tiers, and renewal tracking.

Visual Sales Pipeline

See your entire sales process at a glance with customizable pipeline stages. Drag and drop deals between stages, set deal values, and forecast revenue with confidence.

• Unlimited custom pipeline stages
• Drag-and-drop deal management
• Weighted revenue forecasting
• Pipeline velocity tracking

360-Degree Contact View

Every interaction, email, call, and note in a single timeline. Know your customers deeply and never ask them to repeat themselves.

• Unified activity timeline
• Email and call tracking
• Custom fields and tags
• Company and contact hierarchies

Sales Automation & Workflows

Automate repetitive tasks so your team focuses on selling. From lead assignment to follow-up sequences, let automation handle the busywork.

• Auto lead assignment rules
• Drip email sequences
• Task creation triggers
• Deal stage automation

Reports & Analytics

Track team performance, pipeline health, and revenue trends with real-time dashboards and custom reports.

• Sales performance dashboards
• Custom report builder
• Win/loss analysis
• Team leaderboards

Estimates & Quotes

Create professional estimates, send for client approval, and convert to invoices with one click -- preserving every line item.

Recurring Invoices & Stripe Subscriptions

Auto-generate invoices on schedule with Stripe subscription sync, next-due tracking, and generation history.

Credit Notes & Retainers

Issue credit notes linked to invoices, track customer credit balances, and manage retainer deposits with auto-apply.

Late Fees & Payment Reminders

Auto-calculate late fees (flat or %) after configurable grace periods and send automated payment reminders.

Time-to-Invoice

Pull Time Tracker entries by project and date range, group by client, and generate invoices with billable rates in one click.

Payment Plans & Installments

Split invoices into installment schedules with auto-generated reminders and Stripe auto-charge per payment.

Stock Tracking

View recorded stock levels, low-stock alerts, and product reorder settings.

Stock Consistency Report

Administrators can inspect bounded, read-only snapshots for differences between product, location, and reservation records. Scan limits and unknown values are shown explicitly; no automatic stock repair is performed.

Legacy Stock-Accounting Evidence

Authorized Inventory and Accounting users can inspect read-only legacy COGS evidence; stock-bill evidence also requires Purchasing access. Coverage limits and contradictions are separate from historical completion, which remains unverified. No automatic posting or balance repair is performed.

Multi-Warehouse

Manage inventory across multiple warehouses and locations.

Barcode Labels

Print product barcode labels with export permission. Scanner-driven stock counting is not yet available.

Purchase Orders

Create and track purchase orders with supplier management.

Custom AI Agents

Create purpose-built agents with configurable roles, system prompts, and autonomy levels -- from fully assisted to fully autonomous.

Pre-Built Agent Templates

Launch in seconds with ready-made Sales, Marketing, Support, Developer, Finance, HR, and Operations agents.

Phone & SMS Channels

Attach a number and your agent answers inbound calls and texts -- conversing naturally and acting with its full toolset (booking, CRM, tickets), not just talking. Runs on the Communications add-on.

Shareable Web Chat Link

Publish any agent to a public link anyone can open -- add it to your site as a 24/7 support rep or sales concierge that answers, qualifies, and books, no login required. No add-on; priced like your regular AI Assistant chats.

Messaging App Channels

Bring the same agent to WhatsApp, Messenger, Telegram, Slack, and Discord -- it answers and takes action with its full toolset right where your customers and team already chat. Metered by AI credits per reply, no add-on.

40+ App Tool Integrations

Agents read and write data across CRM, Invoicing, Projects, Helpdesk, and every installed app with scoped CRUD tools.