See what changes when your
entire workflow connects.
From lead capture to final payment — every capability below is built into one platform. No integrations to configure, no data to re-enter, no tools to switch between.
Everything your team needs.
Nothing they don't.
Lead Pipeline
Web forms, referrals, phone calls, ad campaigns — every lead lands in one place with source tracking. Automated follow-up keeps prospects warm while your team is out on installs.
CPQ Quoting
Configure products at the kitchen table with real supplier pricing, product rules, and margin visibility. The customer sees the price update live. You close before you leave.
Proposals & E-Signature
Turn any quote into a branded proposal with site photos, itemized pricing, and electronic signature. Send it to the customer's phone before your competitor sends a follow-up email.
Deposits & Payments
The customer signs, the deposit processes through Stripe, and the receipt goes out — all in one flow. No separate invoice tool. No chasing checks. Cash in your account today.
Supplier Orders
One click turns a signed quote into a purchase order with every measurement, option, and spec attached. No midnight portal sessions. No transcription errors.
Scheduling & Service
Schedule installs around material arrival and crew availability. When the customer calls back for service two years later, their entire history is already there.
Your suppliers' pricing.
Live in every quote.
We load pricing matrices, product rules, and configuration logic directly from your manufacturers. When they update a price sheet or add a new fabric, your quotes reflect it automatically. Your salespeople quote with full confidence on-site — no callbacks to the office, no stale spreadsheets.
Every lead, every deal —
visible at a glance.
Your pipeline stages match how you actually sell — appointments, measurements, deposits, supplier orders, installs. Not abstract stages borrowed from a SaaS sales playbook. Know exactly where every deal stands without asking anyone.
Drag-and-drop Kanban built for dealers
See every lead and deal in a visual pipeline that maps to your actual workflow. Filter by rep, source, or date. Know your pipeline value at a glance — not after a spreadsheet exercise.
No lead goes cold while you're on an install
Tasks, reminders, call logs, and email tracking keep every prospect moving. Automated follow-up runs in the background so your busy season doesn't mean lost leads.
Make decisions from data, not gut feel
Pipeline value, close rates by rep, lead source ROI, average deal size — all updated in real time. See what's working and where deals are stalling.
Signed, deposited, and won —
before you leave the driveway.
Send a branded proposal from the job site. The homeowner opens it on their phone, reviews the scope, signs electronically, and pays the deposit — all in one flow. The money hits your account while you're packing up the ladder.
The sale is just the beginning.
We don't stop there.
Deposit collected? Push the supplier order with one click. Materials arriving? Schedule the install. Customer calls back two years later? Pull up the original deal, specs, and payment history in seconds. Everything stays connected.
Signed quote becomes a PO — no retyping
Every measurement, option, and spec flows from the quote into a supplier purchase order with one click. Your evenings stop being data-entry sessions.
Installs scheduled around what's real
Material arrival dates, crew capacity, and customer availability — all visible in one view. Automated reminders reduce no-shows and wasted mornings.
Customer calls back? You already know the history
Service tickets link back to the original deal, specs, and payment history. Track labor, parts, and create invoices — all without digging through old emails.
Your crew shows up with everything they need
Work orders include installation specs, site photos, measurements, and customer notes. No mid-install calls to the office for missing details.
Connected to the tools
you already use.
Payments, calendar events, and accounting entries move between systems automatically. No copy-paste. No double-entry. No end-of-month reconciliation because someone forgot to log an invoice.
Deposits, final payments, and refunds — all processed directly from proposals. Automatic receipts and sales tax calculated by Stripe Tax based on the job address. No separate payment tool.
Install appointments sync to your team's calendars automatically. Customers get confirmation emails and reminders — reducing no-shows without your office making calls.
Invoices, payments, and customer records flow to QuickBooks without anyone touching them. Your bookkeeper sees clean, reconciled data at month end.
Proposal emails, appointment reminders, and follow-up sequences run automatically. Open tracking shows you the moment a customer reads your proposal — so you know when to call.
Same team. Same customers.
Completely different output.
When quoting, payments, ordering, and scheduling all connect, the results compound. Here's what dealers see after switching.
More quotes per day
On-site CPQ replaces desk-bound spreadsheet quoting. Your salespeople fit more appointments into every day — and close more of them before leaving.
Same-day deposits
Proposals with built-in e-signature and Stripe payment eliminate the waiting game. The deposit processes while the customer is still excited.
Hours re-typing orders
The quote already has every spec. One click turns it into a supplier PO. Your evenings go back to being evenings.
30 minutes. Your products.
Your workflow. Live.
We'll walk through the full platform using your actual supplier catalog and pricing. You'll see exactly how it fits your business before you commit to anything.
Book Your Demo Free · No commitment · Uses your real product catalog