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Have a look around the whole thing.

This is the real product running on an invented company. Click anything. Nothing you do here is saved, sent, or charged, and no one is emailed about it.

Start to finish, on one job.

Suncoast Trade Group is re-roofing Priya Natarajan’s cottage in Sarasota. She is on the pipeline, in the customer list, on the permit and in the proposals ledger, so you can follow the same job across every screen.

  1. You build the proposal

    Two packages off your price book and a measured takeoff, with the margin on every line while you work.

    Open the proposal

  2. Your customer opens it

    Your logo, your colours, the packages side by side, and a signature they can give from a phone.

    See the customer's copy

  3. They keep a page of their own

    Proposals, invoices, permit documents and job photos, in one private link that stays current.

    Open the customer view

Or go straight to a screen.

Every screen below is the one your crew and your office would actually use, with the company’s own records on it. Each one opens with a strip of things you can make happen: take a lead, win a bid, move a permit along, sign the proposal. Press Show me around at the bottom of any screen and the tour points at the real control, step by step, and Menu at the top takes you back to any of it.

The morning screenWhat is due today, which jobs the weather is about to touch, and the one thing worth doing first.The pipelineEvery lead, active job and closeout on one board, with the money and the trade on each card.Proposals, start to finishBuild the options and watch them get opened — then see the same document the way the customer sees it.Permits and the review clockWhich authority has the filing, what stage it is at, and how long the county has been holding it.The customer recordOne record per property owner, with every job, proposal and message attached to it.What your customer seesThe private page a homeowner opens: their proposals, their invoices, their photos. No login to build.Ask FloriFlori answers how the product works and drafts the customer email you were putting off.

Bring your first job over.

The trial creates your company with no card. If you would rather be shown around by a person first, ask for a walkthrough instead.

Start the 14-day trialGet a walkthrough