CRM
Every customer, every conversation, one record
Most contractor CRMs stop where the money starts. This one does not: the lead, the estimate, the job and the invoice all hang off the same contact, so you always know who is waiting on you and what they are worth.
01 — Contacts & pipeline
Know where every lead stands
A searchable contact list with tags and history, and a pipeline board that moves a job from request to paid. Quote requests that are not priced yet sit in Opportunities, tagged “needs contacted” or “needs measured” — two separate facts, tracked separately.
- Pipeline board from request through paid
- Opportunities list for unpriced requests
- Estimate numbers (EST-1042) and a lookup box
- Customer statements: billed, paid and owed, printable from each contact
- Import contacts and past jobs from a CSV
02 — Inbox
Texts and email on one thread
Every message with a customer lands on one thread against their record, whoever sent it. Ask for a “Catch me up” and the Lieutenant summarizes a long conversation so you can reply in seconds. Estimate emails can go out from your own Gmail mailbox.
- Text and email together, against the customer
- “Catch me up” conversation summaries
- Customer questions on an estimate arrive as an inbox message and a task
- Consent and opt-outs recorded, STOP honored
03 — Follow-up
Quotes that do not go quiet
Rehash shows the estimates worth another touch and logs each one. The Lieutenant drafts follow-ups for jobs gone quiet in your voice — drafted for you to send, never sent behind your back. Time-boxed offers can be attached to an estimate and applied at approval.
- Rehash queue of estimates worth another touch
- AI-drafted follow-ups for stale jobs, for your approval
- Optional time-limited offers applied at approval
- Price-held-until date stated in the estimate email
04 — Customer portal
Customers do the paperwork themselves
No account to create. The customer opens a link on their phone, sees your branding, approves and signs the estimate, picks a package, pays a deposit, and can book or move a visit, ask for a change, leave a review or refer a friend.
- Good / better / best packages with e-signature
- Book or move a visit, request a change
- Photos of the driveway shown on the estimate
- Street View of the property on estimates and jobs
- Reviews requested after payment clears — no rating gating
Also included
More for the front office
Mass email
Merge-field campaigns to your list or a slice of it by tag, stage or service, with preview, test send, unsubscribes and open and click tracking.
AI receptionist
Answers the calls you cannot take, books estimate visits and takes messages, with usage metered so there are no surprises.
Speed to lead
A new web lead triggers a fast response attempt, and leads that go unanswered escalate to a task.
Job readiness
Each unready job shows what is blocking it — address, crew, signed contract, deposit — on the dashboard and the job page.
Satellite measuring
Trace a driveway on satellite imagery and the square footage flows into the estimate.
Contact timeline
Every text, email, call, estimate, invoice, payment and job for a customer on one page, newest first.
Smart lists
Saved lists that update themselves: no estimate in 60 days, owes more than $500, last sealed three years ago, a city, or a custom field.
Duplicate cleanup
Finds probable duplicate contacts and merges them in one step, keeping every job, invoice and message, with an audit trail.
Custom fields
Add your own fields to contacts, jobs, invoices and estimates: text, number, date or a dropdown.
Follow-up results
See how each step of a follow-up sequence performs: sent, delivered, opened, clicked and replied.
Call tracking
A different number for each ad, so every lead is tagged with where it came from and you can see cost per lead.
Copy a setup
Agencies can copy sequences, services, templates and custom fields from one business into a new client.
Crew roles
Crew see the schedule and the job, not what the customer is charged.