Workflows that send the follow-up so nobody has to remember to
Trigger emails or texts automatically when a stage changes or an estimate goes out, so a lead doesn't go cold waiting on a human to remember to follow up. Office texts and campaigns stay off personal phones.
Unlimited seats, with permissions that actually mean something
Assign roles with assigned-vs-all visibility, so an estimator sees their pipeline and a crew lead sees their jobs — not the whole company's numbers. Role simulation lets you check exactly what a login will see before you hand it out.
Templates so the office doesn't start from a blank document
Contract language, proposal sections, and document templates live in one library that every estimate and agreement can pull from. Update the wording once and every new job uses the current version.
