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.
Automation you build on a canvas
A workflow is one sentence: when this happens, if these things are true, do that, maybe after a wait. You build it on a visual canvas: trigger, conditions, waits, branches, and actions.
Triggers cover estimates sent, viewed, accepted, or rejected; job status and progress; worksheet lines assigned or slipping; permits expiring; inspections; punch items; and bounced email. Actions send the email or text, create the task, change the status, assign the person, add the tag or the note. Draft workflows never run. Every run is logged.
Keep cost and margin off the sales screen
Sales sees the contract value and what has been collected. Internal cost and margin stay hidden. Crew see the work they are assigned and no financial figures. Subcontractors get their execution and field reporting tabs and nothing else.
Permissions come in All and Assigned versions. Simulate Role lets an admin look at the app exactly as that person will before saving the change.
