Pipeline that is the job list
Every job moves through Lead → Prospect → Approved → In progress → Completed → Closed, with stage value rolling up so you always know active and total pipeline. Advance a job by hand, or let an accepted estimate move it for you — the stage reflects reality instead of a sales team's memory.
Accounts hold the customer, not just the job
Customers, contacts, and properties live on the account, so the next estimate starts from real history instead of a blank CRM form. Multiple jobs at the same address or for the same homeowner stay connected — no re-entering the same contact three times a year.
Estimates that become the work
Build from a line-item library with sections, markup, tax, and live distributor pricing, plus optional AI price assist on your own API key. Send a branded PDF for e-sign, and an accepted estimate auto-advances the job and pulls straight into the worksheet — production doesn't rebuild the bid from scratch.
Contracts attached to the bid, not a separate binder
Attach a contract template to any estimate and collect the signature in the same send. The signed copy lands on the job, the account, and the customer portal automatically, so nobody hunts through email for the executed PDF at closeout.
Change orders stay on the job you already sold
Mid-job scope doesn't need a parallel change-order system. Price the add-on, send it for signature, and pull it into the worksheet the same way you did the original bid — contract value and budget update together.
