Unified customer workspace Combines customers, jobs, appointments, estimates, measurements, files, and activity.
Job management Tracks active work, assignments, evidence, and progress from office to field.
Collaborative workflow board A configurable row-and-column board with attachments and live collaboration.
Role-aware task management Assigns, filters, updates, and authorizes work for office and field teams.
Real-time team presence Shows who is active in shared workspaces.
Operational activity timelines Presents changes, uploads, transitions, and decisions chronologically.
Customer photo-upload invitations Lets customers securely submit project photos without an account.
Inquiry intake and conversion Captures inquiries and converts qualified records into customers or jobs.
Quote request workflows Collects project requirements and routes requests into an internal queue.