Admin

Full system oversight and configuration control at your fingertips.
  • User Role Management – Create, edit, or disable user access across roles.
  • Inventory & Resource Controls – View, adjust, or reorder inventory company-wide.
  • Settings & Integrations – Configure policies, branding, warranty details, and QuickBooks/API sync.
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Sales

Sell smarter with tools built for
conversion and customer insight.
  • Proposal Builder – Quickly generate polished, branded proposals with upsell options.
  • Lead & Opportunity Tracking – Manage prospects with CRM-style win/loss analysis.
  • Bundle Comparison Tool – Present high-end vs. budget builds to clients visually.
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Project Manager

Plan, assign, and execute with total visibility into your team's workload.
  • Project Timeline (Gantt View) – Manage schedules, task dependencies, and milestones.
  • Inventory & Task Sync – View real-time product availability alongside project phases.
  • Assign Installers & Track Progress – Match installers to jobs and follow daily logs.
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Installer

Your schedule, tasks, and tools—streamlined for the field.
  • Assigned Job List – View all current and upcoming installs by date and location.
  • Daily Log Submissions – Quickly upload notes - complete with attached images and markup, hours, and job status updates.
  • Checklist View – Clear task-by-task tracking for each assigned project.
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Customer

Clarity, communication, and peace of
mind through every step
  • Proposal & Invoice Access – Review quotes, approve jobs, and track billing.
  • Project Progress Overview – See status updates, delivery timing, and install dates.
  • Secure Messaging – Communicate directly with your sales, project manager or installer.
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