1. The Lead Arrives
Leads live in Pipeline. They come in by hand, from your estimate request form, from other lead sources, or from a call. If you run several markets, the lead routes to the right one from the job site's ZIP code.
Pipeline gives you lenses on the same leads: a Board to drag deals through stages, a List to scan and filter, and Work the list, which ranks every pending follow-up by urgency so the hottest one is always on top.
- Board, List and Work the list: one set of leads.
- Leads geo-route to the market that covers the job site ZIP.
- Follow-up dates keep deals from going quiet.
- Convert when it's real work — the customer inherits the lead's history.
2. Measure The Work
Every measurement is born inside a real job, so the drawing is attached to the work from the first line you draw. Start the job from the customer, then measure it — grid, sketch, elevation, or drafting, whatever the trade needs.
Tag what you measure. Tags carry categories, and categories are what turn a drawing into quantities later, so tagging as you go is what makes the estimate fast.
- Drawings belong to jobs — there is no loose scratchpad.
- Tag categories are the bridge from canvas to price.
- Photos, notes, and documents attach to the same job.
3. Takeoff Turns Drawing Into Quantities
Open Takeoff on the drawing. It totals each tag category in its own unit — square feet, linear feet, or each — and applies the waste factor you've set per product, so the numbers you carry into the estimate are the numbers you'd actually order.
A coverage checklist tells you what's still unmeasured. When it's clean, Create Estimate carries the whole takeoff across.
- Totals by category in SF / LF / EA.
- Waste is applied per product, not guessed at the end.
- The coverage checklist catches what you forgot to measure.
4. Price It
The estimate is one document that changes name as it moves: a Proposal while you price and send it, and the Contract the moment it's signed. Line rates come from your price book, which is scoped per market so a job in one city can price differently than the same job in another.
Assemblies let you drop a whole bundle — a window install with its trim, flashing, and labor — as one pick, and they scale off the takeoff. The margin cockpit shows your live margin as you edit, per line and overall, and the target solver works backwards from the margin you want to the price you need.
- Price book rates, scoped to the market.
- Assemblies expand into full line sets and scale off takeoff.
- Live margin per line and overall; the solver hits a target.
- The scope composer writes the customer-facing scope for you.
- Clauses, templates, photos with captions, and version history are all built in.
Margin figures are financials-gated — someone without financial access still builds and sends proposals, they just don't see the margin.
5. Get It Signed
Send the proposal and the customer signs what they saw — the same document, not a re-rendered copy. They can sign in the app with you at the table, or from a link on their own phone.
Signing is the pivot. Pricing locks, the document becomes the Contract and goes read-only, the payment schedule is created, and the deposit invoice is drafted. It is sent automatically only if you turned that on.
- What they see is what they sign.
- Sign at the table or by link.
- A signed contract cannot be edited.
- The deposit is drafted at signature.
6. Build It
The signed work becomes a job, and the job carries everything: the drawing, the crew, the schedule, the budget, the paperwork, and the message thread with the customer. Stages move it along — New, Proposal, Approved, Scheduled, In Progress, Punch List, Closeout, Completed.
The crew sees their own visits on Today and My Visits, built for a phone on a ladder. When it's time to order materials, the job's next move says Build the order.
When scope changes, write a change order first. An approved change order adjusts the contract total automatically; work done without one is work you did for free.
- Nine stages from New to Completed.
- Crew see their own visits on Today.
- The job's next move says when to build the order.
- Approved change orders adjust the contract total.
7. Bill And Collect
There is one billing door: you bill the job. What you've asked for is billed; what has arrived is collected — the two are never mixed, so the job's financials read as a clean waterfall from contract to invoiced to collected to margin.
Unpaid balances roll up in Money. Aging buckets show how old the money is, the collections worklist orders accounts worst-first, and each customer's balance rolls up across every job they have with you. Customers pay from their project page and the payment applies itself to the invoice.
Then ask for the review. A just-finished job shows up as Ask for the win on Today, with one tap to request it — the single marketing habit that compounds.
- Bill the job — one door, every time.
- Aging, a worst-first worklist, and promises to pay.
- Balances roll up per customer across all their jobs.
- Portal payments apply back automatically.
- Ask for the review while the work is still fresh.
Call the oldest past-due account first. One phone call collects more than ten reminder emails.