Estimates, Jobs & Completion
Good/Better/Best proposals, site assessments with condition ratings, job checklists, before/after photos with markup, a 7-step completion wizard, and digital signatures — all from your phone.
Estimate & Proposal Builder
5 featuresLine Item Estimates
Build estimates with individual line items, quantities, tax, and totals. Pull from your price book or enter custom items.
Good/Better/Best Proposals
Present tiered options so customers choose their comfort level. Average ticket sizes increase 20-40% with tier options.
Optional Line Items
Let customers toggle add-on services on or off. They see the price impact in real time and choose what fits their budget.
E-Signature Capture
Customers sign estimates right on your phone or tablet. Legally binding, timestamped, and audit-trailed.
Automated Follow-Up Reminders
Unsent or pending estimates get automatic follow-up reminders via email and SMS. Never lose a deal to forgetfulness.
Site Assessments
5 featuresFormal Assessment Workflow
Schedule an assessment visit, tech fills a structured form on-site, findings generate a quote automatically.
Condition Ratings
Rate findings as Good, Fair, Poor, or Critical. Visual indicators help customers understand urgency.
On-Site Measurements
Record dimensions, readings, levels, and other measurements directly in the assessment form.
Price Book Recommendations
Assessment findings auto-populate recommended services from your price book. One-click assessment-to-quote conversion.
Assessment History
Complete assessment history per property. Track how conditions change over time and identify proactive upsell opportunities.
Job Checklists & Forms
5 featuresCustomizable Checklists
Create checklists per service type with required items and photo requirements. Techs can't skip critical steps.
Pre-Built Templates
HVAC Service Report, Plumbing Inspection, Electrical Safety Audit, and General Service Report templates out of the box.
Custom Job Forms
Configurable fields: text, number, dropdown, checkbox, photo, and signature. Build forms for any workflow.
Before/After Photo Capture
Side-by-side photo comparison with camera integration. Document the problem and prove the solution visually.
Image Markup & Annotation
Pen, arrow, circle, and text overlay on photos. Point directly to the problem area — no verbal explanation needed.
Job Completion Wizard
5 features7-Step Completion Flow
Checklist → Photos → Summary → Signature → Rating → Invoice → Review. Every job closes out professionally in under 60 seconds.
Digital Signature Capture
Customer signs on the tech's device confirming work completion. Stored with the job record permanently.
Customer Satisfaction Rating
1-5 star rating captured at completion. Smart review suppression skips review requests for dissatisfied customers.
GPS-Verified Location
Job completion stamped with GPS coordinates. Proof that the tech was on-site when work was marked done.
Instant Invoice Generation
One tap creates an invoice from the completed job. Customer can pay before the tech leaves the property.
Win More Jobs With Tiered Proposals
Good/Better/Best options let customers choose their comfort level. Most pick the middle tier — and your average ticket increases by 20-40%.
Close Out Jobs in 60 Seconds
The completion wizard walks techs through checklist verification, photos, signature, rating, invoice, and review request — all before leaving the property.
Document Everything, Dispute Nothing
GPS-stamped photos, condition ratings, checklists, and customer signatures create an airtight record. Disputes become non-issues.