For home services

Most tools know files.
This one knows the job.

One job number carries the sale, the contract, the measure, the install and the books. Nobody retypes anything, and nobody is doing paperwork at 9 p.m.

Built inside a working window-coverings company — 30+ employees, $10M in revenue, installing every week.

Why this exists

You've said one of these out loud this month.

“Quoting one appointment takes an hour, re-typing every size.”
Sizes and options go in once. Never retyped across shutters, rollers and honeycombs.
“My field pricing is days out of date.”
Live vendor catalogs inside the quoting tool — penny-accurate against real invoices.
“I'm still doing paperwork at 9 p.m.”
Documents classify themselves, file themselves, and land on the right job.
The platform

Pick a job. See the actual screen.

Not a feature grid — the software. Click through a real day in the shop.

Every module does one of two things: puts margin back in your business, or gives you time back. Each one below says which.

Margin

A quote you can build in the driveway

Real vendor catalogs live inside the tool — not a price sheet you maintain by hand. Sizes and options are entered once and carry through every product line.

Build a twelve-window quote in seconds — and watch the total match the vendor invoice to the penny.
Quote #4471 — Sample Homeowner12 OPENINGS
ShuttersRollersHoneycomb
Living room · 3 openings · plantation$2,340.00
Kitchen · 2 openings · roller$812.00
Bedrooms · 7 openings · honeycomb$3,199.00
Measure & install$940.00
Quote total$7,291.00
Time

Signed — and it files itself back

Send any document or saved template. Signature fields are proposed automatically, the customer signs from email with identity verification and a completion certificate.

No downloading. No re-uploading. The signed PDF lands on the job by itself.
Job 4471 — documentsALL FILED
Agreement — signed by homeownerFILED
Completion certificateFILED
Measure sheet — red-pen markupFILED
Vendor confirmation — auto-matchedFILED
Time

Booking a visit is what dispatches the crew

Real visit types — measure visits, install visits — on a calendar that doesn't just record the work. The schedule drives the day, and the right forms ride along with it.

Book a measure visit and it's already on the installer's phone, with the forms attached.
Week of Mar 10 — dispatch2 CREWS
Mon · Measure — Sample HomeownerCrew A · 9:00 AM
Tue · Install — Oakview jobCrew B · 8:00 AM
Wed · Service call — RiversideCrew A · 1:00 PM
Thu · Install — Sample HomeownerCrew A · 8:00 AM
Time

The field crew's day, structured

Job-day outcome reports — done, partial, didn't happen and why. Red-pen measurement markup on the actual spec sheets, customer sign-off on the device, photos attached to the live job.

Your tech marks final measurements in red, the customer signs with a finger, and the office watches it land.
Daily form — Crew A, ThursdaySUBMITTED 4:12 PM
Job outcomeComplete
Openings installed12 of 12
Measurement markup3 pages · red pen
Customer sign-offSigned on device
Photos attached8
Time

Documents that read themselves

Whatever a rep uploads — any filename, any order — gets classified automatically. The system works out the document type, extracts the data and pre-fills the entries, so your office verifies instead of retypes.

Drop a messy pile of PDFs on a job and watch the type, customer and contract number appear on their own.
Inbox — 6 documents droppedAUTO-CLASSIFIED
scan_0043.pdf  →  Vendor confirmation · Job 4471MATCHED
IMG_2210.pdf  →  Signed agreement · Job 4471MATCHED
untitled(3).pdf  →  Change order · Job 4462MATCHED
Contract numbers mintedAutomatic · no duplicates
One job identity

From first call to final walkthrough.

The sale becomes the contract, the contract becomes the measure visit, the measure becomes the order, the install, and the books. One job number carries every document and every payment.

01
Lead → CRM
The deal, captured — with the conversation attached.
02
Build the quote
Penny-accurate, in the driveway, from live catalogs.
03
E-sign
Signed copy files itself back onto the job.
04
Schedule the install
Booking the visit is what dispatches the crew.
05
Field & books
Forms, sign-off, photos — then the money side closes.
Try it before you talk to us

Call our demo shop.
Try to catch it being a robot.

Our A.I. receptionist answers every call — nights, weekends, overflow. Ask for a quote on shutters. Try to book an estimate. It books.

The demo shop
Trained on one shop's services and pricing — exactly the way yours would be. It's a demo business we invented, not a customer.

Replaced a $1,200-a-month answering service at one of our own companies.

The growth engine · à la carte

Lead generation is the thing everyone asks for — and advice isn't help.

These aren't social-media tips or a to-do list. We run it for you. Stack any of them on any plan — flat per month, no contracts, pause or remove with 30 days' notice.

VOIP phone system
$199 / mo
Cloud lines for the whole shop. Unlimited calls, routing, recording. No per-seat fees.
A.I. receptionist
$199 / mo
Answers 24/7, books and qualifies, trained on your services and pricing.
A.I. web chat
$199 / mo
Captures leads after hours, hands warm conversations to dispatch by morning.
S.E.O. package
$199 / mo
Local SEO, service-area pages, Google Business Profile — and A.I. search optimization.
Paid ads, managed
from $299 / mo
Google and Meta, built and optimized. Flat fee — never a percentage of spend.
Website, built & hosted
$1,500 + $199 / mo
A conversion-built site, maintained by us, so it never goes stale.
Pricing

Unlimited users. Never per seat.

Add an estimator, a dispatcher, the whole install crew — the bill doesn't move. Month-to-month, no contracts, no setup fees. Cancel whenever you want; we'd rather earn it every month than lock you into a year.

Core
$299 / mo
Solo op / 1–2 trucks
  • CRM & customer management
  • Quoting
  • Job records
  • Operational reporting
Growth
$449 / mo
Growing crew
  • Everything in Core
  • E-Sign
  • Scheduling
  • Daily forms
Pro
$649 / mo
Most popular
  • Everything in Growth
  • Customer support queue
  • Team chat
  • Priority support
Elite
$899 / mo
Flagship
  • Everything in Pro
  • Document automation
  • Full paperless workflow
  • Priority onboarding
  • Quarterly ops review
Let's talk
10+ locations

Running a multi-location operation, or moving years of history off another system? We'll scope it properly instead of guessing — including what a complex data migration actually takes.

Start the conversation →

All prices in USD, per month, with unlimited users on every plan. No annual contracts and no setup fees. Ad spend for managed campaigns is billed separately, at cost. VOIP hardware is sold separately and ships pre-configured. Complex data migration is quoted on its own.

Next step

Bring us the quote that took you an hour.

Thirty minutes, the real app, your own job. We'll rebuild it live and you can time us.