One app for the whole business. Built around your trade.
Quotes written from your real costs. Paperwork done for you. Every conversation in the job it belongs to. Jobs, invoicing, payments and your website — one place, speaking your trade.
Quotes written from your real costsInterac e-transfer, card payments and EFTGST/HST by province, done correctly
The work, done
Everything between “the phone rings” and “the invoice is paid.”
Not modules bolted together — one app, one thread per job, from the first email to the final payment.
The quote builder
Put your costs in. The quote writes itself.
Give it your numbers and it writes the labour, materials and line items — priced from your own catalog, not a generic list. The math is deterministic: the same inputs price the same way, every time.
Multi-option quotes with public approve/decline pages
Quote from the catalog at your real prices
Material takeoff — the crew gets the list straight off the quote
One thread per job
Every conversation, already in the job.
Email lands in the job. Texts land in the same thread. Portal messages, status changes, photos — the whole story in one place, not scattered across an inbox, a phone and a whiteboard.
Two-way email on the job record — reply from the job, not your inbox
Text messages in the same thread as the email
Each morning, the job’s brief is waiting — every fact linked to the message it came from
Client briefings — every email, text and status change, as it happens
Photograph a business card and the client is made
Site info before the crew arrives — gate codes, pets, parking
The brief reads the thread so you don’t have to
Paperwork
Inspection reports, warranties and O&M — done for you.
The documents that used to eat your evenings get written, branded and PDF’d in the app: warranty certificates, O&M manuals, inspection reports, closeout packages. Say “write it for me” and it does.
Branded documents on your letterhead
Warranty, O&M, inspection and closeout documents, written and PDF’d
Scan an emailed drawing or spec — it’s read down to what matters
“Write it for me” on every document
Spec sheets, MSDS and warranties onto any email in one click
Closeout packages, written and PDF’d
Documents live on the job they belong to
Automation
The follow-ups run themselves.
Invoices go out, reminders chase them, reviews get requested, quotes get followed up — on rules you set once. You see everything that fired, and everything that still needs a human, in one action list.
Automations for invoices, quotes, reviews, reminders and follow-ups
Overdue reminders with a Pay Now link
Rain moves in? Reschedule the day — the client-notify step is built in
The action list — everything that needs you, in one list
Six schedule views, including a map of the day
A morning briefing that already knows what’s priority
Nothing fires without your rules saying so
Personal to you
The app gets to know you.
Teach it your policies, your specialties, how you talk to clients — and everything it writes sounds like you wrote it. Drafts, summaries, documents: your voice, your standards, your way of doing the work.
Your own knowledge — policies and specialties, so it writes in your voice
Email drafts and client summaries that sound like you
A built-in assistant that knows the app and your numbers
Your policies and specialties, on file and used
It learns how you write, and writes that way
Smart quoting stays deterministic — it never does the math
Ask it anything about the app, or your numbers
Made for your trade
Premium tools that speak your trade.
A starter price list for your trade on day one. Product matching that finds the closest match in seconds and fires an RFQ to your suppliers. A visualizer that shows your products on the customer’s own photo — and a storefront to sell them.
Starter price list for your trade — browse and match
Product matching in seconds, RFQ straight to your suppliers
Visualizer on the customer’s own photo · storefront, by card
Masonry runs deepest today — a product library in the hundreds
Tap a wall, see the stone on it
Sell anything in your yard, on your site or in the portal