Lead2ProjectFrom first call to paid in full.
Every job on one board. Quotes from your templates, jobs on the calendar, and every deposit and payment tracked, without a spreadsheet.
Every job. One screen.
No more texts, sticky notes and a calendar in your head. Every request and job lives in one place, and you pick how to look at it.
- Card view: every job at a glance
- Table view: sort, filter and bulk-update jobs
- Calendar view: see what is scheduled when
- Board view: drag jobs from stage to stage (desktop)
- New requests flagged as they come in
Cards
Status, amount and date on every job.
Table
Sort, filter and update many at once.
Calendar
Your week, 5 or 7 days.
Board
Drag a job to its next stage.
A professional quote in a minute.
Stop texting estimates from your personal phone at 9 PM. Load your price template for the service, adjust it, and send a clean quote with the deposit already on it.
- Price templates for each service you offer
- Deposit set per service, percent or flat
- Branded email with your logo and colorsPro
- Customer accepts or declines onlinePro
- Every quote you send saved in your outboxPro
Put it on the calendar. Let the customer know.
Pick the date and time right on the job, assign someone from your crew, and send the customer their confirmation in one click.
- Date, time and crew member on every job
- Week view with 5 or 7 days, add jobs right on a day
- Move a job to another day in a few taps
- Jobs move to In Progress on their scheduled day
- One-click schedule email to the customerPro
Stop chasing checks.
Collect the deposit before you buy materials, then the balance when the job is done. Card, cash or check, everything lands in one place.
Card payments
Customers pay deposits and balances by card through Stripe.
Invoices & reminders
Email the invoice with a pay link, and send a reminder in one click.
Mark paid
Record cash, check, Venmo or Zelle and the balance updates.
Receipts sent
Customers get a receipt for every payment, plus the final invoice PDF.
One dashboard. Every stage.
Your stages
Add, rename and reorder stages to match how you work.
Moves on its own
Accepted quotes and scheduled days move jobs forward for you.
Your crew
Assign jobs and control what each team member can see.
Plus a morning digest of your day Pro
Your whole operation. One login.
Stop juggling texts, notebooks and a spreadsheet.
Free plan available · Cancel anytime