The Power Tools Behind the Board.
Email tracking, data exports, morning briefings, and AI assistance. The tools that make you look like a company of ten.
Start Free — 14 DaysEvery Email. Tracked.
Stop guessing if your quote went through or your reminder got delivered. Every email you send — quotes, schedule confirmations, payment reminders — lives on a dedicated outbox page. Full transparency on everything that left your system.
Torres Roofing
Quote #4402 — $7,950
Kim Gutters
Schedule Confirmed — Apr 13
Apex Fencing
Payment Reminder — $3,100
Martinez Siding
Quote #4398 — $5,200
Your Data. Your Rules.
We don't hold your data hostage. Export everything to CSV anytime — leads, quotes, payments, contacts. Use it in Excel, Google Sheets, or whatever you want. Bulk-edit from the table view for lightning-fast updates.
| Client | Category | Value |
|---|---|---|
| Torres Roofing | Roofing | $7,950 |
| Kim Gutters | Gutters | $2,400 |
| Martinez Siding | Siding | $5,200 |
| ProClean Services | Cleaning | $1,800 |
Daily Digest
6:00 AM · Every Morning
Wake Up Ready. Every Morning.
Every morning at 6:00 AM you get an email with your full daily briefing. Jobs scheduled today, quotes waiting for approval, payments due, and new leads that came in overnight. Coffee in hand, game plan ready, before your boots hit the floor.
Available on Pro plan
AI That Helps. Not Replaces.
Get AI-generated project briefs for your crew and use the AI chat assistant to ask questions about your pipeline. The AI quote generator helps you draft estimates faster — it's a powerful co-pilot, not a replacement for your expertise.
Honest note: Our AI tools are helpful but not perfect. They speed up your workflow — they don't run your business for you. We'll never oversell this.
Available on Pro plan
Scope
Full roof replacement — 30 sq architectural shingles, tear-off existing, new underlayment and flashing. Customer reported storm damage with leaks in master bedroom.
Key Details
2-story colonial, steep pitch. Roof age 15+ years. Customer prefers morning start times. Photos show 3 areas of missing shingles.
Estimated Value
$7,950 — based on similar jobs in your pipeline
Work Smarter. Not Harder.
Email tracking, daily briefings, data exports, and AI assistance — all built in. No add-ons. No extra fees on the Pro plan.
Start Free — 14 Days14-day free trial · Cancel anytime