Customer Inquiry Management
This feature streamlines incoming work requests collected through online forms or email messages. Incoming customer details automatically generate organized client records within the system. Staff can immediately convert these captured inquiries into job estimates, formal quotes, or active work sheets without re-entering data, creating an efficient workflow from initial customer outreach to confirmed job booking.
Quoting and Estimating
Users can generate professional estimates and customized quotes from any mobile device or desktop computer using pre-built branded templates and custom visual themes. The tool imports vendor price lists and supports automated follow-up emails, enabling trade contractors to deliver detailed proposals quickly, respond to client requests promptly, and increase quote acceptance rates.
Staff Scheduling and Dispatching
The drag-and-drop scheduler gives dispatchers real-time visibility over staff locations and project assignments. Schedules can be viewed through grid layouts, horizontal timelines, or vertical planner views. Dispatchers can plan travel routes, assign technicians, send automated appointment notifications, and sync calendar entries with Google Calendar to keep all staff schedules aligned.
Job Tracking and Site Dashboards
Centralized job dashboards and interactive maps provide real-time visibility across active project sites. Field teams can record notes, upload photos, attach video clips, and maintain organized task lists with assigned due dates and color-coded priority flags. This centralizes project records, simplifies site management, and keeps office staff informed of job site progress.
Invoicing and Automated Payment Chasing
Contractors can build customized, branded invoices using flexible templates designed for various trade services. The software tracks when clients open invoice emails and delivers automated overdue payment reminders. Direct accounting connections with Xero and QuickBooks eliminate manual data entry by synchronizing billing data across systems automatically, saving administrative time.
SmartRead AI Bill Reader
SmartRead uses artificial intelligence to streamline expense tracking for trade contractors. Users take a photo of physical supplier invoices or upload digital bills, and the utility automatically extracts line items and financial values into the system. This removes double entry, avoids misplaced receipts, and assigns material expenses to active jobs accurately.
SmartWrite AI Text Generator
SmartWrite serves as an artificial intelligence text assistant that assists staff in drafting clear, professional customer communications and job descriptions. It automatically fixes spelling and grammar errors, cleans up text formatting, generates detailed descriptions from quote items, and modifies communication tone to match formal or friendly preferences.
Subcontractor Connections
The Connections tool allows contractors to manage external subcontractors without incurring extra costs. Primary users can send appointment invitations, communicate schedule changes, and share project details. Subcontractors receive free system access to review appointment information, accept or decline invitations, and maintain their profiles without purchasing additional software licenses.
Digital Timesheets and Time Tracking
Field technicians and office workers can record billable hours directly into digital timesheets using mobile devices or desktop computers. Time logs can be categorized by custom job types or work status, simplifying hours tracking across active sites. Collected timesheet entries transfer directly into customer invoices to ensure labor costs are billed accurately.
Instant Website Builder
The platform provides a simple web builder that allows trade contractors to create a customized business website within minutes. With a few clicks, trade service providers can establish a professional web presence, present their services to potential clients, and capture new customer inquiries that automatically flow into the platform.
Job Costing and Snapshot Analysis
Job costing capabilities allow business owners to track project profit margins by evaluating actual labor hours and material expenses against original project quotes. Visual snapshot analysis tools give managers quick access to financial performance metrics, helping trade businesses verify profitability on every project and make informed pricing decisions.
Purchase Orders and Supplier Price Lists
Contractors can construct branded purchase orders on mobile or desktop devices using customizable color schemes and design templates. The software imports supplier price lists directly, automatically inserting vendor pricing into estimates, quotes, jobs, purchase orders, and customer invoices to maintain accurate pricing across all business documentation.
