Real-Time Performance Analytics
Know exactly how your business is performing — revenue, close rate, and profit — updated live as your team works. Available on mobile and desktop.
- Revenue Scoreboard: Total revenue, average job size, and close rate at a glance.
- Revenue by Job Type: Compare performance across retail and insurance work.
- Pipeline Breakdown: Visualize where every lead and job stands, company-wide.
- Company P&L: Track gross revenue, costs, commissions, and net profit in real time.
- Rep & Company Views: Filter by individual rep or year, or roll up across your whole team.
Field Canvassing & Measurement
Equip your door-to-door reps with satellite-powered roof measurement and territory planning. Measure roofs, generate instant quotes, and sync everything back to your CRM—all in the field.
- Territory Mapping: Satellite canvassing with GPS-pinned leads.
- Satellite Measurement: Auto-calculate roof area, pitch, and material needs.
- Instant Pricing: Generate accurate quotes on-site based on your pricing model.
- Real-Time Sync: All measurements and quotes immediately populate the CRM.
- Offline-Ready: Work offline; data syncs when connection returns.
