Real-Time Performance Analytics
Know exactly how your business is performing — revenue, close rate, and profit — updated live as your team works. Same numbers on your desk and on your phone.
- 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
Your territory map lives inside the pipeline, not in a separate app you have to sync. Flip from List to Map, work the street, and every pin you drop is already a record your office can see.
- One-Tap Pin Drops: No Answer, Flyer, Miss, No Pitch, Rental, Mailed — or a full lead with customer info.
- Colour-Coded Territory: Know instantly which streets are worked and which are still open.
- Satellite Measurement: Auto-calculate roof area, pitch, and material needs.
- Instant Pricing: Generate accurate quotes on-site based on your pricing model.
- Nothing To Sync: A pin becomes a lead becomes a job — one record, no export step.
