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Built-in customer database with lead tracking and pipeline management

Professional proposal and quote generation with templates

Electronic signature capture on proposals and contracts

Built-in customer financing or integration with financing partners

Manage recurring service contracts and maintenance plans

Manage customer and prospect contact records

Offer financing options to customers at point of sale

Track sales opportunities through a CRM pipeline

Manage proposal versions, approvals, and follow-ups

Assign and route technicians to jobs with real-time updates

Calendar-based job and appointment scheduling

Automated route planning to minimize drive time

Parts and materials tracking with stock levels and reordering

Track customer equipment, service history, and maintenance schedules

Project estimation and takeoff tools

Business analytics and KPI dashboards

Full project lifecycle management from pre-sale to closeout

Allocate staff and subcontractors across active projects

Reusable project templates for consistent setup

Manage subcontractor bids, contracts, and performance

Manage supplier relationships and purchase orders

Track technician location, availability, and productivity

Design solar panel layouts and generate system proposals

AI-powered capabilities such as automated takeoff, scheduling, document analysis, or assistants

Generate and send invoices from completed work

Accept credit cards and digital payments in the field

Track labor, materials, and overhead per job for profitability analysis

Payroll processing and tax filing

Two-way sync with QuickBooks for accounting

Flat-rate pricing books for standardized service pricing

Present flat-rate options to customers instead of T&M

Manage preliminary notices, lien rights, and waivers

Create AIA-style pay apps for progress billing

Export time and payroll data to payroll providers

Self-service portal for customers to view history and schedule

Website widget or page for customers to book appointments

Automated email/SMS campaigns and follow-ups

Track inbound calls by marketing source

Built-in chat or messaging for internal team communication

Capture and organize job site photos

Real-time GPS location of technicians and vehicles

Clock in/out and time logging for field workers

Configurable alerts for vehicle events, job updates, or thresholds

Store and share documents, photos, and plans in the cloud

Track crew location and check-ins in the field

Create and submit daily work logs with photos and notes

Store contracts, permits, and project documents

Build and complete digital inspection checklists in the field

Assign jobs to technicians with notifications

Native iOS and/or Android mobile application

Real-time push notifications to mobile devices

Use core functionality without an internet connection

Generate PDF or digital reports from inspection or job data

Built-in reporting and analytics dashboards

Pre-built form and report templates for common use cases

Digital safety inspection checklists and compliance forms

Track permit applications, approvals, and inspections

Manage compliance documentation, certs, and safety records

Tools for tracking regulatory compliance and audits

Report and track workplace incidents and near-misses

Tracks prevailing-wage and Davis-Bacon compliance for public-works projects

RESTful API for custom integrations

Connect to 5000+ apps via Zapier automation

Connects with other software via native integrations or API

Track job postings, candidates, and hiring pipeline

Manage employee benefits enrollment and compliance

Manage crew composition, certifications, and assignments

Schedule shifts and manage workforce availability

Human resource information system for employee records

Forecast labor needs and costs for upcoming projects

Digital onboarding workflows for new hires

Track employee performance reviews and goals

Manage PTO, sick leave, and absence requests

Basic HR features including time tracking, scheduling, and employee management

Generates certified payroll reports (e.g. WH-347) for prevailing-wage and government jobs

Track speeding, harsh braking, and driver safety scores

Track fuel consumption, fill-ups, and cost-per-mile

Set geographic boundaries and receive alerts on entry/exit

Time-clock with GPS location verification

Schedule and track vehicle and equipment maintenance

Mileage- and time-based PM schedules with alert triggers

Replay historical vehicle routes for audit and review

Create and manage maintenance work orders for fleet assets

Generate 3D property models from photos or aerial imagery

Measure roofs and properties from aerial/satellite imagery

Pre-built material-and-labor assemblies for fast estimating

Store and search historical bids for reference pricing

Manage bid packages, subcontractor bids, and leveling

Create and send branded digital proposals for customer approval

Measure quantities from digital plans and blueprints

Live or integrated material pricing from suppliers

Create and send purchase orders directly from estimates