How it works

Built around the way your business operates.

Getting started takes four steps. Each one ends with something you can see.

Getting started

From first conversation to first day.

Step 1 · Demo
A working conversation
You tell us how inquiries reach you and what happens next. We show you the product with that in mind.
You leave with
A plain answer on what is supported for you today.
Step 2 · Scope
A plan and a price
We write down the workflows you need, which are ready now and which need setting up, and quote for exactly that.
You leave with
A written scope and a custom quote.
Step 3 · Setup
Your workspace, your data
Your team is added and your existing customer list is imported. Anything custom is set up and tested with you.
You leave with
A workspace that already looks like your business.
Step 4 · Go live
Your team works from one place
New opportunities are recorded, follow-ups come due, bookings go on the schedule, and the numbers add up as you go.
You leave with
One screen that shows what needs attention today.

Day to day

New lead
It comes in
Added by you, imported from a list, or from a source set up with you.
Recorded in Customers
Follow-up due
It gets a next step
A follow-up schedule starts with it, so nothing depends on someone remembering.
Surfaced on Home
Booked
The work is scheduled
The appointment goes on the schedule with the customer details attached.
On the Schedule
Won
You see what it was worth
Won and open work show in dollars, with the jobs behind each number.
Counted in Revenue

Step one is a conversation. It starts with a short form.