WHAT YOU GET
• Lead and client pipeline with custom stages, owners and follow-up reminders
• Jobs, appointments and technician or staff scheduling
• Quotes, invoices and payments with PDF export and tax handling
• Reporting: revenue, conversion, source and service breakdowns, exportable to Excel
• Role-based access for admin, manager and field staff, plus a full audit log
• Import from Excel or Google Sheets, and integrations with your existing tools