The system
Six screens, in the order a job actually moves.
Nothing gets written on a napkin
A text turns into a job without anyone writing it down.
The lead arrives already attached to a customer. Accepting it opens the job, and the estimate starts itself.
Built line by line, on his own paper, in his own words.
Line items come off a price book he set. The document carries his license, his terms and his general conditions, because they are his and not a vendor’s defaults. Nobody can quietly change a price after the customer has seen it.
Every job, start to finish
You can see how far along every job is without asking anyone.
Work arrives by phone, text, email and the form on the website. It lands in one list instead of one person’s head.
Money owed, money collected, and the proof attached to both.
Seven ways a payment gets recorded, all in one place. Invoices numbered in sequence. Nothing involving money goes out without a person approving it first.
The certificate nobody remembered to renew
It counts down to the lapse that costs you the job.
Every coverage line and every expiry date, read off the certificates themselves. A policy inside thirty days gets flagged before a client asks for it, not after.
The reply is already written when you sit down.
A customer asks to change the tile. The system files the email to the job, works out what the change does to the price and the schedule, writes the answer — and leaves it sitting there. It will not send it. Only you do that.
