Brochure Site Demo

Answers website questions, qualifies visitors, and routes requests to the contractor.

Stores leads, contact details, source, service interest, and follow-up status.

Collects applications for open positions and places them in the dashboard.

Project-facing portal for clients, documents, progress, and messages.

Central dashboard for leads, clients, projects, documents, and operational follow-up.

Guided CSV import for contacts, leads, jobs, and previous CRM exports.

Template-based website, domain setup checklist, editable wording, and photo swaps.

Contractor-owned Outlook or Gmail OAuth connection after account creation.

Field-ready mobile companion for owner/admin users.

Stripe-hosted client payment links and payment status in the dashboard.

Tenant-safe proposal, invoice, contract, and scope packet generation.

Read-only bank and job-cost visibility after owner approval.

Photo, scan, and future LiDAR intake for project review and estimating support.