Connect sales and estimates to permitting, Cortex project-book review, scheduling, purchasing, field records, payments, and the service that follows a completed job.
Pick a step to see how it works.
Explore how customer context, project records, and next actions stay connected across departments.
Bring customer details, calls, source attribution, and project intent into one record that stays useful through construction and warranty service.
Configure routine follow-through once. Scheduled website indexing refreshes company knowledge, while your team stays in control of exceptions and approvals.
Scope, decisions, field records, and financial context stay with the job as responsibility changes.
Keep the customer and project history together from first call to warranty.
Give design and permitting teams recorded scope and supporting documents.
Review Cortex findings and readiness blockers before production.
Connect schedules, purchase orders, and approved change orders.
Keep daily progress, weather notes, photos, and files with the job.
Make task ownership, deadlines, and reminders visible across departments.
Review payments, commissions, costs, and margin in the project context.
Continue service with warranty claims and customer call history.
Tell us where your process slows down — from sales and permitting to field coordination, payment collection, or warranty follow-up.
Tell us about your team and what you want to improve. We’ll help you find the right starting point.
