Your sales pipeline shouldn't live in your inbox.
A visual, status-driven pipeline from first enquiry to a paid job. Stages: Enquiries, Proposals, Work Orders, Invoiced, Paid. Cards advance automatically as deals progress. Nothing to drag. Attach the field evaluation, generate the proposal, click a card to open its detail, all without leaving the page.
Leads
Capture from web forms, email forwards, or manual entry. See each deal's value, stage, and customer at a glance.
Field Evaluations
Mobile-friendly inspection forms. Photo capture during walk-through. Auto-populates proposal scope. PDF export for the customer.
Auto-advancing board
Accept a proposal and the card moves to Work Orders. Invoice a job and it moves to Invoiced. Record the payment and it moves to Paid. The board reflects reality without anyone dragging anything.
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