ScreenOps product
One connected
operation.
From the first inquiry to the next service visit. See how ScreenOps connects customers, field work, shop production, and the business.
Explore the product
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A screen-company CRM that starts with the property.
Keep inquiries, customers, properties, openings, documents, warranties, and work history connected instead of recreating context for every visit.
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Guide the consultation from customer context to payment.
Use the current four-step consultation workflow to confirm the customer, build line items, review the estimate, and handle payment. Keep measurements, photos, and documents with the related job records.
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Capture every opening once, with human verification built in.
Record structure, area, opening type, work type, dimensions, condition, notes, and photo evidence in one repeatable measurement workflow.
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Build estimates from the work that was actually measured.
Connect opening configurations to clear option sets, pricing, approvals, customer decisions, and sales documents.
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Run the day from a real technician calendar.
Schedule consultations, installs, repairs, warranty work, pickups, and drop-offs with assignment controls, conflict protection, and customer context.
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Carry the dispatch plan into every technician route.
Give management a team route view while each technician sees the ordered stops, customer context, and work assigned to them.
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Give fabricators a queue they can actually build from.
Move accepted work into a production queue with measurements, specifications, material context, assignment, information requests, QA, and release status.
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Keep materials visible from consultation through production.
Track owned stock, availability, reorder attention, value, and movement across locations. Keep optional catalog templates separate from activated inventory records.
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Connect material demand to purchasing and receiving.
Connect material demand, suppliers, purchasing, receiving, and production readiness. Use your own external suppliers without requiring a Supplier Market relationship.
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Keep every visit connected to the job.
Open assigned visits with customer context, line items, estimates, payment, and closeout. Authorized team views keep the office and field aligned.
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Coordinate schedules, time, and role-aware employee records.
Give employees their own schedule and time records, managers the teams they supervise, and owners the complete organization view.
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Collect deposits and balances at the right point in the job.
Apply company payment rules across consultation and field closeout, with Stripe card or bank payment options when the tenant connection is configured.
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Turn operating records into dashboards, analytics, and scorecards.
Give owners and authorized leaders configurable views of demand, revenue, production, field execution, inventory, and staff performance.
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See the workflow. Keep the work connected.
Follow ScreenOps workflow paths, open the related operating workspace, review rules in Automation & AI, and edit company workflow settings.
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Connect the providers that move money and messages.
Manage accounting, payment, customer email and SMS, Slack links, and document-signature connections in Settings. Availability depends on the plan, provider approval, and company setup.
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