A clearer way
through the work.

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.

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.

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.

Build estimates from the work that was actually measured.

Connect opening configurations to clear option sets, pricing, approvals, customer decisions, and sales documents.

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.

Carry the dispatch plan into every technician route.