Leads, site visits, and estimates
Capture a potential job, record the walkthrough, and build an estimate using labor rates and material costs. Keep the site notes, materials lists, and pricing with the project.
Features
- Save lead details and track potential jobs.
- Record site visits with notes, photos, and audio.
- Generate a structured site visit report with Studio.
- Build estimates using labor rates and materials lists.
- Send materials lists to suppliers.
- Read and compare supplier quotes with Studio.
- Revise estimates and track approvals.
Our thinking
Spend your time running your business, not chasing receipts and refiguring an invoice for the third time.
From a project's conception, everything you input is readily available for review and action. Nothing is lost in translation between apps. The information you need is just there, holstered, ready to go.
The measurements that inform your estimate come right from the site visit you recorded. The items on that estimate are tied to material lists you send to a supplier and priced by the quote that comes back. The numbers on your next invoice pull directly from the expense you log when you write the check.
The same numbers with the same presentation at every stage, so that your time is spent working, not wondering where that number went (or came from).