Customers & leads
Customer contacts, a job-linked pipeline, stages, dates, and next actions are available. Full sales automation is not.
PilotThe Command Suite combines a focused CRM with job-linked field intake and office review today. The full lead-to-closeout operating system is the product direction, not a claim that every module below is already live.
Customer contacts, a job-linked pipeline, stages, dates, and next actions are available. Full sales automation is not.
PilotCapture a job-linked update, keep the original, structure key details, resolve gaps, approve, and prepare an office handoff.
PilotJobs, field records, and next actions exist. Budgets, work orders, and milestone automation are planned.
Pilot + plannedAttach a photo or document to a field record. A full job-wide file library and storage controls remain planned.
Pilot + plannedCosting, customer pricing, gross margin, proposal options, and electronic approvals are not pilot features.
PlannedA job can hold a scheduled date. Crew calendars, dispatch, and appointment workflows are planned.
Pilot + plannedDownload a CSV handoff for accounting review. In-app invoices, receivables, payments, and margin reporting are planned.
Pilot + plannedUse a small official-source directory and manually track a permit document with the job. No jurisdiction submissions or portal monitoring.
Limited pilotOne scoped workflow, human approval, and a practical handoff. Your existing accounting and advanced scheduling tools remain in place. We do not claim native integrations or replacement of those systems.