The whole business.
One login.

Multi-channel lead intake

Web forms with TCPA consent, phone calls, Instagram / Facebook / WhatsApp DMs, and Thumbtack — every lead lands in one queue, deduped by phone.

AI lead scoring

Claude scores each lead hot / warm / cold against your own rubric — budget, timeline, project type, returning customer — so the hot ones get a same-day reply.

Estimate builder

Line items, materials from your catalog, labor hours, and pricing knobs (markup, minimum, buffer). Save reusable job templates and per-type presets.

Photo estimates

The homeowner snaps a picture; Claude reads it, identifies the job type, measures the area, and drafts a priced scope you can send in minutes.

Contracts, e-sign & financing

Branded PDFs with approve / decline links and a full audit trail. Approval auto-spawns the contract and deposit invoice, and Sunbit financing sits one tap away on larger jobs.

Pipeline board

A kanban of every job by status, with crew badges, conflict detection, and drag-to-reschedule.

The job record

One job page with tabs for timeline, estimate, materials, hours, photos, financials, change orders, documents, communications, and legal.

Calendar + weather

Month / week / day / timeline views, drag-to-reschedule, a 5-day forecast, and a job-history strip — built around your daily crew capacity.

Time off & site visits

Crew request time off for approval; estimators run a guided site-visit intake with annotated photos that hands straight to an estimate.

Live job portal

A persistent tracker for the life of the job — status timeline, photo gallery, scope notes, installer bios, how-to videos, and a 'what happens next' card keyed to the stage.

Approve, sign & pay

One-tap approve or decline, e-signature with an IP-and-timestamp audit trail, then pay the deposit or balance by card, Apple Pay, Google Pay, or your Zelle / Venmo / Cash App handle.

Self-scheduling

The customer picks an install date against your daily capacity, adds it to their own calendar with an iCal feed, and it syncs to your Google Calendar.

After the job

Completion certificate on demand, a warranty-request form, referral sharing with tracking codes, a praise note routed to the crew, and a rate-limited Q&A that pings the owner.

Today view + audio briefing

Hero greeting, the day's weather, jobs in order, and a one-tap kickoff briefing Hewer reads aloud — synthesized from the job, the forecast, and the customer's notes.

Clock-in + GPS travel

One-tap work, on-site, or home clock-in. Home and travel modes validate against the crew member's address and track drive time, so payroll is accurate. Multi-job days handled.

Photos + supply requests

Progress shots are auto-captioned and quality-scored by Claude vision, with retake hints when a shot is weak. Out of brad nails? Tap the chip — the owner gets a text immediately.

Earnings, tasks & recognition

Crew see their own hours, bonuses, and profit share by day or week, trade tasks with the office, and get recognition notes — never any job pricing.

Trilingual + offline

English, Russian, and Spanish out of the box. Installs as a phone app and keeps working — clock-ins, photos, and supply requests queue and sync when signal returns.

Accent wall editor

Vertical, staggered, grid, tartan, diamond, and border styles — plus a custom mode that draws true rake / gable / stairwell shapes and clips the grid to fit.

Board & batten + picture frame

Even wall-to-wall spacing and picture-frame / wainscoting layouts with frame schedules, mark-out lists, and footage.

Coffered ceiling

Lay out a beam-and-coffer grid by room size and on-center spacing, with a tappable plan view and running section marks.

Shelf spacing & center finder

Even shelf runs with elevation previews, and a quick center-point finder in inches and eighths.

Payroll week view

Hours auto-roll from clock-ins. Add bonuses inline, mark paid, finalize the week, email a receipt to the crew member, and keep a full payroll history.

Stripe-backed invoicing

Deposit invoices the second an estimate is approved. Idempotent payment intents, automated bounce handling, overdue dunning, and a collections escalation ladder.

Bank reconciliation

Plaid connects your accounts; card charges auto-match to jobs by clock-in window, the unmatched queue tells you what's left, and overhead allocates to closed jobs.

Cash flow, P&L & reports

30/60/90-day cash-flow projection, true margin per job frozen at payment, revenue by month, lead-source ROI, accounts payable, and CSV export for the bookkeeper.

Live dashboard

KPIs, pipeline counts, today's schedule, hot leads, margin alerts, revenue chart, cash-flow projection, crew on the clock, and a morning auto-briefing.

AI insights & heatmap

Claude surfaces revenue patterns — best-converting sources, job-type margins, seasonal trends — and a geographic heatmap of where your work concentrates.

Win / loss & lost leads

Why deals close or don't, broken down by AI score, project type, budget, and lost reason.

API cost tracking

Every Claude and OpenAI call is logged with token counts and a monthly / YTD cost estimate, so AI spend is never a surprise.

Insurance & license tracking

General liability, workers' comp, and subcontractor COIs on file — read straight off the certificate by Claude — with alerts 60 / 30 / 7 days before anything, including your license, expires.

Florida lien windows

Notice-to-Owner and Claim-of-Lien deadlines auto-populate from the first and last day of crew labor, with reminders at 15 / 7 / 1 days.

Subcontractor 1099s

YTD payments tracked per sub against the IRS $600 threshold, W-9-on-file status, and an exportable 1099-NEC list at tax time.

Warranty & callback costs

Callbacks erode margin — track callback hours and materials against the originating job so you know which work actually paid.

Reviews dashboard

Google, Yelp, Facebook, and Thumbtack reviews aggregated and synced nightly. Claude pulls the themes, the names customers mention, and review-request campaigns chase the rest.

Instagram queue

Crew photos that clear the AI quality gate land in a queue with three Claude-written caption options — pick one and export.

AI blog publishing

Claude writes SEO posts from before / during / after job photos, targeted by neighborhood and service, then a drip publisher releases them to your site on a cadence you set.

Testimonials, media & referrals

A tagged media hub of every job photo and video, published video testimonials, and an earn-on-paid referral program with a leaderboard and funnel view.

Drip + lifecycle SMS

Estimate sent, contract sent, install reminder, review request, cold-lead reactivation, seasonal follow-up, birthdays, and anniversaries — every message editable per tenant.

Owner digests & alerts

Daily, weekly, and monthly summaries by SMS, plus tiered alerts — hot leads, payment failures, low-CSAT surveys — so the critical stuff pages you and the rest stays in-app.

Deadline & status automations

AP, insurance, license, and lien alerts; the Friday payroll reminder; pre-install material checks; collections; and an hourly state machine that rolls jobs from scheduled to started to done.

Quiet hours, built in

Every automated text respects TCPA opt-outs and a per-customer contact-hours window, deferring anything outside it to the next open slot. Weekly database backups run on their own.

Reads what comes in

Photo estimates, insurance certificates, material screenshots, estimate PDFs, and scanned checks — all parsed by Claude vision into structured data.

Writes in your voice

Draft SMS replies, blog posts, Instagram captions, review requests, and a thank-you gesture per finished job, all editable before they go out.

Listens & summarizes

Calls and Plaud site-visit recordings are transcribed with Whisper and summarized into job notes and family facts, and inbound texts are translated inline for the office.

Private by design

AI features run without putting customer PII in the prompts, and every call is logged with token cost so spend stays visible.

Tenant isolation

Every business table FK'd to tenants(id) and RLS-scoped. Toggle a feature flag for one tenant, leave it off for the rest.

Four roles, one login

Admin, crew, estimator, and bookkeeper seats, each gated at the middleware to exactly what they should see. Unlimited seats, every role included.

Sign-in & audit

SMS-OTP login, authenticator-app MFA for admins, suspicious-login detection, lockouts, and an INSERT-only auth, document, and financial audit trail.

Inbound routing & ops

Twilio numbers and Meta page IDs resolve to the right tenant on the way in. A system-health board, rate limiting, Resend email, and Sentry round it out.