Quick Access
Management
Reporting Dashboard
Live job data, technician performance, unbilled jobs, past-due invoices, and margin tracking โ all connected to Housecall Pro.
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Sales & Estimating
Bid Calculator
Build accurate bids for new construction, time & material, and basement finish jobs. Pulls live pricing and saves to Firebase.
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Customer-Facing
Water Softener Finder
Interactive quiz that recommends the right softener system based on home size and water hardness. Captures leads via Podium SMS.
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Customer-Facing
Water Heater Finder
Guides customers to the right water heater โ tank vs. tankless (Navien) โ and cross-sells softener bundles where applicable.
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Technician
Bonus Dashboard
Track technician bonus eligibility and payouts based on job performance and profitability metrics.
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Field Tool
Job Duration Tool
Estimates how long a job should take based on job type and scope โ helping with scheduling and technician accountability.
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