One inbox
Phone, web form, referral, repeat, and follow-up leads, all captured with source tracking.
Customer history
Past jobs, past payments, past crews. Repeat customers are marked and prioritized.
Status-driven
Every job walks new_lead → quote_sent → confirmed → scheduled → completed, with a full audit trail.
What you get
- Residential and commercial customer types
- Source tracking: phone, web, referral, repeat, follow-up
- Estimator assignment and territory handling
- Separate job and billing addresses
- Project number sequencing per org
- Past-customer flag for repeat outreach
- Office notes vs. customer-facing notes
- Activity log for every project change