toolchain platform
Run your business on one platform
From the first lead to the follow-up visits once the work is done, for contractors and service businesses.
Before and after
Products for each stage
Find the work
- Sales
Finds new work for your trade to bid on.
Leads come from building permits and storm reports, with the owner’s name from county property records. A permit lead starts an estimate with the permit’s plans attached.
- Websites
Build a website for your business from blocks.
Inquiries from your site become leads in Projects.
Win it
Keep it running
- Service
Monitors the solar systems you look after once they’re installed.
Works with Enphase, SolarEdge, Tesla and SMA systems. A fault opens an issue and books a visit.
Every customer’s history in Projects
Open a customer in Projects to see their quote request, permit, signed estimate and service visit.
- Websites
- Sales
- Estimates
- Service
- WebsitesQuote requestReroof, and asked about adding solarLead
- SalesReroof permitPermit filed for the same addressEstimate started
- Estimates$38,420Priced from quantities counted on the plansSigned
- ServiceInverter faultEnphase system on the finished installVisit booked
Deposit paid by card through Stripe.
- Stripe
- QuickBooks
- Google Calendar
Works with the tools you already use
QuickBooks, Stripe, HubSpot, Google Calendar and more.
See all integrations- Slack
- Salesforce
- Stripe
- Shopify
- Google Sheets
- OpenAI
- Zendesk
- Xero
- Notion
- Gmail
- HubSpot
- QuickBooks
- Square
- Google Calendar
- Airtable
- Anthropic
- Twilio
- Tesla
- Jira
Let’s build it
Send us a few details and we’ll come back with a plan.