In development

Track every job from lead to service.

For contractors in any trade, with the permit, estimate and contract on each job.

Stages

Hillcrest residenceSolar PV and reroofSystem service

Lead: Reroof permit at 2140 Hillcrest DrFrom Sales, assigned to Dana
Site inspection: Roof 1,540 sq ft at 7/12 pitchInspected Nov 3
Proposal: $38,420 for solar PV and reroofSent Nov 5 with the total from Estimates
Signed job: Signed Nov 9Install booked for Dec 1
System service: 6.9 kW system installedIssues from Service appear on this job

Hillcrest residenceSolar PV and reroofprojects.toolchain.software

Salessales.toolchain.software
Permit lead
Reroof permit
Filed Oct 28 at 2140 Hillcrest Dr, Fresno, CA
A new building permit becomes a lead.
Websiteswebsites.toolchain.software
Website inquiry
Quote request
Asked about adding solar when the roof is replaced
A website inquiry becomes a lead.
Estimatesestimates.toolchain.software
Estimate total
$38,420
Solar PV and reroof, 16 modules, 6.9 kW
The estimate and site design appear on the job.
Serviceservice.toolchain.software
Service issue
Inverter fault
Reported Nov 11 on the installed system
Visit to book
An issue on an installed system appears on its job.

Integrations

Payments, signatures and calendar dates show on the job they belong to.

Job activitylive14 open jobs

Job activity, newest first
Time	From	Job	Update
09:41	DocuSign	Garcia reroof	proposal signed
09:38	Stripe	Garcia reroof	deposit paid, $2,400
09:32	QuickBooks	Brooks siding	invoice 30 days overdue
09:27	Google Calendar	Patel solar	site inspection Thursday
09:19	QuickBooks	Nguyen addition	invoice paid, $8,750

Brooks siding: invoice 30 days overdue. Assigned to Dana in the office for a call.

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