Your process on our products, or new software built for you.
Add your approvals, checks and reports to Toolchain. We also build internal tools, customer portals and AI agents for any business.
On the Toolchain platform
Your workflow, across our products
Set your own approvals and checks at each step, from permit to review.
- Products
- Projects, Sales, Estimates, Service and Websites
- Your tools
- QuickBooks, HubSpot, Google Calendar and more
- Your steps
- Approvals, checks and reports
- 01
Permit
A new filing on a city or county portal is matched to your trade.
- 02
Lead
The permit becomes a lead, with where it came from.
- 03
Estimate
The estimate is built from the plans for your trade.
- 04
Schedule
The signed estimate books a crew.
- 05
Invoice
The finished job is invoiced.
- 06
Review
Once it is paid, the customer is asked for a review.
Custom software
Internal tools, portals and integrations
Internal tools
Admin panels and the forms your staff use every day.
Customer portals
Where your customers check an order, send documents and pay.
Integrations
Connect the software you already use, including tools with no public API.
See the integrations
AI agents
Read documents, price work and check applications under rules you set. Anything they can’t resolve goes to a person.
- 09:41:05Triggerest_2210 created from a roof measurement report
- 09:41:07CollectorFetched supplier prices for 32 squares of shingles
- 09:41:09ModelMatched all 14 line items to supplier prices
- 09:41:11ChecksMargin above target, prices under 7 days old
Finance and reporting
Books reconciled against your bank, payments and payroll. Reports can add on-chain and market data.
- Collected
- 1,284
- Matched
- 1,251
- Held for review
- 2
- Posted
- 1,249
| Time | Transaction | Amount | Result |
|---|---|---|---|
| 09:41:02 | Stripe payout | 4,812.40 | Matched INV-2209, posted |
| 09:40:57 | Wire in | 18,400.00 | Held: no matching invoice |
| 09:40:51 | Bank fee | −25.00 | Coded to Fees, posted |
Open-source intelligence
Public storm and hail reports, mapped to the homes in each damage area.
| Time | Area | Hail | Homes |
|---|---|---|---|
| 15:04 | Mansfield, TX | 1.00 in | 1,975 |
| 14:48 | Crowley, TX | 1.50 in | 2,660 |
| 14:33 | Benbrook, TX | 2.00 in | 3,120 |
| 14:19 | Aledo, TX | 1.75 in | 2,310 |
- Hail reports
- 5
- Homes in the hail path
- 11,905
Let’s build it
Send us a few details and we’ll come back with a plan.