The path your CRM follows
Incoming request, qualification, site visit, quote and versions, follow-up, signature, job scheduling, invoicing. Every step has an owner and a visible next action.
On site
The interface works on a phone: the site manager checks the record, adds photos and updates progress from the job site.
Frequently asked questions
Can the CRM produce my quotes?
Yes if it is in scope, from your price list or by connecting to your existing quoting software.
Updated 26 October 2026