The panel upgrade is a quote the customer has to trust; the service call is a job that has to be closed out clean. Itemize it, get it signed online, photograph the work, and invoice before the truck moves.
Quotes are itemized by unit — each, hour, job — with cost and markup on every line and photos on the lines that need them. Templates for panel swaps and charger installs mean the next quote starts filled in and priced right.
The customer opens the quote link, draws or types a signature, agrees it is their electronic signature and pays the deposit in the same step. The signed agreement is kept on the record and in their client hub.
Photos, receipts and notes attach to the job from the phone. A checklist for the install and a customer sign-off list after it — which freezes when they sign — mean the job closes with a record, not a memory.
Every item is a screen you can open the day you sign in.
Line by line, photo by photo, on one job.
Yes. The signed agreement — terms, signature, name, time and the approved total — is stored on the quote and shown in the customer's client hub. E-sign approvals are on Pro and above.
Yes, from the phone: photos, receipts and packing lists go on the job with notes. The customer-facing sign-off checklist can include install photos.
Not as a feature today. Put the permit number and inspection dates in the job's notes or a custom field; a checklist item can carry the inspection step.
Yes, if you want them. Homeowners post jobs in the Hire-a-Pro marketplace; jobs matched to your trade and service area land in your Requests queue with no per-lead fee. Local leads are included on the Business plan, or you can add the Local Leads module to Starter or Pro for $49/mo.
Starter covers the CRM, scheduling and calendar, quotes and invoices, the customer email inbox, the time clock, free CRM import and the mobile app. Pro adds the client portal, e-sign approvals, the dispatch board, GPS time clock, marketing automation, reviews, job costing, payment plans and the website builder. Business adds accounting with bank feeds, sales tax, payroll, the sales pipeline, the ads manager and local leads. Prices are on the pricing page.
Yes. It runs full-size in any browser on your computer, and on a phone it installs to the home screen straight from the browser. Same account, same data, whichever you pick up.
Yes. Import clients, quotes and inventory from spreadsheets or the app you are leaving. It is included on every plan, and your data stays exportable afterwards.
Itemize, sign, install, invoice.
