What does the AI preview need from me?
A photo of the customer's house, and up to four example photos of the product on your catalog item — the app tells you which shots to take. Mark the run on the photo, and it renders that house, not a stock one.
Does the takeoff know my products?
It reads bulbs-per-foot from each catalog item, so 12", 9" and 6" spacing each come out right. The constants — 20 bulbs a string, 115-inch channel, 50 bulbs an amp point, 0.72 W a bulb, 70% supply loading — are named in one place and tested. Above 500 W it refuses to pick a supply and says the job needs a design.
Can the customer choose between spacings or scopes?
Yes. Put two or more quotes for the same customer in a packet — pick-one, or all-together — and send one link. It carries photos, prices and deposits, and the customer signs and pays online. Save the packet as a template and reuse it per client.
Do you send me leads?
Yes, if you want them — add your trade to your marketplace profile and homeowners can pick it once you are live. 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.
Which plan do I need?
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.
Does it work on a phone in the field?
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.
Can I bring my customers and quotes with me?
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.