Search that actually finds things
Type a job address or a spouse's name — the client comes right up. Instant search across clients, quotes, jobs, invoices, and line items.
Client records with real depth
Multiple properties and contacts per client, parent–child accounts for property managers, and a full activity trail — including the customer's signature and IP on every approval.
Roles & permissions
Admin, sales, supervisor, and user roles, with per-user permissions down to who sees pricing.
Built-in training library
Role-based courses inside the app — chainsaw safety, rigging, PHC sales, and more — for onboarding new crew members.
Stay in the loop
In-app notifications when customers approve, ask a question, or request a change.