First call to final invoice in one system — for installers, live in four to eight weeks
Phase 1 — Lead capture, site surveys and quoting for your installation business, running in one system: live in four weeks.
Full — Your whole installation business from first call to final invoice: quoting, scheduling, an installer app and a customer portal, live in eight weeks.
US and UK installation and field-service businesses at $3–20M revenue: fencing, fire protection, pools and water features, HVAC, roofing, solar, landscaping.
- Quotes are built in a spreadsheet and every estimator does it differently
- Scheduling lives on a whiteboard and nobody outside the office can see it
- Crews call the office to find out where they're going
- Customers ring to ask when someone is arriving and nobody can tell them
- Change orders happen on site and never get billed
- You don't know your win rate
8 stages, each ending in something you can sign off
You see working software at every stage, not a status report. The last one is go-live.
- Week 1
Discovery and process mapping
Current lead-to-invoice flow documented, configuration plan agreed
- Week 2
CRM and lead-to-quote
Lead capture, site survey and quote records live in test
- Week 3
Sketching and site planning
Precision sketch tool configured to your products
- Week 4
Quoting and approvals
Good/Better/Best quoting with approval rules — Phase 1 complete
- Week 5
Dispatch and scheduling
Scheduling planner live with crew assignment
- Week 6
Installer mobile app
Crew app with tasks, calendar and arrival notifications
- Week 7
Customer portal
E-signature, quote approval and online payment live
- Week 8
Migration, training, go-live
Data migrated, teams trained, platform live with hypercare
Everything in scope at the price quoted, and everything that is not
Included
- Phase 1: CRM covering lead, site survey, quote and approval
- Phase 1: precision sketching / site-planning tool
- Phase 1: Good/Better/Best quoting
- Full adds: dispatch and scheduling planner
- Full adds: installer mobile app with daily tasks, calendar and arrival notifications
- Full adds: customer self-service portal — e-signature, quote approval, online payment
- Full adds: invoicing and leadership dashboards
Not included
The exclusions appear here alongside the price, once you have told us who you are.
What changed for a business like yours
ClientBig Jerry's Fencing
40%
faster lead-to-installation
25%
higher quote-to-win rate
21
cities across 9 US states
What it costs, when you pay, and what happens if a date slips
The price appears here as soon as you tell us who you are.
Phase 1 · 4 weeks | Full · 8 weeks
Kickoff within one week of agreement.
What we commit to
- Live on the date agreed at kickoff, or we keep working at no extra cost
- Built on an engine we have already delivered three times
- 30-day post-launch warranty
What we need from you
- A named project owner with authority to sign off configuration decisions
- Feedback within 48 hours at each review point
- Customer, product and pricing data by the date agreed at kickoff
- Two crew members available for one hour of app testing in week six
The date holds while decisions come back inside 48 hours. If they stall, the clock pauses and the price does not move.
Questions buyers ask before they commit
Tell us where your process actually breaks
A fit call is a conversation about your operation, not a demo. If this is the wrong build for you, that is what you will hear.
Book a fit call