The CRM for home improvement

Roofing, HVAC, windows, remodels. Every homeowner, estimate and install in one place — kept current by research agents that read the crew's inbox instead of waiting for somebody to type it in.

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BUILT WITH

  • Vercel
  • Next.js
  • Context

Automate the chasing, not the work.

Describe how the office should run and the CRM builds an agent to run it — estimates that went quiet, installs without a date, permits nobody pulled.

What should we get done, Marta?

/Create agentSend a message toSlackand pingDRDavewhen a signed job has no install date three days later

/
Suggested actions
Open aSlackchannel for the crew when a job hitsClosed won
PingDRDavewhen an estimate has sat five days unsigned
Every Monday,re-enrich contactsnobody has spoken to in4 weeks

What it actually does

A contractor's day is site visits and callbacks, not data entry. The records keep themselves current between the two.

Records fill themselves in

A homeowner who replies to a quote becomes a contact, and the builder or property group behind them arrives with its trade, its address and its last job already on it.

CGCedar Point Property GroupEnriched
HHHarbor Ridge HOAEnriched
BBBlue Sky BuildersResearching

Agents that build agents

Describe a process in a sentence and the agent writes another agent to run it — on its own queue, on its own schedule.

SUGGESTED AGENTS

Brief the estimator before a site visit
Flag jobs with no activity for 14 days
Hand a signed job from Sales to Install

It books its own follow-ups

  • Recheck the Marchetti roof14d
  • Brief the crew before install2d
  • Re-enrich Cedar Point90d

WHY

An agent that cannot say why it will be back in fourteen days does not have a reason, it has a default.

Ask any record a question

It reads their site and our own history with them — every thread, visit and invoice — and shows its working.

SUGGESTED

How old is the roof?

Sign in with the account you already have.

No new password for the crew to forget on a roof. Google, Microsoft, or your own identity provider — and a list that says who is allowed at all.

Welcome back

Sign in with your account to continue.

Continue with GoogleContinue with MicrosoftContinue with Okta

ALLOWED

ridgelineroofing.com

One list decides who gets in

Allow your whole company domain, or a single address for the estimator who still uses a personal inbox. Everyone else is refused at the door, before an account exists.

Your own identity provider

Add SAML or OIDC from Settings → SSO and the sign-in page offers it. Offboard a rep where you offboard everyone else, and the CRM follows.

Signing in is what connects the mail

The same Google or Microsoft account reads the crew's inbox and calendar, so a homeowner's reply lands on their job without a second connection to set up.

Run the jobs. Let it run the CRM.

Sign in with the account your crew already uses. Nothing to install on a truck, and nothing to type in twice.

Sign inSee what it does