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Work-area estimating
Build interior and exterior scopes by room and surface — not a messy generic line-item list.
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AI-assisted scope writing
Generate clear scope language faster with fair-use AI assists built into the estimate workflow.
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Photos & annotations
Attach job photos and mark up details so clients see exactly what you measured and proposed.
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Optional add-on templates
Save reusable add-ons (cabinets, upgrades, extras) and drop them onto estimates in seconds.
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Client-facing estimates
Send a polished public estimate link clients can review and accept — connected back to your CRM.
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Cost breakdown (optional)
Show clients a clean cost breakdown without exposing your markup or internal pricing math.
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Property look-up
Pull property details to speed takeoffs. Staff can also see estimated home value when available.
CRM · All plans
Leads & pipeline
Capture painting leads, assign follow-ups, and manage your pipeline with Kanban-style lead tracking.
CRM · Crew+
Customers
Store customer profiles, contact details, and communication history once you’re past lead-only tracking.
CRM · Crew+
Invoices & payments
Create invoices and record payments in the same CRM — less double entry after a job is won.
CRM · Company
Projects & tasks
Plan production with projects and tasks — assign work, track progress, and keep crews aligned.
CRM · Company
Proposals, contracts & expenses
Send proposals and contracts, track expenses, and run the fuller professional-services toolkit on Premium.