Pipeline Financial Visibility
See what's owed and what's been paid across your pipeline without opening a spreadsheet. Amounts owed and paid are tracked on every job and rolled up per customer.
- Amounts owed and paid tracked on every job
- Per-customer payment totals and lifetime value
- Pipeline view of outstanding balances
- Automated payment reminder sequences are planned
See what's owed and what's paid.
Every job carries amounts owed and paid, rolled up per customer and visible across the pipeline — without opening a spreadsheet.
Automated payment reminders.
A planned reminder sequence will follow up on outstanding balances automatically based on how long a job has been unpaid.
- Configurable reminder cadence
- Sent automatically as a balance ages
- Tied to the job's payment status
Keep exploring
AI-Assisted Report Drafting
AI drafts a branded, editable inspection report from the evidence already on the job — the restoration professional reviews and approves it before it goes to the customer.
Post-Remediation Verification & Clearance Documentation
Planned: generate clearance documentation the same way as an inspection report — final readings, photos, clearance sampling, and a summary for the customer and their insurer.
Proposals & E-Signatures
Edit the scope, pricing, notes, and terms before sending a supported proposal or authorization form through a secure customer signing link.
Floor-Plan Annotation
Upload a floor plan and drop pins where you find things — lab samples, visible mold, elevated moisture. The annotated plan flows straight into the report PDF.
Drying & Remediation Calculators
Built-in field math. Psychrometrics & GPP, dehumidifier sizing, air-mover counts per IICRC S500, and a fogging-time calculator that uses your captured square footage.
Job Pipeline & CRM
A visual 13-stage pipeline from Lead to Closed/Paid. One-click stage advance. At-a-glance alerts for emergencies, jobs awaiting lab, and reports waiting to be sent.
Stop running jobs on spreadsheets.
A one-month business pilot is available after company onboarding.