Connected contractor workflow

Move one project from plan to paid work

Keep the customer, site, equipment, pricing, proposal and follow-up together from the first drawing through installation.

One demo project, end to end

See the handoff instead of imagining it

The same demo project moves from the finished plan into proposal line items, customer presentation, and accountable CRM follow-through.

DEMO PROJECTResult-first overview of Plan Studio, Proposal Center, the customer proposal, and Sales CRM.

One connected job record

Start where the work starts. Each workspace carries the same customer and project forward instead of making your team enter it again.

Draw the site, place cameras and equipment, and measure cable routes.

Use plan quantities and saved pricing to build and share the quote.

Track the customer, follow-ups, meetings and installation schedule.

A simpler path through the job

Every step uses the work already completed in the step before it.

Create the floor plan and equipment layout.

Set quantities and apply saved company pricing.

Send a visual proposal and customer-safe plan.

Record the decision and schedule the work.

Shared context

Your team sees the information needed for the current task without exposing another customer’s work.

Keep the contact, address and project history together.

Carry equipment quantities and approved company pricing into the proposal.

Use workspace roles and customer-safe links to keep private records private.