What your team captures
Service packages, quantities, pricing sources and margin assumptions.
crewTendStandardize packages and maintain company-controlled pricing.
Available with scope limitsCompany catalog works. Licensed supplier feeds and automated market pricing are not connected.

Click each step to see the information your team brings in, the review they make and the record they keep.
A complex estimate needing consistent options
Review company prices and build an editable proposal
A structured estimate grounded in reviewed inputs
Service packages, quantities, pricing sources and margin assumptions.
Review company prices and build an editable proposal.
A structured estimate grounded in reviewed inputs.
Start with a complex estimate needing consistent options. Review company prices and build an editable proposal. The result is a structured estimate grounded in reviewed inputs.
Company catalog works. Licensed supplier feeds and automated market pricing are not connected.
Product readiness Ask about setupOffice and field workflows share related company records within the access granted to each user. Keep sensitive internal notes separate from customer-facing documents and explicitly shared attachments.
Security & accessAsk about company records, dictate an update and review a draft.
Explore the workflowAnswer after a configured ring delay and capture or book eligible work.
Explore the workflowUse company job types and availability to collect the right request.
Explore the workflow