Home & Property Services demo
Owner viewTrack recurring revenue, route efficiency, renewal risk, and unpaid service invoices.
Route completion
Route closeout
94%
Renewals
3 due
CRM Pipeline
Personalized lead-to-cash flow before estimates and invoices.
Role-aware CRM pipeline
Revenue, receivables, approvals, clients, automations, and all workspace actions are visible.
Pipeline
$20,204
Proposal Value
$7,148
Won Value
$0
Active Deals
4
New
1Greenfield Apartments
Newmgr@greenfield.com
$12,132
Ryan Brooks
Seasonal campaign
Qualify need
Qualified
1Collins Residence
Qualifiedjen.collins@email.com
$924
Carlos Diaz
Website
Schedule walkthrough
Proposal
1Maplewood Estates
Proposalops@maplewood.com
$6,188
Maya Patel
Renewal
Send proposal
Approved
1Park View HOA
Approvedmgr@parkview.org
$960
Ryan Brooks
Outbound
Collect approval
Won
0No deals.
Routes
Plan recurring visits and keep crews moving through efficient daily routes.
64 visits/month
Service Plans
Manage recurring service contracts, renewal dates, and subscription invoices.
$31K MRR
Field Checklist
Technicians close out each visit with photos, notes, and client-ready proof.
94% completion