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Home & Property Services demo

Full revenue, workload, and automation view

Routes: 64 visits/monthService Plans: $31K MRRField Checklist: 94% completion

CRM Pipeline

Personalized lead-to-cash flow before estimates and invoices.

Pipeline

$20,204

Proposal Value

$7,148

Won Value

$0

Active Deals

4

New

1

Greenfield Apartments

New

mgr@greenfield.com

$12,132

Ryan Brooks

Seasonal campaign

Qualify need

Qualified

1

Collins Residence

Qualified

jen.collins@email.com

$924

Carlos Diaz

Website

Schedule walkthrough

Proposal

1

Maplewood Estates

Proposal

ops@maplewood.com

$6,188

Maya Patel

Renewal

Send proposal

Approved

1

Park View HOA

Approved

mgr@parkview.org

$960

Ryan Brooks

Outbound

Collect approval

Won

0

No 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