Central operating hub for Marketing, Production, Financial, and Occupational Safety. Pick a Hub to enter — each requires its own access.
Lead intake, qualification, Pre-Call Briefing, appointment confirmation, site visits, post-visit bid strategy, and Trust Path proposal close. The full Peace of Mind path from cold lead to signed contract.
Sold-job kickoff through close-out, service orders from intake to invoice. Imports awarded work from Acumatica, tracks every milestone, photo, and hour. Field crew + production manager tools.
Revenue dashboards, P&L by region/project, AR aging, cash position, and the executive view of company performance. Drill-down into any won deal or opportunity from Acumatica.
Safety training records, toolbox talks, JHA library, near-miss + incident reporting, OSHA logs, PPE inventory, and the Safety Officer's complete workflow for keeping every crew member safe on every roof.