The whole system flow

Their own branded form on its own link. What someone fills in shows up on the board, complete.

When you have several reps, every new lead goes to a rep who covers that county and isn't already buried — tiers, weights and a cap on untouched leads, with the reason written on the card.

A lead the map can't place goes to a named person who hands it out — the sales manager, then the owner — so no lead is everybody's and nobody's.

Miss a call and the caller gets a text back right away, while the rep gets a task due now and the voicemail in the conversation.

Make and take real calls inside the software, from the business number, logged against the customer. A ringing call can be answered from any screen.

Record answered calls with the announcement played to the right person — and decide separately about the calls you make. The recording sits on their record beside the voicemails.

Each pipeline stage carries your own ordered steps, with their own state on every deal, so a new hire runs the stage the way the owner would.

The call queue lists who each rep owes a call today, and a lead that isn't ready yet hears from you on a schedule that stops the moment they reply, book or say stop.

Your SmartBuild login connected from Settings; each job read into what the rest of the business needs, with its drawings and 3D viewer link on the estimate.

Drag the building to size it — every roof shape, doors, windows, lean-tos and porches — and every stick, sheet and screw it needs is counted while you draw. It says no when the building won't frame, before the customer sees a price.

Switch the view to Electrical, Plumbing or Mechanical: every circuit from the panel, every drain, vent and water line sized and under the slab, the ducts in the attic — and P1, P2 and M2 sheets in the plan set for your trades.

One click furnishes the whole barndominium plan in the style they like, and they walk through their own great room at eye height. Staging is never priced.

The floor plan prints as 11×17 sheets for the permit office — site plan, slab and drains, roof, elevations — each with a title block.

Posts, trusses, girts, purlins and steel, counted the way a post-frame yard sells them. Nothing on the list is typed in.

Your supplier's prices behind every quote, your crew rates and your markup — on the line, the section or the whole project — applied the same way by everybody. Sales tax is never marked up.

The take-off becomes an order sheet a yard can quote from: adjust what you already have, add what the model can't know, send it under your name — and sending it writes the purchase order.

Your cost and margin on one side, the customer's price on the other, so you see what the job makes before it goes out.

The same model, inside the estimate. They turn it, open the doors and pick the colours, and what they choose lands on the job.

The specification in plain words, what each service actually is, what's due and when, a monthly figure if they need financing, and the warranty you stand behind.

Past customers in their own words, with photos or video, in one consistent card.

Each person who viewed it, how many times, first and last look and how long — so your rep calls at the moment they're reading, not a week later.

The legal details are collected the minute they approve. A cash buyer is never asked for a loan number.

You read it beside what they submitted, change anything, counter-sign and send. The price never drifts from the quote.

They draw their initials once, tap to initial each section as they read it, and sign with a finger. Both signatures land on one document, each with its own time, filed with the job.

A mid-job change is priced with its cost and markup, signed from their phone before the work starts, and turned into money — with the days it adds on the record.

The lender's own page, no login: the contract to date, what's built by the stage checklists, what's funded, and a sealed draw request in the G702/G703 layout banks already read. Your margins and costs never reach it.

The schedule adds up to 100% before they sign, and the customer reads the same schedule on the quote, so no bill comes as a surprise.

A barndominium job gets its trades in order, house trade by trade. Your own crews accept the job and its pay before day one; outside subs bid, accept a purchase order for their stage and are paid as the work gets done.

A stage waits for the one before it — with cure time in working days — and can stay locked until its purchase order is sent or an inspection has passed. Move one stage and the ones waiting on it follow.

Every sub's certificates on their record, a warning at 30 days, 7 days and on the day, and — once you turn it on — no payment to a sub who isn't covered.

The road from each position, written down, with the hours, jobs and surpluses of the people who made it.

Modular raise paths — every checkpoint its own measure and its own reward — and a man's next raise at the top of his own record in our crew app.

Set somebody up the day you hire them; a role decides what each person sees, and a worker's app is three things.

Every bill comes straight off its payment point, on your letterhead, opened from a link with a pay button — and it bills the signed number, not the latest estimate.

Spend logged with a category, a vendor, company card or reimbursable, and a photo of the receipt. Only approved hours and receipts reach the job's actuals.

The contract and every approved change against each phase's budget, committed and actual cost, with the projected margin.

Hourly, day rate or by the job, set per person; a crew can share what's left when it beats the days; reps are paid commission off the deals themselves.

Crew by the hour with overtime, reps on commission, the PM on salary, the owner on draws — with federal and state withholding worked out line by line and a clean register for whoever files.

Left and right for the stage, up and down for the checkpoint. One swipe moves one step, and the checkpoint list fades so it never covers the shot.

Tap the last photo to mark it up with a line, an arrow or a note — circle the problem on the photo itself.

One tap in, one tap out, each hour marked Job, Drive or Office / Shop. A leader can clock his own crew in, and the record says he did.

Four hundred photos on a job read as six lines in the gallery, one per stage, each with the dates it ran.

Every milestone in order, as it happened, and the photos meant for them arriving as the work does — your proof photos kept apart.

Each week's update drafted from the job — stages, logs, photos — for you to read, change and send.

Every screen and document the customer sees carries your name and colours.

Years later, when they need a paint code or a warranty, they find it under your name — and they remember who built it.

Every jobsite photo filed by job and stage, ready for the next sale.

The building you just finished becomes the next customer's reason to call.