Measure at the sit
The rep measures the roof on this visit, and that measurement seeds the estimate. A survey measurement is a head start, not a requirement.
The sit
Present and Sign
The kitchen-table step. Measuring and the condition report are included, so the sit is complete on its own. Then the price, and the signature.
Present and Sign works alone, and it works better stacked with Surveys, Doors, and Booking.
Book a demoWho it's for
Present and Sign has one job.
For the rep at the table — the one step that still needs a person in the room. Surveys and Doors are optional. Without them, the rep measures and writes the condition report here, then presents and signs.
Selling Present and Sign by itself is coming as a standalone add-on. Measuring, the condition report, the presentation, and e-sign already run in the product.
What it does
Already in the product.
Condition report at the sit
Photos and notes for this visit. A Doors prelim can already be on the address. If it is not, the rep starts the report here.
Good, better, best
Essential, Signature, and Premium, with your clauses, on the tablet.
Financing, only when they qualify
The rep adds offers from your library after the customer qualifies. Nobody else is shown a monthly payment.
E-sign
The homeowner types their name to sign on their link. The signed agreement stays as signed. Later changes are change orders. A paper signature can be recorded on the same agreement.
How it connects
Captured, Booked, Confirmed, the sit, then Rehashed or signed.
Every app reads and writes the same record. Highlighted steps are the ones this app runs.
- Captured
- Booked
- Confirmed
- The sit
- Rehashed or signed
Surveys
Optional. When a survey already saved a measurement, the sit can start from it.
Learn moreDoors
Optional. When a prelim report is already on the address, the rep opens it instead of starting over.
Learn moreBooking
The sit hangs on a kept appointment. Booking is what puts that appointment on the calendar.
Learn moreRehash
An unsigned estimate is what follow-up works until they purchase or book a second visit.
Learn moreShared base
One company. One login. One address.
Company
One company account: brand, hours, phone, and the public addresses homeowners already use.
Users and roles
The people on the team, and which screens each role can open.
Address-keyed lead record
The house is the spine. Contacts attach to the address, so a spouse calling back is the same lead.
Billing
Billing stays with the company. Charging for each app on its own is coming as a standalone add-on. Book a demo until then. There is no self-serve checkout on this site.
See the sit from the first measurement to a signature.
Your crew still builds the roof. This walkthrough is the rep's half: measure, present, and sign. Book a demo.
Book a demo