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02 Features

Source page: 02-features.html

2. Feature specification

2.1 Marketing & lead generation

  • Local SEO services and Google Business Profile optimization
  • Professional website design and paid advertising campaign management
  • Lead capture and acquisition tracking from all sources
  • Website visitor tracking integration — connects to the company's website analytics/tracking script to collect all consent-permitted cookie and behavioral data (pages viewed, services browsed, time on site, UTM/campaign source, return visits), automatically enriching lead records so reps see what a prospect researched before ever making contact
  • Consent-aware data collection — honors the site's cookie consent banner and regional privacy rules (GDPR/CCPA), capturing only what the visitor has permitted; consent state gates collection at the tracking-snippet level
  • Behavioral heatmaps & session insight New in v4 — consent-gated, Hotjar-style click/move/scroll heatmaps and session summaries on the company website, both aggregate (page optimization) and per-identified-visitor (surfaced on the Contact 360 view), with scroll-depth and hottest-element analysis

2.2 CRM & contact management

  • Centralized contact database with full communication history
  • Lead tracking and pipeline management from first touch through close
  • Custom fields, contact types, and custom workflows per contact
  • Global search across jobs, tasks, and contacts, with voice search on mobile
  • Contact 360 view New in v4 — one detailed prospective-client workspace combining property data, the AI personality playbook, per-channel consent state, website heatmaps and session history, engagement timeline, lead score, and next-best actions

2.3 Sales pipeline & workflow

  • Customer personality insights ("Crystal Knows"-style) — personality profiles (e.g., DISC-based) for each contact, built from available public data and communication patterns, generated on-platform by a locally hosted, purpose-tuned LLM (see 3.3) so profile data never leaves the company's infrastructure
  • AI surfaces New in v4.2 — six task-shaped integrations: in-context composer with grounding shown (W23), AI nodes in the automation canvas with confidence branches and required approval gates (W24), photo damage detection with inspector certification (W25), inbox triage with instant opt-out suppression (W26), ask-your-data analytics with provenance (W27), and the model ops & eval console (W28). Shared rules: show grounding, expose confidence, human approval before customer contact, feedback captured as training signal. v4.3 adds the model lifecycle pipeline (W29: eval → shadow → canary → human-signed promotion → monitored rollback) and interaction review (W35: per-interaction playbook fit, sentiment, and commitment tracking with consent and coaching-not-surveillance guardrails).
  • Personalized selling playbooks — per-contact guidance on how to sell to that personality type: preferred communication style, pacing, level of detail, whether to lead with data or relationship, objection-handling tips, and suggested email/text phrasing
  • Visual drag-and-drop Kanban boards with customizable stages, colors, and estimated totals per stage
  • Fully customizable workflows (stages and statuses) for jobs, work orders, and contacts
  • Board filtering by job type, sales rep, or assignee, with list-view alternative
  • Admin controls that lock the sales process, with enforced limits on margins and discounts

2.4 Measurements & estimating

  • Direct ordering of aerial measurements (EagleView, RoofScope, HOVER, Roofr) attached to the job or quote automatically
  • Measurement-linked calculations that generate priced line items in seconds — quotes ready in under 60 seconds
  • Centralized price lists with team-wide consistency, Excel import/export, and margin slider
  • Custom calculation formulas for auto-generating quantities

2.5 Quoting & proposals

  • Presentation-style branded quotes with cover pages, marketing pages, and inspection photo pages
  • Reusable templates and layouts shared across the team, with up to three quote tabs for good/better/best presentations
  • Standard optional-upgrade lists on every quote for effortless upselling
  • Multi-trade and tiered quoting with selective customer approval
  • E-signing for in-person and remote closing, with multiple signers and visible signing status
  • Async inline homeowner Q&A — homeowners can attach comment-style questions to any line item or section of the quote; reps reply asynchronously in a thread, with open questions surfaced in the job activity feed and on the quote itself

2.6 Photos & documentation

  • Before/after photo capture with in-app annotation and written context
  • Auto-formatted photo pages and photo reports for homeowners and insurance adjusters
  • Job folders centralizing every document, photo, note, and message per project, shareable live with homeowners, crews, and subcontractors
  • Project media hub New in v4.1 — drag-and-drop photo and video upload (large video transcoded for streaming), before/damage/after tagging, EXIF time + GPS matching to the job, and per-item visibility (shared with homeowner / internal / insurance packet)
  • Customer project timeline New in v4.1 — a homeowner portal view of plain-language milestones, preparation guidance, shared media, progress, and message/pay actions; a filtered projection of the job's event log
  • Company project timeline New in v4.1 — the internal, unfiltered view of the same event log with shared/internal visibility badges (automation runs, margin notes, work orders, accounting syncs) and a customer-view preview toggle

2.7 Scheduling & calendar

  • Calendar with daily, weekly, monthly, and agenda views for inspections, installs, crews, and subcontractors
  • Two-way sync between boards and calendar
  • Automated SMS notifications to homeowners when jobs are scheduled

2.8 Production & field operations

  • One-click conversion of signed quotes/estimates into material orders or production-ready work orders
  • Direct supplier ordering with live pricing (Beacon Pro+, ABC Supply, SRS, QXO) and delivery updates
  • Work order assignment and collaboration with crews and subcontractors
  • Custom forms for field data collection
  • Task and activity management with assignments and due dates

2.9 Automation

  • n8n-style visual workflow automations — node-based canvas for building multi-step flows with triggers, branching logic, conditionals, and actions (status changes, emails, texts, task creation)
  • Automated billing and payment-chasing workflows

2.10 Communication

  • Integrated two-way texting, email, and caller ID
  • Internal notes and @mentions on jobs

2.11 Invoicing, payments & financing

  • One-click invoice creation from estimates or signed quotes with no re-entry
  • Credit/debit, ACH/eCheck, text-to-pay, and on-site mobile payment collection
  • Consumer financing (Wisetack, Sunlight Financial) with instant no-hard-pull quotes up to $25K, applied directly from the job record
  • Overpayment and customer credit tracking

2.12 Accounting integration

  • Two-way QuickBooks sync (Desktop, Online, and Server) with automatic payment syncing

2.13 Reporting & analytics

  • Customizable dashboards and reports: sales performance, lead sources, job profitability, team activity, production metrics

2.14 Mobile

  • Full-featured iOS and Android apps with boards, payments, photos, quoting, and GPS
  • Offline-first architecture for field crews working in coverage dead zones

2.15 Platform & administration

  • Role-based permissions and role-specific user pricing (Admin, Sales, Field)
  • Multi-location support and super admin functionality at the enterprise tier
  • Public API (GraphQL-primary with REST facade — see 3.1) and a partner ecosystem (CompanyCam, Leap, ROOFLINK, Google Calendar, and more)

2.16 Prospect data engine New in v3

  • Prospect data warehouse — a territory-wide database of properties and homeowners, held separately from the CRM and owned outright by the company; the system of prospecting record before anyone becomes a lead.
  • Public-records acquisition — scheduled ingestion of county assessor and recorder data (owner name, mailing address, year built, square footage, assessed value, sale date/price, owner-occupancy) via county feeds or a parcel aggregator; county records are authoritative for ownership and property characteristics.
  • Permit ingestion — building-permit pipelines from municipal portals or aggregators; permit dates drive roof-age inference and remodel signals, the highest-value targeting attribute for exterior trades.
  • Storm-exposure overlay — event-driven ingestion of public NOAA/NWS hail and wind swath data, mapped onto parcels for storm-restoration targeting within days of an event.
  • On-demand enrichment — pay-per-record phone, email, and demographic append through broker APIs behind an adapter interface; enrichment is purchased only for records a segment marks worth contacting, replacing bulk list rental.
  • Data hygiene — USPS CASS/NCOA address standardization on ingest; deduplication keyed on parcel ID (APN) with fuzzy name/address fallback; email/phone verification at append time with bounce suppression; scheduled county re-pulls and survivorship rules for conflicting sources (county beats broker for ownership; most-recently-verified wins for contact data).
  • Field-level source lineage — every attribute is tagged with its source and timestamp on the event log, so provider-specific data can be retained or purged surgically per contract if a provider relationship ends; company-derived data (engagement, quotes, outcomes, website behavior) is unambiguously owned regardless.
  • Geospatial segmentation — audience building by radius, zip, neighborhood, or drawn polygon combined with property characteristics, roof age, storm exposure, ownership, sale recency, and service opportunity (e.g., past gutter customer with no roof job).
  • Activation channels — segment export to direct mail via mail-house API, hashed custom audiences for digital ads, educational email drips (consent-appropriate addresses only), canvassing lists, and the automation engine's follow-up sequences.
  • Canvassing mobile mode New in v4 — turf maps with door-status pins, proximity-ordered knock lists, one-tap outcome logging with voice notes; an "interested" outcome trips the CRM valve exactly like a form fill.
  • Suppression & compliance — send-time (not list-build-time) checks against National and state DNC lists, CAN-SPAM opt-out handling, per-channel communication preferences on every record, state privacy deletion requests, and two-way opt-out propagation with the CRM. Cold outreach is restricted to mail and ads; text/email is reserved for engaged or consented contacts.
  • CRM valve — prospects cross into the CRM only on an engagement trigger (reply, call, form fill, appointment, canvasser flag), carrying source/segment/campaign attribution; outcomes sync back. The CRM never holds thousands of raw unqualified records. Works with the built-in CRM or an external one (e.g., JobNimbus) via API.
  • Closed-loop attribution — every record's lineage plus campaign events plus synced job outcomes answer, per source and segment: leads, appointments, signed projects, collected revenue, and profit.
  • Territory routing & expansion — territories as polygon attributes with automation rules that route qualified out-of-area or over-capacity opportunities to partners via a partner routing console (rules, matching, capacity, consent capture); ships feature-flagged in log-only mode, and supports controlled expansion into new markets (legal review required before selling or referring consumer leads externally — see §5).

2.17 Content & growth engine New in v4.3

  • Social studio (W31) — one calendar for Facebook, Instagram, Google Business Profile, and Nextdoor; AI-assisted drafts grounded on real jobs and the doc library; engagement inbox routed into inbox triage (W26) so a comment becomes a CRM lead. Job photos usable only when W20 visibility is marketing-approved — homeowner consent travels with the asset. Human approves every post.
  • Doc library (W32) — versioned homeowner how-tos (maintenance, storm checklists, warranty care) published to the website with one action. Publishing re-embeds the doc into pgvector atomically, so the composer (W23) and homeowner Q&A (W12) always cite the current approved version and never a stale one.
  • Blog studio (W33) — editorial pipeline: ideas → AI-assisted draft (grounded on docs, vendor watch, and job data) → human editor review → publish → traffic and leads attributed through the campaign engine (W15). Optional "AI-assisted, editor-reviewed" disclosure footer per company policy.
  • Vendor watch (W34) — monitors the supplier catalogs already integrated for ordering (Beacon/ABC/SRS) plus manufacturer feeds for new products, price changes, and discontinuations. Each delta proposes actions: doc-library draft, blog post, social post, or quote-catalog update (W3/W9), all human-approved; price changes flag stale open quotes; discontinuations flag affected templates.
  • Experiments console (W30) — one A/B framework for AI model canaries (fed by W29), ad creative, and unlisted segment-specific landing pages. Guardrails at the platform level: minimum sample before readout, auto-stop on guardrail-metric regression, assignment that respects consent and suppression. Unlisted pages are targeted, never deceptive — they disclose tracking like any other page.