Solutions by role
One platform, four working views.
Owner / Admin
Company-wide visibility: pipeline health, execution status, compliance and profitability.
- Business dashboards
- User and role management
- Margin and payment oversight
Salesperson
Own the customer conversation from first enquiry to signed quotation.
- Lead capture
- Customer records
- Estimates and quotations
Surveyor
Structured site assessments that feed straight into design and costing.
- Survey checklists
- Site photo capture
- Roof and load notes
Installer
Clear daily task lists and quality sign-off at every installation stage.
- Installation tasks
- QA checklists
- Handover and warranty capture