32 articles

• The Today (Overview) screen
  What you see when the Contractor Hub opens: greeting, four numbers, Needs you, today's jobs and quick buttons.
• The "Needs you" list
  The one list of things that need action today, what each row counts, and where each row takes you.
• Header search and the "+ New" button
  Find any customer, quote, job or setting from the top bar, and start new records from the "+ New" menu.
• Customers: the list, search, and adding a customer
  Use the Customers list, filter by stage, add a customer with the full form, and select customers to export.
• The customer page and properties
  Four tabs (Overview, Work, Money, Notes), the action buttons, and how to add and use properties.
• Lead stages and "How they found you"
  Use the customer Stage and Source fields to track where leads come from and how far along they are.
• Outside lead sources (Angi, Thumbtack, Google Local Services)
  Bring requests from Angi, Thumbtack and Google into your customers without doubles, using a secret address or by pasting the email.
• The Sales board (pipeline)
  See every deal in six columns, mark a deal Lost with a reason, and reopen it, plus the win-rate report on top.
• The Inbox: messages with customers and leads
  Answer customer and lead messages, use the Needs reply filter, quick replies, and the project card.
• The request form for your website
  Turn on the website request form, choose services and photos, add spam protection, and paste it into WordPress.
• Intake questions for homeowner requests
  Add your own questions to the homeowner's request, per service, so you can price without a phone call.
• Self-booking: let visitors pick a visit time
  Offer open visit times on your request form, choose who can be booked, and decide whether times confirm automatically.
• The Quotes list and the one-button "next step"
  Read quote statuses, filter the list, and use the status line and the single main button on each quote.
• Build a quote step by step
  Choose a customer, add services or sections, check the job cost, write the proposal and save a draft.
• From a design or plan to a quote (quantity takeoff)
  Bring a VisionScaper design or measured plan into a quote and see how quantities are worked out from the shapes.
• The AI Quoter and "Quote it with AI"
  Describe a job and get a first draft of work items, priced from your own price book, saved as a draft quote.
• Service templates
  Save each service once with scope, price method, materials and checklist, then reuse it on quotes, visits and invoices.
• Template versions and "updated since" notices
  Every template edit is a new version; existing quotes keep theirs, and you can compare or restore any version.
• The Price book
  Enter your supplier prices and production rates once; every automatic quantity takeoff and AI draft uses them.
• Costs & markups: labor, overhead, margin, tax, deposit
  Set your labor rate, overhead, markups or target margin, minimum job, sales tax, deposit, rounding and quote expiry.
• Proposal terms and the payment schedule
  Edit the default terms shown above the signature and the deposit and balance schedule, then override them on a quote.
• Sending a proposal and customer e-signature
  Send a proposal by email or text, and see how the customer views, picks add-ons, signs, and pays the deposit.
• The follow-up plan and reminders for unsigned quotes
  Use or edit the six-step follow-up plan so unsigned quotes get nudged by email and text until they sign or decline.
• Win/loss tracking and the close-rate report
  Record why deals are lost on the Sales board and read close rates by lead source for the last 90 days.
• Door-to-door canvassing
  Mark every house you knock on a map, record what happened, set follow-ups and turn "Wants a quote" into a lead.
• Measure Property from above
  Trace lawns, roofs, beds and driveways on an aerial map, save the report to a customer, and start a quote.
• Landscape plans: the 10-step measured plan wizard
  Build a measured 2D landscape plan from aerial imagery, a tape check and site photos, ready to turn into a quote.
• Walk estimates and voice-note summaries (phone app)
  Record a property walk by dictation and photos, let AI propose services, and review each line before one draft quote is made.
• The customer portal (My Projects) and the look of proposals
  What a customer sees in their portal, what they can do there, and how to put your brand color on proposals and invoices.
• Importing customers: CSV, vCard and Google Contacts
  Bring customers in from a file or from Google Contacts, check duplicates, and undo an import within 7 days.
• Your Find a Local Contractor listing and the requests it brings
  Apply to be listed, fill your profile, receive homeowner requests as Requests, and handle them.
• Asking customers for reviews
  Send review requests automatically or by hand, share a QR link, and see how happy and unhappy customers are handled.