Every workflow a brokerage runs — pipeline, quoting, vendor management, dispatch, billing, AR, reporting — designed around how brokerages actually work, not generic CRM patterns.
A 6-stage pipeline (NEW → CONTACTED → QUALIFIED → QUOTED → WON / LOST) tracked on weighted forecast, win rate, and source attribution.
Build a quote line-by-line and watch the margin update as you adjust vendor cost. Stop discovering losses at month-end.
Bring your vendor list — bulk import, single-record entry, or onboard new ones through the built-in workflow. Organize by category, region, capacity, performance. Smart Dispatch surfaces the right vendor every time.
Give it a service type and a city. Get the top 3 vendors ranked by category match, geographic proximity, active status, and dispatch history. Powered by Claude.
Pick a month → see every active service record across every customer → generate every invoice in one click. Tracks MRR, vendor cost, gross margin per customer.
A clean, branded portal where your customers log in to see their account, pay invoices, and request service — instead of emailing you.
Auto-generated invoices, live A/R aging, and a receipts ledger that ties every payment back to the originating service.
Never more than one click away. 6 headline KPIs, 20+ canned reports, drill-down on every number with a single period selector.
Multi-jobsite per customer, multi-service per jobsite, live status rollup, full per-jobsite history since day one.
W9, COI, payment terms, performance score. Every dispatch logged; preferred-vendor surfacing automatic.
Interactive Leaflet map clustering all your vendors. Instant coverage check before quoting a new market.
Branded form prospects fill in; auto-creates leads in your pipeline with full attribution.
Every AP voucher tracked. No surprise margin leaks. QBO sync optional.
Recurring service items per jobsite. Auto-rolls forward each month into the billing run.
Assigned tasks per user with due dates, statuses, and link-backs to the entity in question.
In-app alerts for overdue invoices, dispatch confirmations, vendor responses, payment receipts.
Find any customer, vendor, jobsite, invoice in 200ms. Keyboard-first.
bcrypt, tenant isolation, audit log, rate-limited login, HttpOnly Secure SameSite=Strict sessions.
Every login, edit, delete, AI query logged with IP + user-agent. SOC-2-ready evidence trail.
Business plan: REST API, webhook subscriptions, OAuth 2 for third-party integrations.
15-minute walkthrough with your actual customer list and vendors. We'll show you exactly how it replaces your current stack.