Isolated tenant workspace

One private workspace for the whole job.

Leads, booking, clients, contracts, photos, reports, invoices, email, and a branded site — on your own URL and your own database. Not a shared CRM.

See every module

Built from the live admin — not a marketing teaser.

workspace.yourcompany.com

Leads

Live

Bookings

Live

Invoices

Live

Clients Contracts Photos Reports CMS Email

Your own URL

Dedicated tenant host after signup

Your own database

Clients and files never mix

The full admin stack

From first lead to paid invoice

Workspace modules

The stack your team actually runs.

Dashboard

A live snapshot of bookings, leads, and work in motion.

Leads

Inbox, convert, protect, and export — one pipeline.

Booking

Public wizard plus staff availability and reminders.

Clients

CRM, files, portal access, and property insight.

Proposals

Build, PDF, email, duplicate, and track status.

Contracts

Schedules, notes, expenses, and job timelines.

Photos

Visit albums and Google Photos without leaving the job.

Reports

Client and inspection reports as shareable PDFs.

Invoices

Service invoices, Stripe links, and a public pay page.

Email & SMS

One-off mail, campaigns, and texting with consent.

CMS & brand

Pages, colors, and your own workspace domain.

Isolation

Each workspace is its own URL and its own data.

Win the job

Leads, booking, and a calendar that actually stay in sync

Capture inquiries from your site, convert them to clients, and schedule the work without bouncing between tools.

Lead inbox with bulk convert, status, and CSV export
Public booking wizard, availability, and blackout dates
Google Calendar connect for staff schedules
Reminders and booking-to-client conversion
Lead protection settings for your intake forms

Run the work

Clients, contracts, photos, and reports in one workspace

Every job lives with the client record — files, visits, notices, and field documentation included.

Client CRM, import, portal access, and Google review requests
Proposals with PDF, email send, and status tracking
Contracts, job schedules, notes, and expense attachments
Photo albums, visit photos, and Google Photos picker
Client reports, inspection reports, and notices as PDFs
Document packages for the client portal

Get paid

Invoices, pay links, and books that match the field

Bill from the same workspace that holds the job. Reconcile what you earned against what you spent.

Service invoices with PDF, email, and pay-link send
Client billing, Stripe payment links, and refunds
Public /pay page so clients can settle invoices
Business ops: jobs, expenses, tax payments, and CSV export
Invoice and expense reconciliation

Stay in touch

Messages, email, SMS, and campaigns from the client record

Talk to the same people you already manage — without exporting a list every week.

Internal messaging with replies and threads
Email composer, templates, logs, and SMTP test
Email marketing groups, templates, and campaigns
SMS consent, preferences, and client texting
Phone dialer and call history when the phone module is on

Your public presence

A branded site and a private client area, on your workspace URL

Publish pages, capture leads, and let clients log in to files and packages — all under your tenant host.

CMS pages, navbar, footer, colors, and image library
Branding, setup wizard, and domain onboarding
Contact and lead forms with spam protection
Client portal files, packages, and reports
Blog when you want a content channel

Team & control

Roles, search, and an audit trail for the whole workspace

Invite staff, limit what they can touch, and see what happened — without mixing tenants.

Users, roles, and permission-aware admin
Workspace search and notification center
File management for clients and staff
Activity logs and trash / restore
Isolated tenant database and dedicated workspace URL

How it works

Your company. Your URL. Your data.

Open your workspace

Brand it and publish

Run the setup wizard, set colors and logo, then publish CMS pages, booking, and contact forms.

Run the whole job

Lead → client → proposal → contract → photos → invoice. The same record, from first inquiry to paid.

Ready to run the whole job in one place?

Create a workspace, land on your tenant host, and use the same tools your team already has in admin — without mixing clients across companies.