Everything a fire-safety shop actually needs.
Six modules, one login, zero rekeying. Pick a module below to jump in, or read top-to-bottom.
Sales & lead management.
Unified leads inbox
Web form, inbound email, phone notes, manual entry — all land as cards in one view.
Territory routing
Auto-assign to the right crew by ZIP, radius, or skill tag. No office manager in the middle.
Site assessment
Structured checklist: devices, square footage, access notes, photos. Feeds the quote.
Pipeline analytics
Win rate, stage velocity, cohort retention — all without exporting to a spreadsheet.
Stale-deal alerts
Quotes untouched 5+ days surface at the top. No lead dies of neglect.
Dedupe & merge
Phone, email, address fuzzy-match catches "same customer, second inquiry" automatically.
Quoting & proposals.
Rate cards
Per-service, per-customer, per-region pricing. Build once, reuse forever.
Reusable templates
Start from last year's scope in one click. Edit line items, update pricing, send.
Open-tracking
See when the customer opens and which line items they hover. Follow up with context.
Client e-signature
In-browser signing, legally binding, no DocuSign seat required.
Deposit capture
Stripe-powered deposits on accept. Money hits the bank before the truck rolls.
Version history
Every quote revision stored. "What did we send in v2?" is a click away.
Customers & sites.
One-click conversion
Won → Customer creates the record, syncs to books, prompts first visit.
Multi-site hierarchies
HQ → buildings → zones → devices. Roll up reports, bill at any level.
Renewal timeline
Every annual/quarterly/monthly obligation visible at once. Auto-creates jobs.
Communication log
Every email, SMS, call note — in one timeline, searchable.
Lifetime value
Total billed, open AR, job count, win rate on renewals — per customer.
Contacts & roles
Facilities manager, AP contact, on-site super — each with their own permissions.
Jobs & scheduling.
Week · day · crew views
Same data, three perspectives. Drag between them without losing state.
Recurring templates
Set an annual cadence once. The job writes itself every year.
Capacity warnings
Flag over-scheduled techs before you hit save, not after.
Route optimization
Order a crew's day by drive time. Google Maps ETAs baked in.
Auto SMS / push
"Heads up, your tech is 20 min out." Confirmations, reminders, arrivals.
Time & materials
Tech taps a timer on arrival. Parts from the van get logged against the job.
The field app.
Native iOS + Android
Not a wrapped webview. Fast, offline-first, one install per tech.
Offline-first sync
A full day of work with no bars. Syncs quietly when you're back on cell.
Zebra / Brother print
Bluetooth tag printing from the jobsite. No van-tethered laptop.
One-tap pass
Walk a device list, tap pass/fail/note. The PDF writes itself at the end.
Voice-to-notes
Talk while you work. Whisper transcribes to the job record.
Photos + annotations
Tap a photo, circle the bad wire, it's on the report. Zero desktop touches.
Built for thumbs, not mice.
Everything a tech needs is a one-handed tap. Start timer, mark device passed, capture signature, print tag, close job. 44-pt targets. Dark by default because job sites are bright.
Compliance & reporting.
NFPA-style PDFs
Branded, signed, line-per-device. AHJ-ready on first submit.
QR-coded tags
Every printed tag deep-links to the digital record. Scannable by the AHJ.
Signed audit CSV
Every record change — cryptographically signed, exportable, un-editable.
Client portal
Your customers log in, see every job, pull every report. Fewer "can you email me that?"
Retention & holds
Keep data 7 years, 10, forever — your rules. Legal holds freeze deletion.
Custom report templates
Per-AHJ formatting. Upload a template, map fields, done.
Integrations & platform.
QuickBooks & Xero
Bi-directional sync for customers, invoices, payments. Your accountant doesn't switch anything.
Stripe
Quote deposits, invoice pay-by-link, ACH pull for recurring contracts.
Microsoft 365 & Google
Calendar two-way sync, email SSO, contacts. No duplicate entry.
Slack + Teams
Alerts on won deals, failed inspections, overdue invoices — piped to a channel.
Twilio SMS
Job confirmations, on-the-way alerts, signature requests. Pay per message.
REST API + webhooks
Full read/write API on Business and Enterprise. Webhooks for 40+ events.