Give each inquiry a next step
Keep incoming leads and customer details organized. Book the walkthrough and record the scope, timing, and questions that need an answer.
Explore Client CRMSoftware for general contractors
Keep the agreed work in view.
Bring inquiries, site visits, estimates, and customer approvals together. Give your team a clear record of what was discussed, what was accepted, and what is ready to invoice.
Talk to our teamCalls, field work, and billing. Together.Explore the workflow
Built for your work
Good work starts with a scope everyone can find.
Make the approved scope easy to find
Keep estimates and customer documents with the client. An accepted estimate creates a linked work order for the team to follow.
Explore WalletKeep the field record with the work
Use notes, photos, and forms to document progress and completed work. The office can refer to the same record when preparing billing.
Explore AppointmentsFrom booking to completion
A clear next step at every stage.
Capture the inquiry
Record the customer's project, property, and contact information.
Visit and estimate
Book the walkthrough, collect site details, and prepare the proposed scope.
Record acceptance
Keep the accepted estimate and linked work order together.
Document and invoice
Record completed work, then review and send the invoice.
A few useful answers
Before you get started.
How does an accepted estimate become work?
When a customer accepts the estimate online, nbound creates a linked work order. Your team can follow the accepted scope through to billing.
Can we keep site documents with the customer?
Yes. Client profiles hold property information, documents, notes, and appointment history so the team can find the context for the job.
Bring your team
and work together.
Give your team one place to follow the customer, the agreed scope, and the bill.