The Flexible Sales Toolbox for Every Contractor.

No more manual measurements

Use our proprietary measurement tools or one of our integrated partners, such as Hover & Eagleview.

• Say goodbye to the hassle of manual measuring to generate scope.
• Accurate measurements for interior and exterior surfaces, simplifying estimating, saving time, and minimizing errors.

Quickly and accurately measure:

Photos can be uploaded by the salesperson, data collector, or even the homeowner themselves using Smart Interiors™

Easily get photos of the customer’s home by sending them a link. Gain insight into the potential job before even setting foot in their home.

• Use your photos as a reference for projects during and after they’ve been completed.
• Have a better way to store pictures of projects and job sites, easily finding them in each project folder.
• Apply them to proposals or agreements by checking the appropriate boxes.
• OCC integrates with Plnar: create 2D or 3D documentation and communicate with your crews.

Everything, all in one digital folder specific to each job

With paperwork from all your bids piling up, it's impossible for anyone to be able to find things on time.

• Gain back your time and have everything you need all in the right place.
  
• Find all your documents for each project in the right place, at the right time, at any time.
• No need to worry about sifting through a bunch of papers.
• Easily and quickly access all the materials you need.

Complete estimates in 3 minutes or less

Reduce a day’s worth of work to minutes with an improved, accurate, and efficient estimating process.

• Create clear and consistent estimates, including products, pricing, measurements, and photos.
• Hand off the responsibility of estimating to others with confidence.
• Shorten your sales cycles and close more jobs.

From paper to professional

Look your best with professional presentations.

• Create custom presentations easily and wow your customers with presentations tailored to your project.
• Easily present your company, product, experience, and why they should choose you.
• Present price & terms of agreement after company & product presentations.
• Present in person or virtually; you won’t feel the difference!

Create winning proposals with just one click

Would you propose to your spouse with a shower curtain ring? No, and you should treat your projects the same way.

• Create professional-looking and accurate proposals.
• Create custom proposals or select from a range of pre-built templates to save time.
• Turn your estimates & presentations into proposals in seconds.
• Easily text or email proposals to your prospects with one click.

Sign any contract, application, or paperwork anywhere

Getting your deals signed is now easier than ever. Have homeowners sign via email, or even text message.

• Strike while the iron is hot instead of waiting days to get them to sign.
• A faster, safer and more accessible way to get your signatures.
• Get unlimited e-signatures so you’re never caught off guard when your customer is ready to sign.

Process and track your credit card payments in one place

With One Click you can centralize, process and track your credit card payments- all in one place.

• 43% of U.S consumers prefer to use credit cards over other methods of payment.
• We’ve teamed up with PaySimple to provide you an easy way of accepting credit card payments.
• Add click-to-pay email that gives your customers the ability to pay their bill online and receive a receipt in seconds.
• Expand your opportunities, close more jobs, and get paid quickly.

Increase your sales with a simple financing solution

40% of homeowners won’t close because they can’t pay up front.

• Homeowners across the credit spectrum have affordable financing options for home improvement projects.
• One easy to use multi-lender platform.
• Compare pricing options and integrate financing options into your presentations and estimates.
• With multiple lenders and financing options your homeowners have more of a chance of finding the right loan.