Storm intelligence
Hail history on every lead
Each lead card and lead detail page shows the storm history at that address — hail events near the property, with dates and severity, pulled from ECB TX's Texas storm dataset. Reps see the storm story before they knock or call.
Interactive hail swath map
A live map of hail swaths over your market with date controls and a storm history panel, so you can see exactly which neighborhoods a storm crossed.
Bulk lead import from a swath
Select a storm swath on the map and import the affected addresses as leads in one action — your canvass and call lists come straight from where the hail fell.
Storm Room dashboard
The home screen is a Storm Room: pipeline metrics and a storm map together, so the day starts from what the weather just did.
Guided selling
Script card + "do this next"
Lead detail pages carry a guided script and a concrete next-step prompt, so newer reps follow the same proven flow as your best closer.
Call queue with dispositions
A worked queue of leads with disposition tracking — every contact attempt gets an outcome, and the queue moves you to the next lead.
Door-to-door canvassing tracker
Track knocks and canvass outcomes separately from the phone pipeline, so field and office work don't blur together.
Pipeline + customers
Standard CRM backbone: leads, pipeline stages, customer accounts, activity history, and CSV export of your lead list any time — your data stays yours.
Compliance-first outreach
Do-Not-Call enforced in the data layer
When a lead is marked DNC, the phone number is withheld and call/text paths are blocked everywhere in the app — it is not a checkbox reps can ignore.
Quiet hours and opt-outs
Outreach sequences respect quiet-hours rules, honor STOP/opt-out requests, and write an audit log of every attempt — including attempts the system blocked.
Cadence sequences
Enroll leads in multi-step follow-up cadences with human-approved message drafts. Nothing auto-sends without passing the compliance gates.
Outreach reports
Company-level reporting on outreach activity, including what was blocked and why — compliance you can show, not just claim.
Estimate to paid job
Estimates with online acceptance
Build estimates and send the customer a private link where they review and accept with a typed e-signature — no printing, no scanning.
Invoices
Turn accepted work into invoices and track what's been billed and paid per customer.
Insurance claims tracking
A dedicated claim lifecycle — carrier, claim number, status — linked to the customer, separate from the sales pipeline. Built for storm-restoration work.
Jobs, crews, and scheduling
Convert estimates to jobs, assign crews, and run the week from a schedule board. Photo capture and document storage live on leads and customer accounts.
Built for the truck, not just the office
- Installable as an app on any phone (PWA) — the Storm Room and hail map ride along in the truck.
- Native iOS field app with Face ID / Touch ID app lock (currently distributed through TestFlight).
- Multi-user accounts with per-company data isolation — your leads are never visible to another company.