Start the call
Begin with the one thing they called you out for. Everything you do next is anchored to fixing it honestly.
Start typing — pick the match to fill it in.
The original repair. Every move through the home is justified by it.
Rooms
Kitchen, laundry, and the utility area (water heater + main shutoff) are added automatically.
Skip the walkthrough — talk or type the call, then organize with AI, or build the options manually.
What's the call?
Drag to spin · pinch to zoom · tap a room
Building the house…
Room
Tap each fixture and tell the tool what you see. Follow the water.
Drag to spin · tap a fixture
Loading room…
What's happening in this home
Jobs & KPIs
Solve rate, opportunity average (every call counts — even the $0s), and revenue per tech per week. Rolling 90 days.
Team & roles
Build the org the way the company runs. Positions are configurable — owner sees everything, managers see their team, techs see themselves. New roles (CSR, dispatcher, install crew) are just new positions on the same tree.
No login in this local build — switch who you're viewing the tool as to see each permission level.
Who prices & sells?
Manager mode: a manager creates the job + flags fixtures, the tech diagnoses & enters time/material (no prices), then the manager prices it and closes.
What you diagnose in your area
Follow-ups
Who works the follow-up queue? (Owners & managers always see it.)
Team coverage (vacation)
Temporarily let one manager see & work another manager's team — their jobs, KPIs and follow-ups. Leave the date blank for open-ended.
CSR dispatch / capacity
Ships with the PSC standard. Adjust and the whole capacity board recalculates instantly.
The org chart
Positions (role types)
Calculator
Retail—
Wholesale—
Performance
Sales map
Follow-ups
Work the list top to bottom. Every closed lead schedules its own follow-ups.
Recent activity