Every job.
Every crew.
Connected.

Visual pipeline with 6 stages: New Lead → Appointment Scheduled → Proposal In-Draft → Proposal Sent → Job Sold → Rejected.

• Drag-and-drop lead cards between stages
• Track deal values and close dates per stage
• Lead aging indicators: 🔥 Hot, 🌡️ Warm, ❄️ Cold, 🥶 Freezing
• Filter by salesperson, lead source, deal value, or date range
• Monthly goal tracker with progress bar
• Automation pause/resume per lead

AI-optimized scheduling with GPS tracking, route optimization, prequalification questions, and Google Calendar sync.

• AI route optimization based on zip code proximity
• GPS-tracked visits with arrival punctuality metrics
• Non-sales appointment types (color consultations, site visits, touch-ups)
• Configurable business hours, buffer time, and default duration
• Prequalification questions with override codes
• Two-way Google Calendar sync (personal + company)
• Interactive map view with live salesperson locations

Full CRM with health scores, engagement tracking, and import/export.

• Health scores (0-100) with risk indicators
• Import/export customers via CSV
• Filter by city, state, lead source
• Communication history across email, SMS, and calls

Grid, Table, and Pipeline views with advanced filtering and bulk actions.

• Hot/Warm/Cold lead scoring
• Bulk-assign leads to salespeople
• Communication History tab with delivery stats
• Lost Lead Analytics with disqualification trends

Customizable lead forms with tracked links, Google Places autocomplete, and Smart Form mode.

• Tracked links for lead source attribution
• Email + SMS confirmation notifications
• Custom fields beyond the 4 required fields
• Smart Form: multi-step with pre-qualification and territory routing

Customer → Project Type → Template → Rooms & Surfaces → Summary → Send.

• 8 preset room types with auto-fill dimensions
• Interior, Exterior, and Kitchen Cabinet projects
• Room-by-room estimating with measurements
• Production rate-based pricing
• Custom line items and packages (Good/Better/Best)
• Attach AI color renderings directly to proposals
• Split commission between two salespeople

Customers accept, sign, and pay from a single secure link.

• Token-based secure proposal links
• Green "Approve & Pay" sticky button on proposals
• Terms acceptance → Signature → Payment flow
• View tracking (know when customers open proposals)
• Resend, send to different email, or reassign commission
• Full change history audit trail

Track scope changes after the original proposal is signed.

• Create change orders from any accepted proposal
• Track status: Draft → Pending → Approved → Rejected
• Positive or negative amounts (credits)
• Approved COs automatically update project value
• Separate Sales COs and Project COs

Reusable templates by project type for instant proposal creation.

• Templates for Interior, Exterior, and Cabinet Refinishing
• Pre-filled rooms, surfaces, and pricing
• Hero banner customization (200-500px height)
• Unlimited templates per project type

Pre-defined services, products, and discounts for quick proposal building.

• Organized by project type
• Service, material, and discount types
• Customer-friendly descriptions on proposals
• Works alongside proposal templates

AI-powered lead nurturing with natural conversational SMS, qualification questions, automatic appointment booking, and Elite business intelligence.

• Automated SMS lead follow-up
• Natural conversational exchanges
• Qualifies leads through intelligent questions
• Books appointments when leads are ready
• Real-time business insights via OwnerIQ
• Syncs metrics every 10 minutes

Upload a customer's home photo and apply paint colors with AI. Compare options and share directly.

• Upload exterior or interior photos
• Apply any paint color with AI
• Compare multiple color options side-by-side
• Share visualizations through the Customer Portal
• Attach renderings directly to proposals
• Help customers compare their color options

Two automation systems: Manual templates with custom triggers, or AI Lead Nurture with intelligent conversations.

• Customer automations: new lead, appointment, proposal, invoice, project
• Company automations: internal team notifications
• SMS and email template builder with merge variables
• Timing control: immediate or delayed (minutes/hours/days)
• Execution history log for every sent message
• Non-sales appointment-specific automations

6-stage pipeline: Awaiting Scheduling → Scheduled → Started → Delayed → Completed → Closed & Paid.

• Visual pipeline with stage values and counts
• Schedule projects directly from the pipeline
• Assign project managers with commission tracking
• Pause/resume automations per project
• View cancelled and archived projects
• PM performance metrics at the top

Month, Week, and Day views with color-coded project types, map view, and Google Calendar sync.

• Color-coded by type: Interior, Exterior, Cabinet, Commercial, Other
• Filter by project manager
• Map view showing project locations geographically
• Import jobs from external sources
• Two-way Google Calendar sync
• Drag-and-drop rescheduling

Project photo documentation with CompanyCam integration for syncing photos between systems.

• Upload and organize project photos
• CompanyCam integration (company-wide)
• Choose storage: SnapCoat or CompanyCam
• Before/during/after photo documentation
• Photos accessible from project profiles

Track labor, materials, sub costs. AI invoice scanner. Budget variance and profit margins.

• Quick templates: Day Labor, Subcontractor, Paint Run, Equipment
• AI invoice scanner extracts line items automatically
• Materials tracking: Paint, Primer, Tape, Caulk, Supplies
• Approval required for PM commission calculation

List, Calendar, and Board views with 9 statuses and 5 categories.

• Create manually or from signed proposals
• Statuses: Draft → Posted → Pending → Dispatched → In Progress → Invoicing → Done
• Categories: Interior, Exterior, Cabinets, Pressure Washing, General
• Assign crews and track time

Mandatory quality checklists for every work order — crew checks off items on-site.

• Create reusable checklist templates
• Attach templates to work orders
• Real-time completion monitoring
• Ensure quality consistency across all projects

Drafts, sent invoices, partial payments, overdue balances, and write-offs. With A/R aging and quick filters.

• Auto-generate from accepted proposals
• A/R aging buckets: Current, 1-30, 31-60, 61-90, 90+
• Quick filters: Due This Week, Late Fees, Credits, Change Orders
• Search by invoice number or customer name
• Import and export invoices
• Archive and date range filters
• Customer self-service payment through secure links

Stripe and Helcim integration with offline methods, sales tax, and smart review routing.

• Stripe: credit/debit cards, ACH bank transfers
• Helcim: lower rates, Smart Terminal for in-person payments
• Offline methods: Cash, Check, Wire Transfer, Financing
• Configurable sales tax settings
• Platform fees never shown to customers
• Payment Collection dashboard with outstanding balances

Every proposal link becomes a full-service client experience with branded sidebar navigation.

• 📄 My Proposals — full proposal history, any status
• 🧾 My Invoices — view amounts, due dates, pay directly
• 🎨 Color Renderings — review color choices anytime
• 📅 Request Appointment — self-schedule follow-ups
• 🌐 Visit Website — in-portal website view
• ⭐ Reviews — direct links to your review platforms

Customers request follow-up appointments directly through the portal.

• Preferred date and time selection
• Appointment type selection
• No phone tag required
• Feeds into your Appointments calendar

5-star customers go to Google/Yelp. Lower ratings come directly to you.

• Automated review request via {Review Link}
• Rating-based routing: 5★ → public, 1-4★ → private
• Add multiple platforms: Google, Yelp, Facebook, Angi
• Preview the customer experience before sending

Custom domain email so proposals and invoices come from your brand.

• SendGrid-powered email delivery
• Custom From Name and Email Address
• DNS domain verification (CNAME + DKIM)
• Without setup, replies go to noreply@ — setup fixes this

Integrated calling and texting directly from the CRM.

• Click-to-call from any lead card
• Two-way SMS messaging
• Conversation history in CRM
• SMS automation triggers

Shared messaging inbox — your whole team sees every customer conversation.

• All SMS and email in one thread
• Shared messaging — not siloed per salesperson
• Priority and type filters
• Upgrade for AI-powered conversations and call tracking

Automatic commission calculation based on deal value and configurable rates per salesperson.

• Enable commissions per user in User Management
• Configurable commission rate percentages
• Closing ratio and cancel rate tracking
• Split commissions between two salespeople
• Commission dashboard with team comparison
• PM commissions calculated after project costing approval

Define document requirements. Employees upload via email invitation with e-signature support.

• Custom document types: I-9, W-4, W-9, NDA, safety certs
• Required vs. optional documents
• E-signature requirement toggle
• Active/inactive document type management
• Automatic email invitations to employees
• Non-compliant employees flagged automatically

4 roles with granular permissions, 2FA, and user slot management.

• Roles: Admin, Salesperson, Project Manager, Office Admin
• Suspend/reactivate without data loss
• Bulk actions and search
• User slots tied to subscription plan

Gamified training platform with XP, levels, streaks, leaderboards, and 23 achievements.

• Video-based training modules
• XP system: 100/module, 25+/login, 15/comment, 5/like
• Leaderboard sorted by XP, Level, or Streak
• 6 achievement categories including 3 secret badges

Organize teams into job categories. Create policies with a rich editor or AI generation.

• Drag-and-drop job categories
• AI-powered SOP generation from title + description
• Assign policies across multiple categories
• Compliance tracking with resend notifications

Central hub for all subcontractor operations with automatic compliance tracking.

• Full subcontractor profiles with contact and company info
• Flat rate labor percentage calculation
• Assign project managers to subs
• Compliance document types: Workers Comp, GL Insurance, COI, W-9
• Expiration alerts: 1 week + 2 days before
• Non-compliant subs flagged and restricted
• E-signature requirement on compliance docs

Standalone app at /sub-app with separate login — subs see only their assignments.

• Dedicated login (separate from main CRM)
• View assigned work orders and project details
• Upload compliance documents
• Communication with project managers
• View schedules and deadlines
• No access to full CRM features

Hiring links, custom application forms, and a review pipeline for new sub applications.

• Drag-and-drop hiring form builder with live preview
• Text, email, phone, dropdown, multi-select, file upload fields
• Dashboard: Total, Pending, Accepted, Rejected
• Accepted contractors auto-added to your sub network

Drag-and-drop form designer with live preview — build custom application forms for any role.

• Section headings and dividers for organization
• Required/optional field toggles
• Settings for branding and confirmation messages
• Multiple form templates for different roles

16 KPI cards across 4 rows, 9 analytics tabs, accrual/cash toggle, and TV Mode.

• Revenue, Closing Ratio, Total Leads, Avg Deal Size
• Proposals, Appointments, Conversion Rate
• Rejections, Open Proposals, Activity Rate
• Total Calls (inbound/outbound), Emails, SMS
• Change Order metrics and approval rates
• Package Performance (Good/Better/Best breakdown)
• Filter by salesperson, date range, project type, package tier

8 KPIs, 7 report tabs, PM performance comparison, and costing efficiency analysis.

• Total Projects, Revenue, Profit, Avg Profit Margin
• Completed Projects, Budget Accuracy, Avg Duration, Total Costs
• Overview, Financial, Timeline, Projects, PM, Costing Efficiency, Site Visits
• Filter by PM, date range, status, costing status
• Export CSV and TV Mode
• Budget vs. actual cost analysis

Connect SnapCoat to 6,000+ apps — trigger automations, sync data, and build custom workflows.

• Connect to Zapier from any page via the top nav bar
• Trigger Zaps on new leads, proposals, payments, and more
• Sync with QuickBooks, Google Sheets, Mailchimp, etc.
• No-code automation builder
• Custom webhook support

Define painting-specific pricing structures that no generic CRM offers.

• Rate Categories organized by surface type (Walls, Ceilings, Trim, Doors)
• Paint Products catalog with manufacturer and coverage rates
• Labor and Materials configuration with profit margins
• Load default rates or build from scratch
• Filter by estimate type
• Square foot, linear foot, and per-unit pricing

Two-way sync for company and personal calendars.

• Company calendar (admin)
• Personal calendars per user
• Auto-sync appointments

Real-time CRM notifications in your Slack channels.

• New leads, proposals accepted, payments received
• Configurable channel routing
• OAuth 2.0 secure connection

Facebook Ads and Google Ads for ROI tracking.

• Campaign spend syncing
• Lead source attribution
• Revenue by ad campaign

Unified Pipeline, Projects, Reports, Commissions, Financials, and Billing for group owners.

• Unified views across all locations
• Group Dashboard for franchises
• Cross-location PM comparison