One board, first call to paid.
Dispatch, proposals, the field app, invoicing, a customer portal and owner reporting, all on one live board.
Sunwell runs a trade business from first call to paid on one live board: leads and dispatch, Good, Better, Best proposals with financing, the field app, invoicing and payments, a free customer portal, and owner reporting across every branch.
- Dispatch and scheduling
- Proposals and estimates
- Invoicing and payments
- Customer portal
- Reporting and owner home
- Field app
Dispatch and scheduling
Schedule crews on one live board: drag a job to a crew and the schedule, owner and next step update together. Day, week and map views for every branch.
See how it works FeatureProposals and estimates
Build branded Good, Better, Best proposals from your own pricebook, with the monthly payment on every option, measurements on the estimate and online signing.
See how it works FeatureInvoicing and payments
Invoice straight from the job, send card payment links that mark themselves paid, take deposits on signing and sync with QuickBooks Online.
See how it works FeatureCustomer portal
Give homeowners, property managers and vendors a secure link to their jobs, proposals, invoices and photos. Links expire and can be revoked. Always free for customers.
See how it works FeatureReporting and owner home
See what sold, what is open, what is late and what needs attention, by branch and across the business. Export reports and the audit log to CSV any time.
See how it works FeatureField app
Crews get their day on their phone with the address, scope, checklist and customer history. Photos and notes land on the job, and status reaches the office.
See how it worksWhat shops ask before they switch.
How long does setup take?
Most shops are working in Sunwell within a week or two. We import your data and set up your templates and pricebook first, so your team starts with real records.
Is there a setup fee?
No. Guided setup is always included. If you want us to move your existing data, the data move is part of your quote.
Do I have to sign a long contract?
No. Monthly billing can be cancelled any time. Annual billing costs less and is paid once a year.
Who owns my data?
You do. You can export your customers, jobs and invoices whenever you want, including if you leave.
You shouldn't pay for software you don't use. So every team gets a quote built for it.
What happens next
- 1A written quote in one business day
Sized to your team, locations and what you turn on.
- 2A walkthrough on your own data
See your jobs and pricebook on the board, not a demo account.
- 3We move you over
Customers, jobs and pricebook imported, office and crews trained. Guided setup always included.