One job, from lead to paid.
Click through a sample day: what the office, the crew and the homeowner see at each step.
Follow one roof job through Sunwell, from a web form lead at 8:02 AM to a deposit paid at 11:41 AM: 3 hours 39 minutes. Each step shows what the office, the sales rep and the homeowner see.
A homeowner at 1418 Ridge Rd fills in your web form about a leak. Sunwell assigns an owner the moment it lands.
The web form lead lands with the address and an owner, so nothing slips.
How dispatch and scheduling worksYour CSR calls back four minutes later and books the inspection straight onto Marcus's calendar.
Your CSR calls back in minutes and books it straight onto the sales rep calendar.
How dispatch and scheduling worksMarcus pulls up with everything on his phone: the address, the homeowner's notes and the history.
The sales rep pulls up with the address, notes and history on their phone.
How field app worksPhotos and measurements go straight onto the property. Nothing to type up back at the office.
Photos and measurements go straight onto the property. Nothing to type up later.
How field app worksMarcus builds Good, Better, Best from your templates in the driveway, with a monthly payment on each.
Good, Better, Best from your templates, sent from the driveway with a monthly payment on each.
How proposals and estimates worksThe homeowner picks Better and signs on their phone.
The homeowner picks an option and signs on their phone.
How proposals and estimates worksThe deposit goes through by card a minute later and syncs to your books. Lead to paid before lunch.
The deposit goes through by card and syncs to your books. Lead to paid before lunch.
How invoicing and payments worksYou 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.