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For design-build & installation

Design-build software that wins bigger projects and shows the profit

Proposals with options your customers approve from their phone, deposits taken on the spot, and every hour and material tracked against the price.

Proposals

Good, better and best on one quote

Offer up to six options, from a simple paver patio to the full outdoor kitchen. Your customer picks one when they approve, and the total, deposit and job follow their choice.

  • ✓Lines shared by every option, plus each option's own
  • ✓Built from your own services and prices
  • ✓Online approval with a typed signature
  • ✓An approved quote becomes a scheduled job in one click
A Perennial CRM quote with good, better and best options for a retaining wall
Your customer's side

A proposal they can say yes to from the couch

Customers open the quote from a text or email, compare the options, approve and pay the deposit without printing a thing.

  • ✓Deposit by card or bank transfer on approval
  • ✓A friendly check-in if they go quiet, and a reminder before it expires
  • ✓A customer portal with their quotes, invoices and payments
  • ✓Your logo, colors and wording: Proposal, Estimate or Quote
A customer approving a landscaping quote on their phone
Perennial CRM reports with revenue by month and by service
Job costing

Know you made money on the job, not just that it's done

Add materials, dump fees, subcontractors and equipment rental to a job. Crews clock their time on site. The job shows revenue, labor, costs and profit with the margin.

  • ✓Hours on every job against the estimate
  • ✓Your least profitable jobs, so you can price the next one right
  • ✓Revenue by service and per labor hour
  • ✓A job profitability spreadsheet for your accountant

From first call to final walkthrough

The pieces around the project that usually live in your inbox and a notebook.

Requests from your website

A Request a quote form with your logo for your website, Google profile or Facebook. One click turns a request into a customer and a draft quote.

Before and after photos

Crews snap photos from their phone. They're kept on the job and the customer's page, and you can put the best ones on the invoice.

Referrals that count

Every customer gets a personal referral link. See which customers send you work, and track the rewards you owe them.

Put the clipboard down this season

Set up your services and send your first quote tonight.

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