Lead & Customer Workspace
Capture leads, keep notes and conversations together, and see every customer’s history in one clear workspace.
Explore feature →BUILT FOR PAINTING CONTRACTORS EARLY ACCESS
Better estimates.
Stronger margins.
One engine.
Bring your customers, estimates, calendar, crews, and job costs into one connected workspace. Built around the way painting contractors actually work. Other trades are coming soon.
Beta testing starts soon. Join the early access list.
THE WHOLE PICTUREIllustrative workflow
RESIDENTIAL PROJECT
Kitchen & interior refresh
Interior paintingWalls, prep & finish$3,720
Cabinet refinishingDoors, drawers & end panels$3,120
Proposal total$6,840sample project
Estimated job cost$4,446
Estimated gross profit$2,394 35%
See the scope, customer price, and estimated margin together.
Sample data illustrates the workflow; this is not a live CRM screen.
YOUR TRADE.
YOUR WAY OF WORKING.
- Painting Current focus
- Roofing & coatings Coming soon
- Remodeling Coming soon
- Carpentry Coming soon
- Repairs & more Coming soon
THE CONTRACTOR OPERATING SYSTEMEverything connected.
Everything connected.
Nothing falling through.
From the first lead to the final payment, every part of the business feeds the next—without rebuilding the same customer, scope, or job in different apps.
Trade-Specific Estimating
Build accurate painting scopes and prices with guided estimators for interiors, cabinets, and staining. Other trades are coming soon.
Explore feature →Quick Proposal Studio
Turn a customer and a few job details into a polished proposal when the project does not need a full estimate build.
Explore feature →Price Books & Service Library
Keep labor, materials, production rates, packages, and saved services consistent across every estimator.
Explore feature →Proposals & Customer Approval
Present options, collect approval, track deposits, and give customers a clear view of the work they selected.
Explore feature →Jobs, Work Orders & Changes
Move approved work into production, create field-ready work orders, and keep change orders connected to the job.
Explore feature →Calendar, Weather & Routing
Schedule estimates and jobs, sync calendars, watch jobsite weather, organize territories, and plan smarter crew routes.
Explore feature →Employees, Crews & Time
Manage availability, assignments, schedules, documents, time tracking, and labor performance from one employee command center.
Explore feature →Job Costing, Invoices & Payments
Compare customer price with labor and material cost, protect profit, invoice approved work, and track every balance.
Explore feature →Customer Journey & Messaging
Keep texts, emails, reminders, follow-ups, and customer replies moving from first inquiry through completed work.
Explore feature →Documents, Photos & Field Details
Keep measurements, project photos, notes, approvals, and job documents attached to the right customer and project.
Explore feature →Marketing Hub & AI Help
Work with your marketing team, review and approve content, prepare campaigns in Blast Builder, and use Cruz to turn jobsite notes into polished business work.
Explore feature →Painting is our only trade for now; other trades are coming soon. Feature access depends on your package. Compare the planned launch packages below. Messaging and AI allowances are being finalized; Cruz Receptionist is still in development.
HOW THE WORK CONNECTS
One job. Fewer loose ends.
01
Capture the opportunity
Keep the customer, job details, photos, and next appointment together.
02
Build the proposal
Scope the work, review costs and profit, and present clear options for approval.
03
Move the work forward
Plan the job, coordinate the crew, track costs, and keep the next follow-up in view.
BUILT AROUND REAL CONTRACTOR WORKYour business has
Your business has
more than one moving part.
Some days you’re estimating. Other days you’re scheduling a crew, checking materials, or following up with a customer. WBE is built to bring those responsibilities together.
Walk through your workflow with usA focused trade business
Start with the estimating tools for the work you do and a price book built around your rates.
A company with several services
Keep interiors, cabinets, and staining together within painting. Support for other trades is coming soon.
An owner coordinating a team
Bring job details, workforce, communication, and reporting into the same workspace with Drive and above.
MORE FROM WHOLE BUSINESS ENGINEPlan your next campaign.
Plan your next campaign.
Put your work in motion.
Two upcoming WBE apps, offered together to help you organize your marketing and turn your own photos and footage into branded videos.
01 / CAMPAIGN PLANNINGComing soon
WBE Campaign Ignition
Bring your campaign brief, brand details, content drafts, and review process into one planning workspace.
Included in the founder bundle
Explore Campaign Ignition02 / VIDEO CREATIONComing soon
WBE Motion Studio
Shape your photos and footage into branded videos with scenes, captions, music, and narration.
Included in the founder bundle
Explore Motion StudioFIND YOUR NEXT GEARThe right power.
The right power.
For the way you work.
MONTHLY PRICING · USD
One company. Painting included.
Choose the tools and capacity your business needs.
Planned launch packages. Subscriptions are not open yet; email, texting, and AI limits will be confirmed before activation.
Estimate & organize
Ignition
$96/month
1 adminPainting included
Organize your customers, estimate the work, and keep jobs profitable.
Discuss this packageYour everyday business tools
- Customers, leads & job history
- Trade estimating & your price book
- Job costing & profit targets
- Proposals, invoices & approvals
- Calendar, PDFs & job photos
Full package details
- Customers & leads
Contact records, notes, and job history in one place.
- Estimating & price book
Build painting estimates with your own rates.
- Job costing & profit
See labor and material costs, calculate profit, and choose your profit target.
- Proposals & invoices
Create, edit, and save documents, with customer previews and proposal approval.
- PDFs & shareable links
Download documents or send their links through your own email.
- Calendar & job photos
Schedule jobs and appointments and keep photos with the right customer or job.
Workforce, automation, marketing, full Reports, measuring, weather, and territory tools start with Drive. Customer email sending, business texting, and ongoing Cruz AI usage are not included in Ignition. Optional AI credit packs will be available.
Connect your operations
Drive
$192/month
1 adminPainting included
Connect your daily operations, customer follow-ups, and marketing.
Discuss this packageEverything in Ignition, plus
- Workforce & Customer Journey
- Marketing Hub & full Reports
- Measuring, weather & territories
- Email campaigns & business texting
- Included in-app Cruz AI usage
Full package details
- Workforce
Organize employees, crews, and assignments.
- Customer Journey
Manage customer workflows and automate follow-ups.
- Marketing Hub
Share content with your marketing team and review and approve their work.
- Reports
Use the full Reports section to follow business performance.
- Measuring, weather & territories
Use measuring tools, weather assistance, and Territory Intelligence planning.
- Email & Blast Builder
Send customer emails, follow-ups, and email campaigns within your monthly allowance.
- Business texting
Message customers and send text reminders within your monthly allowance, after registration.
- Cruz AI
Draft proposals, scopes, follow-ups, and job summaries with included monthly AI usage.
Email, texting, and Cruz AI are included; their monthly limits are being finalized. Marketing Hub does not include a marketing team or marketing services. Purchased measurement or map data is extra.
More room to grow
Overdrive
$289/month
3 total usersPainting included
Give a busier team more room for customer communication and AI work.
Discuss this packageEverything in Drive, plus
- Larger email allowance
- Larger business texting allowance
- Larger Cruz AI allowance
- Local business texting number
- Capacity for a busier team
Full package details
- More customer emails
A larger monthly allowance for proposals, follow-ups, and campaigns.
- More business texting
A larger monthly allowance shared across outgoing texts and incoming replies.
- More Cruz AI usage
A larger monthly allowance for proposal drafting and other supported tasks.
- A local business texting number
Recurring number rental and the standard recurring campaign fee are included after registration approval.
Usage is shared across your company. Text reminders use the same texting allowance; long or Unicode texts can use multiple SMS credits. Final allowances and any one-time registration fees will be confirmed before activation.
Receptionist bundle · planned
Full Throttle
$399/month
5 total usersPainting included
Bring your operations together with a planned AI receptionist for incoming calls.
Ask about the roadmapEverything in Overdrive, plus
- Planned Cruz Receptionist
- 200 receptionist minutes/month
- Caller details & routine questions
- Estimate appointment booking
- Connected lead & call records
Full package details
- Cruz Receptionist
Planned inbound call answering with an automated-assistant introduction.
- 200 receptionist minutes
Included per company each month once the receptionist is available.
- Caller details & routine questions
Collect job information and answer questions using your approved business details.
- Estimate appointment booking
Check your WBE calendar and book within your available times and scheduling rules.
- Connected lead records
Save the lead, appointment, and call summary in your company workspace.
Includes the same email, texting, and in-app AI allowances as Overdrive. Receptionist minutes are separate from in-app AI credits. This bundle will open for paid activation after call handling and booking are tested and ready.
Compare the packages, feature by featureOpen comparison
| What’s included | Ignition$96/mo | Drive$192/mo | Overdrive$289/mo | Full Throttle$399/mo |
|---|---|---|---|---|
| Included users | 1 admin | 1 admin | 3 total users | 5 total users |
| Included trade | Painting | Painting | Painting | Painting |
| Customers, estimating & price book | Included | Included | Included | Included |
| Job costing & profit targets | Included | Included | Included | Included |
| Proposals, invoices, calendar & photos | Included | Included | Included | Included |
| Workforce & Customer Journey | — | Included | Included | Included |
| Marketing Hub, Blast Builder & Reports | — | Included | Included | Included |
| Measuring, weather & territory tools | — | Included | Included | Included |
| Customer email & business texting | — | Included allowance* | Larger allowance* | Same as Overdrive* |
| In-app Cruz AI | Optional credit packs* | Included allowance* | Larger allowance* | Same as Overdrive* |
| Cruz Receptionist · planned | $129/mo add-on | $129/mo add-on | $129/mo add-on | 200 min/mo included |
*Usage limits and AI credit-pack pricing will be confirmed before subscriptions open. Texting requires registration. All plans include normal job-photo storage. Purchased measurement and map data are extra. Receptionist features and minutes remain planned.
MAKE IT YOURS
Room for your next move.
Additional trades Coming soon
$24.99/trade per month
Painting only for now. Interiors, cabinets, and staining stay within painting. Additional trades will be available as they launch.
Planned trade add-ons will unlock estimating tools; package features and usage allowances stay the same.
Cruz Receptionist Planned
$129/month
A planned add-on with 200 monthly call minutes for Ignition, Drive, or Overdrive. Included in the planned Full Throttle bundle.
Additional minute packs are planned. Prices will be confirmed before purchase.
Extra Cruz AI credits
Optional, one-time packs
Planned for every paid package, including Ignition, without a separate monthly AI subscription. Your package’s tool access still applies; painting is the only trade for now.
Pack sizes and prices are being finalized. Automatic refills start off.
14
Join the beta list A 14-day Drive trial is planned.
Painting, smaller trial email and AI allowances, and a texting demonstration. Join the beta list for early access updates.
A FEW GOOD QUESTIONSKnow what
Know what
you’re getting.
Need to talk through your business?
Request a personal walkthrough ↗
Can I use WBE for more than one trade?
WBE is focused on painting for now. Interior painting, cabinets, and staining stay within the painting trade. Other trades are coming soon. Additional trades are planned at $24.99 per trade per month once available.
Can I use my own prices and profit targets?
WBE’s estimating tools use your painting price book. Job costing and profit calculations are included in every planned package, so you can consider labor, materials, and your profit target as you build a proposal.
Which package includes Cruz AI and customer messaging?
Drive, Overdrive, and Full Throttle include in-app Cruz AI, customer email, and business texting allowances. Overdrive has larger allowances than Drive. Final limits will be confirmed before subscriptions open. Optional AI credit packs are planned for every paid package, including Ignition.
What does Marketing Hub include?
Marketing Hub gives you a place to share content with your marketing team, review their work, and approve it. It is included from Drive upward. It does not include a marketing team or marketing services. Blast Builder is the separate tool for email campaigns.
Is Cruz Receptionist available now?
Cruz Receptionist is in development. The planned Full Throttle bundle includes 200 call minutes per month. It is also planned as a $129 monthly add-on with 200 minutes for lower packages. Paid activation will open after call handling and appointment booking are tested and ready.
What happens when I join the beta list or request a demo?
A beta signup requests an invitation to test WBE. A demo request lets our team contact you to arrange a walkthrough; it does not book an appointment automatically. Neither action starts a paid subscription. A 14-day Drive trial is planned for launch.
LET’S PUT YOUR BUSINESS IN THE PICTUREHelp shape
Help shape
what comes next.
Join the beta list to be considered for early access. Bring your real-world workflow and help shape WBE before launch.
A conversation about your business.
Walk through your estimating needs, the way you manage jobs, and the package that could fit.
Joining the list does not start a paid subscription.Painting only for now. Other trades are coming soon.