Lead & Customer Workspace
Capture leads, keep notes and conversations together, and see every customer’s history in one clear workspace.
Explore feature →✦ COMING SOON · BETA TESTING STARTS SOON
Your whole business.
One powerful engine.
Stop piecing your company together with six different apps. Whole Business Engine connects leads, trade-specific estimates, proposals, jobs, crews, customer communication, invoices, marketing, and growth in one contractor-first system.
✓ Built around real contractor workflows✓ Simple enough for your whole team
WWhole Business Engine
● LIVESUNDAY, JULY 19
Good evening, Cruz.
Here’s what’s moving your business today.
4Jobs today
$74.3KMonthly revenue
86%Goal reached
Pipeline snapshotView all →
JANFEBMARAPRMAYJUN
Quick actions
JS
$6,840Johnson kitchen repaintProposal viewed 18 minutes ago
BUILT FOR MULTI-TRADE
CONTRACTOR WORKFLOWS
PAINTINGROOFING & COATINGSREMODELINGGENERAL REPAIRSCARPENTRY＋ MORE
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 scopes and prices with guided estimators for painting, roofing, repairs, carpentry, flooring, drywall, and more.
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
Build campaigns, organize audiences, draft customer-ready content, and use Cruz to turn jobsite notes into polished business work.
Explore feature →BUILT FROM THE FIELD UP
Made for the business owner who wears every hat.
Whether you run one trade, several crews, multiple locations, or more than one contractor brand, Whole Business Engine gives the office and field one connected way to work.
Build a better workday →One clear home for your company
✓Know which leads and estimates need attention
✓Build consistent scopes, prices, and work days
✓See every active service in the proposal total
✓Give the field clean work orders and job details
✓Watch labor, materials, deposits, and profit
✓Keep every company, customer, and crew organized
From first call to repeat customer.
01
Capture and qualify
Bring leads, customer details, messages, appointments, and jobsite information into one record.
02
Estimate and win
Build the scope with trade-specific pricing, present options, send the proposal, and collect approval.
03
Produce and grow
Schedule the crew, issue work orders, track cost, invoice the job, and keep the customer journey moving.
Ready to run your whole business
from one place?
Join the beta list and be among the first contractors invited to test Whole Business Engine.