The connected contractor platform
From the first lead to the final payment, HomeVision connects your CRM, estimates, proposals, projects, field teams, and finances.
Built for roofing, bathroom remodeling, and home-service teams.
Your business, connected
Sales, projects & delivery
Two core modules. One connected HomeVision.
Project Vision
Capture photos, videos, and documents with the project. Keep internal notes organized and customer conversations connected to the work.
Production project · WO-1042
In progress
Jordan: Is the new flashing finished?
Alex: Sam will check the final detail at tomorrow's walkthrough.
Bill Vision
Capture receipts, review the details, and submit spending for approval. Give the office a clear record for corrections, reporting, and export.
Bill Vision / New expense
Maple Street · WO-1042
Northline Supply
Sep 16, 2026 · 14:32VISA ···· 1042 PAID
Explore / Build Vision — Exterior
Explore supported roofing, siding, and garage-door products on our prepared home. Try available material previews and compare them with the original photograph.
No signup needed. Explore the example without saving or uploading.
Build Vision — Exterior
Template 1 · Original house photograph
The whole job, in one place
01CRM + Pipeline / Instant Quoter
Bring website requests, referrals, and customer conversations into one pipeline. Give every lead an owner and every follow-up a place.
CRM + Pipeline
Every opportunity, organized02Estimating / Visualization / Proposals
Build a scope that fits the job, explain the options, and bring the details into a proposal your customer can understand.
Bathroom Estimates
Morgan primary bathroom · Casey Morgan
03Scheduling / Materials / Project Vision
Carry the approved scope into production. Coordinate the schedule, review material readiness, and keep field progress beside the job details.
Scheduling
Appointments, assigned people & project context8:00–11:00 AM
04Invoices / Payments / Bill Vision
See what has been paid, what is still due, and what your company spends. Keep customer billing and receipt review organized in HomeVision.
Payments + Bill Vision
Payments & company expensesConnected from the start
Customer details, scope, and next steps stay connected as work changes hands. Project Vision brings in the field. Bill Vision keeps company expenses organized.
Capture & assign
Measure & price
Present & approve
Schedule & document
Invoice & collect
A closer look / Roof Reports
Review area, pitch, facets, and edge measurements, then use that context to build your estimate, proposal, and material plan.
A focused tool for roofing teams. A connected part of your wider HomeVision workflow.
Explore Roof ReportsHomeVision Roof Report
Cedar Court measurement example · R-2080Built around your kind of work
From measurements to install day
Connect roof reports and proposals to material quantities, crew schedules, and documented field work.
From first idea to final walkthrough
Organize fixtures, labor, and finish choices into clear packages. Keep the approved scope with the production team.
From incoming request to paid invoice
Give multiple trades one CRM for lead assignment, customer history, scheduling, job documentation, and billing.
Yes. HomeVision supports roof estimating, roof reports, bathroom estimating, CRM, proposals, scheduling, and payments in one connected workspace.
Yes. Teams can share public-facing estimate and proposal links to simplify homeowner review and approvals.
Absolutely. You can begin with Starter and move to Essentials or Scale as your team grows.
Every plan includes guided onboarding resources, and higher tiers include deeper implementation planning and milestone check-ins.
Explore the part of HomeVision that fits your next step.