The HomeVision product suite
One platform. Every stage of your business.
CRM, estimating, production, field documentation, and finances. Explore the tools that keep your sales, field, and office teams working from the same job context.
01 / Capture & sell
Give every opportunity a next step.
Collect project details from your website, assign the right person, and follow every conversation through one customer record.
CRM + Pipeline
Every opportunity, organizedNew inquiry1
Proposal sent1
Ready to build1
Casey Morgan
- Next follow-up
- Review finishes · Today
From website inquiry to an assigned opportunity
02 / Measure, estimate & present
Make the scope easier to say yes to.
Bring measurements, remodeling options, exterior color ideas, and pricing into a clearer homeowner conversation.
Bathroom Estimates
Morgan primary bathroom · Casey Morgan
From project measurements to an approved proposal
Roof Reports
Use roof measurement data inside the same workflow your team uses to estimate, present, schedule, plan materials, and collect payment.
Bathroom Estimates
Build remodel estimates with organized scopes, fixture groups, labor assumptions, material options, and proposal-ready packages.
Build Vision — Exterior
Explore supported roofing, siding, and garage-door products on a prepared house photograph. Compare available material previews in a free, no-save public playground.
Proposals
Turn approved estimates, roof report details, visuals, and package options into polished proposals homeowners can review and approve.
03 / Plan & deliver
Give the field the full picture.
Coordinate visits and production milestones, prepare materials, and keep jobsite documentation connected to the approved work.
Scheduling
Appointments, assigned people & project contextThe team’s week
Maple Street roof
8:00–11:00 AM
- Assigned people
- Alex Rivera · Roofing crew
From approved scope to documented completion
Scheduling
Coordinate appointments and approved work from the same HomeVision job record your sales and operations teams already use.
Materials
Turn approved scopes, report measurements, and proposal details into cleaner material planning and job handoff workflows.
Project Vision
Capture jobsite photos, videos, and documents, organize work by phase, and connect customer updates and closeout with Project Vision, part of HomeVision.
04 / Track Costs & Get Paid
Follow the money around every job.
Track customer deposits and balances alongside a clear process for company receipts, expense review, and office exports.
Payments + Bill Vision
Payments & company expensesINV-1042 · Maple Street roof
- Project total
- $12,800
- Paid
- $4,000
- Balance
- $8,800
Company expenses
Bill VisionFrom customer payments to reviewed company spending
Payments + Invoices
Collect deposits, track invoices, monitor balances, and keep payment status visible across sales, office, and operations workflows.
Bill Vision
Capture USD receipts, review assisted extraction, route expenses for approval, and export receipt packets and reports with Bill Vision for contractor teams.
One connected workflow
The job moves forward. The context comes with it.
- 01
Lead
- 02
Estimate
- 03
Proposal
- 04
Production
- 05
Payment
Project Vision documents the work as it happens. Bill Vision keeps the receipts and company spending organized around it.
See the workflow that fits your team.
Walk through the products that matter to your trade, from the first inquiry to the final job record.