From the first knock to a signed proposal.
Give managers the whole pipeline and give each salesperson exactly their own leads, houses, and appointments — then close with an itemized proposal the customer can sign.
Everything between a doorstep and a signature.
Map every door, keep every visit.
The prospecting map shows street or satellite layers, address search, color-coded pins, and visit history, with filters for interest and salesperson.
- Record address, pin, homeowner details, outcome, interest, notes, and follow-up date
- Server stamps save time and the signed-in user
- Optionally create a CRM lead from a visit in one step
- Do-not-knock stops later visits to the same normalized address
One current next action for every prospect.
Leads and saved houses share a dated follow-up or an appointment with local time, timezone, duration, assignee, notes, and outcome.
- Overdue, today, upcoming, and unscheduled queues
- Overlapping appointments and stale edits are rejected
- Schedule revisions stay in history
- Closing a lead cancels outstanding sales work
Itemized, revisable, and exact to the cent.
Start a proposal from a CRM lead, enrolled client, or existing project. Save drafts, finalize a version, and create a revision when the deal changes — the earlier version is kept.
- Up to 50 line items, discount, tax rate, validity date, and your own terms
- Amounts in whole cents; the server re-calculates totals
- Draft and finalized PDFs
- USD only; no financing or rebate calculations
| Line | Qty | Amount |
|---|---|---|
| Solar array install | 1 | $18,400.00 |
| Battery storage | 1 | $9,600.00 |
| Discount | −$1,000.00 | |
| Total | $27,000.00 |
Built-in signing, honestly described.
Invite the customer to sign the latest finalized revision. See email delivery state, replace or revoke a pending link, and download the signed PDF and JSON record.
- Signing uses an immutable snapshot of the proposal
- Creating a revision revokes a pending request
- A signature proves access to the invited mailbox, not verified identity
- One invited signer; no countersignature or payments yet
A signature proves access to the invited mailbox. It is not independent identity verification.
Managers see the pipeline. Reps see their day.
Restricted salesperson accounts
Managers create salesperson accounts, send password-setup emails, and remove or restore access. Salespeople see only assigned leads, houses, and tasks.
Company isolation
Reads enforce company boundaries and assigned identity; writes to sales records go through validated server-side transactions.
Works on the sidewalk
Mobile layouts and unsaved-change protection are part of the salesperson workspace.
See TrueSite running on a real job.
Tell us about your operation and we will walk you through the modules that fit — using your own workflow, not a canned script.