Measure with confidence
Review roof area, pitch, facets, ridges, valleys, eaves, rakes, and waste planning details before the estimate is built.
Home Vision
Built for roofing, remodeling, and home-service teams
Every job.
Every step.
All in Home Vision.
The connected contractor platform for lead capture, roof reports, estimates, proposals, scheduling, materials, invoices, and payments.
CRM + Pipeline
Track leads, assign ownership, and keep every follow-up visible.
Roof Reports
Use measurement context inside estimates, proposals, and materials.
Payments
Collect deposits and keep invoice status tied to the job record.
Built for contractors who need one connected project record.
4.8★Average ratingG2 · Capterra
2×Faster estimatesvs. manual workflows
40%More jobs closedreported by teams
$0Re-entry requiredacross the workflow
Built for contractors
Sales, estimating, office, production.
Lead-to-payment
CRM, estimates, proposals, scheduling.
Mobile-ready handoffs
Field and office in sync.
AI-powered automation
Move every job forward faster.
4.8 / 5 on G2
4.7 / 5 on Capterra
Trusted by home service contractors across North AmericaRoof Reports
Measurement-ready roof reports built into your sales workflow.
Home Vision helps roofing teams review roof measurement data, turn it into cleaner estimates, attach report details to proposals, and move the job toward scheduling and payment without re-entering the same information across disconnected tools.
Estimate faster
Move report data into quoting workflows instead of rebuilding every measurement from scratch for every opportunity.
Present clearly
Use report-backed scope details inside homeowner proposals so the customer understands what is being measured, priced, and approved.
Prepare production
Carry measurement context into scheduling, materials, and job handoff workflows once the project is approved.
Home Vision Roof Report
Maple Ridge Roof Replacement
Report ready • Estimate workspace connected • Proposal scope attached
Facet map
Waste factor: 10%
Total roof area
2,184 sq ft
Squares
21.8
Pitch range
4/12 – 9/12
Ridges + hips
146 ft
Valleys
42 ft
Eaves + rakes
318 ft
Connected handoff
Estimate draft created
Proposal scope populated
Material planning unlocked
Explore the product suite
Eight modules. One connected HomeVision core.
Each product workspace feeds the same project record, so sales, estimating, visualization, scheduling, and payments stay connected instead of scattered.
Connected HomeVision core
Tap a module to highlight how it connects into the shared job record.
Module storytelling
Every module connects back to the same job record.
See how each step of the workflow makes the next one easier — for sales, estimating, office, and production.
CRM + Pipeline
Manage every opportunity from one contractor CRM.
Track new leads, appointments, estimates, proposals, and won jobs from a pipeline built for home-service teams.
- Drag-and-drop pipeline by stage and rep
- Lead assignment by service area or trade
- Activity timeline shared across the team
- Sales-to-operations handoffs without re-entry
CRM Pipeline
New Lead
Sarah Johnson
Dallas, TX
$18,450
Michael Lee
Houston, TX
$12,300
Estimate Sent
Emily Rogers
Plano, TX
$22,500
Proposal
Kevin Peterson
McKinney, TX
$31,200
Won
Lisa Thompson
Allen, TX
$14,800
Instant Quoter
Turn website visitors into qualified project leads.
Capture project details, photos, and service needs before your team ever makes the first call.
- Embeddable quote forms for site and campaigns
- Custom qualification logic and routing
- Auto-routing into the CRM pipeline
- Customer confirmation built in
Quote request
New lead created
Sarah Johnson
Routed to: Dallas — Roof team
Auto follow-up queued
First-response email scheduled in 2 minutes.
Roof Reports + Bathroom Estimates
Build estimates with the details already attached.
Bring measurement data, project scope, line items, options, and pricing into one workspace.
- Roof report metrics ready for estimates
- Bathroom scope builder with templates
- Good / Better / Best option packages
- Margin-aware totals with line-item clarity
Roof Report
Total Area2,150 sq ft
Squares22
Ridge23.6 ft
Pitch6/12
Bathroom Estimate
Tile + flooring$3,420
Vanity + fixtures$2,810
Plumbing$1,950
Labor$6,070
Estimate total
$14,250
3 packagesProposals
Send proposals homeowners can actually understand.
Create polished proposal links with project scope, pricing options, visuals, terms, and approval steps.
- Branded proposal links homeowners can review
- Option packages and upgrade comparisons
- View, viewed, and approval activity tracking
- Deposit and payment hand-off built in
Proposal #2031
For: Sarah Johnson · Roof Replacement
Good
$15,200
- Architectural shingle
- Standard underlayment
- 5 yr workmanship
Better
$18,450
- Premium shingle
- Synthetic underlayment
- 10 yr workmanship
Best
$22,900
- Designer shingle
- Ice & water shield
- Lifetime workmanship
StatusAwaiting signature
Scheduling
Schedule jobs with the full project context in view.
Book appointments, site visits, and production milestones while keeping the approved scope connected.
- Calendar views for visits and milestones
- Public booking links for consultations
- Team visibility across reps and crews
- Customer confirmations and reminders
May 2026
Mon
18
Tue
19
Wed
20
Thu
21
Fri
22
Sat
23
Sun
24
On-site visit
Sarah Johnson · Dallas
Estimate review
Emily Rogers · Plano
Project kickoff
Kevin Peterson
Payments + Invoices
Collect deposits and payments without chasing.
Send payment links, track deposit status, and keep the team aware of what is approved, scheduled, and paid.
- Deposit and milestone payment links
- Invoice status visibility for the team
- Customer receipts and reminders
- Operations-ready payment context
Invoice #1047
Total Paid
$9,225
Balance
$0
Deposit history
Initial deposit
May 18$2,500
Material milestone
May 24$3,725
Project completion
May 30$3,000
One project record
One project record connects every step.
From the first quote request to the final payment, HomeVision keeps the lead, estimate, proposal, schedule, and payment history connected.
Proposal
Proposal sent to the homeowner
Branded proposal link delivered with package options, terms, and approval steps.
StatusViewed
Sarah Johnson · Dallas
Project ID JH-1047
Lead
WebsiteEstimate
$15,750Report / 3D
2,150 sq ftProposal
ViewedSchedule
May 21Payment
$9,225HomeVision
Customer workspace
Proposal ready
$15,750 project
Good · Better · Best options
Project timeline
Lead captured
Customer request created
Report attached
Measurements ready
Proposal sent
Customer link viewed
Deposit paid
Ready to schedule
Estimate
$15,750
Visit
10:30 AM
Mobile field experience
Run the job from the driveway.
Review the lead, show project options, send the proposal, book the next step, and collect a deposit before leaving the appointment.
Pull up the lead, scope, and notes before you knock.
Walk through proposal options on the same screen.
Confirm the next appointment in the conversation.
Collect a deposit before you leave the driveway.
Built for the full team
Built for everyone who touches the job.
HomeVision gives owners, sales reps, estimators, office staff, and production teams the same source of truth — without forcing everyone into the same screen.
One project record · five role-based views
Owner
See pipeline value, job status, payments, and team activity at a glance.
Pipeline visibilityCash-flow clarityTeam accountability
Sales rep
Follow up faster and send better proposals with full project context.
Lead historyProposal linksFollow-up prompts
Estimator
Build clear scopes with report and project context already attached.
Structured line itemsMeasurement contextOption packages
Office admin
Coordinate scheduling, customer links, and payment status without back-and-forth.
Schedule statusCustomer linksPayment visibility
Production
Start every job with the approved scope and clear field handoffs.
Approved detailsCrew-ready notesLess rework
AI that moves the job forward
AI that helps move the job forward.
Turn project details into next steps, follow-up prompts, proposal summaries, and workflow updates your team can act on — without inventing what doesn't exist yet.
AI quote intake
Turn messy customer details into structured project context your team can act on.
Proposal-ready summaries
Package scope, measurements, notes, and selected options into clear next steps.
Follow-up prompts
Know when a proposal is viewed, a deposit is pending, or a booking needs attention.
Workflow automation
Trigger reminders and next-step tasks across CRM, scheduling, and payments.
Next best action
Proposal viewed
Suggested
Sarah Johnson opened the proposal 12 min ago.
Trust + support
Launch with a workflow built around your business.
HomeVision is designed for the day-to-day handoffs that slow contractors down: lead capture, estimating, proposal approval, scheduling, payments, and production visibility. Onboarding maps your real workflow before turning on every module.
- Workflow-first onboarding
- Phased module rollout
- Real check-in milestones
- Built around how contractors sell and deliver
Workflow mapping
Map your lead-to-payment flow before turning on every module.
Step 01Module setup
Configure CRM, estimates, proposals, and payments to fit your sales motion.
Step 02Team onboarding
Roll out HomeVision to reps, estimators, office, and production in phases.
Step 03Rollout plan
Milestone check-ins help your team adopt new workflows without losing momentum.
Step 04 FAQ
Questions contractors ask before switching.
Get clear answers about launch, workflows, public links, and rollout support before you move your team into Home Vision.
Can Home Vision support both roofing and remodeling workflows?+
Yes. Home Vision supports roof estimating, roof reports, bathroom estimating, CRM, proposals, scheduling, and payments in one connected workspace.
Does Home Vision include public quote and proposal pages?+
Yes. Teams can share public-facing estimate and proposal links to simplify homeowner review and approvals.
How should I evaluate 3D capabilities?+
Home Vision supports a 3D project visualization workspace and interactive project presentation workflows when project assets are available.
Can I start small and upgrade later?+
Absolutely. You can begin with Starter and move to Essentials or Scale as your team grows.
What support is included during rollout?+
Every plan includes guided onboarding resources, and higher tiers include deeper implementation planning and milestone check-ins.
Ready when you are
Ready to run your next job through one connected system?
Start with lead capture and proposals, then scale into estimates, reports, scheduling, payments, and field-to-office workflows.
No credit card required Guided onboarding Cancel anytime
Today's pipeline
LiveNew leads today
8Proposals out
12Scheduled visits
5Deposits collected
$28,420Next best action
Send follow-up to viewed proposal
AI draft ready · Sarah Johnson