01
Capture
Turn website forms, calls, referrals, and campaign leads into organized opportunities.
Home Vision product suite
One connected workflow for contractor sales and production.
Home Vision connects the full path from first lead to collected payment: capture the opportunity, measure the project, build the estimate, send the proposal, schedule the job, prepare materials, and keep payment status visible.
02
Measure
Use roof reports and project details to give estimators cleaner starting context.
03
Estimate
Build roofing and remodeling estimates from structured scope, options, and assumptions.
04
Present
Send homeowner-ready proposals with scope, visuals, approvals, and payment next steps.
05
Schedule
Move approved jobs into consultations, site visits, production milestones, and crew planning.
06
Collect
Track deposits, invoices, balances, and payment status from the same job record.
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.
One record powers every module
Lead source, measurements, selected options, proposal status, schedule windows, and payments stay tied to the same job.
Start with the modules you need
Roll out CRM, reports, proposals, or payments first, then layer in additional HomeVision workflows as teams adopt the system.
Keep Materials as the production handoff layer
Material planning can stay available on the product page without crowding the eight-card homepage suite visual.
How modules connect
Every module works from the same customer and job context.
Lead source, homeowner details, roof measurements, estimate scope, proposal approvals, schedule windows, material readiness, and payment milestones stay connected as the project moves forward.
Step 3
Roof Report / 3D
MeasurementsReport
Total Area1,872 sq ft
Ridge Length22.3 ft
Hip Length46.8 ft
Pitch7/12
2D3D↻
Tap any step above to pause on that card.
Product groups
Choose the workflow area you want to improve first.
Start with one module or roll out the full workflow. Each product has a clear role, then connects to the next step when your team is ready.
Lead capture + pipeline
Sell
Capture demand, qualify opportunities, and keep every lead moving toward an estimate or proposal.
Sell
CRM + Pipeline
Keep customers, lead sources, estimates, proposals, tasks, and sales activity organized in one Home Vision pipeline.
CRM + Pipeline
Lead ownership, follow-up, and handoff visibility
Assigned repFollow-up todayStage health
New
2North Ave roof
Bathroom lead
Quoted
2Summit Dr
Maple reroof
Approved
2Harbor Ln
Deposit due
- • Lead intake, ownership, and source tracking
- • Pipeline views for reps, managers, and office users
- • Customer history tied to estimates, proposals, and next steps
Connects with Instant QuoterConnects with ProposalsConnects with Scheduling
Explore CRM + Pipeline →Sell
Instant Quoter
Capture better project details from your site, qualify homeowners faster, and route quote requests into your Home Vision CRM.
Instant Quoter
Website-ready intake connected to CRM
Lead sourceEstimate rangeAuto-route
Public quote form
Project type: Roof replacement
Timeline: Within 30 days
ZIP: 14221
Qualified lead
$14k–$22k
Budget range captured before rep follow-up
- • Embeddable quote and intake forms
- • Project qualification questions and scope fields
- • Automatic CRM handoff with source tracking
Connects with CRMConnects with Roof ReportsConnects with Estimates
Explore Instant Quoter →Reports + scope building
Measure & Estimate
Create cleaner roofing and remodeling scopes with report data, estimate structure, and visual options.
Measure & Estimate
Roof Reports
Use roof measurement data inside the same workflow your team uses to estimate, present, schedule, plan materials, and collect payment.
Roof Report
Measurement summary ready for estimating
AreaPitchRidgeReport ready
Roof area
2,045 sq ft
Primary pitch
8/12
Ridge
68 ft
Report data is ready to feed proposal, materials, and production handoff views.
- • Roof area, pitch, facet, ridge, valley, eave, and rake detail areas
- • Estimate-ready measurement context
- • Proposal, material, and scheduling handoff support
Connects with EstimatesConnects with ProposalsConnects with Materials
Explore Roof Reports →Measure & Estimate
Bathroom Estimates
Build remodel estimates with organized scopes, fixture groups, labor assumptions, material options, and proposal-ready packages.
Bathroom Estimates
Line-item remodel estimating with options
FixturesLaborPackages
Vanity + countertop$2,850
Tile shower package$6,400
Labor + prep$4,950
Total: $14,200
- • Remodel-specific estimate sections
- • Fixture, labor, and material option groups
- • Good, better, and best package handoff to proposals
Connects with ProposalsConnects with PaymentsConnects with CRM
Explore Bathroom Estimates →Measure & Estimate
3D Designer
Organize visual options, material selections, project references, and proposal-ready choices in a Home Vision design workspace.
3D Designer
Model rendering when assets are available
Material swatchesClient viewOption sets
Interactive walkthrough mode
Charcoal roof
White trim
Stone accent
Black gutters
- • Project visualization workspace
- • Material and finish option sets
- • Homeowner presentation support when assets are available
Connects with ProposalsConnects with MaterialsConnects with CRM
Explore 3D Designer →Homeowner decision support
Present
Turn approved estimate details into polished proposals that explain scope, options, pricing, and next steps.
Present
Proposals
Turn approved estimates, roof report details, visuals, and package options into polished proposals homeowners can review and approve.
Proposal Builder
Customer-ready approval flow
ViewedOptionsApproval link
Good
$18k
Package option
Better
$24k
Package option
Best
$31k
Package option
Proposal viewedQuestions open
- • Customer-ready proposal pages
- • Scope, option, and package sections
- • Approval, deposit, and scheduling handoff
Connects with PaymentsConnects with SchedulingConnects with Materials
Explore Proposals →Production readiness
Deliver
Coordinate schedules, material planning, job packets, and internal handoff after the homeowner approves the work.
Deliver
Scheduling
Coordinate appointments and approved work from the same Home Vision job record your sales and operations teams already use.
Scheduling
Calendar, visit window, and crew assignment
Booking linkCrewWindow
April
8910111213141516171819
Visit confirmed
Crew B · 9:00–11:00 AM
Site visit checklist assigned to project coordinator.
- • Consultation and site-visit scheduling
- • Production milestone planning
- • Scheduling context connected to customers and proposals
Connects with CRMConnects with ProposalsConnects with Payments
Explore Scheduling →Deliver
Materials
Turn approved scopes, report measurements, and proposal details into cleaner material planning and job handoff workflows.
Materials
Quantities, ordering, and readiness
ChecklistQuantitiesReady status
Shingles42 squaresReady
Underlayment18 rollsReady
Ridge vent68 ftOrder
- • Material planning from approved scope
- • Quantity review and readiness workflow
- • Production handoff connected to scheduling and payments
Connects with Roof ReportsConnects with SchedulingConnects with Payments
Explore Materials →Deposits + invoices
Get Paid
Connect payment requests, invoice status, balances, and collection checkpoints to the same customer record.
Get Paid
Payments + Invoices
Collect deposits, track invoices, monitor balances, and keep payment status visible across sales, office, and operations workflows.
Payments + Invoices
Deposit and balance visibility
Deposit paidBalance dueInvoice
Invoice HV-2048Deposit paid
Collected
$6,250
Balance
$12,750
- • Deposit and invoice request workflows
- • Paid, pending, and outstanding balance visibility
- • Proposal-to-payment connection
Connects with ProposalsConnects with SchedulingConnects with CRM
Explore Payments + Invoices →Not sure where to start?
Start with the bottleneck your team feels every week.
If leads are messy, start with CRM and Instant Quoter. If estimates are slow, start with Roof Reports and estimates. If jobs stall after approval, start with scheduling, materials, and payments.
Need a full product tour?
Book a Home Vision walkthrough and we will map the right rollout order for your team, trade focus, and sales workflow.