Solutions

Built for the contractor teams that sell, schedule, produce, and get paid.

Home Vision gives roofing, remodeling, and home-service teams one connected workflow for leads, estimates, reports, proposals, scheduling, materials, and payments.

For roofing contractors

Connect roof reports, estimates, proposals, scheduling, materials, and payment checkpoints from one project record.

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For bathroom remodelers

Build clearer remodel estimates with scope sections, fixture options, package comparisons, proposal handoff, and deposit workflows.

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For home-service teams

Standardize lead capture, CRM, proposals, scheduling, production handoff, and payment visibility across multiple services.

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Common operating workflow

One system for the full customer journey.

Whether your team sells roofs, remodels bathrooms, or manages multiple service lines, the core workflow stays the same: capture the lead, estimate clearly, present the work, prepare production, and collect payment.

01

Capture

Turn website forms, calls, referrals, and campaigns into structured opportunities.

02

Estimate

Use roof reports, remodel scope, and project details to build cleaner estimates.

03

Present

Send homeowner-ready proposals with scope, pricing, options, and next steps.

04

Deliver

Move approved work into scheduling, materials, job packets, and production readiness.

05

Collect

Track deposits, invoices, balances, and payment status from the same job record.

Team alignment

Built for owners, sales reps, estimators, office teams, and production.

Home Vision is designed so each role can work from the same job context without forcing everyone into disconnected spreadsheets, PDFs, text threads, and payment tools.

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Home Vision for roofing contractors

From lead capture to roof reports and proposals, run the full roofing sales cycle in one system.

Home Vision for bathroom remodelers

Build confidence with accurate estimates, organized customer records, and faster proposal turnaround.

Home Vision for home-service teams

Standardize your sales process across services with CRM, scheduling, payments, and project workflows.

Not sure which setup fits your team?

Book a planning call and we can map Home Vision to your service mix, crew structure, report volume, and growth goals.

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