Lead generation

The lead hits the board, not a forgotten email

List view + KanbanToggle between table and board. Drag a card across stages to update everything downstream
Server-side infinite scrollLoads 100 leads at a time even if you have 10,000+ in the pipeline
Auto-assignment by marketLeads route to the right office based on ZIP / county / state
Per-source attributionKnow which channel paid for itself, down to the campaign

app.skallix.com/leads

Kanban view. Drag a card to the next stage.

app.skallix.com/jobs/J2451

5 stages: Lead → Opportunity → Production → Collection → Done

Production

Schedule crews. Track progress. Close the loop.

Drag-and-drop scheduleAssign crews and crew members to production events on a visual calendar
Work ordersMaterials, scope, labor hours, and sign-off photos, per job
Assigned-team isolationWorkers only see jobs and schedules they're personally on
Activity streamEvery status change, payment, message and photo, timestamped

Estimates

Reusable templatesSections, products, and market pricing. Clone the template for the next job.
AI comparisonThe two estimates side by side, missing lines marked, and a draft letter you read before it goes out.
Profit calculatorProject costs (material + labor) vs revenue per job, per stage
PDF exportBranded estimates, carrier-friendly format, click-to-send for e-signature

app.skallix.com/estimates/ai-compare

Sample comparison. The dollar amount on this screen is demo data, not a customer result.

And more

The carrier, the adjuster, the policy, and the date of loss. On the job, with the photos and the invoice.

Invoices, payments, deductibles, ACV / RCV recovery. Net profit per job. Outstanding-balance dashboard.

PDF templates. Legally binding e-signature with audit data (IP, timestamps, SHA-256 hash). ESIGN + UETA compliant.

Native SMS / voice via Twilio (A2P 10DLC registered, TFV verified). Per-client thread. Email with bounce handling.

Optional auto-caller for new leads in under 60 seconds. Books the appointment, transfers warm to a human, logs the recording.

Strict isolation per market. Each office sees only its own clients, leads, jobs, finance and reports.

7 roles: Owner → GM → Operations → Sales → Project Mgr → Office → Worker. Granular per-module access.

Sales, production, finance, team performance. Exportable to CSV. Date-range and market filters.

Full CRM in the field: photos, schedule, contracts, payments. Works offline and syncs when you are back.