Feature
Take assessment requests from your website, run them on-site or over video, and turn what you find into an accurate quote — with the property record built as you go.
Assessment requests land in the pipeline automatically and move to scheduled with a couple of clicks.
Offer remote video surveys — Zoom rooms are created automatically and the client gets a one-tap link.
Capture rooms, requirements, photos, and access details in a structured record that the whole team can use later.
Findings convert into a priced quote from your service catalogue — no re-typing, no forgotten extras.
Everything learned at assessment stays on the property: alarm codes, parking, pets, and the details that make visits go smoothly.
Reminders chase unanswered quotes and unscheduled assessments on the cadence you set, so leads don’t go cold.
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