Every feature exists because a real business owner asked for it. No bloat, no unused modules — just tools that help you run a better operation.
Purpose-built for 37+ trade industries — from Stone Fabrication and HVAC to Property Management and Dealerships.
Stop losing leads to voicemail and sticky notes. Every prospect is tracked, followed up, and nurtured automatically.
Complete customer profiles with history, preferences, and communication log.
Auto-import from calls, emails, web forms, and social media inquiries.
Drag-and-drop pipeline with custom stages for your sales process.
Schedule reminders and email sequences so no lead goes cold.
Create professional quotes with itemized materials, labor, and configurable pricing rules.
See every touchpoint — calls, emails, quotes, jobs — in chronological order.
Bring your existing contacts from CSV, HubSpot, Salesforce, or any other CRM.
From quote to completion, every project is tracked. Know where every job stands without making a single phone call.
One click turns an approved quote into an active job — zero re-entry.
Define your own stages (Measured → Templated → Fabricated → Installed, or whatever fits).
Track materials used vs estimated. No surprises at the end of the job.
Attach progress photos and job-related files in one place.
Labor, materials, and expenses tracked against budget in real time.
Assign crew members to jobs and sub-tickets with role-based access.
Drag-and-drop scheduling with automatic customer notifications. No more phone tag to coordinate your team.
Visual scheduling with day, week, and month views.
See who's free and double-bookings at a glance.
SMS and email reminders sent automatically before appointments.
Minimize drive time between jobs for field teams.
Set up repeating appointments for maintenance contracts.
Let customers book appointments and sync with Google / Outlook.
Professional invoices in one click. Online payments. Automatic reminders. Get paid faster without the awkward phone calls.
Generate from completed jobs or quotes instantly.
Credit card, ACH, and payment links. Powered by Stripe.
Polite but persistent payment reminders — never chase again.
Collect deposits before starting work.
Track income, outstanding balances, and aging reports.
Your logo, colors, and terms on every invoice.
Every conversation — phone, email, SMS, social — in one inbox. Never lose context or switch between apps again.
All messages from every channel in a single, searchable view.
Send and receive email directly inside the platform.
Two-way text with customers using your business number.
Every call logged with notes, linked to the right customer.
Pre-built email and SMS templates for common messages.
Internal messaging without switching to Slack or Teams.
Email campaigns, social media scheduling, ad management, and drip sequences — without hiring a marketing agency.
Design, send, and track email campaigns to your customer list.
Schedule posts across Facebook, Instagram, and LinkedIn.
Automated email series for nurturing leads and onboarding.
Automatically ask happy customers for Google/Yelp reviews.
Create a professional website with your branding in minutes.
Automatically reward customers who refer or repeat.
Give your customers 24/7 self-serve access to their jobs, invoices, documents, and communication. No more "where's my order?" calls.
Customers track their job progress in real time with stage-by-stage updates.
Customers view and pay invoices online. Faster payments, less paperwork.
All contracts, quotes, photos, and change orders in one place.
Direct customer ↔ team messaging with full history.
Your logo, your colors, your domain. The portal feels like your brand.
Each contact sees only what you let them see.
Not a chatbot. An AI employee that actually does work — answers phones, creates quotes, reads documents, and writes emails.
Answers calls 24/7, books appointments, takes messages, handles FAQs.
Snap a picture on-site and get an accurate estimate in minutes.
Upload PDFs, contracts, or blueprints — AI extracts the data you need.
AI drafts proposals, follow-ups, and replies in your brand voice.
AI optimizes crew assignments, routes, and job sequencing.
Ask questions in plain English, forecast demand, score leads.
Real-time financial visibility. Track revenue, expenses, profitability by job — and generate reports your accountant will love.
Real-time dashboard with income, outstanding, and collected.
Log expenses, attach receipts, categorize for tax time.
See profit margins per job, per customer, per time period.
Build the reports you need — revenue, pipeline, utilization, more.
Two-way sync with QuickBooks, Xero, or Sage Intacct — plus Plaid bank feeds.
Full payroll with Gusto integration, benefits tracking, and exports your accountant needs.
Everything your CPA expects — without the extra software licenses.
Purpose-built tools for contractors, crews, and field teams. Everything from punch lists to lien waivers, fleet to safety — already included.
Capture mid-job additions with customer e-signature on the spot.
Request-for-information and submittal tracking for commercial projects.
Track closeout items with photos, assignees, and sign-off.
State-compliant conditional & unconditional waivers on progress or final payment.
Log warranties and handle claims without spreadsheets.
Toolbox talks, incident reports, and attendance logs in one place.
Track vehicles, maintenance, fuel, and driver assignments.
Mobile time tracking with GPS-verified punch-in on-site.
Scan slabs, bundles, or serialized inventory from a phone.
Calculate sales commissions automatically from closed jobs.
Maintenance contracts with automatic scheduling and billing.
Invite subs to bid privately — compare side-by-side — award with one click.
Bigger operations get bigger tools. White-label, CAD/CAM, BIM, custom workflows, and deep API access — on Professional and Enterprise plans.
Your logo, your colors, your domain on the entire platform.
Nesting, program generation, and production-floor scheduling.
Upload a plan set, AI reads dimensions and builds a quote.
Review and markup plan sheets without leaving the platform.
Build custom intake, inspection, and field forms without code.
Custom reports and automated workflows tailored to your operation.
Full API access for custom integrations and data pipelines.
SAML / SSO, audit logs, dedicated support, and custom SLAs.
AutEvo AI doesn't replace everything overnight. It plays nice with your existing tools and becomes the hub that connects them all.
Plus API access for custom integrations on Professional and Enterprise plans.
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