Visual Pipeline
A drag-drop Sales kanban, then a production board with parallel Work and Paperwork tracks and pinned saved views.
EVERYTHING INCLUDED
One license.
The whole operation.
Perpetual license, no per-seat fees, no add-ons. Storm intelligence, scheduling, communications, field tools, and financials — all in a single payment.
CRM CORE
Pipeline to payoff, all in one place.
Jobs 360°
One screen per job — stages, insurance, financials, timeline, photos, documents, customer conversation, and team chat.
Leads & Canvassing
Capture inbound and door-knocked leads, score the hot areas, tie them to the storm, and convert in a click.
Contacts & Network
Customers plus an adjuster, supplier, and sub network — with carrier links and one conversation across every job.
STORM & WEATHER INTELLIGENCE
What competitors charge monthly for — included.
Storm data is part of the license — not a monthly add-on, not a separate login. Every state you license gets hail, wind, and tornado swaths, NEXRAD radar, and severe-weather outlooks.
Hail Swaths & MESH
HAILMESH-calibrated hail swaths with stone-size bands and a hatched core for catastrophic 4"+ hail.
Wind Swaths
WINDStraight-line wind and derecho polygons mapped to your job counties.
Tornado Tracks
TORNADOTornado touchdown points and tracks by state and date, cross-referenced with your jobs.
NEXRAD Radar
A trailing 24-hour animated radar loop you can play, pause, scrub, and follow live.
Severe-Weather Outlooks
SPC Day 1–3 outlooks that flag at-risk appointments and send the team a morning digest.
Local Storm Reports
NWS reports pinned to the map with storm-local time, remark text, and the issuing office.
Historical & Live
Query any past storm window, or switch to Live and watch today's swaths refresh.
State-Scoped Access
Coverage follows your license — unlicensed states stay locked, no per-state add-on.
Territories & EDDM Export
Draw territories or build them from the ZIPs a hail core hit, then export lists for EDDM mail.
INCLUDED
Competitors bill weather data as a separate monthly subscription. With Unbound Solutions CRM it ships in the license — no extra accounts, no monthly invoices, no renewal to negotiate.
SCHEDULE & DISPATCH
Every crew, every appointment, weather-aware.
Calendar
Month, week, and day views of appointments, tasks, and milestones, filterable by crew or rep.
Dispatch Board
Crew lanes you drag appointments onto to assign and schedule in one motion.
Drag-Drop Rescheduling
Drag a job to a new day or time; multi-day jobs span and move as one block.
Weather-Aware Scheduling
Appointments under the day's severe outlook wear a severity badge right on the calendar.
COMMUNICATIONS
Every conversation, in one thread.
Unified Inbox
Emails, notes, and follow-ups across every contact, job, and lead — with a needs-response filter.
Customer Conversations
One thread per customer and job; email sent from the CRM logs itself, no mailbox to reconcile.
Internal Team Chat
Per-job chat channels for the crew and office, separate from anything the customer sees.
Email & Templates
Send from your own SMTP with tokenized templates; failed sends stay visible to retry.
FINANCIALS & DOCUMENTS
From estimate to signed, paid, and booked.
Estimates & E-Sign Documents
Estimates, contracts, change orders, and certificates customers accept and sign online.
Invoices & Supplements
Line-item invoices breaking out ACV, depreciation, and deductible, with a supplement approval workflow.
Payments & Collections
Record payments, track overdue balances and aging, and issue credit memos and statements.
Material Orders & Costing
Track supplier orders to delivery; material, labor, and commission roll into job margin.
Profit & Margin
Every job nets revenue against costs to the cent — know the margin before the check clears.
Document Template Designer
A visual editor to reorder sections, set fonts and color, place your logo, and preview live.
INTEGRATIONS & IMPORT
Connect your books. Bring your data.
QuickBooks Online
Connect with OAuth and push customers, invoices, and payments to QuickBooks Online.
CSV Importers
AccuLynx, JobNimbus, and Roofr presets with auto-mapping, preview, dedupe, and one-click undo.
Calendar Feeds
Subscribe from Google, Microsoft, or any iCal client through a personal feed link.
REPORTING & PERFORMANCE
Know what closed, what's owed, and who's winning.
Sales Reports
RCV sold and collected, margin, lead-to-signed rate, cycle time, and a rep leaderboard.
Collections & Carriers
Invoiced, collected, and outstanding with an invoice aging report and a carrier collections matrix.
Lead-Source ROI
A leads-to-revenue funnel with set rate and blended ROI per channel and campaign.
My Performance
A personal scorecard against week, month, and quarter targets, with a manager drill-in.
FIELD APP
Built for the roof, not the desk.
Field PWA for Crews
An installable PWA with today's focus list, jobs, tasks, and territory canvassing — no app store.
Document Scanner
Snap a form and the app edge-detects it into a clean PDF attached to the job.
Voice Notes
Record a voice note against a job with one tap when it's faster to talk than type.
Works Offline
Knocks and logs queue with no signal and replay on reconnect; web push keeps crews synced.
MAKE IT YOURS
Built to run like your business.
Terminology
Call it "Customer" or "Homeowner", "Job" or "Claim" — the app uses your words.
Configurable Stages
Add, rename, and reorder stages across the sales, work, and paperwork tracks.
Roles & Permissions
Custom roles from a capability catalog, with financials hidden from non-financial users.
Branding & Theme
Your logo, accent color, light or dark, and a custom login backdrop.
Map Marker Studio
Custom icon and color per stage, lead, and peril, plus map, satellite, and dark basemaps.
Job Numbering
Set a prefix and starting number for job and invoice IDs.
Self-Hosted & Licensed
Self-hosted and activated by code, with one-click updates and backups — a perpetual license, never a subscription.
READY WHEN YOU ARE
Priced once.
Yours forever.
One payment covers the CRM, storm data, and every feature on this page. No renewals, no per-seat fees, no surprises.