Everything between "can you come out and measure?" and "paid in full."
CoverAxis follows a job through every hand it passes: the person who answers the phone, the salesperson in the home, the office ordering product, the crew installing it and the owner checking the margin.
Leads and appointments
Get to every lead fast and book it where your salespeople already are.
Lead inbox
Incoming leads land in one list with who's assigned and who still needs a call. The Home page shows today's count of leads to contact.
Appointment booking
Book a sales appointment straight from the lead and it goes on the salesperson's calendar.
Estimates Map
Upcoming appointments and unbooked leads plotted on a map, so you can fill gaps in a salesperson's day with nearby leads.
One calendar
Sales appointments, installs and service visits together, filtered to whoever needs to see them.
Estimating
Quote accurately in the home, then follow up until it's sold or lost.
Your price book
Estimates are built from your own products and pricing, so every salesperson quotes the same way.
Drafts
Estimates still being written stay in Drafts until they're ready to send, on any device.
Estimate pipeline
Every estimate filtered by Pending, Finalized, Sold or Lost, with residential and commercial kept apart.
Follow-up list
Sent estimates that haven't closed are flagged Follow Up, then Overdue after seven days, oldest first.
Ordering and production
The gap between sold and installed is where jobs get lost. Not here.
Order status on every job
Each sold job moves from Not Ordered to Partially Ordered to Fully Ordered. Anything not ordered is highlighted until someone handles it.
Purchase orders
Customer purchase orders kept with the job they belong to.
Install only when ready
A job can't be marked installed until it's fully ordered, so nothing gets scheduled on product that hasn't arrived.
Sold, not installed
See the dollar value of work in production, split by how long ago it sold: under 7 days, 8 to 21, and over 21.
Installs and service
Schedule crews, route them and record what really happened on site.
Install Schedule
Book and manage installs, with jobs still waiting for a date kept in view.
Installer Map
Scheduled installs and unscheduled jobs on a map for tighter routes.
Install confirmation
The office confirms each install with the date, lead installer, crew, number of visits and the reason for any return trip.
Service requests
Warranty, remake and repair tickets with status counts, appointment and technician, through to resolved.
Money
Know what you're owed, what each job really cost and what to pay out.
QuickBooks sync
Sold jobs send their invoices to QuickBooks. Every row shows Pending Import, Importing, Imported or Import Error.
Payments outstanding
Sold jobs with no payment or a balance left, oldest sale first, showing total, received and balance due.
Job reconciliation
After install, actual costs are entered and verified. Commission isn't approved until the job is reconciled.
Commission tracking
Salespeople on commission see this payroll week's earnings so far and their weekly trend against an 8-week average.
Quality and reputation
Put a number on mistakes, then make fewer of them.
Mistake and rework log
Record anything that caused a return trip, extra labor or parts: the stage, the cause, who was responsible and what it cost, less any supplier credit.
Installation issues
Jobs installed with something still open stay on a list, with whether final payment is in, until the issue is resolved.
Google review requests
Happy customers get a review request after install. Skip it for disputes, commercial accounts or friends and family, with a reason recorded.
Sales reporting
Conversion rate by month, quoted vs sold, average sold job and the current pipeline, for month-to-date or the last 30, 60 or 90 days.
Your team, your rules
Set it up once and everyone gets the right view.
Users and permissions
Choose what each person can open. Pages they can't access don't appear at all.
Role-based dashboards
Administrators see every salesperson, office staff see the full pipeline, salespeople see only their own jobs.
Personal Home page
Each person reorders and hides their own shortcut tiles. Their layout follows their login to any device.
Runs in the browser
Desktop, tablet or phone. No installs, no servers to look after.
Want to see a job go all the way through?
We'll take one from lead to reconciled in a live demo, or set you up with a 14-day trial on sample data.