Questions, answered.

Most crews are live within days. Free onboarding includes migrating your customers, jobs, and history from your old tool or spreadsheets, so you're not starting from scratch.

Yes. We move your customers, jobs, estimates, and invoices over for you as part of onboarding, at no extra cost.

Absolutely. The whole platform, pipeline, estimates, job photos, invoicing, and payments, works from your phone, even on a weak jobsite connection.

Yes, invoices and payments export at launch. Full two-way sync, including vendor bills and chart-of-accounts reconciliation, is on the post-launch roadmap.

No. The trial is self-serve. Our team is available on the contact page if you want a walkthrough or have a question about the Enterprise track for 50 or more users with a custom SLA.

Yes. Every customer gets a private homeowner portal where they follow progress and photos, approve change orders, sign documents, and pay, all from one link. Scale lets you white-label it with your logo and brand color.

Yes. RevCore has a shared inbox that keeps texts, calls, and emails tied to the right job and customer, so the whole team sees the same thread. Two-way texting is included on every plan; higher text volumes and outbound calling run on our messaging add-on and require carrier (A2P) registration.

Yes. Set up service agreements for recurring maintenance, auto-generate the next visit and invoice on schedule, and track recurring revenue separately from one-time work. Service agreements are available on Pro and Scale.

Yes. Scheduling and dispatch include optimized routing and a live crew map so you can see who's where and send automatic on-my-way texts. Scheduling, dispatch, and GPS clock-in are on Pro and Scale.

Yes. Pro includes automated reminders and follow-ups for estimates, appointments, and invoices. Scale adds the full follow-up cadence engine (day 0, 3, 7, 14) plus automated review requests after a job wraps.

Starter includes core dashboards for pipeline, jobs, and cash flow. Pro adds advanced dashboards with per-rep and per-crew performance. Scale adds custom revenue and pipeline reports you can build to match how you run the business.

No. Each plan includes a set number of crew seats (3 on Starter, 7 on Pro, 15 on Scale). Extra seats are a flat $49/mo, so growing your team doesn't quietly grow your bill.

Full access to every feature in your chosen plan. No credit card required to start, and no feature gating. We bill nothing until day 15, and only if you keep the account.

Yes. Upgrade, downgrade, or change billing cycle from your billing settings any time. Annual plans pro-rate on upgrade.

Annual plans are billed at 10 months' price for 12 months of access, the equivalent of 2 months free. We bill the full year up front, and the per-month listed price is the annualized equivalent for comparison.

Each plan includes a base seat count. Extra seats are $49/mo each on every plan, billed on the same cycle as your subscription.

Pro adds the crown-jewel sales tools, the interactive presentation builder, Good / Better / Best quoting, material catalogs, rep consistency controls, plus scheduling, dispatch and GPS clock-in, change orders, and advanced follow-up cadences. Scale layers on service agreements and recurring plans, divisional and multi-location reporting, 2-way QuickBooks sync (roadmap; export is live today), a white-label portal, API access, a named CSM, payroll-ready time exports (roadmap), Rev AI priority access (Q3), and built-in homeowner financing exclusive to Scale (Q4 2026).

No. Pay month to month with no commitment, or choose annual billing for 2 months free. Cancel whenever you like.

Monthly plans: cancel any time and keep access through the end of the current cycle, with no further charges. Annual plans: cancel within 14 days for a full refund. After that window, your prepaid term continues to its end date and does not auto-renew. There are no early-termination fees, ever.

Reach out through our contact page and we'll look at it case by case. We don't currently publish a standing discount program.

Eligible card and ACH payments are paid out the same day, so the money lands the day the work is done instead of waiting several business days.

Online deposits and invoice payments through RevCore Payments run at 3.65% + 30¢ for cards and 1%, capped at $15, for ACH. With Margin Protection, that fee is built into every estimate automatically, so what you quote is what you keep. All fees are disclosed in your payment settings.

Yes. Collect a deposit on signature and let production managers send stage payment links from the field as milestones are hit.

Not yet. Built-in homeowner financing is coming in Q4 2026, exclusive to the Scale plan and disbursed only through RevCore Payments. We're finalizing our financing partner now. Today you can present clear monthly payment options inside your sales presentations.

Your data is encrypted in transit and at rest, with role-based access controls and continuous monitoring. Payments are handled by PCI-DSS Level 1 partners.

Our security page covers our auth model, encryption, row-level security policy, audit-log scope, and subprocessor list. You can also sign a DPA through our legal pages.

Anytime. Export customers, jobs, invoices, and photos in standard formats. There's no lock-in and no hostage fees to leave.

RevCore includes crew seats instead of charging per user, offers same-day payouts, and brings estimating, sales presentations, photo docs, websites, and payments together in one login, no add-ons to bolt on.

One login replaces your CRM, estimating, sales presentation tool (like Ingage), photo docs (like CompanyCam), payment processor (like Square), and website builder (like Roofr Sites).