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.

On the Scale plan, Revcore connects to QuickBooks Online and imports your customers and the last 12 months of invoices, so you start with your history. It does not send invoices or payments back to QuickBooks yet. Every plan can download a full export of its data for your bookkeeper.

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 included on Pro and Scale.

Drag each job onto a crew and a day on the crew board, and the crew sees their day on their phone with directions to the next stop. The job map shows every job site by status, homeowners get automatic appointment confirmations and reminders, and GPS clock-in checks the job site when a crew clocks in or out. Crew scheduling is on every plan. The job map and GPS clock-in are on Pro and Scale.

Yes. Every plan includes automated appointment and payment reminders and ready-made estimate follow-ups. Pro adds the automation builder, so you can set your own when this happens, do that rules. Scale adds unlimited automations and multi-step follow-up sequences that stop the moment the customer replies.

Every plan includes a reporting dashboard with revenue, pipeline, close rate, and jobs by stage. Pro adds per-rep and per-crew performance and job costing. Scale adds custom reports you build to match how you run the business, plus marketing attribution that shows which lead sources become paid jobs.

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 sales tools: the interactive presentation builder, Good / Better / Best quoting, material catalogs, and rep consistency controls, plus service agreements, change orders, the job map, GPS clock-in, job costing, per-rep performance, and the automation builder. Scale adds custom reports and marketing attribution, unlimited automations and multi-step follow-up sequences, lead funnels and qualification surveys, custom roles, a white-label portal, API access, priority support, and a dedicated onboarding specialist who sets up your price book for you. Scale includes one location, and extra locations are $299/mo each with 5 seats.

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.

Standard payouts land in your bank account in 1 to 2 business days. Eligible accounts can request an instant payout for a 1% fee.

Margin Protection is on by default. It marks up each line item in the estimate proportionally to cover card processing, so you keep your full price and the homeowner never sees a separate fee line. Cards are standard 2.9% + 30¢ card processing plus a 0.75% Revcore platform fee, 3.65% + 30¢ in total. ACH is 0.8% (capped at $5) plus the 0.75% platform fee. 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 on the roadmap. 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, collects the deposit at signing, 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).