Quote multi-room AV, lighting, and automation, present system options, and bill multi-stage projects cleanly.
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Smart Home & Home Automation
Work order · RC-6916
Customer
J. Reyes Residence
Site
412 Birchwood Ln · Austin TX
Scope of work
Smart home installer software that wires up your sales process
Status
Booked4–6
tools smart home & automation installers replace with one RevCore login
Sample work order · Smart Home & Home Automation crew · Apr 2026
01/Before vs after
Before · stitched-together stack
After · RevCore Pro
02/Built for smart home & home automation
Show homeowners Crestron, Control4, Lutron, and value-tier hardware side-by-side with control surfaces, scenes, and pricing on the iPad.
Templates for whole-house audio, lighting control, motorized shades, network, and security with hardware catalogs and labor rates by zone.
Photograph wire pulls, panel locations, and finished trim. Phase photos pin to the job record for the next crew and the client portal.
Homeowners approve hardware selections, sign change orders, and pay deposit, rough-in, and final invoices from one portal.
Coordinate rough-in with the GC, trim and head-end with your crew, and final programming with the homeowner — all on one synced calendar.
Track hardware margin, programming hours, and project profitability across active builds so the next bid prices reality, not last year's catalog.
03/How it works
Step 01
Build accurate smart home & home automation estimates in minutes with trade templates, catalogs, and Good / Better / Best tiers.
Step 02
Walk homeowners through options with branded iPad presentations. Show before / afters, explain scope, close at the table.
Step 03
Collect approvals, signatures, and deposits through the client portal. Same-day payment with homeowner financing readiness on Scale.
04/Built for smart home & home automation
Rough-in, trim, and programming on one project record
Multi-room quotes assemble from hardware catalogs, labor rates, and zone counts. Rough-in and trim photos pin to the same record the homeowner approves change orders and pays progress invoices on, so the GC, the install crew, and the homeowner are reading from one source.
05/vs ServiceTitan
| Capability | RevCore Pro | ServiceTitan |
|---|---|---|
| Smart Home & Home Automation-specific quote templates | ||
| iPad sales presentations | ||
| Good / Better / Best pricing tiers | ||
| Automated follow-up sequences | Manual only | |
| Photo documentation included | ||
| Monthly-payment preview on every quote | ||
| Flat pricing, no per-tech fees | ||
| Live in 1–2 days |
ServiceTitan at five techs averages $500–$800/mo with a multi-year contract and three-month onboarding. RevCore Pro Starter starts at $187/mo billed annually, includes iPad presentations, and is live in 1–2 days.
06/Smart Home & Home Automation software FAQ
07/Related industries
HVAC
Present options in the home, quote on the spot, and get approvals before you leave.
Read morePlumbing
From emergency calls to full re-pipes, manage quotes, photos, and client communication.
Read moreElectrical
Professional quoting, presentations, and project documentation for electrical contractors.
Read moreBuilt for your trade
Every trade we build for shares the same thread — lead in the morning, signed by lunch, paid by the afternoon. Open the trial and run it on a real job this week.
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