Product tour·5 min read
A real $22,400 roofing job. Six workflows. One login. Watch how RevCore Pro moves a homeowner from first call to closed invoice without a single tool swap.
Estimates
8 open · $387K pipeline · 67% close rate
Draft
3Grant & Paige Sinclair
Finish materials — floors, tile
$65,000
Jake Brennan
Oscar & Camila Diaz
Premium tile, custom vanity
$38,000
John Taylor
Troy & Rebecca Stone
Framing, insulation
$22,000
Jake Brennan
Sent
5Emily & James Carter
Kitchen Remodel
$68,500
Jake Brennan
Maria & Antonio Ruiz
Semi-custom cabinets
$62,000
John Taylor
Follow-upEthan & Grace Walsh
Windows & roofing
$92,000
Jake Brennan
Follow-upDouglas Armstrong
Bathroom refresh
$18,500
Jake Brennan
Francis & Helen Kim
Framing, insulation & drywall
$21,000
Mike Reeves
Follow-upAccepted
3Larry & Deborah Nash
Tile, fixtures & vanity
$48,000
Jake Brennan
Samantha & Travis Wright
Cabinets, countertops
$95,715
Mike Reeves
Nicole & Brian Bauer
Finish materials — floors
$72,385
Jake Brennan
Lost
2Keith & Laura Jennings
Hardwood flooring
$18,000
Jake Brennan
Marcus & Tanya Rivera
Vanity, toilet, tile
$30,000
Jake Brennan
5 min
Tour length
$22,400
Example job value
6
Core workflows
Live
Animated mocks
00/Prologue
Before RevCore Pro, this job took three tools, seven forms, and about two weeks of back-and-forth.
Watch what happens on RevCore Pro.
01/Lead
CRM
At 9:14 AM, a homeowner in Pasadena submits a form. Before your phone pings, the lead is already in your pipeline, enriched with address, source, and first-touch SMS. No spreadsheet. No copy-paste.
New lead · Coastline Exteriors
09:14 · Mon Apr 26
Captured 0:00 after submit
Margaret Henderson
Submitted the homeowner intake form on coastlineexteriors.com.
Service address
312 W Coastline Dr, Pasadena 91105
Source
Google LSA · roofing keyword
Project
24 sq architectural shingle re-roof
Assigned to
Hayden Mitchell · Coastline Exteriors
First-touch SMS · auto-sent
· 0:42 after submit“Hi Margaret, this is Hayden at Coastline Exteriors. Got your re-roof inquiry — happy to walk the property this week. Tue 9 AM or Wed 4 PM?”
Pipeline stage
New leadQuote sent↑/The first win
0 minutes
Time your team spends re-typing that lead into a second system. It's already there.
02/Quote
Quote builder
Pull from your price book, let AI flag margin risk, and assemble three tiers the homeowner can actually compare. Financing shown inline on every tier, automatically.
New estimate
Draft saves automatically
Emily & James Carter
emily.carter@example.com · (303) 555-0167
Quick starters
| DESCRIPTION | QTY | UNIT | UNIT PRICE | LINE TOTAL |
|---|---|---|---|---|
| Cabinet demolition & disposal | 1 | job | $2,800 | $2,800 |
| Shaker cabinets — painted maple | 18 | ln ft | $1,450 | $26,100 |
| Quartz countertops (Calacatta) | 52 | sq ft | $165 | $8,580 |
| Subway tile backsplash | 38 | sq ft | $18 | $684 |
| Plumbing fixtures & install | 1 | lot | $4,200 | $4,200 |
| Electrical — 6 recessed + under-cab | 1 | lot | $3,150 | $3,150 |
| LVP flooring — installed | 185 | sq ft | $9.50 | $1,757 |
| Painting & finishing | 1 | job | $3,800 | $3,800 |
Summary
Deposit required
$9,859
Due on signature · balance on milestones
03/Pitch
Presentation
Open presentation mode. Every slide is branded to your company. Photos, warranties, financing, monthly payments — in one swipe-friendly flow designed for the dining room.
Good
$8,750
Better
$12,500
Best
$18,200
"/From the field
“Our techs love the iPad presentations. Homeowners see the options right there and pick the higher tier almost every time.”
Sarah Chen
Operations Manager · ProElite HVAC
04/Close
Payments
The homeowner says yes. They sign on your iPad, the deposit hits your account same day, and the job moves into your schedule automatically. No paper, no follow-up, no waiting two weeks.
Client Portal
Your Kitchen Remodel
Emily & James Carter · Elite Construction
Good
Core Remodel
$54,800
Better
Premium Package
$68,500
Best
Designer Upgrade
$89,900
05/Build
Service delivery
Drop the job onto the schedule. Field techs see everything on their phone — address, scope, photos, notes. They check in, upload progress photos, and the homeowner's portal updates in real time.
Projects
Field documentation hub — photos and video per project, crew context, and client-visible curation. Same project record as estimates, schedule, and invoices (not a separate gallery app).
Active Projects
16
Not delivered
Photos on Record
0
All projects
Thin Documentation
0
Under 6 photos
On Map
25
Geo-ready rows
Jason Whole-Home Renovation
ApprovedJason
📷 0 photos
📍 1200 Rockrimmon Blv...
Linked estimate est_59c91f9b
Paul Home Addition
ApprovedPaul
📷 0 photos
📍 2880 Greenfield Ave...
Linked estimate est_64d052b9
Stephanie Bathroom Remodel & More
ApprovedStephanie
📷 0 photos
📍 426 Cherry Creek Dr...
Linked estimate est_ab5511b5
Greg Flooring Installation & More
ApprovedGreg
📷 0 photos
📍 1560 Ironwood St, Au...
Linked estimate est_d4e79322
Olivia Kitchen Remodel & More
ApprovedOlivia
📷 0 photos
📍 990 Mesa Ridge Pkw...
Linked estimate est_54e47c0f
Derek Basement Finish & More
In-progressDerek
📷 0 photos
📍 1775 Elk Meadow Ln...
Linked estimate est_8b8ab98a
Money map · Coastline Exteriors
06:04 · Mon Apr 26
Pinned for Hayden · Mon 6:04 AM
Where every dollar sits today.
Pipeline open
$186,400
14 deals
In quote
$42,600
5 quotes
Signed this week
$48,200
1 deal · Henderson
AR owed
$31,240
7 invoices
1 deal aging in quote · Kim residence · 4 days no touch
NudgePinned by · owner
Hayden Mitchell · Coastline Exteriors
06/Paid
Reports
The job gets marked complete. The final invoice goes out automatically. The homeowner pays from their portal or a payment link via text. Your revenue, margin, and close-rate dashboards refresh live.
07/Epilogue
Every chapter you just walked through ships in the box. No tier upgrade. No feature gate.
One login
Six chapters, one stack
Lead, quote, pitch, close, build, paid. No tool swap, no copy-paste, no second tab.
One ledger
Every event journaled
Signed quotes, cleared deposits, sent invoices. One source of truth, one audit trail.
Every chapter
Unlocked on day one
Fourteen days of every workflow you just watched. No credit card, no tier upgrade.
Ready when you are
Start the fourteen-day trial with every feature unlocked. No credit card required. Point your team at one system before the busy season hits.
14-day free trial · No credit card · Cancel anytime
Also ask about RevCore on
