Measure, quote, and install with no surprises.
Awning jobs depend on exact measurements and the right fabric. Revcore keeps measurements, fabric choices, and install dates connected so the order is right and the install is fast.
14-day free trial, no credit card required.
What awnings contractors need from software
Awning companies need software that holds on-site measurements, fabric and frame choices, and motor options on one job, so the custom order matches the quote and the install goes in once. Revcore Pro gives you on-site estimates with deposits at approval, spec tracking on the job file, and scheduling for measure, delivery, and install. Your crew takes and enters the measurements.
Where awnings jobs get stuck.
The same few things cost awnings crews time and money on every job. This is what Revcore takes off your plate.
- 01
Measurements retyped from notes
Capture dimensions on site and reuse them in the quote and order.
- 02
Fabric and frame choices
Show fabric, color, and motor options with clear pricing.
- 03
Custom orders with no paper trail
Keep every spec on the job so the order matches the quote.
How a awnings job runs in Revcore.
From the first call to the final payment, every step happens on the same job record, so nobody retypes anything and nothing waits on the office.
Awnings job, example
Book the measure appointment
1/7
Leads from your website forms land on the pipeline. Run a short survey to learn whether it is a patio, window, or storefront awning, and whether the customer wants retractable or fixed before you drive out.
SurveysEnter projection, width, and mounting height from your tape on the job, and photograph the wall, soffit, and fascia. Mark up the photo with the bracket location so the installer sees exactly where it goes.
Job tracking and photosBuild Good, Better, Best from saved line items, like a manual retractable, a motorized unit, and motorized with wind sensor. Send it to the customer's phone and collect the signature and deposit in the same step.
EstimatesFabric pattern, valance style, frame color, and motor side live in custom fields on the job. The office places the order from the approved spec, so the fabric that arrives is the one the customer picked.
Custom fieldsOnce the unit arrives, drop the install on the crew board and send the customer a confirmation. An automatic appointment reminder goes out before install day, so someone is home to open the patio door.
SchedulingInvoice from the job with the deposit already credited. Show the customer how the motor and remote work, then charge the balance to the card on file or send a text-to-pay link. Payouts land in 1 to 2 business days, or instantly for eligible accounts.
PaymentsOffer an annual fabric cleaning, hardware check, and motor inspection as a service agreement with scheduled visits and the card on file charged each cycle. Automated reminders go out before the season opens, when customers are ready to roll the awning out again.
Service agreementsSet up for the way awnings jobs run.
On-site estimates
Build a quote from the truck and convert it to a job instantly.
Spec and fabric tracking
Color, fabric, and motor choices stored on the job file.
Scheduling and reminders
Coordinate measure, delivery, and install with client updates.
Deposit billing
Collect a deposit on approval and the balance at install.
What to look for in awnings software.
Take this list to any demo or trial, ours included. If a tool cannot show you each of these on a real job, keep looking.
Measurements stored with the job
Projection, width, and mounting height should be recorded once and seen by the office and installer. Revcore stores what your crew enters and does not measure for you.
Fabric and color options in the quote
Customers choose by pattern and color. Your quote should show each option with clear pricing and keep the chosen fabric tied to the job.
Motor and accessory line items
Motors, remotes, wind sensors, and lights change the ticket. They should be saved line items your reps add in seconds.
Deposit collected at approval
Custom awnings are ordered to size. Look for e-signature and deposit in one step, so the order goes out without waiting on a check.
Install scheduling tied to delivery
Lead times vary by manufacturer. You should be able to move the install when the unit ships and let the customer know by text.
Commercial and residential in one pipeline
Storefront and patio awnings follow different sales paths. Pipeline stages should handle both, with the business owner or homeowner as the contact, without a second system.
Recurring service for cleaning
Fabric cleaning and seasonal checks bring customers back. Look for service agreements with scheduled visits and automatic billing to the card on file each cycle.
The whole platform comes standard.
Quoting is the start. Every awnings account runs the full job, from the first lead to the final payment, in one login.
- CRM and pipelineEvery lead and job on one board
- Estimates and proposalsGood, Better, Best, signed on the spot
- Scheduling and dispatchCrews on one shared calendar
- CommunicationsTexts, calls, and email in one thread
- Invoicing and paymentsDeposits and finals, paid online
- Service agreementsRecurring work, tracked
- AutomationsFollow-ups that send themselves
- ReportingRevenue and close rate at a glance
Comparing awnings software?
Honest side-by-sides with the tools awnings crews weigh most. Every plan is one flat price with crew seats included. See pricing.
- Revcore vs JobberGeneral field service tool. Revcore adds tiered quotes, spec fields, and a homeowner portal.
- Revcore vs LeapIn-home sales tool. Revcore keeps the quote, install, and payment on one job.
- Revcore vs IngagePresentation software. Revcore pairs the presentation with scheduling and the deposit collected at signing.
- Revcore vs Improveit 360Remodeler CRM for in-home sales. Revcore adds dispatch, texting, and service agreements.
- Revcore vs Salesforce Field ServiceFlexible CRM needing custom setup. Revcore ships with contractor workflows ready to use.
- All comparisons →
“One system from the first call to the final payment. We retired four separate subscriptions the month we switched.”
Composite operator based on early-access usage. Outcomes are illustrative; individual results vary.
Awnings questions, answered.
Still deciding if Revcore fits your crew? Talk to our team.
What is the best software for awning companies?
Awning dealers often weigh a general field service tool like Jobber, an in-home sales tool like Leap or Ingage, or a remodeler CRM like improveit360. Revcore Pro fits companies that want the quote, the fabric and motor specs, the deposit, install scheduling, and final payment on one job, with crew seats included rather than priced per user.
Does Revcore measure awnings or calculate projection?
No. Revcore has no measuring tools. Your estimator measures on site and enters the width, projection, and mounting height on the job, where the office and installer can see them. Those numbers stay tied to the quote and the order spec.
Can I quote motorized and manual retractable awnings together?
Yes. Build tiers from your saved line items, such as a manual unit, a motorized unit, and a motorized unit with a wind sensor and remote. Each tier shows its price and margin, and the customer picks one from their phone and pays the deposit.
Where do I keep fabric pattern and frame color choices?
Store them in custom fields on the job, along with valance style and motor side. Revcore does not send orders to manufacturers, so your office places the order, but it works from the approved spec rather than handwritten notes or a photo of the sample book.
Can I handle commercial storefront awnings too?
Yes. Use separate pipeline stages or custom fields for commercial jobs, keep the property manager or business owner as the contact, and store sign permits or landlord approvals on the job file. Deposits and progress billing work for larger commercial installs with several units.
How do I collect a deposit before ordering a custom awning?
The customer e-signs the estimate and pays the deposit in the same step from their phone, by card or ACH. The approved estimate becomes a job, and the balance is invoiced at install with the deposit already credited, so the customer only sees what is left.
Can I sell annual awning cleaning plans?
Yes. Set up a service agreement billed annually or on another supported cadence, schedule the cleaning visit, and charge the card on file each cycle. Automations can remind the customer before the visit, confirm the day, and ask for a review afterward.
Does it work on my phone in the field?
Yes. Revcore runs on the web, iOS, and Android, so awnings crews can open the job, add photos, take a signature, and collect payment from the site.
How fast can we switch over?
Most crews are live within a week. Paid plans include hands-on onboarding: we import your customers and pricing, set up your proposal templates, and add your team, then check in until it sticks.
What does Revcore Pro cost for awnings?
Plans start at $249/mo billed monthly ($207/mo on annual billing, 2 months free) with crew seats included, plus CRM, estimating, scheduling, and invoicing. Every plan includes a 14-day free trial with no credit card required.
