Foreline

Services

Every system we build for exterior contractors.

Three core packages with their prices, and the 102 systems we build, in 14 groups. Each one is set up for you, on the tools you already use, and kept running.

Book a 15-minute demo See pricing

Core packages

Two tools. Or the whole system.

Take the Estimator, the Front office, or both with a CRM in the middle. We set it up. You run the jobs.

Estimator

$1,000 setup + $349/mo

Hover report in, priced estimate out in seconds, from your own price sheet. You approve every estimate before it goes out.

What's included

  • Hover report to priced estimate, on your price sheet
  • Branded estimate PDF in your format
  • Cost, margin and profit on every line
  • AI bid compare against another bid for the same house
  • Photo counts for what a measurement report can't see
  • One click from Hover or JobNimbus
  • Your price sheet loaded and checked against three of your own past jobs
  • A weekly report every Monday
See the Estimator

Front office

$750 setup + $349/mo

An AI receptionist that answers the calls you can't take, books the visit and keeps working the estimates you haven't closed. Your phone rings first.

What's included

  • An AI receptionist that answers 24/7 in your trade's words and says it's automated
  • Booking into your calendar from the call
  • Missed calls trigger an instant alert so a person calls back
  • Call summaries written into your CRM
  • Follow-up on the estimates you've sent
  • One do-not-contact list that every channel checks
  • Twenty test calls before go-live and a week of tuning after
  • A weekly report every Monday
See the Front office
Recommended

Full system

$2,500 setup + $999/mo

Both tools, your CRM in the middle, and the automations between them. Set up for you, and kept running.

What's included

  • Everything in the Estimator
  • Everything in the Front office
  • Your CRM set up or cleaned up: stages that match how you sell, automatic tasks
  • Every website form into your CRM, with an instant alert
  • Your contacts and jobs moved in, duplicates merged
  • Job updates for homeowners, start to closeout
  • Review requests after every job
  • The automations between them, kept running
See the Full system

Month to month; cancel on 30 days' written notice. Month 1 is inside the setup fee, so the monthly starts the month after go-live. Texting isn't part of go-live: it needs a carrier registration under your own tax ID, and we don't promise a date for it. Founding-offer terms are on the Pricing page.

Every system

The systems, by group.

Every system below is set up for you. The tag says which package already includes it; anything else is scoped and priced with you on a call.

Leads & intake

Every way a lead reaches you, from your website, your inbox, a lead service, a yard sign or a home show, lands in one place with an alert. A person makes the call.

Ask about these on a demo

  • Lead form to CRM with an instant alert

    Every form on your site lands in your CRM, tagged by source, and your phone alerts you.

    • In the Full system
    • Others: scoped on the call

  • Instant response to bought leads

    Leads you pay for go straight into your CRM, your phone alerts you, and a person calls back.

    • Scoped on the call

  • Inquiry emails become CRM leads

    Homeowner emails to your inbox become CRM leads with name, phone and job, and you get an alert.

    • Scoped on the call

  • Photo-upload request form

    Homeowners send photos of the problem with their request, and the photos are filed with the lead.

    • Scoped on the call

  • Lead routing to the right salesperson

    Each new lead goes to the right salesperson by town, trade or turn, with their own alert.

    • Scoped on the call

  • Yard-sign and truck QR codes that track the source

    Each sign and truck gets a QR code that opens a short form and records the source.

    • Scoped on the call

  • Home-show and event lead capture

    Visitors at your home-show booth sign up on a tablet and land in your CRM, tagged with the show.

    • Scoped on the call

Front office & phones

The phone side of your office: answering, booking, alerts and call notes, and what rides on them. Your phone still rings first.

Ask about these on a demo

  • AI receptionist that answers 24/7

    Answers the calls you can't take, day and night, in your trade's words. Your phone still rings first.

    • In the Front office and the Full system

  • Booking into your calendar from the call

    Books the estimate appointment into your own calendar during the call.

    • In the Front office and the Full system

  • Missed-call alert so a person calls back

    Missed calls trigger an instant alert with the number and the reason, so a person calls back.

    • In the Front office and the Full system

  • Call summaries written into your CRM

    Every call lands in your CRM with a summary, the outcome and any appointment.

    • In the Front office and the Full system

  • Appointment reminders and no-show rebooking

    A reminder the evening before each visit; nobody home, one tap sends a rebooking email.

    • Scoped on the call

  • Website chat assistant

    Your phone assistant also answers chat on your website, says it's automated, and books the visit.

    • Works with the Front office
    • Scoped on the call

  • Past-customer recognition on the phone

    When a past customer calls, the receptionist knows them and routes the question to you.

    • Built to order
    • Works with the Front office
    • Scoped on the call

  • Warranty and service-request intake

    Warranty and repair requests are logged with photos and the job they belong to, in one list.

    • Scoped on the call

  • Weekly call review

    Each week, the calls that went wrong, with a short note on what to change in the script.

    • Works with the Front office
    • Scoped on the call

  • A second phone agent for a second location or brand

    A second receptionist for another office or brand, with its own script and calendar.

    • Works with the Front office
    • Scoped on the call

Estimating & proposals

The Estimator and everything around it: options, estimate packets, change orders and fresh prices. You approve every estimate before it goes out.

Ask about these on a demo

  • Hover report to priced estimate

    Hover report in, priced estimate out in seconds, from your own price sheet. You approve every one.

    • In the Estimator and the Full system

  • Branded estimate PDF in your format

    The homeowner gets a clean PDF with your logo, your wording and your line items.

    • In the Estimator and the Full system

  • Cost, margin and profit on every line

    Cost, margin and profit on every line, for you, before the estimate goes out.

    • In the Estimator and the Full system

  • AI bid compare

    Lines up your estimate against another bid for the same house and shows where they differ.

    • In the Estimator and the Full system

  • Photo counts

    Counts the vents, fixtures and boxes in your photos that a measurement report can't see.

    • In the Estimator and the Full system

  • Good, better, best options on one estimate

    Two or three priced options from one Hover report, so the homeowner chooses instead of shopping.

    • Built to order
    • For Estimator clients
    • Scoped on the call

  • Gutter and window estimates from the same Hover report

    Prices gutters, windows and doors from the same report, on your own price sheet.

    • Built to order
    • For Estimator clients
    • Scoped on the call

  • Estimate email packet

    Each estimate goes out with your cover letter, warranty sheet, job photos and financing link.

    • Scoped on the call

  • Estimate turnaround timer

    Every estimate visit starts a clock, and a late estimate nudges whoever owes it.

    • Scoped on the call

  • Change orders priced and signed before the extra work

    Extra work found on the job is priced from your sheet and signed before it starts.

    • Built to order
    • Scoped on the call

  • Quarterly price-sheet refresh

    Send your new supplier prices; your price sheet is updated and re-checked on your past jobs.

    • For Estimator clients
    • Scoped on the call

  • Inspection report drafted from your photos

    Your inspection photos become a branded report with findings drafted for you to edit.

    • Built to order
    • Scoped on the call

Sales follow-up & closing

Keeps every open estimate and every lead who didn't book in front of you, by email in your name and a call list. People make the calls.

Ask about these on a demo

  • Estimate follow-up for Estimator clients

    Unsigned estimates get three short emails in your name and a call list, until they answer.

    • In the Front office and the Full system
    • With the Estimator: scoped on the call

  • Follow-up for leads who didn't book

    Leads who never booked get two or three short emails with your booking link, until they answer.

    • Scoped on the call

  • Estimate-viewed alert

    Your phone buzzes when a homeowner opens the estimate, so you can call while it's in front of them.

    • Scoped on the call

  • Lost-job reasons

    Lost jobs get a one-question email, and the answers add up in a monthly list for you.

    • Scoped on the call

  • Reactivation emails for old leads and declined estimates

    Old leads and turned-down estimates hear from you again at 6 and 12 months.

    • Scoped on the call

  • Sales practice line

    Your salespeople practice your real objections on a pretend homeowner and get a scorecard.

    • Built to order
    • Scoped on the call

Scheduling & production

From sold to finished: the kickoff checklist, permits, colors, special orders, crews and the final walk-through, tracked so nothing waits on memory.

Ask about these on a demo

  • Crew schedule board and daily crew sheets

    One shared schedule; each crew lead gets tomorrow's jobs every afternoon, with weather flagged.

    • Scoped on the call

  • Sold-job kickoff checklist

    A sold job opens its own checklist (deposit, colors, permit, materials, start date) and nags until it's done.

    • Scoped on the call

  • Permit and inspection tracker

    Every job's permit and inspection dates in one list, with reminders and a flag when a permit is missing.

    • Scoped on the call

  • Color and product sign-off

    Homeowners confirm colors and products on one signed page before you order.

    • Scoped on the call

  • Special-order tracker for windows and doors

    Special-order windows and doors tracked to the promised date, with an alert when one slips.

    • Scoped on the call

  • Crew photo check-in

    Jobs without start and finish photos by day's end are flagged to you.

    • Built to order
    • Scoped on the call

  • Crew call-in daily log

    Crew leads call one number at day's end; what they say is written up on the job for you.

    • Built to order
    • Scoped on the call

  • Final walk-through sign-off

    A walk-through checklist on your phone that you and the homeowner both confirm; touch-ups become tasks.

    • Scoped on the call

  • Recurring service visits

    Gutter cleanings and other repeat visits get booked and reminded without anyone keeping track.

    • Scoped on the call

Customer communication

Updates and paperwork for the people whose homes you're working on, sent from your own email address.

Ask about these on a demo

  • Job updates for homeowners, start to closeout

    Homeowners hear from you at each step: install date, how to prep, crew on the way, job done.

    • In the Full system
    • Others: scoped on the call

  • Shared job folder for each homeowner

    Each homeowner gets a private folder with their contract, colors, schedule and warranty papers.

    • Scoped on the call

  • Homeowner updates in Spanish

    Homeowners who prefer Spanish get their updates and reminders in Spanish.

    • Built to order
    • Scoped on the call

Payments, contracts & paperwork

Your contract, deposit, invoices and the records you have to keep, on your own templates and accounts. We load your lawyer's documents; we don't write them.

Ask about these on a demo

  • Sign-and-deposit links, with a financing button

    Estimate emails carry sign, deposit and financing buttons; a signed job flips to sold.

    • Scoped on the call

  • Invoice and payment reminders

    Final invoices drafted when a job is done, reminders sent, and one Monday list of who owes what.

    • Scoped on the call

  • Contract filled from the estimate

    Your contract is filled in from the estimate (names, address, scope, price), ready to sign.

    • Scoped on the call

  • Progress invoices by job stage

    Deposit, start and completion invoices are drafted at the right step for you to send.

    • Built to order
    • Scoped on the call

  • Lien waiver tracker

    Lien waivers from subs and suppliers requested, tracked and filed before final payments.

    • Scoped on the call

  • Lead-safe (RRP) paperwork for pre-1978 homes

    The EPA lead pamphlet goes out before work starts, and the signed record is filed and kept.

    • Scoped on the call

  • Supplier bill reader

    Supplier bills are read and matched to the job, so you see a material overrun while it's open.

    • Scoped on the call

Reviews & reputation

Every customer gets the same ask, nobody is paid for a review, and nothing posts without your OK.

Ask about these on a demo

  • Review requests after every job

    Every finished job gets your thank-you email with a one-tap review link. Same ask for everyone.

    • In the Full system
    • Others: scoped on the call

  • Review alerts and reply drafts

    Each new Google review reaches you with a reply drafted in your voice; a low rating pings your phone.

    • Scoped on the call

  • Approve-and-post review replies

    Approve a drafted review reply with one tap and it's posted for you. Nothing posts without your tap.

    • Built to order
    • Scoped on the call

  • Review alerts from Facebook, Yelp, Angi and BBB

    New reviews on Facebook, Yelp, Angi and BBB reach you with a drafted reply.

    • Scoped on the call

Marketing

Past customers, neighbors and referral partners already know your work. These keep them hearing from you.

Ask about these on a demo

  • Storm alerts with a customer list

    Hail or high-wind warnings in your counties show you which past customers live there.

    • Scoped on the call

  • Past-customer check-ins and maintenance plans

    Past customers hear from you each spring and fall and on their job anniversary.

    • Scoped on the call

  • Referral program

    Past customers get a personal link to send a neighbor; referrals land in your CRM tagged with who sent them.

    • Scoped on the call

  • Referral partners

    Realtors and other trades get their own referral link, and each referral is tagged to them.

    • Scoped on the call

  • Job-photo post drafts

    Finished-job photos become a ready-to-post social draft in your voice. You approve and post it.

    • Scoped on the call

  • Neighbor door-hanger kit

    Each new job gets a print-ready door hanger for its street, with a code that tracks the leads it brings.

    • Scoped on the call

  • Call tracking numbers by lead source

    A separate number for each lead source forwards to your phone and shows which source rang.

    • Built to order
    • Scoped on the call

Website & online presence

A fast site, a booking page, consistent listings and email on your own domain, with every form landing in your CRM. No ranking promises.

Ask about these on a demo

  • Website and booking page

    A fast, plain website with your real job photos and booking into your calendar. You own it.

    • Scoped on the call

  • Google Business Profile setup and upkeep

    Your Google listing fixed, then a monthly post and a check of your details. No ranking promises.

    • Scoped on the call

  • Booking page on your own calendar

    A booking page on your own calendar, with your hours and reminder emails, for your site and profile.

    • Scoped on the call

  • Your existing website's form wired to your CRM

    The form on the website you already have sends every lead to your CRM with an alert.

    • Built to order
    • Scoped on the call

  • Listings and social profiles made consistent

    Your name, hours and links made the same on Apple Maps, Bing, Yelp, BBB, Facebook and more.

    • Scoped on the call

  • Website check-up

    A check of your current site on a phone: speed, broken links, lost form leads, with a plain fix list.

    • Scoped on the call

  • Business email on your own domain

    Email at your own domain, set up with the records that keep it out of spam folders.

    • Scoped on the call

Office admin, insurance & compliance

Renewals, certificates, opt-outs, consent records and safety sign-ins, tracked by date and filed where you can find them. The judgment calls stay yours.

Ask about these on a demo

  • One do-not-contact list for every channel

    Anyone who asks not to be contacted goes on one list every email, call list and agent checks.

    • In the Front office and the Full system
    • Others: scoped on the call

  • Sub and crew insurance tracker

    Every sub crew's insurance certificate and license in one list, with reminders before anything lapses.

    • Scoped on the call

  • Renewal calendar: licenses, bonds, policies and vehicles

    Every renewal in one list, with reminders before each one is due.

    • Scoped on the call

  • Customer email reply drafts

    Every customer email gets a reply drafted in your voice, waiting in your drafts for you to send.

    • Scoped on the call

  • Paperwork filed to the right job folder

    Contracts, permits and certificates that arrive by email are filed to the right job folder.

    • Scoped on the call

  • Web-form consent records

    Your forms keep what each homeowner agreed to, in what words, and when, so you can show it later.

    • Scoped on the call

  • Job-applicant intake

    Job applicants fill one short form on your site and land in one list, with an alert to you.

    • Scoped on the call

  • Weekly safety-talk sign-ins

    Weekly safety talks signed in on the crew's phones and filed by week and crew.

    • Scoped on the call

Reporting & owner dashboard

The numbers you act on Monday morning, from your own data. They report what happened; they don't forecast.

Ask about these on a demo

  • Weekly report from Foreline

    Every Monday, one plain email from us: what your systems did last week and what needs you.

    • In every package

  • Owner's weekly scoreboard and lead sources

    A Monday email with leads by source, estimates, jobs sold, cash in and money owed.

    • Scoped on the call

  • Daily owner digest on your phone

    At 6pm your phone shows today's leads, appointments, estimates, sales and money in.

    • Scoped on the call

  • Live owner dashboard

    One live sheet with charts: pipeline, sold this month, close rate, money owed and jobs scheduled.

    • Scoped on the call

  • Speed-to-lead report

    How long each lead waited for a first call, by source and by person, every week.

    • Scoped on the call

  • Estimate vs. signed-price report

    Each month, your drafted estimates next to the prices actually signed, so you see what to adjust.

    • For Estimator clients
    • Scoped on the call

  • Job profit report

    For each finished job: sold price, real material and labor cost, and the margin you made.

    • Scoped on the call

  • Sales commissions figured

    Commissions figured from your rules each month, per salesperson, for you to approve.

    • Scoped on the call

  • Backlog and crew capacity board

    Weeks of sold work against what your crews can install, so you know when to push sales.

    • Scoped on the call

  • Weekly production meeting pack

    Every open job, what's stuck and who owns it, in one document before your weekly meeting.

    • Scoped on the call

  • Ask your numbers by email

    Email a question about your numbers and get the answer from your own sheet, with the rows it used.

    • Built to order
    • Scoped on the call

Integrations & data

Built on the tools you already pay for. Hover and JobNimbus connect today; everything else is built for you during setup.

Ask about these on a demo

  • One click from Hover or JobNimbus

    Start an estimate from a Hover job or a JobNimbus contact with one click.

    • In the Estimator and the Full system

  • CRM set up or cleaned up

    Your CRM set up or cleaned up: stages that match how you sell, automatic tasks, and the automations kept running.

    • In the Full system

  • Contacts and jobs moved in and de-duplicated

    Your customers, old leads and open jobs moved into your CRM, duplicates merged, nothing lost.

    • In the Full system
    • Others: scoped on the call

  • Nightly CRM backup to your Google Drive

    A copy of your CRM saved to your own Google Drive every night, so your data stays yours.

    • Scoped on the call

  • Caller names on your team's phones

    New customers and leads show up in your team's phone contacts, so you see who's calling.

    • Scoped on the call

  • QuickBooks Online sync

    Customers and sold jobs flow from your CRM into QuickBooks Online, and payments come back to the job.

    • Built to order
    • Scoped on the call

  • CompanyCam linked to your CRM

    A CompanyCam project for each job in your CRM, with the photos on the CRM record.

    • Scoped on the call

  • Hover jobs created from booked appointments

    Each booked estimate visit creates its Hover job, ready for the salesperson to scan.

    • Built to order
    • For Estimator clients
    • Scoped on the call

  • Your CRM connected, whichever it is

    Running a CRM other than JobNimbus? We connect our systems to the one you have.

    • Built to order
    • Scoped on the call

Custom builds

For a process this page doesn't cover, or for working out where to start.

Ask about these on a demo

  • Lead-to-cash map of your shop

    One session maps how a lead becomes a paid job in your shop, and where it falls through.

    • Scoped on the call

  • Custom system, scoped and built

    Need something that isn't here? We scope it with you and build it on the same tools.

    • Built to order
    • Scoped on the call

Need something that isn't here? We'll scope it with you on a call and build it on the same tools.

Book a 15-minute demo

Where to start

Which one hurts most?

Most shops start with one problem. Pick yours.

  • Estimates eat your evenings

    You retype Hover reports into a spreadsheet at night and the estimate goes out days later.

    Start with the Estimator

  • You miss calls on a ladder

    The phone rings while you're on a roof, and the homeowner calls the next contractor.

    Start with the Front office

  • Both, and leads slip between them

    Calls, estimates and follow-up live in three places, and the quiet ones go cold.

    Take the Full system

Book a demo

See it work on a real report.

A 15-minute call. No slides. Bring one Hover report from a real job and watch it turn into a priced estimate. If it's not a fit, we'll tell you.

Questions first? Email hello@forelinesystems.com.

Book a 15-minute demo