The whole back office, not just the estimate.
Compliance, purchasing, warranties, comms, and automation — SightLine keeps the record that runs the shop, not just the quote that started it.
Run out of the CRM, and half the shop lives somewhere else.
Subcontractor COIs and docs, checked before dispatch.
Every subcontractor's W-9 and certificate of insurance lives on their record, not in an email thread. A lapsed COI flags before the crew gets the address.
- Certificates of insurance tracked per subcontractor
- W-9s and license docs attached to the record
- A lapsed COI flags before dispatch
Messaging, mailroom, and a vault — not three separate tools.
Text and email threads stay on the job. Inbound mail lands on the record automatically, documents live in a shared vault, and automation rules handle the busywork without a separate Zapier account.
- Messaging threads attached to the job or customer
- Inbound mail parsed straight onto the record
- No-code automation rules trigger on their own
Everything the estimate doesn't cover.
Commercial bids, ingested.
Drop an RFP; BidScope extracts scope and line items into a pre-pipeline bid before it ever becomes a job.
Estimated vs. actual, per job.
Labor, film, and change orders roll up against the estimate so you see margin the moment a job closes.
Crews, day-routes, one board.
Book installs, assign crews, and route the day with the job tied to the work order.
COIs current before the truck rolls.
Track W-9s and certificates of insurance; a lapsed COI flags before dispatch.
POs from the job's real needs.
Purchase orders, sub-POs, and draft POs tied to the film and materials a job actually consumes.
Invoice from the job, track every dollar.
A payments ledger with deposits, running balances, and an automatic overdue overlay.
Register film warranties & claims.
Warranty registration and claims stay attached to the job and the customer record.
No-code rules run the busywork.
Triggers, conditions, and actions — email, SMS, notifications, and webhooks fire on their own.
A real v1 API & signed webhooks.
Token-scoped REST access and signed webhooks for every event in the system.
Every stage of the job runs through the same record.
- 01Lead
- 02Measure
- 03Quote
- 04Schedule
- 05Install
- 06Invoice
It starts as a lead
A web form or an inbound email lands as a lead and drops into the pipeline automatically.
Measure on the plan
Take off panes and square footage straight from the plan PDF — nothing re-keyed by hand.
Quote in minutes
Per-film Good/Better/Best pricing becomes a tokenized proposal your customer opens with one tap.
Schedule the crew
Book the install, assign the crew, and route the day — every appointment tied to the work order.
Install and verify
The crew works the job; photos, glass readings, and a readiness check attach to the record.
Get paid
Deposit and balance collect against the job, and QuickBooks stays in sync — one record, closed out.
One job, six stages, one record.
It lands in the pipeline, not an inbox.
Lead forms · Mail intakeMeasured from the plans, once.
PDF takeoff · Per-room totalsPriced from the takeoff, opened with one tap.
Proposal · E-sign · DepositNested before a blade moves.
2-D nesting · Waste % · Roll inventoryOne board, crew to route.
Dispatch · Crew routes · Field appPaid against the job, synced to QuickBooks.
Invoicing · Payments · QuickBooksBack office, answered.
What happens when a subcontractor's insurance is about to expire?
The compliance module flags it before dispatch. A subcontractor with a lapsed COI or expired license can't be assigned to a job until the document is current.
Can customer emails land directly on the job record?
Yes. Mail intake parses inbound email and attaches it to the matching customer or job automatically — no forwarding, no copy-paste.
How do warranty claims get tracked?
Warranty registrations and claims stay attached to the job and the customer record, so a claim months later still has the original install details.
Do I need Zapier to automate anything?
No. Automation rules — trigger, condition, action — run inside SightLine: email, SMS, notifications, and webhooks fire on their own.
Is the vault just file storage?
It's a documents module tied to the job and customer record, not a generic drive — so a contract or COI is exactly where the job needs it, not in a folder you have to search.
Run the whole shop from one record.
Compliance, comms, and automation — book a demo and see how it runs alongside the job, not next to it.
Book a demo