01
Sales & CRM · Win the work
Catch every lead, route it to the right rep, and turn it into an approved estimate.
Lead inbox
Every lead, in one pipeline.
Auto-assign & routing
New leads to the right rep automatically.
Speed-to-lead & SLA
Respond in minutes, with response-time targets you can track.
Lead scoring
Focus reps on the leads most likely to close.
Pipeline
Every deal and its stage, in one view.
Source tracking
See which marketing actually pays.
Contact record
One shared view of every customer.
Estimates & proposals
Good, better, best, approved online.
02
Scheduling & Field Ops · Run the day
Build the schedule, dispatch the right tech, and give the field everything they need.
Scheduling & dispatch
Assign the right tech, keep the day tight.
Live tracking
Who's on time, who's late, where every crew is.
Online booking
Customers self-book from your site, Google, or social.
Field mobile
Address, history, and job details in the tech's pocket.
Time tracking
Feeds payroll, job costing, and ETAs.
Job reports
Photo-rich, customer-facing reports.
Checklists
Repeatable quality control across crews.
Equipment registry
Equipment, warranty, and service history per property.
03
Billing & Payments · Get paid
Turn finished jobs into clean, paid invoices without double entry.
Invoicing
The estimate becomes the invoice when the job closes.
Payments
Card, ACH, tap to pay, text-to-pay, card on file.
Payment schedules
Multi-stage plans that run automatically.
Pricebook
Your catalog and pricing in one place.
Tax
Rates pre-populate by address, apply by line.
Memberships & recurring
Service plans, auto-renewals, payment recovery.
Accounting sync
QuickBooks, Xero, NetSuite, no double entry.
04
Communications · Stay connected
Every call, text, and email on one timeline your whole team can see.
Unified inbox
Voice, text, email, and social on one timeline.
Built-in phone system
Multi-number routing, transfers, queues, softphone.
Reminders & reviews
Automatic confirmations, follow-ups, and review requests.
05
Platform & Admin · Run it your way
Shape Notifi to your trade and keep control as you grow.
Roles & permissions
Control access, manage crews, mask sensitive fields.
Custom fields
Shape the data model to your trade.
Onboarding
Live in days, not months.
Built AI-first from the ground up, so the platform keeps getting smarter as you grow.
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New lead
First reply
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response time
2:00 SLA
Within target
Ranked by score
HOT · high intent
92
WARM · nurturing
67
COLD · low intent
31
Leads by source
Google Ads58%
Referral26%
Website form16%
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