Ledger, remote control, or the whole CRM — it works both ways

Build in Salesforce or build in the app — either way the other side sees it, checked line for line. A quote built in Salesforce shows up on the customer's card here. A quote built here is written into Salesforce exactly the way the New Quote button writes it — same bundles, same lines, same fields — so the office, the installers and the work order never know the difference. Anything that does not match is flagged.

How much it writes is a switch, per rep. Leave writing off and it only reads: a ledger. Turn it on and it writes the quote, the result and the booking too: a remote control. With no Salesforce at all, it stores everything itself and is the CRM, ready to sync the day one is connected. The same goes for the programs around the job, like CompanyCam and Spiff. It works alongside major CRM systems, the most basic systems, or standalone (Connect anything).

Three ways to run the same app. Whichever one you pick, the card is the one place you work from.

1Ledger: reads Salesforce, writes nothing
2Remote control: writes exactly like the New Quote button
3On its own: Salesforce without Salesforce
4Adapts to the programs around the job

How you use it

Connect Salesforce in Settings, or don't. Either way the card works the same.
Build in Salesforce and watch it appear here, or build here and watch it appear there — both read back and checked.
Writing to Salesforce is a switch, per rep. Leave it off and the app stays a ledger.
Working without a CRM at all? Everything is stored in the app, and can be exported or synced the day you connect one.

What it does, step by step

Connect Salesforce in Settings, or don't. The card works the same.
Build in Salesforce and it shows here. Build here and it shows there. Both are read back and compared.
Writing is a switch per rep. Off, the app is a ledger. On, it is a remote control.
With no CRM at all, the app stores everything and can sync the day one is connected.

Time it saves Estimates

Task	By hand, typically	With the app, typically
Entering the same job in two places	10–15 min a job	Once

Typically 1–3 hours a week for an active rep.

Typical estimates, not guarantees.

Errors it prevents Guesstimates

Salesforce build doesn't match the sheetBoth sides are read back and compared, and anything off is flagged.Guesstimate: about 1 kickback a month avoided
Writing to Salesforce when you didn't mean toWriting is off unless it is switched on for that rep.Guesstimate: accidental writes gone

Time figures are typical estimates for an active rep, not guarantees. Error figures are guesstimates for a rep closing about 10 jobs a month. Both vary with the rep, the office and the job.

Who it helps

The repWork from one place, whichever way the office runs.
Office & installersTheir records stay the system of record.
The customerOne set of facts about their job.
The managerChoose how much the app writes, per rep.