Office Starter
$799/ month
- 5 seats
- 200 AI renders a month
Run the whole company from one system, from the first call to the final payment
The office assigns the lead. The sales rep shows the client a render at the kitchen table and reports the result on the spot. The contract is signed online, the contractor posts photos from the site every day, and the client follows every step in their own portal. Everyone works on the same project, in real time.
- Portals on one project: office, sales rep, client, contractor
- 4
- Clients and contractors join at no cost
- Free
- E-signatures with a full audit trail
- Built-in
- Job-site updates reach your rep and the client
- Live
How it works
From lead to finished job, without losing anything on the way
- 01
The office adds the lead
Add the lead with the call notes, budget and meeting time, and assign it to a sales rep. It shows in the rep's My leads, marked "Assigned by office".
- 02
The rep meets the client
On the tablet, at the client's home: the floor plan, a 3D model and an AI render of the client's own room in about two minutes.
- 03
The result is reported on the spot
Sold, follow-up or not sold, with the amount, deposit, photos and notes. The office is notified the moment the rep reports.
- 04
The contract is signed online
Send the contract with its payment schedule for e-signature. The client signs on any device, and the signed copy is saved to the project.
- 05
Client and contractor join the project
The rep invites them. The contractor posts daily updates and photos, the client approves and signs in their portal, and the office sees everything.
The office
The office sees the whole company on one screen
The owner and the office staff run leads, meetings, contractors, signatures, payments and reports. Every screen filters by salesperson, date and source, and every number comes from the real projects.
Today
- Today's meetings across the team
- Meetings waiting for a result, with Log result and a one-tap reminder to the rep
- A to-do list: leads without a rep, licenses and insurance about to expire, invoices to approve, overdue client payments
- Recent reports and project updates from the last two days
Leads
- List and pipeline views with sit rate, close rate, average sale and total sold
- Add a lead with call notes, budget, project type, source and meeting time, and assign it
- The lead file: call, text, notes, files, reassign, reschedule and the full timeline
- Results the rep reports: sold, demoed – not sold, follow-up, no show and more, with reasons
Calendar
- Leads calendar, meetings calendar and a schedule board of who works where
- Week and month views by contractor or by project, with conflicts flagged
- Add meetings for site measures, showroom visits, design reviews and contract signings
Projects and contractors
- Every sold project with its rep, client, contract value, balance and status
- A contractor directory with licenses, insurance, workers' comp and W-9 with expiry dates
- Contracts, payment schedules, scope checklists and invoices for every contractor
Team and settings
- Invite the office staff and sales reps, each with the right role
- Your logo, company details and license printed on every invoice, contract, quote and plan
- Your own invoice template, company terms, document templates and 20 quote designs
- QuickBooks Online: invoices, payments and contractor bills sync automatically
Leads and sales
Every lead has an owner, a meeting and a result
No lead gets lost. The office sees which meetings are still waiting for a result, in red, and can nudge the rep in one tap. Close rate by rep and by lead source shows where the money really comes from.
For the office
- KPIs: leads, meetings set, sit rate, close rate, average sale, total sold
- Filters by source, project type, salesperson and dates
- Report a result on behalf of a rep when needed
For the sales rep
- My leads: open, awaiting result, follow-up, sold and not sold
- A red reminder when a meeting still has no result
- Report the result from the client's home, with photos and files
- Sold: the project is created for the rep in one step
Contracts and e-signatures
Contracts, quotes and change orders signed online, built in
No separate e-signature service. Send any document for signature in five steps, with the payment schedule attached, and follow every signer in real time.
Sending
- Pick a project document or upload a PDF
- Split the price into stage payments; the California cap on the down payment is applied for you
- Several signers in order or at once, plus people to copy
- Drag signature, initials and date boxes, or place them automatically
- Attach your company terms so they become part of what is signed
Tracking
- Waiting, viewed, completed, declined and expired
- Countersign, resend, copy link, cancel, edit and resend
- A full audit trail kept with the signed copy
- Automatic reminders every three days until it is signed
- Change orders show the client what changed, the cost and the new contract total
Payments and commissions
Money in, money out and every commission, in one place
Invoices to clients, bills from contractors and vendors, and the commission of every rep on every project, calculated from the real profit.
From clients
- Anticipated, invoiced, received and overdue
- New invoices on your own template, sent to the client with reminders
- Mark payments received by check, ACH, wire, Zelle, card or financing
- Stage invoices can be drafted automatically when a stage is reached
To contractors and vendors
- Contractors request payment per stage or submit an invoice from their portal
- Approve, reject and mark as paid
- Expenses by category: materials, permits, equipment, design and more
Commissions and reports
- Contract total minus lead cost and costs equals profit, split between the office and the rep
- Lock values and mark commissions as paid
- Reports: revenue, gross profit, profit per salesperson, close rate by source, budget vs actual
- Export to CSV
Your sales reps
Your reps close at the kitchen table
Each rep gets a dashboard of their own: today's meetings, their leads, their calendar and every project they sold. Everything they report reaches the office in real time.
The rep's day
- Dashboard with today's meetings, new leads and projects that need attention
- Calendar of leads and meetings, with their Google Calendar shown next to it
- My commission: their own calculation per contract and change order, with a PDF
On every project
- Overview, spaces, client details, scope of work, quote, contracts, documents, updates and an action inbox
- A schedule of stages and site visits that the client and contractors see
- Invite the client and the contractors, and preview the client portal
- Notes and checklists for contractors, and their payment requests
Design on every project
Plans, 3D and renders that sell the job
Every project is split into spaces. Each space goes through six steps: style, floor plan, inspiration, products and budget, renders and the material list. Everything feeds the next step.
Floor plan and 3D
- Draw the plan, or upload a photo or PDF and the AI reads the walls, doors and windows
- Layout suggestions with standard US sizes and clearances
- An electrical plan per California code, generated automatically
- A live design check with kitchen, bathroom and permit rules
- 3D, a first-person walk and 360° tours you can share with the client
Renders
- AI renders of the client's own room from the 3D model or a photo
- Real products: click a product in the render to see its store, price and size
- A quote for the render, sent straight to the material list
- Edit, compare before and after, and share with the client for approval
Drawings and documents
- Permit drawings: existing, proposed, electrical, top view and wall elevations
- A cabinet schedule the client signs online
- A material list with quantities from the plan and store prices
- Scope of work from a California library of 29 categories
The client portal
Your client sees everything, in their own portal, for free
The rep invites the client to the project. The client sees what needs them, the photos from the site, the design, the documents to sign, the payments and the schedule. Internal costs, profit and commissions never reach them.
What the client sees
- Needs you: everything waiting on them in one place
- Daily updates and photos from the site
- Renders to approve or ask to change, the floor plan, the material list and 360° tours
- Documents: proposals, contracts, change orders, specs and permits
- Payments: contract total, paid, balance, schedule, invoices and receipts
- The schedule and who is coming to the house
What the client does
- Signs contracts and change orders on any device
- Approves renders and materials, or asks for changes
- Answers the contractor's questions, with photos
- Messages the sales rep and the contractor
- Adds documents and inspiration photos
The contractor portal
Your contractors report from the site every day, for free
The rep invites the contractor to the project. The contractor sees only their own work: the scope, the dates, the documents the office shared and their payments.
What the contractor does
- Posts an end-of-day update with up to 12 photos
- Chooses who sees it: the rep only, or the rep and the client
- Asks for what they need, with a date
- Checks off their scope checklist and reads the office's notes
- Signs contracts, requests payment per stage and submits invoices
- Uploads their license, insurance, workers' comp and W-9
What the office and the rep get
- Every update on the project, with who it was shared with
- Reply to the contractor only, or to the contractor and the client
- Notifications for new updates, requests and invoices
- Approve the contractor's documents before they expire
Everyone on the same project
One day on a job, in real time
This is how a normal day looks when the office, the rep, the client and the contractor work on the same project.
- 8:10OfficeAdds a new kitchen lead and assigns it to Daniel for Thursday 10:00.
- 10:45Sales repShows the client a render of their kitchen and reports Sold with a $68,000 contract.
- 10:46OfficeGets the result instantly and sends the contract for e-signature.
- 11:20ClientSigns on the phone. The signed copy is saved to the project.
- 16:30ContractorPosts the end-of-day update with photos, shared with the rep and the client.
- 16:31ClientSees the photos in the portal and answers the contractor's question.
Plans
Every plan includes every feature
Plans differ only in seats and monthly renders. Projects are unlimited. Clients and contractors join for free and do not use seats.
Office Growth
$1,149/ month
- 8 seats
- 500 AI renders a month
Office Scale
$1,599/ month
- 15 seats
- 800 AI renders a month
About 15% off with annual billing. Start with a 7-day free trial, no credit card needed.
Compare plansBring your whole company onto one system
Start the free trial, invite your office and your reps, and run your next lead through ModulaTech.