Customer Relationship Management

Manage all your customer relationships in one place. Track leads, nurture prospects, and keep customers coming back.

Lead Management

Capture leads from multiple sources - web forms, phone calls, referrals. Track every touchpoint from first contact to closed deal.

  • Automatic lead capture from website
  • Lead scoring based on engagement
  • Customizable lead stages
  • Source tracking & analytics

B2B & Residential Customers

Manage both business and residential customers with specialized views and workflows for each type.

  • B2B: Dealers, Contractors, Commercial
  • Multiple contacts per account
  • Industry-specific categorization
  • Custom fields per customer type

Contact Management

Keep all contact information organized and accessible. Track communications, preferences, and history.

  • Multiple contacts per customer
  • Communication history
  • Notes & follow-up reminders
  • Contact role assignments

Quote Builder

Create professional quotes with itemized materials, labor, and configurable pricing rules.

  • Material & product catalog
  • Customizable templates
  • One-click conversion to job
  • Quote versioning & comparison

Job & Workflow Management

Track every job from start to finish with customizable workflows designed for your industry.

1 Sales & Template
Ticket Created
Material Check
Scheduled
Measured
2 Engineering
Fab Meeting
Shop Ticket
Approval
DXF Files
3 Production
Slab Moved
CNC Cut
Hand Fab
QC
4 Install & Close
Install
Invoice
Payment
Closed

Configurable Workflows

Create workflows that match your business process. Define stages, set required fields, and automate transitions.

  • Drag-and-drop stage editor
  • Auto-completion rules
  • Stage dependencies
  • Industry templates

Job Tickets

Track individual pieces or work items within a job. Perfect for multi-piece orders or phased work.

  • Multiple tickets per job
  • Per-ticket scheduling
  • Material assignments
  • Production tracking

Document Management

Store all job-related files in one place. DXF files, photos, contracts, and more.

  • Unlimited file storage
  • Version control
  • Customer-visible vs internal
  • Preview & download

Team Assignment

Assign jobs and stages to team members. Track who's doing what and when.

  • Per-stage assignments
  • Workload visualization
  • Capability matching
  • Assignment notifications

Smart Scheduling

Visual calendars for your entire team. Schedule jobs, assign crews, and optimize routes.

Multiple Calendar Views

See your schedule the way you need it - by day, week, month, or team member.

  • Day / Week / Month views
  • Team member filter
  • Job type grouping
  • Resource availability

Drag & Drop Scheduling

Easily reschedule jobs by dragging them to new dates or times. The system handles all the updates.

  • Visual drag-and-drop
  • Automatic notifications
  • Conflict detection
  • Undo/redo support

Crew Calendars

Dedicated views for field crews, installers, and service technicians.

  • Per-crew weekly views
  • Capacity planning
  • Skills-based assignment
  • Territory management

Calendar Integration

Sync with Google Calendar, Outlook, and other calendar apps. Never double-book again.

  • Google Calendar sync
  • Outlook integration
  • ICS export
  • Two-way sync

Invoicing & Payments

Get paid faster with professional invoices, multiple payment options, and automated reminders.

Auto-Generated Invoices

Create invoices directly from jobs with all details pre-populated. One click and you're done.

  • Job-to-invoice conversion
  • Customizable templates
  • Line item detail
  • Tax calculations

Multiple Payment Methods

Accept payments however your customers want to pay.

  • Credit / Debit cards
  • ACH / Bank transfer
  • Check tracking
  • Cash recording

Payment Tracking

Track every payment. See what's paid, what's pending, and what's overdue at a glance.

  • Real-time balance updates
  • Partial payment support
  • Payment history
  • Aging reports

Automated Reminders

Never chase payments manually. Let the system send polite reminders on your behalf.

  • Customizable reminder schedule
  • Email templates
  • SMS reminders
  • Escalation rules

AI-Powered Automation

Let artificial intelligence handle the busywork while you focus on growing your business.

AI Voice Receptionist
Caller

"Hi, I need a quote for kitchen countertops"

AI

"Of course! I'd be happy to help. What's the approximate size of your kitchen?"

Caller

"About 50 square feet"

AI

"For 50 sq ft, materials typically range from $2,500-$5,000. Would you like to schedule a free measurement?"

AI Voice Receptionist

Never miss a call again. Our AI answers 24/7, handles inquiries, provides quotes, and books appointments - all in a natural, conversational voice.

  • Answers in your company's voice and style
  • Handles quote inquiries with real-time pricing
  • Books appointments directly into your calendar
  • Creates leads automatically after each call
  • Transfers complex calls to humans
  • Full call transcription and logging
Photo → Quote
Kitchen Photo
Countertops: 42 sq ft
Backsplash: 18 sq ft
Material: Quartz
Estimate: $4,200 - $5,600

Photo → Quote

Snap a photo of a kitchen, bathroom, or job site. Our AI analyzes the image, estimates dimensions, and generates a quote in seconds.

  • Dimension estimation from photos
  • Material identification
  • Style-based recommendations
  • Instant ballpark quotes
  • Customer-facing quote widget

Document AI

Upload blueprints, DXF files, or invoices. AI extracts measurements, materials, and pricing automatically.

  • DXF/CAD file parsing
  • Blueprint measurement extraction
  • Invoice OCR
  • Automatic data entry

Schedule Optimization

AI optimizes crew assignments, routes, and job sequences to maximize efficiency.

  • Crew assignment optimization
  • Route optimization
  • Job sequencing
  • Travel time minimization

Predictive Analytics

Forecast demand, predict cash flow, and score leads. Know what's coming before it happens.

  • Demand forecasting
  • Cash flow prediction
  • Lead scoring
  • Staffing recommendations

AI Assistant

Ask questions in plain English. Get instant answers about customers, jobs, inventory, and analytics.

  • Natural language queries
  • Data insights
  • Report generation
  • Task automation

Customer Portal

Give your customers 24/7 access to their jobs, invoices, and communications.

Job Visibility

Customers can track their job progress in real-time. No more "where's my order?" calls.

  • Real-time status updates
  • Stage progress visualization
  • Estimated completion dates
  • Photo updates

Invoice Access

Customers can view and pay invoices online. Faster payments, less paperwork.

  • View all invoices
  • Online payment
  • Payment history
  • Download PDFs

Communication Hub

All communications in one place. Messages, approvals, and file sharing.

  • Direct messaging
  • File sharing
  • Approval workflows
  • Notification preferences

Branded Experience

Your logo, your colors, your domain. The portal feels like an extension of your brand.

  • Custom branding
  • Custom domain support
  • White-label option
  • Mobile-responsive
Coming Soon

Zero-Entry Voice CRM

AI answers your calls, creates leads, and dispatches jobs — without you typing a single word.

AI Receptionist

24/7 AI answers every call, qualifies leads, books appointments, and never puts a customer on hold.

  • Natural voice conversations
  • Appointment scheduling
  • Emergency call routing
  • Multi-language support

Auto-Lead & Dispatch

Every call automatically becomes a lead or dispatch task. No data entry, no missed opportunities.

  • Call transcription to Lead
  • Urgency detection & dispatch
  • Voicemail intelligence
  • Call analytics dashboard
Coming Soon

Auto-Marketing Hub

Your CMO in a box. AI enhances photos, writes captions, posts to social, and runs your ads.

Photo Enhancement & Social

AI upscales your job site photos, writes SEO captions, and auto-posts to all your social channels.

  • Before/After AI enhancement
  • SEO-optimized captions
  • Auto-post to Facebook, Instagram, Google
  • Review request automation

Ad Campaign Manager

Create and optimize Meta & Google ad campaigns directly from AutEvo. No marketing degree needed.

  • Meta Ads creation & optimization
  • Google Ads management
  • ROI tracking per channel
  • AI-written ad copy
Coming Soon

Industry Pro Tools

AI-powered replacements for expensive legacy software. Save thousands per year.

Stone: AI Vein Matching

Upload a slab photo and AI matches vein patterns across cuts. Replaces SlabSmith at a fraction of the cost.

HVAC: Auto-Manual J

AI calculates heating/cooling loads from floor plans. Replaces Wrightsoft and CoolCalc.

GC: Blueprint Takeoffs

Upload multi-page PDFs. AI extracts measurements, materials, and quantities. Replaces PlanSwift.

Flooring: LIDAR Scan

Point your iPhone at a room. LIDAR captures dimensions and auto-fills the material calculator.

Ready to See AutEvo AI in Action?

Schedule a personalized demo and see how AutEvo AI can transform your business.