From the first call to the final payment.
Here's how a job runs in Frostline, and where your customer fits in with Percy.
Get set up.
- Start your free weekPick a plan and set up your company: name, logo and color. Every plan starts with a 1-week free trial.
- Tick the work you doSeptic installation, septic pumping and inspection, excavation and site work, well drilling, or pump and water systems. Tick as many as you do. Your warranties, estimate wording and payment terms are filled in, and each trade's price book loads in one step.
- Bring your data inImport customers, jobs, leads and your price book from a spreadsheet or your old system's export.
- Connect StripeSo customers can pay invoices by card or bank from a link.
- Set your service areaAdd the zip codes you serve and the work you take, so homeowners near you can find you through Percy.
Sell it, run it, get paid.
- A lead comes inFrom your website, a phone call, a referral or Percy. Work it through the stages, and log calls, emails and texts on it.
- Write the estimatePull items from your price book. The price check compares it with your similar past jobs and suggests a price. You decide.
- Get it signedSend a link, or hand the customer your screen. Mark it won and it becomes a customer and a job.
- Run the jobSchedule it, order the materials, track the permit and inspections, and log each day with photos. Scope changes go on a change order the customer signs first.
- Bill and get paidDeposits, progress bills and the final invoice, paid from a link and recorded by itself. Job costing shows what the job really made.
- Keep them on a schedulePut pumping and system service on a service plan, and keep service and warranty calls tied to the job.
What the homeowner sees.
Find a pro
A homeowner tells Percy what they need: a pump-out, an inspection, a new system, a well or a pump. With their OK, it goes to one Frostline company near them.
Offers
Homeowners who turned offers on can get one from you. Nothing about them reaches you until they say they're interested.
Follow the job
Invited homeowners see where the job stands, the photos and logs you share, invoices and change orders, and can message your team.
Knowing the limits is part of using it well.
- Set your priceThe price check suggests. Frostline AI explains the numbers from your records. You decide the price.
- Make up a priceIts answers come from your own estimates, job costs and records.
- Show private numbers to the wrong peopleProfit, overhead and ad spend stay with owners and admins.
Try it on your next job.
Send us a message or call (866) 464-1540 and we'll walk you through it. Every plan starts with a 1-week free trial.