SAMPLE WORKSPACE TOUR
One job, from first lead to paid invoice.
This tour uses made-up sample data. It is not a live account and nothing here is connected to real customers, payments or permits. No sign-in, no card.
A lead comes in
Sample: Maria Alvarez · roof replacement · Wellington, FL
The lead lands in your pipeline with the trade, address and source attached, and a next step is set so it does not depend on anyone’s memory.
The estimate goes out
Sample: Estimate #1042 · $18,400 · sent today
Sending the estimate creates a follow-up task. The task stops when the customer approves, declines or replies.
The job takes shape
Sample: Job: roof replacement · permit and inspection tracked on the job
Permit and inspection work stays attached to the job. Egret never claims a permit action happened without verified evidence.
The crew knows today’s work
Sample: Today: 3 jobs · 1 inspection · 2 follow-ups
A Today view shows what needs attention, with role-based access so each person sees the work that fits their role.
Unpaid invoices stay visible
Sample: Invoice #2207 · $9,200 · 12 days overdue
Overdue invoices surface in your cash-risk queue so nothing sits unpaid unnoticed.
Questions, or want to see your trade?
Paid signup is not open yet. Tell us your trade and what slips through today, and we will show you how Egret would handle it.
Email us about a demoSee planned plans →