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March 29, 2022
By Danielle Basch

Powerful Visibility in Your Business Starts With You

Gain insight into your people and processes blog graphic

Are you still generating estimates and contracts in spreadsheets? Are your sales reps living in spreadsheet hell? Do you feel separated from what your team is presenting to homeowners and not in control of pricing? Have complete visibility of your business and put efficient systems and controls in place so you can have the freedom to focus on competitive advantage, market share, and profitability.

Leap gives you the power of visibility over your business so you can gain control over what is usually uncontrollable in an outdated process like using spreadsheets for contracts and estimates. Check out these 5 ways Leap modernizes your workflow, gives you total control, and improves margins on every job!

Centralization

Make edits to your estimates, contracts, pricing in real-time from one central location. You don’t have to rely on your sales reps to do it, which often ends in mistakes, low profit margins and confusion. 

Navigation

Do you have several offices or locations? Navigate through Leap’s custom document section easily between offices. Keep all sales processes and workflows in one dashboard for all locations and easily manage them from the menu. 

Customization

Our newest workflow section mirrors your onboarding experience – CRM & automations, measurement integrations, document, and results routing with dynamic information. Eliminate common errors made by reps in the field by automating information across documents. 

Color Clarity

Easily see an overview of the job statuses (sold, not sold, pending) with color articulation. Track the status of jobs easier and get a quick view of the status of a set of requirements since you have multiple projects happening at once. 

Accessibility

Keep all accounting, financing, and payments under one focus area. This way all lenders, financing options, credit apps, secure payment capture are easily accessible. Don’t flip flop from app to app to finish a project, use Leap to easily access all your financing and payment needs in one location!

Features of Leap that Helped Exterior Source

  • Price Guide provides real-time price and product updates
  • Resources feature houses all the pitch materials and documents 
  • Leap’s visual documents feature make presentations and contracts look very professional 
  • Estimates & Contracts feature increases efficiency and accuracy 
  • Taking photos and adding sketches to the contract provides excellent visuals for the customer 

About Leap

Leap is a point-of-sales software that takes multiple steps in your sales process and puts them in one digital resource. With Leap, you can pitch your company with updated marketing materials, pull aerial measurements into Leap to show how much material is needed, select products, present pricing packages, sign contracts, offer financing, and process payments ALL with the homeowner in a single appointment. View pricing here.

No more…  

  • Spending hours in spreadsheet hell   
  • Errors and Redundancies   
  • Losing Time or Missing Appointments 
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