Run every job from the first call to the final payment.
CoverAxis is estimating, CRM and job management for businesses that measure, quote and install. Your salespeople, office and installers work from one system, and nothing falls through the gap between sold and paid.
No credit card for the trial. A real person walks you through the demo.
- 1LeadLogged, assigned and followed up
- 2AppointmentBooked on the calendar and the map
- 3EstimateBuilt in the home from your price book
- 4SoldClosed, with the invoice sent to QuickBooks
- 5OrderedProduct ordered and tracked to arrival
- 6InstalledScheduled, routed and confirmed
- 7ReconciledCosts verified, commission approved
Every job moves through the same seven stages, and you can see where each one stands at a glance.
The office's whole day on one screen.
The Workflow Dashboard lists every sold job until it's ordered, paid, installed and reconciled, with the estimates that need a follow-up call and the sales numbers behind them.
Robin's Dashboard
| Customer | Salesperson | Sold | Total | Product order | QuickBooks |
|---|---|---|---|---|---|
| Alvarez residence | Mike T. | Oct 29 | $6,840 | Not ordered | Pending import |
| Hendricks, Lake Mary | Dana R. | Oct 28 | $3,215 | Partially ordered | Imported |
| Bayside Dental (commercial) | Mike T. | Oct 27 | $11,480 | Fully ordered | Imported |
| Okafor residence | Sam P. | Oct 26 | $4,962 | Fully ordered | Imported |
| Whitfield residence | Dana R. | Sent Oct 19 | $7,310 | Overdue |
| Castillo, Winter Park | Sam P. | Oct 27 | $2,480 | Follow up |
Everyone on the team gets the screen they need.
Permissions decide what each person sees. A salesperson sees his own jobs and commission. The office sees the whole pipeline. The owner sees the numbers.
Sales
In the home and on the road
- Build estimates on a tablet from your price book
- Today's appointments and unbooked leads on a map
- Drafts saved until the estimate is ready to send
- Live commission for the payroll week
Office
Scheduling, ordering and billing
- New leads and appointment booking
- Product orders tracked from not ordered to fully ordered
- Outstanding balances, oldest sale first
- Invoices sent straight to QuickBooks
Installers
Crews and service techs
- Install schedule and route on a map
- Service requests with appointment and tech
- Visit counts and return-trip reasons logged
- Issues flagged at completion, not weeks later
Owner
The numbers behind the work
- Conversion rate and quoted vs sold by month
- Actual job costs verified before commission is paid
- Mistakes and rework tracked with their real cost
- Google review requests sent after happy installs
Built by a business owner, not a software company.
CoverAxis started as the system for one Central Florida company that sells, measures and installs custom products in people's homes. Off-the-shelf software kept missing the parts that actually cost money: jobs sold but never ordered, balances nobody chased, installs that needed a second trip, commission paid on jobs that lost money. So we built our own, and we run the business on it every day.
Every screen exists because something slipped through the cracks once, and we made sure it couldn't happen again.
- Daily use
- Running a real sales, office and install team, not a demo account.
- Job costing
- Every installed job is reconciled against actual costs before commission is approved.
- QuickBooks
- Sold jobs send their invoices to QuickBooks, with the import status visible on every row.
- Any device
- Works in the browser on a desktop, tablet or phone. Nothing to install.
- Your layout
- Each person arranges their own Home page, saved to their login.
Made for businesses that measure, quote and install.
If your salespeople go into homes or businesses, your office orders product, and your crews come back to install it, CoverAxis fits the way you already work.
One price for your whole company.
Most field-service software charges for every login, so your bill climbs every time you hire. CoverAxis plans include your team, from 3 users on Starter to 25 on Business.
See it running on a real business.
A 30-minute walkthrough of the system, start to finish, with your own workflow in mind. Bring your questions.