From lead to paid
One flow for the whole job.
Follow a job from the first call to the final payment — every step lives in FeroPoint.
1. Leads
Never lose a lead again.
New inquiries come in from everywhere — a call, a form, a referral. FeroPoint captures each one and tells you exactly what to do next, so no opportunity slips away.
- A shared pipeline with status, last activity, and next steps
- Public lead-capture form that feeds straight into your list
- Turn a promising lead into a customer in one click
2. Visits & consults
Book the visit, show up ready.
Some jobs need eyes on site first. Schedule a consultation, assign who’s going, and keep every visit tied to the right customer and property.
- Book a consult with a duration and an assigned tech
- Every visit linked to the customer’s address and history
- See what’s booked at a glance before you head out
3. Proposals
Send proposals that win the job.
Turn the visit into a clean, itemized proposal your customer can approve from their phone — no more back-and-forth or napkin math.
- Itemized pricing with taxes handled automatically
- Customer reviews and approves online
- Approved proposals roll straight into a job
4. Scheduling
See the whole week at a glance.
Drag jobs onto the calendar, assign your crew, and know exactly who’s where. On the road? Your day’s agenda is right in your pocket.
- Calendar and per-technician views with drag-and-drop
- Assign or reassign a tech in seconds
- Mobile day-agenda for the field
5. Job execution
Run the job from your pocket.
Your crew sees exactly what to do, logs time, adds photos, and marks the work done — so the office always knows the real status.
- Work orders with materials, notes, and photos
- Time tracking with a start/stop timer on site
- “My Jobs” view keeps the field focused
6. Invoices & payments
Invoice on the spot, get paid faster.
The moment the work is done, send an invoice and let customers pay by card online. No chasing, no waiting for a check.
- Turn a finished job into an invoice instantly
- Accept online card payments via Stripe
- Track paid, partial, and outstanding at a glance
7. Reporting
Know your numbers.
See what’s coming in, what’s owed, and what you’ve collected — including the tax you’ve set aside — without a spreadsheet in sight.
- Accounts-receivable and outstanding-balance tracking
- Tax collected and liability, summarized for you
- A dashboard that shows the health of the business
