§ 02 PRODUCT · 19 MODULES · 1 SYSTEM
EVERYTHING.
ALL OF IT.
Nineteen modules covering every minute between "new lead" and "final invoice paid." Every plan ships every module. No feature gating, no "upgrade to unlock," no surprises.
§ GROUP 01 / 05
CORE WORKFLOW
The bones. Every customer, every job, every interaction in one searchable spine.
§02
CUSTOMER LIST
Your book of business, finally searchable.
- ▸Address · phone · claim # · adjuster
- ▸Full job history per customer
- ▸Notes, docs, messages all attached
- ▸Role-scoped views (rep sees their pipeline)
- ▸One tap from list to call, text, or file
§03
TRIAGE + PRIORITY
Multi-level priority. Nothing falls through.
- ▸Priority: Critical · High · Normal · On Hold
- ▸Priority type per customer (insurance · retail · warranty)
- ▸Next action enforced (Needs photos · Needs contract · Awaiting payment)
- ▸Color-coded everywhere — list, map, detail
- ▸Quick-triage modal from any list row
§04
JOBS + TIMELINES
A timeline per job. A pipeline per shop.
- ▸Multiple jobs per customer (re-roof, repair, gutters)
- ▸Status pipeline you customize per trade
- ▸Crew + rep assignments with hand-offs
- ▸Day-by-day timeline with photos inline
- ▸Change orders versioned, never overwritten
§13
WORK ORDERS + SUBS
Subs see their work. Not your margin.
- ▸Send WO straight to a sub portal
- ▸Work-order calendar — every job's schedule at a glance
- ▸Subs only see their own work orders
- ▸Photos they must upload before close-out
- ▸Sub submits a payout request when the work is done
§ GROUP 02 / 05
CAPTURE + DOCUMENT
Photos, contracts, imported paperwork — all auto-filed to the right job, every time.
§05
PHOTOS + MARKUP
Hail damage, captured, marked, filed.
- ▸Offline upload queue (signal returns? it sends.)
- ▸In-app damage markup with arrows + labels
- ▸AI auto-labels + severity-tags every photo
- ▸Side-by-side before/after compare
- ▸Voice-narrated damage reports, filed to the job
§08
CONTRACTS + DOCUMENTS
Build from blocks, or use your own PDF. Either way, it signs.
- ▸Block WYSIWYG builder — or drop fields on a PDF you already have
- ▸Signature, date, and initial fields placed exactly where you want
- ▸Multi-recipient signing, in the order you set
- ▸Public signing link — no login required for the signer
- ▸Full audit trail + renewal tracking, AOB to lien waiver
§10
EXTERNAL DOC IMPORT (AI OCR)
Got a PDF from another platform? Rev reads it.
- ▸Upload any outside estimate or invoice — PDF or photo
- ▸AI extracts totals, dates, and every line item
- ▸Review the pull, fix anything that needs fixing
- ▸Save straight in as an estimate or an invoice
- ▸No more retyping a competitor's paperwork by hand
§11
NOTIFICATIONS + MESSAGING
From your own domain. To the right person, right away.
- ▸Email sent from your own company domain
- ▸SMS + in-app notifications on the same trigger
- ▸Escalation chains — no answer, it climbs to the next person
- ▸Tied to the job + customer, not a generic blast
- ▸Delivery status visible on every send
§ GROUP 03 / 05
INSURANCE + CASH
Where most contractors leak the most money. Rev does not.
§06
INSURANCE + CLAIMS
Rev reads the carrier scope. Drafts the supplement.
- ▸Claim file per job (carrier, adjuster, deductible, RCV/ACV)
- ▸Rev reads the carrier's scope and drafts the supplement
- ▸Denial tracker — appeal templates ready
- ▸Adjuster meeting checklist + photo bundle
- ▸Audit-ready record for every line item
§07
ESTIMATES + PROPOSALS
Branded proposals that close in the kitchen.
- ▸Branded templates with your logo, colors, terms
- ▸Saved line items + assemblies (3-tab, ridge vent, etc)
- ▸Good-better-best tiered proposals, built in blocks
- ▸Insurance and retail flows side-by-side
- ▸E-sign on the porch · PDF auto-archives to Drive
§09
INVOICING + PAYMENTS
DSO down. Cash in the bank.
- ▸Section-based invoices (deposit · materials · final)
- ▸Card + ACH via customer portal, or scan a paper check
- ▸Payment plans for customers who need to spread it out
- ▸QuickBooks two-way sync (no double entry)
- ▸Rev watches DSO and flags slipping invoices
§ GROUP 04 / 05
INTELLIGENCE + ORCHESTRATION
Rev is the spine. The rest of these are how Rev sees, decides, and acts.
§01
REV · THE AI
Watching every job. Drafting every reply. You always approve.
- ▸Drafts every customer follow-up
- ▸Reads photos and builds rough scopes for estimates
- ▸Files daily field notes automatically, dispatched to the right job
- ▸Flags slipping jobs before they slip
- ▸Watches DSO and deposits — flags anomalies
§14
STAGE TRIGGERS
Move the stage. Rev handles what happens next.
- ▸Per-trade stage pipelines you define (intake · adjuster · production · close)
- ▸Stage change fires notifications and tasks automatically
- ▸Customize the pipeline per customer when a job runs different
- ▸No code, no third-party rule builder to babysit
- ▸Your process, enforced without you watching it
§17
REPORTS + DASHBOARDS
See the shop. See the leaks.
- ▸Pipeline by stage and rep
- ▸Aging A/R + DSO with drill-down
- ▸Crew + rep leaderboards (revenue, close rate, cycle time)
- ▸Margin by job type and zip code
- ▸Rev surfaces anomalies you didn't ask about
§ GROUP 05 / 05
COMMUNICATION + FIELD
How crews, customers, and subs actually talk to each other inside one app.
§12
CUSTOMER PORTAL
Magic link. No password. They love it.
- ▸Magic link via SMS or email (no login)
- ▸Staff choose which photos + docs are visible
- ▸Pay invoice, sign contracts, upload docs
- ▸Customer can upload their own docs and photos back
- ▸Branded with your logo + colors
§15
TEAM CHAT
Tied to the job. Not a generic channel.
- ▸Per-customer message threads (no more #general chaos)
- ▸Workspace chat for the whole team
- ▸File sharing inline, attached to the job
- ▸One place instead of a separate group text
- ▸Simple, built in, one less app to check
§16
CUSTOMER MAP
See the whole book of business on one map.
- ▸Every customer + job geocoded and pinned
- ▸Color-coded by priority, same as the list view
- ▸Storm-area views — see who's clustered where damage hit
- ▸Filter by stage, rep, or claim status
- ▸iOS + Android, same map as the web CRM
§18
ROLES + PERMISSIONS
One login. Each person sees their job.
- ▸Field, office, sub, owner — preset roles
- ▸Custom per company (your subcontractor model)
- ▸Granular field-level access (hide cost from reps)
- ▸Subs see scope only · reps see their pipeline
- ▸One login per person, role-aware everywhere
§19
THEME STUDIO
Your brand, not ours.
- ▸White-label the web app and the field app both
- ▸Your logo, your colors, your fonts
- ▸Customer portal and documents match your brand automatically
- ▸No design team required — pick and preview
- ▸One company, one look, every surface
§ 06PRODUCT FAQ · WHAT BUYERS ASK
QUESTIONS
BEFORE YOU SWITCH.
What teams ask before adopting a new platform. Don't see yours? support@revolvecore.com gets a same-day human reply.
Yes. Every plan ships every module — no feature gating, no "upgrade to unlock," no per-module surcharges. Pricing is per user, no other variables.
◆ READY WHEN YOU ARE