Not a generic CRM add-on. Purpose-built for in-home sales appointments.
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Field Appointment Capture
Measurements, photos, product selections, and site conditions. All captured in one form built for mobile.
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Branded PDF Quotes
Your company logo, your colors, your products. Professional quotes generated instantly on-site.
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Email Delivery
Send the quote to the customer before the rep leaves the driveway. No delays, no forgotten follow-ups.
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Deposit Collection
Collect a deposit on the spot with secure Stripe payment links. No separate invoicing.
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CRM Integration
Connects to Salesforce, HubSpot, or JobNimbus. Appointments and quotes sync automatically.
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Your Brand, Every Touchpoint
Your company branding on every quote, email, and payment link your customers see. BV stays invisible.