Run the Whole Job — From First Inquiry to Final Invoice
Your work is quoted from an engineered estimate, delivered by crews, and won on follow-up — but it's probably running on spreadsheets, one person's inbox, and a CRM that was never built for it. SalesV2 puts inquiries, estimates, pipeline, projects, scheduling, and job costing in one system. QuickBooks stays your accounting system.
See it running on a real service-business workflow.
Crews working in data centers? See SalesV2 for data-center service contractors
Drive it play by play
TIPS, with your hands on the controls
Your team runs sales and marketing itself. The same four stages, the same plays underneath, and every module open to you: Target, Influence, Propose, Sign.
Who you sell to, and what you know about them.
- Accounts and Contacts
- Customer Tiers
- Target Lists
- Account Intelligence
What they hear from you, before they ask.
- Messaging Library
- Campaign Hub
- Web case studies from your service reports
- Social Media and the Marketing Calendar
Every inquiry priced, every proposal followed up.
- Pipeline board
- Quote builder for engineered service work
- Proposals with your documents attached
- Quarterly Review
Deliver the job, keep the customer, grow the account.
- Project Management with the crew calendar
- Project P&L against the quote
- Account Snapshot: which customers are growing and which are going quiet
- Field forms and site photos
Prefer to leave it to the tool? Every play on the manufacturing side runs here too, under the same approval gate.
Your Business Falls Between Two Kinds of Software
Dispatch apps are built for flat-rate trades. Generic CRMs are built for conversations. Neither runs a business that wins engineered work and delivers it with crews.
The quote is the business — and it's in a spreadsheet
Every job starts with a scoped estimate someone builds by hand. Versions multiply, the log lives in Excel, and when the estimator is out, so is the knowledge.
Follow-up is where jobs are won — and it depends on memory
The proposal goes out and the clock starts. Whoever quoted it is already on the next fire, and the follow-up that would have won the job never happens.
You find out what the job cost when the accountant does
Quoted margin and delivered margin are different numbers, and the gap between them shows up in QuickBooks long after you could do anything about it.
From Inquiry to Invoiced Job — One Timeline
The estimate, the proposal, the project, the crew, and the cost — connected, so nothing gets re-typed and nothing gets lost between systems.
Inquiry
Captured from email, assigned an owner
Estimate & Proposal
Scoped, priced, sent — and followed up
Job / Project
Crew scheduled, work tracked to closeout
Invoice & Repeat
Costs to QuickBooks, next job to the pipeline
A Crew’s Day, On the Record
From the Scheduler to the crew’s phone to the report. Three short walkthroughs; the screens are conceptual and every name is fictional.
The Front Office and the Job — In One System
And unlike job-management tools, SalesV2 also does the part that grows the business: winning the next customer.
Inquiry Capture from Email
RFQs and service requests are pulled from your inbox into a shared work queue with clear ownership. Nothing dies in someone's mailbox while they're on site.
Estimates & Proposals
Scoped, engineered quotes — options, revisions, and proposal documents — built and tracked in one place, not reinvented in Word every time.
Pipeline & Quote Follow-Up
Every open quote visible by value and age. The follow-up that wins the job stops depending on who remembered.
Projects & Job Tracking
A won quote becomes a project: tasks, milestones, site photos, forms, and documents — from kickoff to closeout.
Crew & Resource Scheduling
Techs, crews, and equipment on one calendar. Field confirmation from the job site, without another app for the office to babysit.
Job Costing with QuickBooks
Quoted vs. actual per job, with actuals synced from QuickBooks. You keep your accountant, your books, and your P&L — and finally see margin per job.
A Real Sales Engine
Campaigns, email templates, targeting, and automated follow-up — the part every "job management" tool leaves out. Built by people who have grown service businesses.
Secure & Isolated
Row-level security and full tenant isolation. Your data stays yours. Works with Microsoft 365 / Graph API.
Built for Small Teams
Role-based access so the office, estimators, and field leads each get what they need — without paying for seats nobody uses.
SalesV2 vs. the Usual Setup — For Engineered Service Work
The usual setup is a CRM for conversations, spreadsheets for the real business, and QuickBooks catching everything at the end.
| What the business needs | The usual setup(CRM + spreadsheets + memory) | SalesV2Built for service businesses |
|---|---|---|
| Engineered quotes (scoped estimates, not price books) | Word templates + spreadsheets | Estimate → proposal → quote, versioned in one system |
| Inquiry intake | One person's inbox | Auto-captured from email into a shared work queue |
| Quote follow-up | Whoever remembers | Every open quote tracked, follow-ups prompted |
| Job / project execution | Separate PM tool or whiteboard | Won quote becomes a project — tasks, crew, schedule |
| Job costing | Known months later, if ever | Costs tracked per job, actuals synced with QuickBooks |
| Winning NEW business | Not the software's job | Campaigns, targeting, and follow-up built in |
| Your accounting system | Forced migration or double entry | QuickBooks stays — SalesV2 connects to it |
Running Live Today at an Industrial Equipment Service Company
SalesV2's service edition runs the daily business of a company that designs, installs, and services industrial equipment: inquiries from email, engineered estimates and proposals, a project board for every active job, crew and resource scheduling with confirmation from the field, and job costing with actuals synced from QuickBooks. It replaced a generic CRM and the spreadsheets that had grown around it.
We'll walk you through the same workflows on your kind of jobs — book a walkthrough below.
An Entire Support Organization — Not Just an App
Business software is judged in year two — when you need a person to answer. SalesV2 is delivered with COMPRSA, our dedicated development, QA, and support organization.
Dedicated Development
A standing engineering team builds and extends the product continuously — new capabilities ship to every customer, not just the loudest one.
QA on Every Release
Every change is independently tested and verified against live customer workflows before it ships. Your quoting day is never our test environment.
Humans on Support
The in-app support button reaches a person on a dedicated support team — plus standing check-in calls with every customer. Decades of combined enterprise-software experience behind every answer.
Live in Days — Configured Around Your Workflow
No long implementation project. We set it up with you, on your real jobs.
Map Your Workflow
Your quote format, job stages, crew structure, and the numbers you want to see — captured in a working session.
Connect Email & QuickBooks
Authorize Microsoft 365 so inquiries flow into the work queue, and connect QuickBooks for job-cost actuals.
Load Your Book
Customers, contacts, and open quotes come in — the pipeline reflects your real business from day one.
Run the Business
Inquiries, estimates, projects, crews, and costs — one system, with your team trained on their own jobs.
Frequently Asked Questions
Do we have to leave QuickBooks?
No — that's the point. QuickBooks stays your accounting system of record. SalesV2 runs everything in front of it: inquiries, estimates, pipeline, projects, scheduling, and job costing, with actuals synced from QuickBooks.
Is this dispatch software like the tools for HVAC or plumbing companies?
No. Dispatch apps are built for price-book trades — flat-rate jobs booked and routed by the hundreds. SalesV2 is built for businesses that win work through scoped, engineered estimates: projects worth thousands to millions, quoted individually, delivered by crews over days or months, often with a recurring service tail.
We already have a CRM. Why isn't that enough?
A generic CRM tracks conversations. It doesn't build your estimates, turn a won quote into a scheduled project, or tell you what the job actually cost. Most service companies end up running the real business in spreadsheets next to the CRM — that's the gap SalesV2 closes.
How long does it take to get running?
Days, not months. We configure it around your workflow — your quote format, your job stages, your crew structure — connect your Microsoft 365 email and QuickBooks, and your team starts in the work queue.
Is our data secure?
Yes. Row-level security and full tenant isolation — your data is never shared across accounts, and we are on the SOC 2 compliance path.
Who actually supports SalesV2?
A dedicated development, QA, and support organization — COMPRSA (comprsa.com), our family-run engineering and support company. The in-app support button reaches a person, releases are independently QA'd, and every customer gets standing check-in calls.
What kinds of companies is this for?
Industrial and commercial service businesses that quote engineered work: equipment service and rebuilds, testing and commissioning firms, environmental and compliance services, rigging and installation contractors, and businesses like them — typically 10 to 100 people, running on QuickBooks.
Stop Running the Business in Spreadsheets.
Book a walkthrough and see your workflow — inquiry, estimate, project, crew, cost — running in one system, with QuickBooks right where it is.
Fifteen minutes. Your kind of jobs, not a canned demo.