Powerful Features for Your Trade

From first contact to final installation, IndustrySuite provides the AI-powered tools you need to manage your entire trade business.

AI Voice & Text Assistant

Manage your business with natural conversation. Ask questions about revenue, pipeline, and performance. Search for products online, compare options, and add them directly to your catalog — all by voice or text. Your AI assistant understands your business context and delivers actionable insights instantly.

  • Voice & text interaction
  • Business intelligence on demand
  • Product search & catalog management
  • Contextual recommendations
AI Voice & Text Assistant

QuickBooks Integration

Keep your books and your business in perfect sync. Two-way integration with QuickBooks Online covers customers, invoices, payments, vendors, items, and more — with automatic updates and smart duplicate prevention.

  • Two-way sync across all entity types
  • Smart duplicate prevention
  • P&L reports & expense tracking
  • Complete audit log
QuickBooks Integration

Workroom Portal

Give your production team a dedicated workspace. They see only what they need — the fabrication queue, time tracking, status updates, and completion tracking — without access to sales, pricing, or client data. Separate logins keep your business data secure while empowering your team.

  • Separate production login
  • Fabrication queue management
  • Time tracking per work order
  • Photo documentation & status updates
Workroom Portal

Bluetooth Laser Measure Integration

Connect your Leica DISTO, Bosch GLM, or any Bluetooth-enabled laser measure directly to the IndustrySuite iOS app. Press the button on your laser and the measurement auto-fills — width, height, and depth. Zero manual entry, zero transcription errors.

  • Auto-detect compatible BLE devices
  • One-press measurement capture
  • Works in measurements & quotes
  • Hands-free field workflow
Bluetooth Laser Measure Integration

LiDAR AR Measurements

Point your iPhone or iPad at a window and let the LiDAR sensor auto-detect surfaces. Tap to focus any opening — windows, doors, arched frames — and capture precise dimensions. No tape measure required. Measurements flow directly into your project record.

  • Auto-detect windows, doors & openings
  • Tap-to-focus surface isolation
  • Real-time AR dimension overlay
  • Captured data flows to quotes
LiDAR AR Measurements

Professional Calculators

Eight industry-specific calculator engines — yardage for drapery, square footage for flooring, paint coverage with gallons-per-wall, linear run for cabinetry, time & materials for contracting, area coverage for roofing and landscaping, unit-based for AV/solar, and service-labor for repair shops. Each handles the precision calculations your trade demands.

  • 8 pluggable calculator engines
  • Industry-specific formulas & units
  • Waste factors, markup & rush pricing
  • Full iOS & Android parity
Professional Calculators

Smart Work Order Builder

Build detailed work orders for any trade — window treatments, flooring, cabinetry, painting, roofing, and more. Guided workflows adapt to your industry with the right fields, statuses, and document types. Preview finished work orders as PDFs, share them, or text them to customers.

  • All industries supported
  • PDF preview & sharing
  • Adaptive fields per trade
  • Build from any device
Smart Work Order Builder

Quote Builder & Customer Portal

Create detailed, professional quotes with a built-in product catalog, room-by-room breakdowns, and automatic calculations. Then share a secure link with your customer — they review every detail, e-sign, and approve from any device. No printing, scanning, or chasing required.

  • Built-in product catalog
  • Customer approval portal
  • E-signature capture
  • Professional PDF exports
Quote Builder & Customer Portal

Lead & Customer Management

Capture leads, track interactions, and convert prospects into loyal customers. Complete CRM with detailed contact management, project histories, and activity timelines.

  • Lead-to-customer conversion
  • Contact histories
  • Activity tracking
  • Project timelines
Lead & Customer Management

Intelligent Product Catalog

Manage your complete product inventory with AI-powered categorization. Search the web for new products and add them to your catalog instantly with extracted details — fabrics, trims, hardware, and more.

  • All product types
  • AI-powered categorization
  • Web product search
  • Vendor & brand tracking
Intelligent Product Catalog

Room-Based Measurements

Capture measurements on-site and organize them by client, project, location, and room. Industry-adapted fields — window dimensions, floor room areas, wall paint coverage, roof pitch, bike frame geometry — whatever your trade needs.

  • Industry-specific measurement fields
  • On-site capture from iOS
  • LiDAR AR & Bluetooth laser
  • Photo attachments
Room-Based Measurements

Invoicing & Payment Management

Complete financial management with professional invoices, comprehensive payment tracking, refund processing, and detailed financial reports. Track payment methods, view transaction history, and manage deposits with full visibility.

  • Payment receipts & tracking
  • Refund processing
  • Payment method analysis
  • Financial dashboards
Invoicing & Payment Management

Reports & Analytics

Dozens of built-in reports across sales, production, financial, procurement, operations, and quality management. Comprehensive financial reporting with revenue analysis, vendor spend, and customer insights. Export any report to PDF.

  • Sales & revenue reports
  • Production analytics
  • Financial dashboards
  • PDF export for all reports
Reports & Analytics

Native Cross-Platform Apps

Full-featured native apps for iOS and Android — designed for field professionals. Create quotes, capture measurements, manage projects, preview and share work orders, run calculators, and manage payments from any phone or tablet. iPad and Android tablets get professional multi-column layouts.

  • iOS & Android phones
  • Tablet-optimized layouts
  • Quote builder on-site
  • Full field capability
Native Cross-Platform Apps

Workroom Display — Apple TV & Fire Stick

Turn any TV into a real-time production command center. Native apps for both Apple TV and Amazon Fire TV Stick display a live Kanban board, scoreboard metrics, dispatch schedule, and activity feed — all auto-refreshing. Pair from any device using a 6-digit code and control everything remotely: switch screens, configure rotation, and toggle privacy mode.

  • Apple TV & Amazon Fire Stick
  • Pair & control from any device
  • Auto-rotating display modes
  • Real-time 15-second refresh
Workroom Display — Apple TV & Fire Stick

Five AI Intelligences Working For You

IndustrySuite doesn't just store your data — it understands it. Five specialized AI systems continuously monitor, analyze, heal, and optimize your business behind the scenes.

Conversational Integrations

Connect your accounting software by simply telling the AI assistant. Say "connect my QuickBooks" and follow a guided conversation — no settings pages, no manuals, done in under a minute.

  • Voice or text setup
  • Done in under 60 seconds
  • Guided error resolution
  • Works with QuickBooks & Xero

Operations Intelligence

Your data stays clean automatically. The platform continuously monitors for inconsistencies and fixes them before they cause problems — with instant alerts if anything needs your attention.

  • Automated data monitoring
  • Self-healing corrections
  • Instant alerts
  • Full audit trail

Analytics Intelligence

Stop reading dashboards. Get AI-written business briefings that tell you what changed, what's trending, and exactly where to focus your energy this week.

  • AI business briefings
  • Revenue forecasting
  • At-risk project alerts
  • Weekly priority actions

Intelligent Support

Every time the system resolves a data issue, it writes a plain-English article explaining what happened — building a searchable knowledge base your whole team can learn from.

  • Auto-generated articles
  • Searchable knowledge base
  • Plain-English explanations
  • Grows with your business

Smart Scheduling

The AI suggests the best time slots and team member for each appointment based on location, workload, and job type — so your crew spends less time driving and more time working.

  • Route-aware suggestions
  • Workload balancing
  • Skill-based matching
  • Best time slot picks

Industry-Specific Tools

Purpose-built calculators, work order types, measurement fields, and production workflows — tailored for 26 trade industries and growing.

Window Treatments

  • Yardage calculator with pattern repeat
  • Pleat spacing & fullness builder
  • Shutter panel configuration
  • Motorization option selector

Flooring

  • Square footage estimator with waste factors
  • Box-count rounding & carpet sq yd conversion
  • Multi-material comparison pricing
  • Transition strip & baseboard estimator

Cabinetry

  • Linear-run calculator with door counts
  • Door style & hardware configurator
  • Countertop estimator integration
  • CNC shop drawing generation

General Contracting

  • Time & materials calculator with markup
  • Subcontractor bid comparison tool
  • Cost code system (CSI or custom)
  • Overhead, profit & contingency calculator

Closets

  • Section-based linear-run pricing
  • Component library (shelves, drawers, rods)
  • Hanging section & accessory configurator
  • Panel cutting list generation

Painting

  • Paint coverage calculator (gallons per area)
  • Multi-coat & primer estimator
  • Window/door cut-in deduction tool
  • Paint brand & color code library

Tile & Stone

  • Area coverage calculator with waste factors
  • Tile pattern matching & layout preview
  • Grout & thinset bag estimator
  • Edge profile & seam placement planner

Roofing

  • Roof square calculator with pitch multiplier
  • Ridge, valley & starter strip estimator
  • Drone measurement import
  • Insurance supplement tools

Landscaping

  • Area coverage with volume (cubic yards)
  • Paver & hardscape material estimator
  • Irrigation zone planning tools
  • Mulch/gravel depth calculator

Home Theater

  • Unit-based equipment pricing with markup
  • Cable run distance calculator
  • Rack layout & power load planning
  • Programming & commissioning checklist

Solar

  • Panel & inverter unit-based estimator
  • Production modeling & ROI calculator
  • Utility rebate & incentive tracker
  • Permit & interconnection management

Bike Shop

  • Flat-rate service + parts markup calculator
  • Rush surcharge & priority pricing
  • Parts margin & wholesale cost tracking
  • Bike intake condition assessment

Plumbing

Coming Soon
  • Pipe sizing & flow calculator
  • Fixture unit count estimator
  • Service call dispatch routing
  • Backflow test log & certification tracker

Electrical

Coming Soon
  • Panel load calculator with NEC tables
  • Wire sizing & conduit fill calculator
  • Circuit breaker & panel schedule builder
  • Lighting layout & fixture count planner

HVAC

Coming Soon
  • Heat load estimation calculator
  • Ductwork sizing & static pressure calc
  • Equipment selection comparison tool
  • Refrigerant charge & tracking log

Fencing

Coming Soon
  • Fence linear-foot estimator with gates
  • Post hole depth & concrete calculator
  • Deck board layout & joist spacing
  • Stain & sealer coverage calculator

Pool & Spa

Coming Soon
  • Pool volume & chemical dosing calculator
  • Equipment sizing (pump, filter, heater)
  • Service route optimizer
  • Chemical balance tracking dashboard

Glass

Coming Soon
  • Glass weight & thickness calculator
  • Shower enclosure configurator
  • Storefront mullion layout planner
  • Pattern template library

Locksmith

Coming Soon
  • Key code lookup & cross-reference
  • Lock pinning & rekey calculator
  • Emergency dispatch routing
  • Access control programming log

Appliance

Coming Soon
  • Fault code lookup by model & brand
  • Parts cross-reference & availability checker
  • Warranty expiration calculator
  • Service call time window optimizer

Pest Control

Coming Soon
  • Chemical dosage & dilution calculator
  • Recurring route optimizer
  • Bait station mapping tool
  • SDS (Safety Data Sheet) library

Detailing

Coming Soon
  • Paint thickness & condition tracker
  • Service package builder with add-ons
  • Product usage & depletion tracker
  • Ceramic coating warranty manager

Small Engine

Coming Soon
  • Engine displacement & parts cross-reference
  • Seasonal demand forecasting
  • Repair queue & status board
  • Maintenance interval calculator

Marine

Coming Soon
  • Engine hour & service interval tracker
  • Winterization checklist generator
  • Haul-out & storage scheduler
  • Marine parts compatibility lookup

Alterations

Coming Soon
  • Body measurement profile builder
  • Fabric yardage & cost calculator
  • Alteration pricing matrix
  • Fitting appointment scheduler

Powersports

Coming Soon
  • VIN decoder & spec lookup
  • Service interval calculator (miles & hours)
  • OEM parts cross-reference
  • Dyno run comparison tool

And Much More

Additional tools to complete your workflow

AI Business Intelligence

Get real-time business health scores, performance trends, and AI-generated priority actions.

Media Management

Upload project photos, swatches, and documentation with full gallery management.

Voice Commands

Speak naturally to search products, get business insights, and manage your catalog hands-free.

Kanban Task Board

Drag-and-drop task management with priority levels, due dates, and team assignments.

Material Specifications

Track product details including dimensions, pattern repeat, supplier information, and pricing.

Vendor Management

Track suppliers, purchase orders, and delivery schedules across your supply chain.

Project Organization

Group orders, quotes, and work orders by project with connected workflows.

Hardware & Pricing

Manage hardware line items with cost tracking, markup management, and calculated pricing.

Add-Ons & Embellishments

Configure all embellishment and finishing options for every product type.

Share & Text to Customer

Preview work orders as PDFs, share them, or text them directly to customers from the app.

Payment Receipts

Detailed payment receipts with invoice details, tax breakdown, and professional formatting.

Refund Management

Track refunds with reason categorization, approval workflows, and financial impact analysis.

Automated Purchase Orders

Generate purchase orders from approved orders — grouped by vendor with all line items pre-filled.

Install Job Sheets

Generate detailed install job sheets with room-by-room plans, item checklists, and notes.

Web Product Search

Search the web for products and add them to your catalog with AI-extracted details.

Digital Approvals

Secure customer approval workflow with timestamped e-signatures for every quote.

Customer-Facing Portals

Share branded, secure links with customers to review and approve quotes — no account needed.

Workroom TV Display

Real-time production dashboard on your shop floor TV — works on Apple TV and Fire Stick. Kanban board, scoreboard, dispatch, and activity feed — all auto-refreshing. Control from any device.

See All Features in Action

Start your free trial today and explore everything IndustrySuite has to offer.

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