Measure the roof.
Review roof surface areas and pitches in a labeled model, with measurements your team can use for estimating.
BUILT BY A REMODELER. FOR REMODELERS.
Your whole business.
Working together.
Roof and exterior measurements. 3D models. Sales. Permits. Projects. Bring the tools you use every day into one connected remodeling platform—from finding the next customer to paying the crew.
Interior & exteriorBuilt for the office, sales team & field.
WEB 3D / CUSTOMER VISUALIZATION
PERMIT CENTER / FRAMING PLAN 
ONE CONNECTED WORKSPACEExplore the tabs below
01 / EXPLORE THE PLATFORM
The conversation belongs with the customer.
Make and receive browser calls, route incoming calls, review voicemail, and follow up by text or email. Keep communication alongside the people your team is trying to reach.
- Browser phone, phonebook & voicemail
- Call routing and staff availability
- Text and email templates
BRINGS TOGETHER
See this in your demo Separate phone, texting & email tools
Call centerSample activity
Incoming call
AnsweredToday, 9:41 AM · 4 min 12 sec
CALL NOTES
Interested in a kitchen remodel. Confirm the consultation and ask about the existing layout.
Calling, messaging, and email require connected services. Setup and usage charges are scoped with your plan.
Inside. Outside. The whole business.
Kitchens & bathsRoofing & sidingWindows & doorsAdditionsWhole-home remodeling
ROOF & EXTERIOR MEASUREMENTSSee the whole exterior.
See the whole exterior.
Plan the next step.
Roof measurements, exterior reports, and dimensioned 3D models—connected to the CRM where you price, propose, and manage the job.
See walls and openings.
Bring wall dimensions, surface areas, and window and door measurements together in one exterior report.
Put the dimensions in context.
See how the roof, walls, and openings fit together in a dimensioned 3D view. Use it to explain the scope and plan the work.
Measurements support estimating and material planning. Verify critical dimensions in the field before ordering or fabrication.
MAIN FLOW / THE CUSTOMER’S STORYOne customer.
One customer.
Every next step.
The core of the CRM connects the work before, during, and after the sale. Explore the Main Flow using one fictional kitchen-remodel opportunity.
PROSPECTS
Start with the person, not another spreadsheet.
Keep customer contact details and the relationships to their opportunities, appointments, sales, and projects in one place.
Your team has a starting point for the next conversation.
Morgan kitchen opportunitySample record
Customer record
Prospects
- Customer
- Jamie Morgan
- Project interest
- Kitchen remodel
- Contact owner
- Alex Morgan
Identify where the opportunity came from.
An illustrative customer journey, not a mandatory sequence. Lead sources provide attribution; follow-ups and opportunities can recur as the relationship develops.
LESS SOFTWARE TO JUGGLEYour everyday tools.
Your everyday tools.
One place to work.
You shouldn’t have to move the same customer through a phone app, a spreadsheet, an estimating tool, and a job board just to get a project built.
| What you may use today | Inside Remodeler 365 |
|---|---|
| Phone system + text messaging | Browser calling, routing, voicemail, texts, and communication history |
| Mapping + canvassing spreadsheets | Assigned territories, appointment pins, rep filters, and field activity |
| Presentation + estimating software | Guided sales appointments, measurements, pricing, and proposals |
| Separate visualization workflows | Project models, finish selections, framing views, and customer render sharing |
| Permit-prep folders + plan trackers | Preliminary drawings, details, checklists, takeoffs, and review corrections |
| Reporting + commission spreadsheets | Custom reports, marketing ROI, sales goals, and commission summaries |
| Separate website analytics dashboards | Connected Google Analytics traffic, pages, channels, events, and conversion funnels |
| Ad dashboards + social publishing tools | Google and Meta reporting, lead-source tracking, marketing spend, and social posts |
| Job boards + disconnected calendars | Appointments, crew scheduling, project activity, and job status |
| Bid spreadsheets + contractor email chains | Quote requests, award workflows, contractor compliance, and dedicated job portals |
| Training folders + recruiting trackers | Learning paths, team training, candidate tracking, and recruiting templates |
Consolidate the day-to-day work. Keep the specialist services you need. We’ll map your current tools to the CRM during your demo and confirm what can be replaced, connected, or retained.
Show us your current setupConnected services can carry separate charges. Commission reporting is not a replacement for payroll tax filing or general accounting, and permit preparation does not replace licensed design or jurisdiction review.
THE CONNECTION IS THE DIFFERENCEMarket it. Sell it.
Market it. Sell it.
Deliver it.
Each team gets the tools for its part of the job, with the customer and the project at the center.
Find out where the next job comes from.
Review campaigns, record spend, work territories, and manage social posts. Follow the lead source through appointments and sales.
- Google Ads & Local Services Ads
- Meta website ads & instant forms
- Facebook & Instagram publishing
- Website analytics & conversion funnels
- Field marketing & source performance
Give your team a repeatable sales appointment.
Guide the conversation from your presentation and product demo through measurements, price delivery, and the contract.
- Presentations & reusable demo assets
- Measurements, takeoffs & estimates
- Financing options & contract workflows
- Outcomes & pending follow-ups
Turn the signed job into a plan of action.
Use project templates, activity schedules, contractor assignments, and job portals to coordinate the work after the sale.
- Project activities, dates & crews
- Quote requests, responses & awards
- Compliance documents & contractor portals
- Job costs, receipts & commissions
TEAM TOOLS / THE PEOPLE BEHIND THE JOBA team workspace.
A team workspace.
From first day to next role.
Scheduling is only one part of managing a team. Remodeler 365 brings field coordination, training, organizational structure, commission summaries, and career development together.
Put the team where the work is.
Bring field activity, territories, and calendars into the same operating rhythm.
See it with your team structureCanvassing
Track the activity your field team generates and keep it connected to the opportunity.
Field Marketing
Draw and assign areas, locate appointments, and filter by representative or result.
Scheduling
Manage appointments, staff schedules, event types, templates, and scheduling rules.
CoordinateOrganizeTrainReview payDevelop
Payroll Center provides commission and payout summaries. Use your payroll and accounting providers for tax filings and other statutory processing.
WEBSITE ANALYTICS / BEFORE THE PHONE RINGSKnow what happens
Know what happens
before the lead.
Bring connected Google Analytics reporting into the CRM. See how people find your website, which pages they visit, and where they take the next step.
- Sessions, visitors, views, and engagement
- Channels, landing pages, devices, and locations
- CTA clicks, form activity, and key events
- Traffic trends and website conversion funnels
THE QUESTION IT HELPS ANSWER“Is the website bringing people closer to an appointment?”
Requires a connected GA4 property and configured tracking. Analytics reports are aggregated; recorded events and CRM attribution may differ.
Website AnalyticsIllustrative data
Sessions2,400
Visitors1,860
Engagement62%
| Channel | Sessions | Share |
|---|---|---|
| Organic search | 960 | 40% |
| Paid search | 720 | 30% |
| Social | 480 | 20% |
| Direct / other | 240 | 10% |
See the mix of traffic arriving at your website.
Your traffic report belongs beside your business reports.
MARKETING SPEND / FOLLOW THE COST TO THE SOURCEWhat did it cost
What did it cost
to create the opportunity?
Combine synced ad costs, dated expenses, and cost-per-result rules. Review spend by source, then inspect the attributed leads, appointments, and sales behind the total.
Synced advertising
Bring connected Google and Meta ad costs into the reporting period.
Manual expenses
Record dated source expenses such as a home-show fee or a campaign charge.
Cost-per-result rules
Set source rates per lead, appointment, demo, or sale with effective dates.
Marketing SpendSample period · Fictional costs
Selected spend$5,000.00
Attributed sample leads60
Cost per lead$83.33
| Source | Cost basis | Spend | Leads | Cost / lead |
|---|---|---|---|---|
| Google Ads | Synced ad costs | $2,200.00 | 22 | $100.00 |
| Meta ads | Synced ad costs | $1,000.00 | 10 | $100.00 |
| Home show | Manual expense | $600.00 | 8 | $75.00 |
| Referral partner | 20 leads × $60 | $1,200.00 | 20 | $60.00 |
Source → Attributed leads → Appointments → Sales → Sold revenue
Open the total. See the people behind it.
The CRM’s source detail shows attributed leads and how appointments and sales connect back to them. Marketing Cost & Conversion ROI reporting uses these cost inputs to make performance easier to evaluate.
A more complete cost picture.
Review automatic, manual, and calculated costs together. Source matching and attribution need to be configured; unmatched campaign spend remains visible rather than being assumed to have generated a sale.
Interactive figures are a fixed sample, not connected advertising data or promised results. Advertising charges remain separate from the CRM subscription.
Bring your lead sources and spend model to the demoTHE PEOPLE. THE PERFORMANCE.Build the team.
Build the team.
Know the numbers.
Running the business means hiring the right people and seeing how the work performs. Those workflows belong here, too.
Recruiting with a next step.
Keep candidates, positions, sources, assigned staff, and hiring activities together. Apply recruiting templates and see who is ready for the next conversation.
Recruiting pipelineSample candidates
Phone screen
Alex Carter
Sales representative
Assigned · Next activity setInterview
Morgan Reed
Project coordinator
Assigned · Next activity setFollow-up
Taylor Lane
Field marketing
Assigned · Next activity setCandidate tracking · Hiring stages · Recruiting templates · Interview activity
Reports that answer your questions.
Build and save reports, compare lead sources and marketing spend, track goals, and review commission and payout summaries by individual, role, market, or period.
Marketing performanceSample figures
Sample sales revenue$152,000
See the source behind the result.
Custom reports · Marketing ROI · Sales performance · Goals · Commission summaries
WEB 3D / INSIDE AND OUTLet them see the space.
Let them see the space.
Before you build it.
From a kitchen layout to the full exterior, show customers what you are planning. Explore actual Web 3D captures from Permit Center.
Cabinet layout, island, counters, appliances, and lighting shown together in Web 3D.
Use Web 3D to discuss layouts and finishes, then continue in Permit Center with preliminary drawings, details, material takeoffs, and review checklists.
Review the joist layout, post locations, stairs, dimensions, framing schedule, and notes together. This deck drawing is a separate example from the kitchen visualization.
Open the full framing planWeb 3D images are user-supplied screenshots, not photographs or a live viewer. Final plans need the applicable professional review and local approval before construction.
BUILT FOR THE WHOLE BUSINESSMore than a place
More than a place
to keep contacts.
The work around the job matters just as much as the job itself. Bring sales, field operations, design, production, and management into the same platform.
Leads & follow-ups
Prospects, sources, appointments, pending follow-ups, and your sales pipeline.
Phone, text & email
Browser calling, routing, voicemail, a shared phonebook, and message templates.
Mapping & canvassing
Marketing territories, assigned reps, appointment locations, and field results.
Sales Demo Center
Presentations, measurements, pricing, financing options, and contract workflows.
Exterior & roof takeoffs
Roof areas and pitches, exterior wall and opening measurements, reports, and dimensioned 3D models.
Renders & selections
Exterior and interior views, walkthroughs, finishes, and customer render sharing.
Permit Center
Preliminary plan sets, site-plat markup, framing, details, checklists, and takeoffs.
PDF Studio
Review, annotate, highlight, add text, and work with signatures in PDF documents.
Projects & scheduling
Job status, crew assignments, activities, project templates, and appointments.
Contractor coordination
Proposals, quote responses, awards, compliance documents, and project portals.
Website analytics
Connected Google Analytics: traffic, landing pages, channels, devices, engagement, events, and conversion funnels.
Reports & marketing
Saved reports, lead-source performance, marketing spend, ad reporting, and goals.
Costs & commissions
Project costs, receipts and adjustments, commission rules, and payout summaries.
Recruiting & candidates
Candidate records, hiring stages, assigned staff, interviews, sources, and recruiting templates.
Learning Center
Learning paths, team training, reusable lessons, and role-based development.
Team management
Staff, organizational structure, market segments, career milestones, and access templates.
OUR ROOTS
It started with
a remodeling business.
Ours.
Remodeler 365 grew out of the CRM built for SES Custom Homes—the leads to follow up, the estimates to get out, and the jobs to keep moving.
Now we’re opening the conversation with other remodeling companies. See how it works, tell us what your team needs, and help shape what comes next.
RS
Rick StepienSES Custom Homes · Creator of Remodeler 365
A FEW THINGS YOU MIGHT BE WONDERINGGood questions.
Good questions.
Straight answers.
Have something else in mind?
Ask Rick directly
Does it include roof and exterior measurement reports?
Yes. Explore roof areas and pitches, exterior wall dimensions and areas, window and door measurements, and dimensioned 3D exterior models. Ask to see a sample report in your demo. Verify critical dimensions in the field before ordering or fabrication.
Can this really replace the tools we already use?
It can consolidate many everyday workflows: calling, texting, field mapping, sales demos, estimates, project coordination, contractor communication, and reporting. In your walkthrough we will compare your actual software with the CRM and confirm what can be replaced, connected, or retained.
Are the phone, marketing, and social tools included?
Those workflows are built into the platform. Connected phone, email, ad, and social accounts need setup and permissions. The proposal will spell out enabled features, service charges, and any usage costs; advertising spend remains separate.
Does Permit Center produce approved permits?
Permit Center prepares preliminary drawings, details, schedules, material takeoffs, package checklists, and review corrections. It does not issue permits or replace the professional review, engineering, field verification, and local approval your project requires.
Is this for interior or exterior remodelers?
Both. The CRM includes service-based workflows for kitchens, bathrooms, additions, roofing, siding, windows, and other home improvements. Your demo can focus on the services you sell.
Is Remodeler 365 available to try?
We are introducing Remodeler 365 to a small group of remodeling companies. Start with a personal walkthrough so we can understand your workflow and discuss whether a pilot is a good fit.
Can it use my company’s branding?
Company branding is part of the setup conversation. We will review your logo, business details, services, and document requirements before agreeing on your pilot scope.
What does it cost?
Pricing is discussed after we understand your team, setup needs, and the features you plan to use. You will receive a proposal covering setup, the ongoing subscription, and support before committing.
Can I bring my existing customer information?
We can review your existing system or spreadsheet exports during onboarding. Import scope and any cleanup work are agreed before moving your data.
LET’S SEE IF IT FITSBring your software list.
Bring your software list.
We’ll show you the fit.
Tell us what you use for marketing, calling, sales, design, roof and exterior measurement reports, 3D models, projects, contractors, and reporting. We’ll build a walkthrough around the tools and handoffs you want to bring together.
- A personal walkthrough with the creator
- Roof reports, exterior measurements, and 3D models in action
- A clear plan for replacing or connecting your current tools
Planning a new kitchen? Explore the design, compare finishes, and see the idea before construction begins. Let’s talk about your next project.
Create the post.
Choose the channel.
Keep track of it.
Manage Facebook and Instagram publishing from the Social Media workspace. Add copy and media, choose the channel, and review what happened after you publish.
Channels require account connections and permissions. Publishing and scheduling options depend on the selected platform. Nothing is posted from this example.