Product

Everything your business runs on.

Every tool your business needs, on your computer, tablet and phone.

Customers

Every customer, on a single record.

Manage the complete customer lifecycle, with every client and trade partner on a single record.

  • Trade partnersTrack the builders, designers and contractors who send you work, alongside your clients.
  • Team assignmentsAssign one or more team members to every customer.
More about Customers ›
Customers in IntegrateCustomers in Integrate
Trade partnersTrack the builders, designers and contractors who send you work, alongside your clients.
Team assignmentsAssign one or more team members to every customer.
Opportunities

Your entire sales pipeline, at a glance.

Track every opportunity in your sales pipeline, from the first walkthrough to an approved proposal.

  • Pipeline stagesDiscover, site survey, proposal, closed won and closed lost.
  • Designs attachedEvery Design Lab drawing stays linked to its opportunity.
More about Opportunities ›
Opportunities in IntegrateOpportunities in Integrate
Budget BuilderComing soon

Fast, accurate estimates.

Create quick estimates in the Budget Builder and turn them into professional proposals.

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Coming soon
Design Lab

Professional system design, built in.

Create professional system documentation in-house, without expensive CAD software, a dedicated drafter or outside design firms.

  • Blueprint DesignerTurn blueprints into professional plan views, with every device placed and labeled.
  • Rack DesignerDesign clean, professional rack elevations for every project.
More about Design Lab ›
Design Lab in IntegrateDesign Lab in Integrate
Blueprint DesignerTurn blueprints into professional plan views, with every device placed and labeled.
Rack DesignerDesign clean, professional rack elevations for every project.
Inside Design Lab

Five professional design tools.

Blueprint DesignerTurn blueprints into professional plan views, with every device placed and labeled.
Blueprint Designer in IntegrateBlueprint Designer in Integrate
Rack DesignerDesign clean, professional rack elevations for every project.
Rack Designer in IntegrateRack Designer in Integrate
Schematic DesignerDocument every connection, from source to destination, in a clear wiring diagram.
Schematic Designer in IntegrateSchematic Designer in Integrate
Wall Panel DesignerDesign wall plates for lighting controls and outlets, laid out exactly as they’ll be installed.
Wall Panel Designer in IntegrateWall Panel Designer in Integrate
Cinema Designer Coming soonSee the full theater in 3D before it’s built, from speaker layout and seating to projector throw and screen size.
Proposals

Professional proposals, built from your design.

Turn estimates and designs into professional proposals your customer reviews and approves online.

  • Options and phasesPresent good, better and best tiers, multiple options or phased scopes in a single proposal.
  • View trackingKnow the moment your customer opens a proposal, so every follow-up is perfectly timed.
More about Proposals ›
Proposals in IntegrateProposals in Integrate
Options and phasesPresent good, better and best tiers, multiple options or phased scopes in a single proposal.
View trackingKnow the moment your customer opens a proposal, so every follow-up is perfectly timed.
Invoices

Get paid faster, in person or from anywhere.

Every approved proposal becomes invoices for its payments, with deposits, balances and every payment tracked in one place.

  • Tap to payAccept contactless card payments right on your iPhone or Android phone, with no extra hardware.
  • Payment linksSend a secure payment link by text or email and get paid from anywhere.
More about Invoices ›
Invoices in IntegrateInvoices in Integrate
Tap to payAccept contactless card payments right on your iPhone or Android phone, with no extra hardware.
Payment linksSend a secure payment link by text or email and get paid from anywhere.
Projects

Every project, managed from start to finish.

Schedule every project, assign it to your techs, and track it from start to hand-off to completion as the work gets checked off in the field.

  • SchedulingSchedule any project and assign your crew in just a few steps.
  • Time trackingTechnicians check in and out on site, so every hour is tracked against the project.
More about Projects ›
Projects in IntegrateProjects in Integrate
SchedulingSchedule any project and assign your crew in just a few steps.
Time trackingTechnicians check in and out on site, so every hour is tracked against the project.
Schedule

Your entire team's schedule, in one view.

Installs, programming and service visits, coordinated on one shared calendar.

  • Crew assignmentsSee which technicians are on every job.
  • Shared calendarsEach team sees the work that matters to them, with every calendar shared across the business.
More about Schedule ›
A week of installs in the Integrate scheduleA week of installs in the Integrate schedule
Maps

Your entire business, on one map.

See all your customers, opportunities, projects and service tickets on one map.

  • All jobsProjects and service tickets, pinned by location.
  • Plan the dayGroup nearby jobs to plan each day efficiently.
More about Maps ›
Maps in IntegrateMaps in Integrate
Service

Support every system long after the install.

Manage and resolve every troubleshooting ticket in one place.

  • Project details on siteTechnicians pull up the original project’s products, drawings and documents during every service call.
  • Service historyEvery ticket for a customer stays on record, so repeat issues stand out right away.
More about Service ›
Service in IntegrateService in Integrate
Project details on siteTechnicians pull up the original project’s products, drawings and documents during every service call.
Service historyEvery ticket for a customer stays on record, so repeat issues stand out right away.
Catalog

One catalog for everything you sell.

Manage your products, packages, services, recurring plans and install fees in one catalog that powers every estimate and proposal.

  • Custom packagesBundle products, labor and install fees into custom packages, ready to add to any proposal.
  • Service offeringsDefine your service offerings, from labor rates to recurring service plans, all in one place.
More about Catalog ›
Catalog in IntegrateCatalog in Integrate
Custom packagesBundle products, labor and install fees into custom packages, ready to add to any proposal.
Service offeringsDefine your service offerings, from labor rates to recurring service plans, all in one place.
Procurement

Purchase exactly what each project needs.

Every purchase order for every job, organized in one place.

  • Preferred distributorsSet preferred distributors so every order goes to the right supplier.
  • One-click orderingPlace an order with your distributor in a single click.
More about Procurement ›
Procurement in IntegrateProcurement in Integrate
Financial

A clear view of your financial performance.

Understand your revenue, gross margin and true project margin, with reporting built on your real business data.

  • RevenueRevenue by customer, opportunity, proposal, project and service.
  • True project marginMargin and performance on every project.
More about Financial ›
Financial in IntegrateFinancial in Integrate
Human Resources

Your people, managed in one place.

Hiring, payroll, hours and roles, managed alongside the work your team does.

  • PeopleHire, promote and offboard team members, with titles, teams and reporting lines in one place.
  • TimesheetsClock in and out from the field.
More about Human Resources ›
Human Resources in IntegrateHuman Resources in Integrate
PeopleHire, promote and offboard team members, with titles, teams and reporting lines in one place.
TimesheetsClock in and out from the field.
amp

Meet amp. Your entire business, one conversation away.

amp is the AI assistant built into ıntegrate. Ask it to create a customer, build a proposal or check a project, and it gets done, from any screen or from behind the wheel.

  • Anything in the appIf you can do it in ıntegrate, amp can do it for you.
  • Hands-freeCreate customers, pull up records and build proposals while driving.
More about amp ›
amp sending Harborview Hotel & Spa a proposal and revising itamp sending Harborview Hotel & Spa a proposal and revising it
amp updating Camille Rousseau's theater design and booking a site walkamp updating Camille Rousseau's theater design and booking a site walk
amp ordering John Rodriguez's gear and booking his trim-outamp ordering John Rodriguez's gear and booking his trim-out
amp handling James Hartwell's service call and renewalamp handling James Hartwell's service call and renewal
amp reporting sales and margin for the monthamp reporting sales and margin for the month
MarketingComing soon