How It Works
One System. Every Lead Handled. Every Job Tracked.
Two things happen once CoatingPro360 is running: leads get followed up automatically, and you can run the whole business from your phone. Here’s exactly how both work.
Pillar One
Replaces a Staff Person for Leads & Marketing
Every lead gets followed up the same way, every time, whether you’re on a roof or in a garage pouring a floor.
Estimator Leads
Captured straight from your website’s Estimator, both v1 and the multi-step v2 are live.
Phone Calls
Inbound calls are logged and tracked as leads automatically, no manual entry.
Social Messages
Messages from Facebook and other social channels drop straight into the same pipeline.
The Full Lead Lifecycle, Automated
Booking the actual appointment still happens on a call. Everything else, confirmations, reminders, nurture, review and referral requests, runs on its own.
All schedulable right alongside estimates and installs.
Estimator
v1 and v2 both live. v2 walks the homeowner through a multi-step form for a more guided, higher-converting experience.
Bidder
Fully built out. Custom product library, discounts, warranty terms, and site condition specs.
- Builds a proposal, emailed to the lead
- Lead approves it online
- Invoice generated automatically
- Paid online
Every Contact, Fully Visible
Every email, phone call (with recordings), and SMS lives on the contact record. Reply by text or call “from” the company number, from anyone’s personal phone.
Each contact also shows how it came in at a glance: Estimator lead, phone call-in, or an online-source icon (like the Facebook logo) for social leads.
Reporting & Attribution
Sales and marketing effectiveness reports built in. Tracks PPC spend and compares it directly against jobs attributed to that source, so you can see real ROI by channel.
Pillar Two
Run the Business From the Truck
Native iOS and Android apps. Everything below happens from your phone.
Bids & Crews
Create new bids, manage crew assignments, and track job costing, all from the field.
Time Clock
Employees punch in and out from their own phone. No separate time-tracking system.
Proposals to Payment
Send proposals, track acceptance, generate invoices, and collect payment online, start to finish.
Calendars
Appointments, installs, and crew scheduling, viewable by salesperson, by crew, or by admin across the whole company.
Navigate to the Job
Tap a lead in the app and it opens directly in maps.
Field Documentation
Upload before, after, and job photos and videos straight from the lead record to Google Drive.
One Plan. Everything Included.
No tiers, no feature-gating. Every feature on this page is part of the package.
CoatingPro360
- Full lead capture & automated follow-up
- Estimator (v1 & v2) and Bidder
- Native iOS & Android apps
- Job costing, crew scheduling, time clock
- Proposals, invoicing, and online payments
- Sales & marketing effectiveness reporting
Want to See It Running on a Real Business?
Send me a text and I’ll walk you through it.