Latis App

LATIS – CRM for Home Improvement LATIS is a powerful, all-in-one CRM and field management app designed specifically for home improvement businesses. Whether you're in the office or out in the field, LATIS gives you the tools to manage your leads, estimates, contracts, crews, finances, and customers — all from one simple and modern application. Built for iPad, LATIS helps you scale faster, work smarter, and deliver a better experience to your clients. Lead & Customer Management : Capture and manage leads from all channels in one place. Track follow-ups, calls, appointments, and tasks with reminders. Assign leads to reps, teams, or regions with smart filters and stages. Estimating & Proposals : Create professional estimates and proposals in minutes. Use templates or custom line items for different services. Automatically apply tax, discounts, or upsells. Handle insurance-based jobs with integrated estimate imports. Contracts & E-Signing : Generate legally binding contracts with built-in customer/job info. Send for digital signature via DocuSign or PandaDoc. Track who has viewed or signed in real-time. Materials & Supplier Orders : Manage materials by project, phase, or crew. Integrate with vendors or upload custom price lists. Submit material requests directly from field devices. Scheduling & Calendar : Schedule site visits, inspections, and job installs. Assign tasks to team members or subcontractors. Use color-coded timelines to avoid overlaps and delays. Send automatic notifications to team and customers. Photos, Notes & Site Reports : Capture job site images with GPS and timestamp. Add notes, tag photos by job stage, and create reports. Offline mode allows crews to work without a network connection. Job Costing & Commissions : Track project costs, payments, and profitability. Set commission structures and calculate payouts automatically. Generate financial summaries by job, rep, or department. Custom Workflows : Build custom workflows that match your business processes. Create triggers, approvals, reminders, and auto-assignments. Adapt LATIS for sales, production, service, or quality control. Third-Party Integrations : Works with QuickBooks, DocuSign, WeatherBit, Hover, EagleView, PandaDoc, and more.