Bid it. Sign it. Dispatch it. Get paid.
Cognix CRM runs the whole job in one app. Measure from a satellite map, send a proposal your customer signs online, put the crew on the board and get paid when the work is done. The office and the field finally work from the same page.
We set it up with you. Your price list, your team, your way of doing things.
My dayBuilt for crews that work in the field
If your work happens at the customer's property, Cognix fits the way you already run things.
From first call to paid invoice
Every step lives in one place, so nothing falls through the cracks between the office, the crew and the customer.
Catch the lead
Website forms and live chat land in one inbox, ready to work.
Measure and bid
Trace the job on a satellite map. Square feet, linear feet and counts price out from your own list.
Sign online
Send a proposal they can sign from their phone and take a deposit on the spot.
Dispatch the crew
Drag jobs onto the board. Crews see their day, check in at the site and add photos.
Get paid
Invoice when the work is approved. Recurring service bills itself, with autopay and reminders.
Everything the job needs
Turn on what you use and leave the rest off. Every person sees only what their role allows.
Dispatch board
See every crew's day at a glance. Drag a job to reassign it, or send a whole crew at once.
GPS check-ins
Set a pin for each property. Arrivals and departures are checked against it and anything off gets flagged.
Measuring map
Outline lots, lines and areas on satellite imagery and count poles or signs. The bid prices itself.
Proposals and e-sign
Your price list on a clean proposal, a signature from any phone and a deposit in the same step.
Invoices and payments
Card or bank payments, recurring invoices, autopay, reminders and late fees you control.
Time clock and payroll
Crews clock in from their phones. Pay rates, pay periods and a payroll export when the week closes.
Approve before you bill
Finished work lands in a review queue. Clean jobs can approve themselves under rules you set.
Customer portal
Customers see their proposals, invoices and job photos, and pay without calling the office.
Website chat and forms
Add live chat and lead forms to any website. Every conversation lands in your inbox.
Calendars and booking
Let customers book a time that works for you, with as many calendars as your team needs.
More than one company
Run several divisions or brands under one login, each with its own jobs, team and numbers.
Social planner
Write posts once, schedule a month at a time and keep your pages active without thinking about it.
One app, two sides of the business
The office gets the full picture. The crew gets a simple screen that tells them what to do next.
Know where every job stands
- See who's on site, who's running late and what's done
- Bids, proposals and invoices in one place
- Work flagged for review before it's billed or paid
- Roles that decide exactly what each person can see and change
Know exactly what to do next
- Today's jobs in order, with directions one tap away
- The job's notes and scope right on the job
- One button for each step: on my way, arrived, done
- Photos, notes and problems sent straight to the office
We set it up with you
No blank screen and a pile of videos. We build your account around how your company already works, then train your team on it.
See it with your own jobs
Book a short demo. We'll walk through a real day for a company like yours and answer every question.
- About 30 minutes, on your schedule
- Bring a job you bid recently and we'll build it live
- No pressure and no long contract talk