Build proposals fast.
Keep the job organized.
Keep the homeowner in the loop.

The bones of your business, organized in one place.

• Easy file management — proposals, invoices, drawings, photos, agreements, all keyed to the project they belong to.
• Encrypted password vault — store router admin passwords, gate codes, Wi-Fi credentials per customer. Never sent over email again.
• Overhead expense tracking — rent, fuel, insurance, subscriptions. Categorized and trended.
• Recurring revenue — subscription offerings, service plans, alarm monitoring. Billed automatically, tracked separately from project revenue.
• Individual employee accounts — every tech has their own login, scoped permissions, time tracking against jobs.

Your CRM is built around the customer portal — they're not an afterthought, they're the point.

• Customers, properties, and gate codes — pushed to your installers' mobile app within a 0.1-mile radius of the customer's home, so the code is on screen when they pull up.
• Google Workspace + Microsoft 365 sync — calendar, contacts, files. Two-way, real-time.
• Quo / OpenPhone integration — call logs and texts land on the customer's record automatically.
• Cross-tenant collaboration — when your customer is also working with another Vantage contractor (their builder, their security pro), you can interact on the project together inside Vantage.

Get every job mapped, scheduled, and resourced before a crew shows up.

• Schedule Builder — drag-and-drop crews across days, see resource conflicts at a glance, push jobs to installer phones with one click.
• Weather-aware — outdoor tasks automatically flag if forecast looks bad. Reschedule before you've sent a truck.
• Customer-visible calendar — your customer sees their own appointments in the portal, gets a reminder 24 hours before.

Visualize the home before the first stud, share it with your owner and your subs.

• Floor Plans — upload the architect's plan and annotate with finish notes, fixture locations, smart-home device placements (when an AV or security sub is collaborating with you on the build), and room-by-room scope.
• Shared with your subs — A/V, security, low-voltage, and home automation contractors using Vantage can collaborate on the same floor plan with you. Their device placements show up on your view.

Initial and ongoing selections lists where every line has a due date — and those due dates are tied to your schedule tasks.

• Initial selection list — paint, flooring, fixtures, finishes, hardware, appliances. Sent to your owner with a deadline tied to the relevant construction phase.
• Ongoing selections — add new picks as the build progresses. Each one drops on the schedule too, so your project manager sees it on the calendar.
• Due-date cascade — when a selection slips, every dependent schedule task automatically reschedules. The owner sees the impact before you have to explain it.
• Inspiration bucket — the owner can drop images, links, and notes into a per-room board. Their picks (and rejects) all live in one place.
• Cost differentials shown — option A is the allowance, option B is +$1,200. Owner sees the delta, signs off, it flows straight to a change order.

The proposal isn't a Word doc. It's the source of truth for the entire build.

• Synced with floor plans and selections — a fixture chosen in selections appears on the proposal in the right room, in the right phase, with the right price.
• AI-drafted scope of work — VANTaiGE writes the full narrative scope from your line items. You edit, approve, send.
• Built-in catalog of common parts, allowances, and assemblies — add your own SKUs with cost, MSRP, and use counts.
• Automated delivery + approval — sent to the owner for review with accept / decline / request changes. Forward to a designer or spouse as a guest reviewer.

From the moment a proposal is accepted, every dollar in and out is tracked against the project's budget.

• Purchase Order tracking — generate POs from the accepted budget, status from ordered → shipped → delivered → installed.
• Receipts + Invoices — drop a receipt PDF, AI extracts vendor, total, line items, and matches against the open PO.
• Job costing module — every receipt, every labor hour, every change order, every sub's commitment rolled up live against the project's budget.
• Draw tracker — progress draws to the owner and the bank, with supporting docs auto-attached.
• Subcontractor commitments — POs to your subs, with their own portal access to upload invoices and progress notes.

Customer reports an issue → ticket created → tech dispatched → resolved → billed. One workflow.

• Full ticketing system — customer-submitted (via the portal) or internal. Priority, assignee, SLA, status, full thread.
• Labor + expense tracking against tickets — billable vs. warranty, automatically separated for invoicing.
• Promote ticket to project — when the service call grows into a real install (new room, system upgrade), one click escalates it to a full Service project with its own folder structure and tracker.