One place for the lead, the job, and the claim
The call lands on a notepad. The supplement lives in another folder. Skallix is the board your office and the crew both open. Book a 60-minute walkthrough.
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The board first
Your own leads, on every plan. New ones, on Pro.
Starter and Basic run the leads you already have: the website, your ads, the office phone, a partner. They land on a kanban with the source, the market, and the job type. Homeowners from the Skallix Lead Network are a Pro and Enterprise feature. Signing up does not include them.
- Your sources, every planWeb form, manual entry, or a partner webhook. Same board.
- One company per ZIP, on the networkInside Skallix, that ZIP goes to one contractor.
- It shows up on the boardNo retyping a lead out of an email.
- Pay when we deliver itPrice depends on the market. A bad lead is credited. The first one on Pro is free.
One login, four rooms
Most days you live in the CRM
Same clients underneath. Marketing Hub and the Lead Network open on Pro. Enterprise opens the Xactimate workspace.
Affiliate Network
Lead generation & partner management
- Incoming leads via webhook
- Call tracking integration
- Lead status & payout tracking
- Per-source attribution
Marketing Hub
Digital marketing & lead generation
- Google Ads management
- SEO & website analytics
- Email & SMS campaigns
- Social media scheduling
Business CRM
Operations & project management
- Leads, jobs, clients
- Production scheduling
- Estimates & invoicing
- Finance & collections
AI Studio
Smarter estimates & supplement letters
- AI estimate comparison
- Missing-item detection
- Auto-drafted supplement letters
- You review the letter before it goes out
Operations
Open the day and see what is actually moving
Today's pipeline, who is on the calendar, and what still needs to be collected. Filtered to the market you are in.
Leads & Pipeline
List or kanban. Your own forms and the office phone on every plan. Network leads join the same board on Pro. Assigned by market.
Jobs & Production
5-stage flow: Lead → Opportunity → Production → Collection → Done. Work orders, photos, docs, communication log and a per-job activity stream.
Schedule & Crews
Drag-and-drop calendar. Assign crews and crew members to production events. Workers see only their own assigned schedule on the mobile app.
Insurance Claims
Full claim lifecycle. Insurance companies, agents, policy / claim numbers, date of loss, RCV / ACV / depreciation / deductible, multi-round supplements.
AI Estimate Comparison
On Pro, upload your estimate next to the carrier PDF. Skallix marks what is missing and drafts the supplement. You send it.
Finance & Collections
Invoices, payments, deductibles, recoverable depreciation. Net profit calculated per job. Outstanding-balance dashboard for the whole company.
Contracts & E-Sign
PDF and text templates. E-sign with a full audit trail. ESIGN Act and UETA compliant.
Communication
Native SMS & voice via Twilio (A2P 10DLC registered, TFV verified). Per-client conversation thread. Outbound email with thread tracking.
Markets & Permissions
Strict tenant isolation by market. 7 role levels: Owner → GM → Operations → Sales → Project Mgr → Office → Worker. Per-module permissions.
Insurance & AI
The supplement should not live in a second pile
On Pro, upload the carrier PDF and your estimate. Skallix compares them, marks missing items, and drafts the letter. You read it before anyone sends it. Your files are not used to train the model.
- Line-by-line comparisonShingles, underlayment, drip edge, flashing, ice and water. Every item.
- Missing-item detectionCatches ridge vent, step flashing, code upgrades that adjusters skip
- Supplement drafterAuto-generates a PDF letter with line items, justifications and totals
- Profit calculatorRCV vs material & labor costs, ACV vs depreciation, net per job
Production
Every job, photo, and dollar in one folder
A Skallix job is a single source of truth: schedule, work orders, before / after photos, contracts, finance, communication log and a chronological activity feed. Move a job between stages and the next workflow opens automatically.
- 8 tabs per jobOverview, Schedule, Communication, Work Orders, Finance, Photos, Docs, Activity
- Stage automationMove to Production → schedule prompt. Move to Collection → invoice prompt
- Assigned-team visibilityWorkers only see jobs they're assigned to
- Per-job AI chat"Summarise this job", "Draft a homeowner update", "Compare estimates"
Clients
Find any homeowner you have quoted
Clients live in their own table, separate from leads and jobs, so an estimator can look up "the Anderson family on Oak Street" without scrolling a 10,000-row pipeline. Source attribution, contact methods, address geocoded and clickable.
- Server-side paginationLoads in 100-row pages with infinite scroll, not all 10k at once
- Case-insensitive search"sarah" finds "Sarah", "SARAH", "Sarah-Anne"
- CSV import + exportMigrate from spreadsheets, AccuLynx, JobNimbus or any CRM in one click
- Per-client historyEvery lead, estimate, job and payment, in order
Security, privacy & compliance
FAQ