Lead generation

Leads land in your pipeline, not your inbox

Leads come from your website, the Skallix Lead Network, Google Ads, your office, or a partner webhook. They land on a kanban board tagged by source, market, and project type.

List view + KanbanToggle between table and board. Drag a card across stages to update everything downstream
Server-side infinite scrollLoads 100 leads at a time even if you have 10,000+ in the pipeline
Auto-assignment by marketLeads route to the right office based on ZIP / county / state
Per-source attributionKnow which channel paid for itself, down to the campaign

app.skallix.com/leads

Skallix lead pipeline kanban with leads in New / Contacted / Appointment / Estimate Sent / Signed columns

Kanban view. Drag a card to the next stage.

app.skallix.com/jobs/J2451

5 stages: Lead → Opportunity → Production → Collection → Done

Production

Schedule crews. Track progress. Close the loop.

Every job is a folder with eight tabs: Overview, Schedule, Communication, Work Orders, Finance, Photos, Docs, Activity. A 5-stage bar sits at the top. Move the job and Skallix opens the next step (schedule on Production, invoice on Collection).

Drag-and-drop scheduleAssign crews and crew members to production events on a visual calendar
Work ordersMaterials, scope, labor hours, and sign-off photos, per job
Assigned-team isolationWorkers only see jobs and schedules they're personally on
Activity streamEvery status change, payment, message and photo, timestamped

Estimates

Build estimates from templates. Let Claude find the supplements.

Build estimates with products, market pricing, line items, tax, and depreciation. Upload a carrier PDF and Skallix flags missing items and quantity gaps, then drafts the supplement letter.

Reusable templatesSections, products, and market pricing. Clone the template for the next job.
AI comparison (Claude Sonnet 4)Side-by-side line items, missing-item detection, supplement drafter
Profit calculatorProject costs (material + labor) vs revenue per job, per stage
PDF exportBranded estimates, carrier-friendly format, click-to-send for e-signature

app.skallix.com/estimates/ai-compare

Skallix AI estimate comparison with 3 supplement opportunities surfaced by Claude

3 supplement opportunities. +$3,650 in this example.

And more

Every module you'd otherwise buy separately

Insurance Claims

Insurance companies, agents, policy / claim numbers, date of loss, multi-round supplements, deductibles & depreciation.

Finance & Collections

Invoices, payments, deductibles, ACV / RCV recovery. Net profit per job. Outstanding-balance dashboard.

Contracts & E-Sign

PDF + text templates. Legally binding e-signature with audit data (IP, timestamps, SHA-256 hash). ESIGN + UETA compliant.

Communication

Native SMS / voice via Twilio (A2P 10DLC registered, TFV verified). Per-client thread. Email with bounce handling.

AI Voice Agent

Optional auto-caller for new leads in under 60 seconds. Books the appointment, transfers warm to a human, logs the recording.

Markets / Multi-Tenant

Strict isolation per market. Each office sees only its own clients, leads, jobs, finance and reports.

Role-Based Permissions

7 roles: Owner → GM → Operations → Sales → Project Mgr → Office → Worker. Granular per-module access.

Reports & Statistics

Sales, production, finance, team performance. Exportable to CSV. Date-range and market filters.

Mobile App (iOS / Android)

Full CRM in the field: photos, schedule, contracts, payments. Works offline and syncs when you are back.

Every tool a contracting business needs. One login.