Interactive demo
Explore the ControlAxis workflow app by app.
Switch between CRM, Estimator, Scan, and Finance to see how the platform handles service operations from lead to payment.
CRM
Lead flow
Customers, jobs, and follow-up
Estimator
Quotes
Structured pricing and proposals
Scan
Field capture
QR workflow and asset tracking
Finance
A/R
Invoices and reporting
Custom stages, customer timing, and job workflow in one CRM view.
CRM workflow
Manage leads, customers, jobs, notes, and follow-up in one operating system.
- Custom pipeline stages
- Shared office and field visibility
- Automation tied to status changes
Pricing, quoting, and estimate activity tied back to the same platform.
Estimator workflow
Create branded estimates and move won work into operations without rebuilding data.
- Structured service pricing
- Professional proposals
- Clean estimate-to-job handoff
Field events and scan-driven workflow tied into the same operational system.
Scan workflow
Capture field events, track assets, and keep the data tied to the correct job and customer.
- QR and field form workflow
- Job-linked asset tracking
- Cleaner field-to-office coordination
Revenue, A/R, and payment visibility connected to the same operational workflow.
Finance workflow
Track invoices, outstanding balances, and finance reporting inside the same operating system.
- Invoice-to-job linkage
- A/R visibility in one view
- Reporting tied back to operations
Want a walkthrough of your exact workflow?
Talk to the ControlAxis team about demos, pricing, and the right package for your operation.