See how ControlAxis handles the real service workflow end to end.
ControlAxis gives service teams automation, workflow control, field visibility, and finance follow-through in one system.
The parts of the platform that make it different.
Core platform capabilities for service teams that need more than a generic CRM.
Automation logic
Run estimate reminders, invoice nudges, workflow follow-ups, and status-driven communication automatically instead of relying on manual memory.
Custom workflow control
Shape the system around your actual service process with your own stages, hold queues, cancellation flows, templates, and service-specific logic.
Operational visibility
Track customer activity, job execution, crew state, estimates, invoices, and outstanding A/R from one connected set of data.
Office + field alignment
Photos, scans, job notes, and status changes stay tied to the correct customer and job record so everyone is working from the same truth.
Released product screens
Calendar, metrics, automation views, and app workflows are already live, so demos show real software instead of aspirational slides.
Expandable ecosystem
Go deeper into estimating, scanning, and finance without stitching together unrelated tools or recreating data across separate systems.
Explore each app in the ControlAxis ecosystem.
See how each app fits into the full ControlAxis workflow.
ControlAxis CRM
Customer records, opportunities, job history, and automation-driven follow-up.
Estimator
Branded proposals, service pricing, and estimate-to-job handoff.
Scan
QR workflows, field forms, asset movement, and operational capture.
Finance
Invoice status, payment flow, and A/R visibility tied back to operations.
What the live demo covers.
Part 1: fit and workflow
- Your lead flow and the automation that should happen next
- Custom stages, queues, and communication rules
- How the system fits your process
Part 2: live product
- Calendar, job flow, estimate workflow, and automations
- Shared customer records across office and field teams
- Finance visibility tied back to operations
Explore the platform, then book a product walkthrough.
The main site stays focused on conversion while these pages go deeper into the product.