CRM
Leads and vendors in one shared workspace.
- Lead pipeline with value and stage
- Optional customer and lead on projects and tasks
- Shared history across quotes, jobs, and invoices
Features
AI-Native FieldOps and Business Suite
Projects, estimates, payments, sites, and CRM — finally in one place. GoVerge AI runs that loop in one suite.
Estimate & Cost
Phases, take-off, and cost rates. Ops & Procure Agent drafts the estimate; admin approves before Deliver.
- Take-off lines and cost rates on every project
- Suggest lines with AI: materials and labour costed
- Submit estimate / Approve estimate before Deliver
Inventory & PO
Stock items, movements, suppliers, and purchase orders.
- Stock items with unit costs. Qty 0 still costs
- Purchase orders stay with Ops & Procure Agent
- Movements linked from PO receive (GoVerge40 Plus+)
Finance
Finance after Estimate: client-ready quotes, then invoices and pay links.
- Finance: client-ready quotes from the estimate
- Invoices and public pay links after the quote
- Xero one-way sync on GoVerge40+; QuickBooks coming soon
Projects
Milestones, linked jobs, and delivery progress from bid to closeout.
- Every project includes its estimate, then Deliver
- Industry project templates and subtypes
- Linked jobs and progress for office and field
Jobs & Dispatch
Work orders, crew assignment, and live field status.
- Work orders with site address and status
- Crew assignment to workers
- Live field status, notes, and proof of work
Calendar
Ops calendar for jobs and milestones. Office and Field on one schedule.
- Month and agenda views for scheduled jobs
- Phases alongside crew schedules
- Field calendar for each worker's assignments
Documents
Drawings, specs, site files, and field captures on the project. One library office and AI can use.
- Drawings, specs, and site files on the project
- Field photos and site captures land in the same library
- Filter by project, job, and category
Field Mobile
Offline-first jobs and site capture. Save video and stills on device, preview, upload at will; plus photos, signatures, and GPS check-in.
- Site capture on the job: video and stills on device, preview, upload at will
- Photos, signatures, GPS check-in/out, and time tracking
- Offline-first job lists with durable sync
Team Chat
Chat rooms per workspace and project, plus optional job rooms with file uploads.
- Takes the crew off scattered messaging apps
- Team room plus a chat room on every project
- Document and file uploads in chat
Customer Portal
Magic-link status for quotes, invoices, pay links, and active jobs.
- Magic-link status portal (no customer login)
- Quotes, invoices, and pay links for that company
- Read-only view of active jobs
AI Copilot
GoVerge AI: Ops & Procure Agent, Finance Agent, and Admin Agent with grounded chat, drafts you confirm, and site reports.
- Estimate cost with AI: suggested take-off lines you confirm
- Ops & Procure Agent, Finance Agent, and Admin Agent grounded chat
- Quote and invoice drafts you confirm before create