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Peak Engine

FREE SOFTWARE

Free tools to get the job and run it.

Leads, estimates, e-sign, invoices, schedules and job photos in one app, with Sherpa doing the office work. Texting, email, AI and payments run on your own accounts.

TL;DR

The Peak tools are $0. Free when sign-up opens (soon). You bring your own accounts for AI, texting, email and payments. Today the tools come with every Peak service plan. You can buy the gear and climb on your own; if you want a guide, our team runs the marketing for you on a paid plan.

Sign-up opens soon. The demo is open now, with made-up data, no sign-up needed.

WHAT'S IN IT

What's live today.

Leads and customers

Every lead and customer in one list, with the whole history.

  • Contacts, a deal pipeline and saved lists
  • Texting and email from one inbox, once you connect your own texting and email accounts
  • Missed-call text-back, once your own texting number is connected and registered
  • Review requests by text or email, through those same accounts
  • A lead feed for new inquiries

Estimates and getting paid

Send a clear price, get it signed, collect the money.

  • Line-item estimates with good, better, best options and add-ons
  • Know when the customer opens it
  • E-signature and change orders
  • Deposit, progress and final invoices
  • Card and bank payments on your own Stripe account

Jobs and crews

Run the work after the sale.

  • Projects with phases, schedules and crews
  • A dispatch board you drag jobs around on
  • A time clock that saves where each punch happened
  • A crew app that installs from the phone's browser and works offline
  • Job photos with the time and place they were taken
  • Daily logs
  • A customer page for each job

Sherpa

An assistant that reads and changes your records, under rules you can see. It runs on your own AI key.

  • Chat with it from inside each Peak tool
  • Connect your own AI assistant, like Claude or ChatGPT, with a sign-in or a personal key
  • Text it like you'd text an office manager, once your texting number is connected
  • Sends and money always wait for your approval
  • Undo a change within 10 minutes

What works out of the box

Works when you sign in

  • Customers, deals, notes and tasks
  • Estimates with options, change orders and invoices, shared by link
  • Projects, phases, crew schedules, photos and daily logs
  • A customer page for each job

Needs your own account

Texting
Two-way texts, missed-call text-back, text review requests and texting Sherpa. Connect your own texting account (such as Twilio), with your number registered with the carriers. Nothing sends or charges until you do.
Email
Sending estimates, invoices and messages by email. Connect your own email sending account. Nothing sends or charges until you do.
AI
Sherpa and AI drafts. Connect your own AI key (Anthropic, OpenAI, Google or a compatible provider). Nothing sends or charges until you do.
Payments
Card and bank payments on invoices. Connect your own Stripe account. Nothing sends or charges until you do.

Rather not do it yourself? Get set up: we connect all four and import your contacts and price book, $997 one-time.

Not in the tools yet

  • iPhone and Android apps in the app stores (the tools install from your phone's browser today)
  • QuickBooks and Xero sync
  • Full job costing, estimate vs actual on every line
  • Payroll
  • A built-in AI phone receptionist
  • AI takeoff from plans

BEFORE YOU ASK

Common questions.

Yes. The tools have no per-user fee and no contract. You bring your own accounts for AI, texting, email and payments, and pay those companies directly. We earn money from services, like running your marketing.

Sign-up opens soon. Until then, try the demo with made-up data, or talk to our team.

Your phone or computer's web browser, at app.peak-engine.com. Native iPhone and Android apps are on our build list.

Try the Peak tools.

Leads, estimates, invoices, jobs and photos, with Sherpa doing the office work.

Sign-up opens soon. The demo is open now, with made-up data, no sign-up needed.