One platform for the job. Not six tools stitched around it.
Oblyss ships with foundation repair workflows already built in, then bends to how your company actually runs. Edit stages, rename fields, hide what you don’t use.
One job record
18-stage
14 modules
1 record
Built for every stage of running the company
Get running
Guided onboarding, CSV or API import, and migration from MarketSharp, Salesforce, or Go High Level.
Run every job
Pipeline, scheduling, billing, and field ops connected to one record, from first call to final payment.
Scale the company
Multi-location branches, per-state billing rules, and reporting that rolls up or filters down.
From first call to final documentation, Oblyss keeps the whole job connected.
Foundation repair is not a same-day service call.
Your jobs move through inspections, drawings, estimates, engineering reviews, permit delays, material planning, crew scheduling, production, milestone billing, closeout documents, and long-term warranty records.
Most software was built for simpler service work. Oblyss was built for the full foundation repair lifecycle, so your team is not stuck stitching together a CRM, calendar, spreadsheet, QuickBooks, text threads, file folders, and disconnected marketing tools.
Jobs & Pipeline
01
Every job tracked from first call to final payment.
Contacts & History
02
Every customer and their full history in one place.
Scheduling & Calendar
03
Book, route, and manage every appointment in real time.
Estimates
04
Branded estimates built and signed in minutes.
Invoices & Payments
05
Staged billing that matches how these jobs get paid.
Inspection Reports
06
Detailed findings captured and shared with homeowners.
Warranties
07
Every warranty logged and searchable in seconds.
Contracts & E-Signature
08
Contracts sent, signed, and tracked with no printing.
Work Orders
09
Clear task lists sent straight to the tech's phone.
Technician App
10
Field crews get their day, no app store needed.
Scheduler Portal
11
One screen built just for the office scheduler.
CSR Tools
12
Every customer conversation in a single timeline.
Marketing Tools
13
Reviews, campaigns, and content, built in.
Financial Reporting
14
Real numbers on revenue, margins, and cash flow.
Team Management
15
Every role sees only what they need to.
Locations & Catalog
16
Multi-location pricing and supplier catalogs, unified.
Integrations
17
Connects with the tools your office already uses.
Compliance & Legal
18
Licenses and insurance tracked before they expire.
Core Features
CRM & Lead Management
Keep every property, contact, and job detail in one place.
Foundation repair jobs often involve more than one person: the homeowner, realtor, property manager, insurance contact, engineer, referral source, or a separate bill-to party. Oblyss keeps those relationships connected to the correct property and job, so your team is not hunting through notes, inboxes, or spreadsheets to understand who is involved and what needs to happen next.
- Lead capture and lead management
- Full contact history
- Lead source and UTM tracking
- Multiple contacts per job
- Contact roles such as homeowner, realtor, property manager, and insurance agent
- Bill-to designation when the scheduler is not the payer
- Property profiles with key home details
- Referral pipelines for engineers, realtors, inspectors, and insurance relationships
- Drag-and-drop PDF uploads directly onto the job
- Lead Desk: new-lead queue with source and recency, inline booking, status filters, rep-performance panel
- Inquiries record: lead mode, source, CRM status, internal notes, contact-attempt log
- Lead Sources master list
- UTM / gclid / fbclid attribution carried from lead to job to revenue
- Lead routing by ZIP or state to a branch
- Contact dedup on email and phone
- Properties: foundation type, elevation/movement tracker, warranty folder
- Tasks and callback reminders
- Data Export: Contacts, Jobs, Invoices CSV
- Custom Fields
- Job Tags
- Note Types
- Attachment Categories
- Forms
Generic CRMs treat every contact like a customer record. Oblyss treats the property, people, payer, referral source, and job history as connected parts of the same foundation repair project.
Estimates & Proposals
Estimate foundation repair work the way you actually sell it.
Foundation repair estimates are more than a price. They are the repair plan, customer explanation, sales document, and production handoff. Oblyss supports foundation-specific estimating, including per-pier pricing, tiered repair options, and pre-loaded product categories built around structural repair, waterproofing, crawlspace, drainage, and related services.
- Per-pier pricing by pier type, quantity, and depth
- Repair Plans (Standard and Recommended per inspection)
- E-signature on proposals
- Pre-loaded foundation repair product catalog
- Proposal sent, opened, and viewed tracking
- Estimate builder: scope-of-work narrative, catalog autocomplete plus ad-hoc lines, apply discount % or $, deposit %, manual / state / county tax with live preview, itemized or total-only, Offer Financing toggle, estimate templates
- AI Estimate Draft from an inspection
- Hosted estimate page: NFRA Member, Licensed & Insured, Lifetime Warranty and Financing badges, mobile sticky accept bar, acceptance stored with signature and time
- Hosted-view tracking: view count, first and last viewed, total seconds
- 5-page Estimate PDF ("Contract for Services" with affidavit and Notice of Cancellation)
- Quick Bid
- Product Catalog: Product / Service / Labor, COGS, SKU, warranty template, ArcSite product sync
- Pricing settings: tax rates, payment schedules 20 / 40 / 40 with per-state overrides, discount approvals over 15%, margins, profitability
Your estimate should not live in one system while the job details live somewhere else. Oblyss keeps the scope, price, proposal, production handoff, and customer communication connected.
Job Pipeline & Workflow
Your foundation repair process, pre-built.
Oblyss comes with a 13-stage foundation repair pipeline already mapped around how jobs move. Instead of starting with blank stages, your team starts with a working foundation repair workflow and adjusts it as needed.
- Pre-built foundation repair pipeline
- Pre-built detailed workflow stages
- Stage checklists that travel with every job
- Dependency blocking for engineering and permit requirements
- Fully editable stages
- Ability to hide, rename, reorder, merge, or add stages
- Optional emergency pipeline
- Job record: JOB-000N, disposition, salesperson that drives commission, ArcSite link, Lead to Inspection to Estimate to Contracted to Production to Complete progress bar
- Full job page: Overview, Project Checklist, Permits & Engineering, Installs, Work Orders, Dependent Scopes, Tasks, Estimates, Contracts sign-on-site, Supplier Orders, Elevation Survey, Sketches, Pier Logs, Photos, Documents, Documentation Packages, Team Chat, Activity log, Key dates, AI Next Step, Warranty Gates
- Stage gates & validation: status-by-stage matrix with "Cannot advance: complete Permitting, Engineering first"
- Production Board
- Work Orders with crew-sheet PDF
- Change Orders, versioned, previous vs new total
- Conversion paths: Convert to Job, Ready for Production, Prepare for Signing
This is where Oblyss should feel different immediately. It was not copied from an HVAC, plumbing, or handyman dispatch tool. It was built around the way foundation repair jobs actually move.
Engineering & Permitting
Track the stages most platforms ignore.
Engineering and permitting are two of the biggest reasons foundation repair jobs stall. Oblyss makes those stages visible, trackable, and tied to the production schedule, so your team knows which jobs are ready, which are waiting, and what is blocking the next step.
- Engineering hold tracking
- Permit tracking by jurisdiction
- Status tracking by municipality
- Estimated permit timelines by municipality
- Permits: Add Permit with type, permit #, AHJ / authority, expiry dates, document link, Pending / Approved, approval fires the permit-approved automations
- Engineering: hold owner / reason / review date, weekly hold check-in alert to the rep, auto-advance Engineering Approved to Permitting, Engineer Report documentation package with property, foundation type, inspection, elevations, sketches, piers
- Project Checklist: Dig Tess, Engineering Report, City Permit, Pre-work Letter, Crew Instructions, Pier Type & Qty
Foundation repair scheduling depends on engineering and permits. Oblyss helps prevent jobs from being placed on the board before they are actually ready for production.
Scheduling & Dispatch
Schedule crews with the full job picture in view.
Foundation repair scheduling is not just about finding an open calendar slot. Your team needs to know whether engineering is complete, permits are approved, materials are ready, the customer has been updated, and the right crew is available for the work. Oblyss gives office and production teams a scheduling system built around real job readiness.
- Drag-to-assign schedule board for techs and crews
- Conflict detection for double-bookings
- Google Calendar two-way sync
- Multi-location calendars by branch and organization
- Last-tech-at-property visibility
- Contact details visible from the schedule
- Bill-to details visible from the schedule
- Meetings and non-job events with reminders
- Per-job timezone based on property address
- Book Appointment flow: contact autocomplete with dedup, appointment type, technician or inspector, slot list or Gantt, required pre-qualifier, tech-assignment email and calendar invite
- Appointment types & buckets: Inspection 2h, Installation 8h, Service 1h, and Scheduling Buckets
- Scheduler Board: month / week / day per-location timezone columns, timeline and Gantt, drag-to-reschedule, cancellation list, blank slot, appointment side-panel, AI Schedule Brief
- Dispatcher Map & Crew GPS: "Where Are My Crews," live crew locations from clock-ins, "No crews clocked in" state, "Tech Running Late" alert
- Field Technician / Sales Rep roster: invite, Kiosk PIN, home base, radius, activate / deactivate
- Territory Zones (ZIP per location)
- Auto-SMS: confirmation and reminder drafts
- Automations: Auto-Advance Inspection Scheduled on booking, Permit Approved to Scheduled Job
Most scheduling tools ask, "Who is available?" Oblyss helps answer the better question: "Is this job actually ready to go on the board?"
Ordering & Materials
Turn approved estimates into material orders without re-keying the job.
Materials are one of the easiest places for a foundation repair job to get messy. A missing item, wrong quantity, or delayed order can cost a crew day, frustrate a customer, and cut into margin. Oblyss connects the approved estimate to purchasing, so your material list starts with the actual approved scope.
- Estimate-to-purchase-order workflow
- Estimate line items become the starting order
- Fully editable purchase orders before sending
- Ability to add, remove, or change quantities before the order goes out
- Create Orders from Estimate: supplier orders via catalog to supplier-product mapping
- Pull Sheet from the estimate: quantity needed, inventory item, Mark Fulfilled
- Inventory: on-hand, reorder threshold, low-stock flag
- Install Categories setting
Most software stops at the estimate. Oblyss keeps going into purchasing, logistics, and production readiness.
Billing & Payments
Milestone billing for structural work, not one-and-done invoicing.
Foundation repair jobs often involve deposits, progress payments, engineering fees, change orders, financing, insurance billing, and final balances. Oblyss keeps billing tied to the job stage, so your office can see what has been paid, what is due, and what needs follow-up.
- Milestone billing
- Deposit, progress, and final billing workflows
- Stripe payment links on invoices
- Pre-built foundation repair invoice templates
- Deposit invoices
- Progress invoices
- Final invoices
- Insurance-billed templates
- Financing-funded templates
- Change order invoice templates
- Invoices: INV-NNNN, Draft / Sent / Partial / Paid, Export CSV, milestone rows created at signing, Print / PDF, public URL
- Record Payment: Cash, Check, ACH, Credit Card, Wire, Financing, payment ledger per invoice, receipt email, Paid to Closed auto-advance
- Amend: reason required, full audit trail, originals preserved
- Stripe Connect onboarding with Owner test / live toggle and Payment Settings (steering threshold, card surcharge on / off)
- Hearth financing: button on the invoice, disclosure text in Settings
- Deposit and milestone automations
- QuickBooks: Desktop IIF export with Conductor Web Connector live sync, Online OAuth connect
- Subscription and billing page
Cash flow breaks when billing depends on memory. Oblyss keeps payments tied to the job stage instead of buried in a spreadsheet.
Communication & Text Automation
Keep customer updates, reminders, notes, and documents attached to the job.
Foundation repair jobs require communication before, during, and after production. Oblyss helps your team keep those conversations connected to the correct job and contact record instead of scattered across personal phones, inboxes, sticky notes, and text threads.
- Group texting to a job's contacts
- Communication on/off toggle per contact
- Editable text templates
- Appointment scheduled templates
- Reminder templates
- Missed call templates
- Custom text templates
- Text automations for missed-call text-back, reminders, and review requests
- Internal notes on jobs and contacts
- Upload center for documents and photos
- Communication Timeline: every SMS, every CallRail call with recording, email events per contact
- SMS Inbox: two-way threads, reply, Send Template
- SMS Confirmations: one draft per booking, review-and-send, nothing auto-sends
- send_sms automations: Estimate Follow-Up at 48 hours, Inspection Reminder, Post-Job Google Review Request, Job Complete Review Request, Estimate Accepted Thank You, missed-call text-back
- AI Voice Answering: Retell-backed, AI Call button, caller to contact to lead to timeline
- Confirm Tomorrow queue
The more contacts involved in a job, the easier communication gets messy. Oblyss keeps the thread tied to the project, not one employee's phone.
AI Tools
AI that helps with admin work, not structural judgment.
Oblyss AI is designed to support the office, sales, documentation, and communication work around the job. It does not replace contractor expertise, engineering review, or professional judgment. It helps your team draft, summarize, convert, respond, and follow up faster.
- AI client communication assistant
- AI-drafted replies
- AI follow-up support
- AI contract and invoice conversion
- Fillable template creation from attorney-drafted contracts
- Live merge fields for documents
- AI inspection summaries
- AI Inspection Summary: homeowner summary, recommended action, urgency level, regenerate
- AI Estimate Draft
- AI Schedule Brief
- AI Next Step on the job
- AI Business Briefing
- AI Copy: bio, service description, email subject, SMS, proposal intro, across Professional / Friendly / Urgent tone
- AI Generate Contract from an inspection
Foundation repair contractors do not need AI hype. They need fewer missed calls, cleaner summaries, faster paperwork, and better follow-up.
Warranty Tracking & Compliance
Every warranty record organized by property, job, product, and document history.
Foundation repair warranties are tied to the property, not just the original customer. Oblyss keeps warranty records searchable and connected to the job history, so your team can find the right information when a customer calls, a home sells, or a warranty question comes up years later.
- Warranty tracking by property address
- Warranty certificate templates
- 5-year, 10-year, 25-year, and custom warranty term templates
- Compliance documents
- Per-job checklists
- Liability waivers
- Customer disclosure packets
- Warranty gates: five defaults, three required (Final Municipal Inspection, QC Photos Uploaded & Reviewed, Plumbing Test Passed), plus Customer Walkthrough and Final Payment, passed from the job page with an audit stamp; QC Checklist Templates
- Warranties: numbered certificate WTY-, Lifetime Transferable, certificate PDF emailed on issuance, registry with filter by job, transfer and restore, annual-inspection tracker, property warranty folder
- Maintenance: Maintenance Visits queue, Warranty Inspections, Service Tickets
- Compliance & Legal: Legal Center, Tax Prep, ESIGN consent with IP and device capture, Notice of Cancellation, governing-law clause by state, pier-log compliance thresholds, business profile with license number
Warranty questions should not send your team digging through folders. Oblyss keeps warranty records organized, searchable, and connected to the full job history.
Reporting & Analytics
Know what is selling, what is stuck, and where margin is leaking.
Oblyss gives owners and managers visibility into pipeline health, revenue, lead performance, job movement, and operational bottlenecks. Instead of relying on instinct alone, you can see where jobs slow down, which sources perform, and where the business needs attention.
- Business insights dashboard
- Lead volume
- Close rate
- Average job value
- Pipeline revenue
- Days to close
- Lead source attribution
- NFRA Research Institute data connection for anonymized industry research contribution
- Reports library: Sales Leaderboard, Job Heatmap with density and permit layers, Rework / Cost of Error by foreman, Weather vs Jobs, CPL & ROAS, Job Profitability, Sales Tax, Custom Reports
- Report tabs: Overview, Sales & Pipeline, Pipeline Health, Lead Sources, Profitability, Field Ops, A/R Aging, Tech Performance, Estimate Funnel, Event ROI, Production Backlog, Company Funnel, Revenue Reconciliation
- A/R Aging: Current / 1-30 / 31-60 / 61-90 / 90+, Remind to SMS
- Profit Review: sold price, commission, profit, margin from catalog COGS
- Sales boards: Sales Leaderboard, My Sales Board
- Controls: 30 / 60 / 90-day, MTD / QTD / YTD, Export, drill-down to the source record
Most owners know where things are stuck by instinct. Oblyss gives that instinct a dashboard.
Team & Role Management
Give each person the right view for their role.
Owners, sales reps, CSRs, schedulers, accounting teams, operations managers, and field crews do not need the same screen. Oblyss is designed to organize access by role, so every person can focus on the part of the job they are responsible for.
- Role-based modules and logins
- Scheduler view
- CSR view
- Technician view
- Role-based access control
- Roles: Owner, Admin, Scheduler, CSR, Technician, Member covering Sales / Inspector / Production / Bookkeeper / Marketing / Engineer
- Owner-only server-enforced controls: change roles, no self-promotion, billing portal, Stripe test / live toggle, 2FA
- Scoping: Member sees only their own jobs, tenant isolation on every record
- Team & Invites: invite by tokenized email link, deactivate / reactivate, per-user notification preferences
- Weekly Payroll: Gusto / ADP / Paychex / CSV export
- Commissions ledger
- Pay rates
Oblyss is more than a sales tool. It is designed to support the whole operating team behind a foundation repair company.
Education & Training
Train your team inside the same platform they use to run jobs.
Oblyss can also serve as a training layer for your company, helping new hires, office staff, sales reps, and technicians learn your process inside the system they use every day.
- Guided Courses
- Education platform inside the app
- Training content for your team
Training is one of the hidden bottlenecks in a growing foundation repair company. Oblyss helps standardize how your team learns the workflow, terminology, forms, and customer process.
Marketing Built Into Oblyss
Get found, get leads, and understand what is working.
Oblyss is built first to help foundation repair companies run the jobs they already have. It also gives contractors a way to manage growth, local visibility, reviews, content, and campaign performance from the same platform.
- Marketing Dashboard: leads by source bucket with headline CPL, Leads by Site Tag, Unattributed bucket, Recent Form Captures
- Site Tags: default and named tags, route by ZIP or state, masked key, embed panel, capture count, install via HTML, Google Tag Manager, WordPress or Gravity Forms
- Ad Spend: monthly by source and campaign
- Reports: CPL & ROAS by source and campaign, Company Funnel, Marketing Events & Event ROI
- Reviews: Request Reviews, review history, review-request automations
- Email Campaigns
- Lead ingestion & feeds: Lead Ingestion API, Meta Lead Ads webhook, GA4 conversion reporting, CallRail post-call webhook
Footing
Get foundGoogle Business Profile management, weekly posts, image optimization, Q&A support, local map-ranking work, listings accuracy, and automatic review requests.
Foundation
Get found + get contentEverything in Footing, plus local SEO, targeted foundation repair keywords, authority backlinks, expert-written monthly blog content, and monthly reporting.
Cornerstone
Full growth engineEverything in Foundation, plus expanded keyword targeting, deeper backlinks, two long-form blogs per month, and managed social media.
Marketing should not feel separate from operations. Oblyss helps contractors connect growth activity to real leads, real jobs, and real revenue.
Field & Technician
Your crew's whole day on the phone they already carry.
Field crews do not need a separate app or a login they forget. Oblyss puts the day's jobs, time clock, and compliance logs on the same phone your techs already use, and it works with no signal.
- My Day: appointment cards, tap-to-call, drive-time, Open in Maps
- Shop Kiosk time clock: Clock In / Out with 60-second dedup, geofence
- Pier Logs with the compliance engine: below-minimum torque and depth flags
- Field work: work-order checklist ticks, elevation survey on the phone, warranty gates passable from the job
- CompanyCam auto-sync
The job is only as connected as the crew's phone. Field data captured on-site lands straight on the job record, not in a notebook that gets typed up later.
Inspections & Drawing
A structured inspection, not a blank notepad.
The inspection is where the job starts and the repair plan gets built. Oblyss walks the inspector through a consistent process and turns the findings into a drawing and a summary the homeowner can actually understand.
- Inspection wizard: 5 steps, Property Info, Symptoms 14-item checklist, Findings, Review, Site Sketch
- Inspection record with AI summary
- Elevation surveys: Pre-Repair / Post-Repair / Annual with benchmark
- Site Sketch editor: templates, foundation symbols, measure, layers, save with thumbnail
A consistent inspection means a consistent estimate. Oblyss keeps the findings, the drawing, and the summary tied to the same record the estimate gets built from.
Automations
The rules that keep a job moving without someone pushing it.
A lot of the busywork in a foundation repair office is just watching for the next step. Oblyss runs that watching for you, and you can see exactly which rule moved a job and when.
- 58-rule Automation Library: each with trigger, action, Live toggle, execution count, Fire test
- The auto-advance chain: Inspection Scheduled to Contract Signed to Engineering to Permitting to Scheduled Job to Production to Municipal to QC to Invoice to Closed
- Activity attribution: shown on the job as "by automation {rule name}"
Nothing moves on its own without a trace. Every automated step is visible on the job's activity log, with the exact rule that fired it.
Built for every side of the job, not just the sale.
OWNERS & OFFICE STAFF
Pipeline, billing, and reporting in one dashboard, with role-based access so nobody sees more than their job needs.
FIELD CREWS
The technician app puts the day's work orders, job details, and photos on the phone, no separate app to install.
HOMEOWNERS
Text updates, e-signed estimates, and online payment links, so the customer experience feels as connected as your ops.
Frequently asked questions
Is Oblyss a generic CRM we have to configure ourselves?
What happens to the features marked Coming Soon?
Do we have to use every module?
What actually happens to the call after it ends?
The caller is saved as a contact, a lead job is created in your pipeline with the source attached, and the whole call lands on that homeowner’s communication timeline next to any texts or other calls. You get a transcript summary, the call duration so you can triage the morning’s leads in a couple of minutes.