Blade Features

Everything You Need From First Call to Final Payment

CRM • Dispatch • Field Documentation • Billing • Financials • Reporting
CRM & Sales Lead Managment
Capture demand and convert it to jobs
  • Create and track sales leads from every source
  • Capture and manage client, property, and claim details at first contact
  • Assign follow-up by individual or role with clear ownership
  • Move leads through your pipeline - convert to jobs in one click
    • More jobs with greater visibility & less chaos
    Scheduling & Dispatch
    Right crew. Right job. Right time.
  • Assign work by individual or role
  • Calendar, list and map views for jobs and tasks
  • Real-time task updates and notifications
  • Live sync between office and field as schedules change
    • Fewer delays, better utilization, more control
    Field Documentation
    Job documentation that flows straight to billing
  • Photos, notes, dry logs, sketches, and scope in one place
  • Templates standardize documentation across crews
  • Built-in equipment logs for billing and asset tracking
  • Capture rooms, visits, job parameters, and claim details
    • Quickly turn your hard work into cash
    Billing, Invoicing & Collections
    From scope to invoice - automatically
  • Use your own service/price lists or integrate Xactimate
  • Auto-generate invoices from scope, visits, and equipment logs
  • Built-in quality checks reduce billing errors and rework
  • Payment tracking, milestones, and industry leading billing and collections tools built in
  • Lien tracking dashboard on every job
  • Optionally integrate with Blackwater Billing Services and let professionals handle all your billing and collections
    • Maximize profit and get paid faster
    Financial Layer & Accounting
    Financial control without complexity
  • Access-level permissions down to the document level
  • Real-time financials driven by job activity
  • Job costing down to the invoice line-item level
  • Optional QuickBooks sync for customers, invoices, and payments
  • Tax-ready financial reports and role-based access controls
    • Job-level profit visibility - in one system
    Reporting & Dashboard
    See the business, not just job data
  • Real-time dashboards for owners and managers (role-based)
  • Job cost, billing, AR, sales, and cycle-time reporting
  • Spot bottlenecks and margin erosion early
  • Track performance by team, location, and time period
    • Make decisions with real numbers and data
    Real-Time Collaboration
    Everyone stays in sync - automatically
  • Changes made anywhere are reflected everywhere in real time
  • Updates appear instantly across users and devices
  • Office and field always in sync
  • Tasks, schedules, notes, invoices, field data, documents...all stay aligned
  • No version confusion or missed updates
    • Operate in real-time with no missed updates
    Growth Without Limits
    Scale from one crew to multiple locations
  • Unlimited users at no additional charge
  • Multiple locations with access-level permissions
  • Run more volume at multiple sites without breaking workflows
  • Unlimited storage
  • Centralized management of multiple sites - with ease
    • Scale your business, not your admin burden
    Tools You Need
    Save time and money
  • PDF tools (merge, edit, build report packs)
  • Custom doc templates & forms available on each job
  • Customize Blade for your business
  • Enable powerful integrations to boost Blade and accelerate your business
  • Automation everywhere...
    • Software that works for you, not against you