Leap CRM
Beacon and Leap have partnered to make it fast and easy for contractors to create and submit their Beacon PRO+ orders directly in Leap’s full-service CRM.
Contractors can quickly convert estimates to material orders and submit to Beacon with specific details on where and when to deliver. Pricing and product availability are updated in real-time providing accurate insight into material cost and product selection.
Operate with more efficiency
- Import and use Beacon PRO+ templates in Leap
- Create estimates with Beacon products
- Get up-to-date product pricing and availability
- Track orders placed through Leap in Beacon PRO+
- Place Beacon PRO+ orders in Leap
- Generate a Beacon PRO+ materials list from the Leap proposal
Leap helps us streamline all of our communication, stay organized internally as a team, but also ensures that every single promise made to a homeowner gets executed and that promise is delivered.
Contractor Benefits
Accuracy
From estimates with up-to-date pricing to automatic materials orders, you don’t have to worry about inaccuracies causing headaches and costing money.
Improved Margins
With live pricing directly from Beacon PRO+, you won’t have to worry about out-of-date pricing cutting into your profits.
Simplified Materials
Order Beacon materials and schedule delivery for when and where you need them all in one place.
Repeatable Job Costing
With custom macro templates and easy measurement integrations, creating a repeatable job costing process with Leap and Beacon PRO+ is easier than ever before.
Customer Support
844-370-LEAP or visit us at https://help.leaptodigital.com/contact-support/
DIY Video Support (Playlist)
- Set-up and Log-in
- PRO+ Templates
- Estimate to Order Workflow
- Formula Creation and Use