Find & assess
Manage leads, plan field activity, gather home facts, and document existing equipment.
THE PLATFORM
From opportunity
to installation.
A connected operating record for the people, decisions, and work behind every home-comfort project.
Request a walkthroughOne record. A complete journey.
The details gathered at the beginning stay useful all the way through delivery.
Configure & propose
Use guided surveys, equipment options, source pricing, and clear commercial assumptions.
Accept & coordinate
Connect proposal acceptance, signatures, payment state, and project handoff.
Install & follow through
Coordinate assigned work, collect completion evidence, and manage customer follow-up.
INSIDE RIDGE ARC
See the work.
See what’s next.
Explore the workspaces that turn individual actions into a connected operation.
Your operation, in view.
Priorities, active business, team performance, and the next follow-up, organized in one workspace.
Every project. Every stage.
Follow the work through sales, notice to proceed, fulfillment, installation, payment, and rebates.
A proposal worth presenting.
Bring the home, equipment, options, and commercial terms into a clear customer experience.
Ready for the field.
Give installation teams the approved scope, job details, equipment context, and completion workflow.
Fresh captures of the current platform, shown with demonstration data. Select a screen to take a closer look.
SEE MORE. DO MORE.
Advanced intelligence.
Already in your workflow.
From a photo of the equipment to the next customer conversation, Ridge Arc puts useful AI inside the work your team does every day.
Read the equipment.
AI reads heating, cooling, and electrical-panel photos to identify visible equipment details, flag possible mismatches, and pre-fill the assessment. Your team confirms the findings before the recommendation.
Make the next message personal.
Draft customer-specific text messages and emails using rep notes, the selected proposal, customer activity, and the next step. Give your team a useful starting point to review and send.
Turn context into a better assessment.
Bring available property records, equipment findings, and homeowner priorities into one guided assessment. Spend less time re-entering details and more time understanding the home.
Current platform views · Demonstration data and AI results · Select a screen to enlarge
PRICING & PROPOSALS
Commercial detail.
Customer clarity.
Build a proposal that connects the selected system with the numbers behind it.
Traceable pricing
Keep vendor cost, installed pricing, and company markup distinct, with source and effective-date context.
Clear choices
Present configured equipment tiers, proposal documents, and acceptance in a focused customer experience.
Visible assumptions
Show savings and incentive estimates with their assumptions. Eligibility, program terms, and final results vary.
Current platform · Demonstration data
PROJECT OPERATIONS
The handoff is part of the product.
Connect the sold scope with the people delivering it.
Coordinate the work.
Track the project stage, next step, customer history, and the details your team needs to act.
Bring context to the job.
Organize installation assignments, equipment readiness, project documents, and field completion evidence.
Fresh captures of the current platform, shown with demonstration data. Select a screen to take a closer look.
BUILT FOR FIELD SALES
Every door.
A more informed decision.
Knock intelligence gives sales teams a clear way to prioritize homes, plan territories, and turn field activity into a visible pipeline.
Know why a home ranks
See opportunity scores with supporting property evidence, confidence, and data freshness. Public-record coverage varies by location.
Give every rep a plan
Build territory lists, assign routes, and see reserved homes and active field work across the team.
Learn from every visit
Record door outcomes, revisit priorities, and appointments while respecting suppression and do-not-knock rules.
Current platform · Demonstration data
CONFIGURED FOR YOUR TEAM
Your company.
Your workspace.
Custom company dashboards and layouts, tailored around the people and priorities that make your business different.
A layout shaped around your operation
We scope dashboard and layout requirements with you during setup, so the workspace reflects how your company works.
Your identity, throughout
Carry company branding into the team workspace and customer-facing experience.
The right view for each role
Bring role-appropriate workspaces, familiar shortcuts, saved views, and project context into the daily routine.
Current platform · Demonstration data
CUSTOM AUTOMATIONS
Your process.
Working automatically.
Build custom automations around the moments that matter to your business.
Define the moment
Configure rules around customer and project events, conditions, and follow-up timing.
Choose what happens next
Draft an AI follow-up, deliver an eligible text or email, create a task, or send an event to a connected service.
Stay in control
Enable or pause rules, inspect execution history, and see delivery outcomes. Permission, consent, and suppression controls stay part of the workflow.
CONNECTED COMMUNICATION
Keep the conversation
with the work.
Built-in communication for your team and your customers. Shared context makes the next response easier to manage.
Your team, in the same conversation.
Message a teammate, coordinate in a group, or share an announcement. Keep internal communication inside the company workspace.
A shared customer inbox.
Manage customer SMS and email, assign a conversation, see its history, and track open or resolved threads. Replies respect customer consent and communication controls.
Fresh captures of the current platform, shown with demonstration data. Select a screen to take a closer look.
ONGOING CUSTOMER CARE
The relationship
continues after installation.
Make maintenance follow-up part of the operation, with the service history and next visit in view.
See what is due
Track due and overdue service, maintenance-plan status, equipment context, and the last customer contact.
Keep follow-up organized
Enroll eligible customers in maintenance outreach, schedule a visit, or snooze work until the right time. Communication follows the customer’s consent.
Keep the history useful
Record completed service and keep the next maintenance date connected to the customer and project.
Current platform · Demonstration data
BUILT TO CONNECT
Your tools.
Working together.
Keep the tools your team knows. We scope a custom API integration for each client around your systems, your data, and your workflow.
Customer & sales tools
Connect approved customer records and project updates with your existing CRM and communication tools. We map the handoffs with your team.
Bookkeeping & QuickBooks Online
Connect project invoices, payments, and supported financial events to QuickBooks Online, with company-specific mappings, sync status, and exception review.
Operations & partners
Scope connections for equipment catalogues, supplier pricing, fulfillment, payments, and other services your business relies on.
MADE TO MOVE
The whole operation.
Right there with you.
A mobile workspace built for real field work. See your day, record door outcomes, follow the opportunity, and keep your team connected.
Meet your field workspaceCurrent platform · Demonstration data
See your workflow in Ridge Arc.
Walk through the platform with your business, team, and partners in mind.
Request a walkthrough