01
Sales
Lead to proposal
Capture the customer once, qualify the opportunity, price the work, and send a professional proposal without rebuilding the record.
A signed opportunity is ready to become a job.
Guided product demo
Follow one job from first inquiry to final payment.
See how BLTHQ connects sales, production, field proof, client communication, and billing before you create an account.
No login required for this walkthrough. The examples below use sample project information.
8
Active jobs
14
Open tasks
3
Client approvals
$18.4K
Open balance
Illustrative sample workspace metrics.
The walkthrough
The record grows as the work moves forward.
Each stage starts with the context created in the stage before it, reducing duplicate entry and disconnected handoffs.
02
Operations
Proposal to production
Carry scope, client details, phases, schedule, tasks, documents, and team ownership into one active project record.
Office and field teams work from the same plan.
03
Field
Work to proof
Record progress with daily logs, photos, files, decisions, and completed work while the project is happening.
The job history stays complete and searchable.
04
Closeout
Progress to payment
Share selected updates through the client portal, manage changes, send invoices, and track when the client receives them.
The client stays informed and payment follow-up is clear.
One connected experience
The public, client, and internal sides work together.
Public website
Publish a branded company site and route new inquiries directly into the same sales workflow.
Client portal
Give clients a focused place for approved updates, photos, files, decisions, and invoices.
Project command center
Keep phases, ownership, due dates, field activity, and financial context attached to the job.
Early customer pilot
Build your first workflow with the founder.
Early teams can request a guided walkthrough and hands-on help configuring modules, importing initial records, and launching their first live job.