Business operations platform
Valor is built for sunroom, enclosure, and home improvement contractors. Manage jobs, close deals, send proposals, track your team, and handle every dollar in a single system designed around how you actually work.
What Valor covers
From the first sales call to the final warranty follow-up, Valor keeps your jobs, people, and finances in sync. No more switching between spreadsheets, disconnected billing software, and generic project tools.
Track every opportunity from first contact to signed agreement with owner assignment, status history, and Google Drive folders on every deal.
Build versioned, template-based proposals with financing options, publish to a secure customer portal, and promote accepted proposals into contract-ready agreements.
Follow every project through five production stages in a jobs dashboard that surfaces overdue work first, with a complete job workspace behind every row.
Create invoices with revision history, record customer payments, batch and verify deposits, and reconcile payee payments. Chargebacks and commissions are built in.
Schedule crews on a weekly board, track warehouse stock and material orders, and route work orders to the field. Compare projected versus actual costs on every project.
Built-in extrusion catalog covering all system types, colors, and lengths. Material types, profiles, and companion rules keep ordering fast and accurate.
Track warranty issues after job completion with a dedicated queue linked to the original job. Statuses, aging, and follow-up logs keep service items from hiding in email threads.
Weekly timesheets with manager approval routed by real reporting lines, PTO with a ledger-based balance model, and contractor insurance tracking keep your team accountable.
Track customer reviews across locations, measure weekly performance against goals on a 13-week scorecard, and give ownership a ten-year trend view of the business.
Generic business software forces you to bend your workflow to fit its mold. Valor was designed the other way around. The job stages, the material catalog, the proposal pricing tiers, and the warranty queue all reflect how sunroom and enclosure companies actually operate day to day.
Whether you are a single-location dealer or a multi-location contractor with separate brands and divisions, Valor scales with you. Every feature from the material catalog to the sales leaderboard was built with your specific industry in mind.
Valor connects your sales team, office staff, and field crews in one platform so information flows without anyone having to chase it down. Less time on coordination means more time closing jobs and keeping customers happy.
Contact the Valor team to schedule a walkthrough and see how the platform fits your business.
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