Work Smarter Not Harder
Designed for Installers
Cilio was built specifically for installation companies and their unique business processes. With Cilio, you can simplify your business processes, improve team communication, and reduce paperwork.
Features for Installers
Cilio was built with installers in mind and is continuously being improved based on installer feedback. Managing installation jobs is the foremost purpose of Cilio’s Installers solution.
With our Essentials and Premium packages, you get many of the features listed below, while others are available as add-ons so you only pay for what you use.
One-click Sign & Send
Imagine your field tech tapping one button on a mobile device to fill out any desired completion document. Customer and job info pre-populate and the tech is prompted for required signatures. The completed doc is saved, sent to anyone, and your system is updated, all automatically. This is how we do “paperwork.”
Superior Scheduling Tool
To schedule techs with less drive time between jobs, Cilio displays all of your projects on one map – showing you where work is already scheduled, and what else is nearby. Add customization with icons for different job types or status. Access your work schedule right from the map to simply drag-and-drop the job onto your techs calendar.
Hot buttons are self-created shortcuts to accomplish multiple tasks in one click. For example, create a hot button to email job completion paperwork, save a job note and update the job status all in one click. Control what the buttons do, what they look like, and who sees them.
Eliminates hand-keying invoices by importing jobs right into your QuickBooks. We customize the way job data is sent to your QuickBooks, so records will look just like you’re used to seeing them (with no data entry).
Data Collection & Filtering
Easily create an area where you can collect specific info on each job, such as age of home, jobsite prep needed, scope of work, lockbox code, other job issues, etc. Capture this info and share it with your crew, keep it for office use only, or build a report to analyze it. Brings consistency and communication where you need it most.
Build My Brand
Make Cilio your own by applying your company logo and branding. Aside from a custom look to your software, your logo is also applied to outgoing email or fax communications.
Cilio is integrated with the flooring estimation tool, MeasureSquare. Click one button to start a new measure and Cilio will sync the completed diagrams and create a finished estimate.
Crew Payment Tracking
Create rules to automatically calculate payments to your crew or salesperson. Base payment on either a percentage of the job cost or a flat rate for the type of work. Provides a detailed summary of your payroll, which now takes minutes to pay your crews.
Use your own business forms in Cilio. Add text, drawings, diagrams, photos, and signatures to any PDF document. Cilio can pre-populate any customer or job info right onto your forms for faster completion. This feature works on desktop or from any mobile device.
Home Depot Integration
For companies that receive work via Home Depot’s portal, this feature ensures any updates in the Cilio app automatically update in the Home Depot portal as well.
This feature allows seamless transfer of orders from Lowe’s to Cilio. Job data is “scraped” into Cilio from emailed, or faxed, Lowe’s purchase orders. Cilio is also integrated with Lowe’s IMS portal. Cilio is the #1 most recommended software and works seamlessly in either store-based or Central Production models.
This toolkit offers three exciting new features. Customer-facing portal will allow your clients a special designed-by-you view of their job progress online, and ability to communicate with you right within your own system. Attachment folders provide an automated way to organize or sort your job attachments much easier. Project scheduling gives you central visibility and control to schedule individual jobs that are part of a larger project right from the same view!