All Features
Built for Every Stage of Your Operation
From the first phone call to the final takedown, LiteOPS Pro covers every step of the holiday lighting business lifecycle — in one unified platform.
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Quote & Bid
Quote Builder with E-Signatures
Close more jobs with professional, branded quotes your clients can sign digitally — right from their phone, in under 60 seconds.
- Branded templates — Your logo, colors, and service descriptions. Every quote looks polished and consistent.
- Line-item flexibility — Add rooflines, trees, wreaths, labor, and custom charges with individual pricing.
- Digital e-signatures — Clients sign and approve from any device. No PDFs, no print-and-scan back-and-forth.
- Automated follow-ups — Set reminders to nudge unsigned quotes at 3, 7, and 14 days automatically.
- Quote-to-job conversion — One click turns an accepted quote into a scheduled job with all details carried over.
- Revision history — Track every change to a quote with timestamps and version control.
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Scheduling
Crew Scheduling & Dispatcher
Keep every crew on the right job at the right time. See your entire operation at a glance — no more double-bookings or missed appointments.
- Drag-and-drop calendar — Move jobs between crew members and time slots in seconds.
- Crew assignment — Assign install, service and takedown jobs to specific teams with notes.
- GPS route optimization — Group nearby jobs intelligently to reduce windshield time and fuel costs.
- Mobile crew app — Crew leaders see their daily schedule, client address, and job notes on their phone.
- Real-time status updates — Crews mark jobs in-progress and complete. Office sees it instantly.
- Conflict detection — LiteOPS Pro warns you before you overbook a crew or a time slot.
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CRM & Pipeline
Client & Lead Pipeline
Never lose a prospect. Build a database of loyal recurring clients who come back season after season without you lifting a finger.
- Lead capture forms — Embed on your website or share a direct link. Every inquiry lands in your pipeline automatically.
- Pipeline stages — Move leads from New → Quoted → Booked → Installed → Returning Client with one click.
- Full contact history — Every call, note, quote, and job linked to the client record. Context in seconds.
- Renewal reminders — Automatically flag past clients for renewal outreach before the season starts.
- Tags & segments — Filter your list by neighborhood, service type, revenue, or any custom tag.
- Referral tracking — Know which clients send the most referrals. Reward them accordingly.
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Payments
Invoicing & Payments
Get paid faster with professional invoices and seamless Stripe-powered online payments. No more chasing checks at the end of the season.
- Stripe integration — Accept credit cards, debit cards and ACH. Funds deposited within 2 business days.
- Deposit collection — Require a deposit to book. Set percentage or fixed amount per service type.
- Auto-generated invoices — Invoices create automatically when a job is marked complete.
- Automated reminders — System sends polite payment reminders at 3, 7 and 14 days past due.
- Revenue dashboard — See collected, pending and overdue amounts by week, month and season.
- Tax handling — Configure state tax rates. LiteOPS Pro adds them to every invoice automatically.
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Inventory
Inventory Management
Know exactly what you have, where it is, and when to reorder — before the season hits and suppliers run low.
- Product catalog — Track LED strands, C9 bulbs, clips, timers, extension cords and custom items.
- Location tracking — Assign inventory to warehouse, truck, or crew. See what's out in the field.
- Job allocation — Reserve inventory for upcoming jobs so you're never caught short on install day.
- Low-stock alerts — Set reorder thresholds and get notified before you run out of critical supplies.
- Purchase orders — Create and track supplier POs directly in LiteOPS Pro. Receive inventory against open orders.
- Season-over-season reports — Compare consumption year over year to plan smarter purchasing.
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Team
Team Management
Give every team member exactly the access they need — and nothing they don't. Spin up seasonal crews in minutes.
- Role-based permissions — Owner, Manager, Office Staff, and Crew roles with granular access controls.
- Crew performance tracking — Monitor jobs completed, hours logged and client satisfaction by crew member.
- Time logging — Crews clock in and out on the mobile app. Simplify payroll with accurate hours.
- Internal notes — Add private notes to employee records for performance reviews and incident tracking.
- Multi-location support — Manage teams across multiple service areas or franchise territories from one account.
- Seasonal onboarding — Spin up temp worker accounts quickly every fall. Remove access just as easily after the season.
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Agreements
Digital Agreements
Protect your business and your clients with signed agreements on every job — stored and searchable forever, no filing cabinet required.
- Service agreements — Annual contracts, install terms, and liability waivers with client e-signatures.
- Renewal contracts — Send last year's agreement pre-populated with updated pricing. Client signs in one tap.
- Document storage — Every signed agreement attached to the client and job record. Searchable by name, date or status.
- Audit trail — Legally-sound timestamps and IP logging on every signature event.
- Custom templates — Build your own agreement templates with merge fields for client name, address and service details.
- Bulk sending — Send renewal agreements to all returning clients at once before the season opens.
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Analytics
Reports & Analytics
Make smarter business decisions with clear data from every corner of your operation — revenue, crew, leads, and retention all in one place.
- Revenue reports — Daily, weekly, monthly, and seasonal revenue breakdowns with trend lines.
- Crew performance — Jobs completed, average job time, and client ratings by crew or individual.
- Lead conversion — See your close rate, average days to convert, and revenue by lead source.
- Job metrics — Average job value, most popular service types, peak install days.
- Retention dashboard — Track which clients renewed, which lapsed, and what they spent last season.
- Export to CSV — Pull any report into a spreadsheet for accounting, tax prep or investor review.
See All of This in Action
Book a 30-minute live demo and we'll walk you through every feature with your specific business in mind.
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