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NewAria now books inspections by voice

Everything your business needs. One login.

The CRM built for the field — with Aria, the AI teammate who books, follows up and keeps every job moving while you work.

Pipeline
Aria AI
Your team
Photos & reports

Welcome back

Joining a team?

If someone gave you an invite code, enter it below. Otherwise, set up your own workspace — you can create or join more later, and switch between them any time.

ARIA SETUP

Step 1 of 5

Your workspaces

Tap the emblem or swipe left to close

Concierge support

Setup help, a question about your account, or something not working. A real person on the Streamline team reads every message.

Message the conciergeOpens an email, ready to send Report a problemIncludes your device details, so it can be fixed faster

Or write to concierge@streamlinebusiness.io

Listening… Just say what you need

New email

Subject

Message

Attachments

LEON

Relationship signals

LEON

Reading your relationships…

Content Studio

Pick a format — we'll walk you through it

Cut-out

Captions & tags

Written for each platform

Making your video

0:00

Talk about the clip like you're telling a mate. 15–30 seconds is plenty.

From inspection reports

Unit

Saved Items

Signature

Hand the phone to your customer. Sign with a finger below.

Printed name

Calendar

Pipeline

What you write down

Your own fields, on every job

What you check on site

Forms your crew fills in

What customers fill in and sign

Your forms, filled in on the job and signed on the spot

What happens on its own

Your rules, and the six built in

What we send for you

Emails in your own words

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ARIA Score

Pipeline health today

Daily Briefing

Tap Refresh to generate today's briefing

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Sign-in & identity

How you log in, and the ID support may ask for

Email —

User ID — Copy

Password Change or reset Open →

Business

Industry, currency, job value and your pipeline stages

Industry —

Currency —

Typical job value —

Pipeline stages

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Personal routine

Exercise and meal times ARIA plans your day around

Schedule —

Standard pricing

Company rate per square — new proposals start here automatically

A rep can still adjust any one deal in the proposal builder.

Connected calendars

Events sync both ways — private as “Busy” unless you share details

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Connected email

Optional — send as yourself instead of from Streamline

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Your @streamline address keeps working either way.

CompanyCam

Job photos on every lead, connected once for the whole team

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Vocci ring

Let your agents read what was actually said in the field

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Read-only. Your agents can search your transcripts and summaries — they can never change or delete anything in Vocci.

Company profile

Logo, tagline, story, badges, manufacturers and reviews

Integrations & widgets

Third-party tools wired into Streamline

More settings

Same editor, one tap from here

Team Calendars

Owner view — availability across your team, one place

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Name —

Contact Type —

Phone —

Email —

Auto emails Allowed

Homeowners

Address —

Neighborhood Tap to add

HOA Tap to add

Roof Size—

Insurance Co. —

Claim # —

Adjuster —

Scope of Work Not uploaded

Deal Value —

Updated—

Category

Documents

Permit & orders

Invoice & completion

Roof size needed

Before building a proposal for this home, the roof size needs to be addressed — pick one:

Automation activity

What your rules are doing, and what they have done

New email template

Write it once — every automation using it changes with it

New automation

When something happens, do something about it

Just describe it

Say what you want the app to do, and it sets it up

New checklist

Design it once — every rep fills in the same form

Checklist

Fill this in as you go — it saves by itself, so you can put your phone away at any point. Mark it complete when you’re finished with it.

0/0 sections complete

New field

Shows up on every job under Claim Details

Waiting for your OK

What your Aions prepared while you were away

Password

Signed in as

Current password

New password

New password, again

At least 8 characters.

Edit choices

For every lead in this business

Presentation colours

Three colours, and the homeowner presentation is yours.

Presentation Colours

Three colours, and the homeowner presentation is yours. Text colour and contrast are worked out from them — you don't have to.

Use our own colours on the presentation

Settings

Add New Client

Category *

How did this lead come in? (optional)

Starting Stage

Send Business Card

Build Your Own Agent

Accounts

Every client's documents and correspondence

Preview

Download

Rename

Delete

Customize Dashboard

Choose what you see every morning

Send Business Card

Preview

Scan a business card

Read, checked by you, saved where they belong

The photo is read by AI to fill in the details, then you check them. If the AI is busy, it is read on this phone instead. The photo isn’t kept.

Details

Name Title Company

Phone

Email Website Address Notes

Who is this? Tick all that apply

Find Leads

Search local businesses and add them to your pipeline

Claim details from the scope