One place for the whole job.
1 · Sales
Sales
Take the call, qualify it, run the site visit from your phone. Photos and video save straight to the lead. Write the scope, run the estimate, and send a proposal your client can read.
- Leads with the property details filled in for you
- Your qualification questions, your rough price ranges
- Site visits from a phone: photos, video, notes
- Scope from your plan sets or your site visit
- Estimates that show where every price came from
- Proposals your client signs from their phone
A screenshot of sales goes here
2 · Design
Design
The client signs on their phone and the job creates itself. Your design schedule shows the phase you're in, not all thirty-five tasks at once. Plans, selections and decisions live on the job.
- A schedule that shows the current phase and hides the rest
- Plans, revisions and selections on the job
- Ask the client for selections in their own portal
- Design agreement and construction contract, in your wording
A screenshot of design goes here
3 · Construction
Construction
The contract comes from the budget you built, so what you sold is what you build. Invite subs and they get their dates, their plans and their checklists — without a phone call.
- Contract built from your budget; signing locks it
- Subs invited by email and text, with their plans and checklists
- Checklists with required photos and sign-off
- Field log, order tracking, change orders
A screenshot of construction goes here
4 · Money
Money
Capture receipts on site, allocate them to the right budget line, and see contract, cost and billed on one screen. Syncs with QuickBooks.
- Receipt capture on site, allocated to a budget line
- Contract, cost and billed at a glance
- Invoices and QuickBooks sync
- Time clock and timesheets
A screenshot of money goes here
Everything in one place
- Leads, pipeline and follow-ups
- Qualification and site visits
- Takeoff from your plan sets
- Estimating with your own rates
- Proposals and e-signature
- Contracts with your wording
- Design and construction schedules
- Task lists, checklists and photo proof
- Subcontractor portal and RFPs
- Client portal
- Receipts, expenses and budget tracking
- Invoices and QuickBooks sync