Run your whole business on one platform.
One operating layer for sales, project delivery, financial control, client communication, documents, scheduling and reporting. A lead becomes an estimate, an estimate becomes a project, a project becomes an invoice — nothing re-typed.
The final-invoice dispute, the free “while you’re here” extras, the milestone billed late — that’s margin leaking between systems. We connect them.
Built around how your trade actually works.
A kitchen remodel doesn’t run like a roof replacement, and a design-build firm doesn’t run like a deck crew. The platform is shaped to your project types, billing structure and workflow.
Multi-phase projects, subcontractors, permits, progress billing and document-heavy workflows, end to end.
Selections, client decisions, change orders and milestone payments — clients informed the whole way.
Roofing, decks, fences, flooring — fast estimates, weather-driven scheduling, crews and deposits on time.
Design proposals, phased installs, material-heavy estimates and repeat-season revenue per property.
The features that change how the week runs.
Felt in the first month — faster quotes, on-time billing, extras that get paid for, calmer clients, and real numbers.
Estimates built from cost templates for your job types, turned into branded proposals clients approve with one click — every one tracked: sent, viewed, approved.
Phases with dependencies, crew and sub assignment, client-visible dates that update automatically — and conflicts flagged before they happen.
Selections, decisions, schedule and documents in one place — the client sees progress without calling the site.
Contracts, permits, daily logs and site photos attached to the project — findable in the dispute, not in a truck.
Pipeline, budget vs. actual per project, unpaid invoices, cash position and margin by job type on one screen.
Price and schedule impact captured up front, client approval before work starts, approved changes flowing straight to billing. No free work, no final-invoice disputes.
Deposit, progress and final invoices trigger from the payment schedule — payment links attached, reminders that chase so you don’t have to.
Time, expenses and materials against the estimate while the job runs — so the margin surprise happens in week two, not at closeout.
Invoices, payments and customer records sync to accounting — one set of numbers, no Sunday data entry.
All-in-one platform for project-based contracting.
Every module shares the same data — a lead becomes an estimate, an estimate becomes a project, a project becomes an invoice. Nothing re-typed, nothing lost between systems.
Project-based contractors of every trade.
Each trade gets its own job types, cost templates and proposal formats on top of the modules above.
What comes with every system.
Follow-up drafting, estimate reminders, job-note summaries — AI handles the chasing you never get to.
Crews pull work orders, upload photos and log progress from their phones on site.
We map your operation, migrate your data and train your team before go-live. No figure-it-out-yourself software.
Client records, project history and financials stay yours — organized, backed up, exportable.
Done for you — you never touch the tech.
We build it, migrate your data, and train your team before go-live.
We map how leads, estimates and billing flow today — and where margin is leaking between systems.
CRM, estimates, scheduling, invoicing and the dashboard — configured to your job types and templates.
Your data moved in, office and crews trained on only the screens they use.
Phase 3 modules — subs, permits, procurement — added as the operation grows.
The questions contractors ask first.
Don’t see your answer? Message us — we reply within one business day.
How is this different from Buildertrend or JobTread?
Same category of platform — without the per-user subscription that grows with your crew. We build it once, shaped to your trade and templates, and you own it outright.
Will my crews actually use it?
Crews see one mobile screen: today’s work orders, a camera button and a log field. Office staff get the boards. Each role learns only its screens.
Can it handle progress billing and holdbacks?
Yes — milestone schedules, deposits at approval, holdback amounts and automatic overdue reminders are core, not add-ons.
Does it work with QuickBooks?
Yes — invoices, payments and customer records sync, so your bookkeeper works from one set of numbers.
How long does it take?
Six weeks from audit to a trained team on the core — Phase 3 modules land after, as the operation grows.