Lead captured
Source, contact, requested work, property, conversation, appointment, and follow-up enter one shared record.
Site visit
Capture voice notes, photos, measurements, documents, customer questions, and initial scope from the field.
Estimate and proposal
Build labor, material, equipment, subcontractor, allowance, markup, margin, option, and e-signature into a persuasive proposal.
Project creation
Convert the accepted proposal into the project budget, cost codes, schedule framework, billing plan, selections, and task templates.
Planning and procurement
Coordinate crews, subs, vehicles, equipment, purchase orders, deliveries, permits, inspections, and milestones.
Daily execution
Manage presence, ETA, time, tasks, communication, photos, logs, cameras, deliveries, issues, safety, and progress.
Change management
Turn a field or customer request into a priced change with approval, budget impact, schedule impact, billing, and notifications.
Billing and cost control
Track invoices, deposits, payments, bills, labor, committed costs, actual costs, forecasts, cash, and profitability.
Closeout and warranty
Finish punch lists, approvals, warranties, completion photos, final invoice, retention, and follow-up without losing project history.