Features
The job, from the estimate to the cost.
Estimating, the contract, the schedule, the daily log, the crew’s hours, and the job cost — on one job file. You approve what goes to a client.
Estimating
The job
- Job management Proposal through warranty, on one job file.
- Scheduling The look-ahead lives on the job, not a whiteboard.
- Daily logs What happened on site, written the day it happened.
- Selections Allowances and finishes, chosen before they are installed.
- To-dos Punch items and checklists that stay on the job.
- Files Drawings, photos, and PDFs on the job they belong to.
People
- Clients The client, the property, and the notes in one directory.
- Client portal The quote and the selections, on the client’s phone.
- Leads A lead is a job you have not won yet.
- Vendors Trade partners and their contacts, on the company.
- Sub views The subcontractor sees their slice of the job.
- Messages Notes on the estimate, the daily, the change — not a group text.