Everything you need,
nothing you don't
One platform from first lead to final punchlist, with an AI that reads your jobs and does the paperwork. 24 features, grouped in the order a job runs.
AI, inside the job
It reads the job you are asking about and drafts the work for you to approve or reject.
-
AI Assistant
Ask about any job. It drafts change orders, daily logs, schedule shifts and time entries for your approval.
-
AI-Assisted Estimates
The assistant proposes estimate rows and rate changes, and you approve or reject each one.
-
Company AI & Status Deck
Jobs by status, schedule health and budget against actual, with a read-only assistant to ask.
Win the work
From the first call to a signed proposal, on one set of rates.
-
Line-Item Estimating
Materials, labour, subs, markup and margin, line by line, with version history and live rates.
-
Lead Intake & Pipeline
Capture leads, track the pipeline, turn a won lead straight into a live job.
-
Proposal Generation
Turn an estimate into a branded client proposal in one click.
-
Custom PDF Templates
Design the proposal your client receives, and preview it against a real job first.
-
Cost Codes, Rates & Materials
The shared library every estimate and budget is built from.
Run the job
The schedule, the crews and the day-to-day record of what happened on site.
-
Scheduling
Gantt, calendar and table views built from your estimate, with crews assigned and cashflow forecast.
-
Job & Project Management
Lead to punchlist: milestones, procurement, checklists and crew assignments.
-
Work Planner & Lookaheads
Plan the week crew by crew, then roll it into a lookahead report.
-
Daily Logs
Date-stamped crew activity with photos and field notes, tied to the job.
-
Time Tracking
Timer or manual entry against cost codes, with budgeted vs. consumed hours.
-
Safety Reports & Checklists
A site checklist your company writes, filled in on the phone, exported to PDF.
-
Crew & Team Management
Trades, roles and permissions, with bulk import for payroll and HR.
-
File Management
Company and job-level storage with permission-controlled access.
Watch the money
Budget against actual while the job is still running, not at closeout.
-
Budget & Financial Tracking
Labour in hours, materials and subs in money, against budget, with QuickBooks read in beside them.
-
Change Order Management
Priced, approved and pushed into the schedule and budget, with an audit trail.
-
Reports & Analytics
Lookahead, all schedules, job summary, finance and leads, each its own permission.
-
Purchase Orders Coming soon
Requisitions and POs with ordered, invoiced and completed tracking.
Keep everyone in the loop
The crew, the office and the client, without a second set of tools.
-
Client Portal
A branded live view of schedule, change orders, logs and chat, so the update is already there.
-
Real-Time Chat
Project rooms and direct messages with file sharing.
-
Video Meetings & Calls
Voice, video and shareable join links built in, with no second conferencing tool.
-
Client Management
Contacts, billing details, job history and portal access in one database.