Business Plan

JobSite

Know where every job stands without making a phone call. From groundbreaking to punch list — phases, budgets, selections, and change orders all in one place, connected to your estimates and invoices.

Johnson Kitchen Remodel
In Progress
Overall Progress 45%
Demo & Rough-in Complete
Plumbing & Electrical Active
Cabinets & Counters Upcoming
Finish & Punch List Upcoming

Run Every Job With Confidence

Built for contractors, not software engineers

Keep Jobs on Track

Break every job into phases with tasks underneath. Know what's done, what's next, and who's responsible — without calling the job site.

Protect Your Margins

Budget management that shows estimated vs. actual costs in real-time. Catch overruns before they eat your profit on the job.

Eliminate Selection Headaches

Let clients choose finishes, fixtures, and materials through a simple portal. No more chasing emails about tile samples.

Track Every Dollar

Know exactly what you spent on each job. Materials, labor, permits, subcontractor costs — all tracked against the project budget.

Handle Scope Changes Cleanly

When the scope changes (and it always does), create change orders that update the contract amount. Deliver them for e-signature and keep everyone aligned.

Keep Documents Organized

Plans, permits, contracts, and photos organized by project. Your team finds what they need instantly instead of digging through folders.

Connected to Your Whole Business

Jobs don't exist in a vacuum. Neither should your software.

From BidRoom

When a customer signs an estimate, it becomes a project automatically. Phases and tasks carry over — no re-entering data.

To Sales

Project status syncs back to the customer's Sales record. Your sales team can see what's in progress without asking the field crew.

To Ledger

Project expenses flow into your books automatically. Invoice from project milestones. See profit per job without a spreadsheet.

Client Selections Portal

Stop chasing clients for finish choices. Send them a link where they can browse options, make selections, and approve — all at their own pace.

  • Selection Templates

    Create reusable templates for kitchens, baths, and common project types

  • Option Library

    Build a library of products and finishes your clients can choose from

  • Client Portal

    Clients view and select options online — no login required

  • Budget Impact

    Selections automatically update the project budget

Kitchen Selections
Countertop Material Quartz — Calacatta Gold
Selected
Cabinet Color Shaker White
Selected
Backsplash Tile 3 options available
Pending
Hardware 5 options available
Pending

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