Business Plan

Project Management

Know where every job stands without making a phone call. Track phases, tasks, expenses, and team assignments — all 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

Everything You Need to Run a Job

Built for contractors, not software engineers

Phases & Tasks

Break every job into phases with tasks underneath. Assign vendors, set due dates, and track completion as work progresses.

Change Orders

When the scope changes (and it always does), create change orders that automatically update the contract amount and keep everyone aligned.

Client Selections

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

Expense Tracking

Track every expense against the project. Materials, labor, permits, subcontractor costs — know exactly what you spent on each job.

Timesheets

Log hours by project and team member. Know exactly how much labor goes into each phase so you can estimate better next time.

Documents & Files

Store plans, permits, contracts, and photos organized by project. Everything your team needs, right where they need it.

Connected to Your Whole Business

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

From Estimates

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

To CRM

Project status syncs back to the customer's CRM 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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