In practice
What that looks like on a real job.
A quick pass through the surfaces crews and owners live in every day — then open an area above for the full story.
Pipeline that is the job list
Lead → Prospect → Approved → In progress → Completed → Closed. Stage values roll up so you see active pipeline and total pipeline at a glance. Advance a job when it’s ready — or let an accepted estimate move it for you.
Estimates that become the work
Line-item library, sections, markup, tax, live distributor pricing, and optional AI price assist with regional benchmarks from real job data. Send for e-sign with an optional contract template attached. Accepted estimates auto-advance the job; pull them into the worksheet so production doesn’t rebuild the bid.
Worksheet, schedule, and company calendar
Each worksheet line carries status, crew, dates, and links to POs and receipts. Advancing status can create the purchase order or log delivery. Job schedules publish to a company calendar filtered by tags, labor, materials, permits, and punch.
Budget vs Actual while work is still moving
See contract value, accepted estimates, budget, committed, actual spent, invoiced, and collected — including overruns by line type. Bill the way contractors bill; customers pay online in the portal.
