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. Move a job when it is ready, or let an accepted estimate move it to Approved for you.
Estimates that become the work
Line-item library, sections, margin, tax, and live distributor pricing. Optional AI price suggestions from regional benchmarks and your history, which you review before they go on a quote. Send for e-sign with a contract template attached. Accepted estimates move the job to Approved. Pull them onto the worksheet so production is not rebuilding the bid.
Worksheet, schedule, and Control
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. Control is the live board for a tagged group of jobs: who’s on site, what’s at risk, how the money looks.
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.
