Features

The Job Profile is the product

Everything about a piece of work lives on one record — from the first call through final payment. No handoff between “sales software” and “project software.”

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.

Unified pipeline with stage totals and job list

Estimates that become the work

Line-item library, sections, markup, tax, live material price checks, and AI price assist. 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.

Estimates on a job with accepted and draft statuses

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.

Company calendar with jobs and line-item schedules

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.

Budget vs Actual financial summary on a job

Customer portal

Secret link for homeowners — progress, schedule, photos, change orders, invoices, punch list, signed docs, and two-way messaging. You control what they see.

Crew & field

Assignments with acknowledgment, time entries with optional geofence, daily logs, punch lists, checklists, and photos tied back to the same job.

Workflows & SMS

Trigger follow-ups when stages change or estimates send. Keep office texts and emails off personal phones.

Property & roof data

Enrich the job site with property context and aerial roof measurements when you need them — verify before you order tight material counts.

Reporting

Win rate, stage velocity, closing %, sales leaderboard, job margins, aging receivables, and crew hours — built for owners who still run work.

Roles & permissions

Put the whole company on without fear. Assigned vs all permissions, role simulation, and unlimited seats so field and office aren’t rationed.