FeaturesCosting & payments
Budget vs Actual, invoicing, expenses, and reporting stay live on the Job Profile — so you catch overruns before the final draw is gone, not after.
See contract value, accepted estimates, budget, committed, actual spent, invoiced, and collected on one screen — including overruns by line type. Catch a material or labor line running hot while there's still time to do something about it, not at closeout.
Deposits, progress draws, and finals against live job cost — not a guess based on percent complete. Send an invoice straight off the Job Profile and it shows up in the customer portal the same day.
Attach delivery and store receipts to the Job Profile as money goes out — amount, type, and notes in one place. Company expenses that aren't tied to a job live on their own list; either way, actual cost reflects what you spent, not a shared inbox of photos.
Win rate, stage velocity, sales leaderboard, job margins, aging receivables, and crew hours — pulled from the same records you already use to run jobs, not a separate BI tool you have to maintain.
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