1. Capture and price the job
Record the lead, understand the work and build an estimate.
- Client and project details stay together
- Estimate lines can become project scope
- Drafts never count as accepted work
How it works
From first call to final payment.
Each step carries the job forward, so scope, costs, approvals and cash do not get lost between separate tools.
2. Set the cost plan
Confirm the client price and the internal budget before work starts.
- Separate cost from client price
- Allocate the full budget
- See projected profit clearly
3. Approve and deliver
Send contracts, invoices and links with a clear audit trail.
- Online signatures
- Client view tracking
- Online payment status
4. Watch the finish line
Compare actual work with what remains and act before profit disappears.
- Forecast final cost
- Track partial payments
- Alert the right people