More tools. Fewer bills.

Active projects

How many jobs you can run at the same time.

Project overview

Budget, spend, remaining and profit on one screen.

Project files and photos

Keep job documents and images attached to the job.

Project templates

Start a new job from a saved area and cost structure.

Budget Tracker

Keyboard-fast rows, areas and totals.

Committed and paid tracking

See what is promised versus already spent.

Cost, client price and profit

Separate what the job costs you from what the client pays.

Markup and margin controls

Set markup per item or per area and watch margin update.

Contingency

Hold money back and see it in the totals.

Voice budgeting

Speak line items and they are added to the sheet after you review them.

Remaining-spend forecast

Projected final cost and profit from today's numbers.

Target profit and margin

Work backwards from the profit you need.

Saved scenarios

Compare options side by side before you commit.

Overspend alerts

Get told when an area crosses a threshold.

Lead pipeline

Drag leads across stages from new to won.

Estimates

Editable estimates with reusable cost items.

Client-facing estimate link

Send a clean link the client can review and accept.

AI estimate drafting

Describe the job and get a first draft to edit.

Convert lead to project

Turn the accepted estimate into a live budget.

Upload your own documents

Bring the agreement you already use.

Signature, initial, date and text fields

Place fields exactly where they belong.

Multiple signers and signing order

Route the document to the right people in order.

Reusable templates

Save a prepared document and reuse it on every job.

Signed copy download

Keep the completed document on the job record.

Viewed and signed alerts

Know the moment they open it.

Invoices

Create, send and track invoices per job.

Expenses

Log costs against the job as they happen.

Clients

Client records with contact and job history.

Branded invoice designs

Six designs with your logo and colors.

Online card payment

Clients pay from the invoice link.

Opened and paid alerts

See when an invoice is viewed and when money lands.

Recurring and partial payments

Handle deposits, draws and progress billing.

Included seats

People who can log in on the plan.

Extra seats

Add more people as you grow.

Roles: owner, admin, member

Control what each person can change.

Hide money from selected members

Let the crew work without seeing costs and profit.

Per-project access

Give someone only the jobs they work on.

Live collaboration

Changes appear for everyone as they happen.

Monthly AI credits

Shared across your workspace each month.

Voice budget entry

Speak items into Budget Tracker.

AI estimate drafting

Turn a job description into an estimate draft.

Scope writing

Write clear scope language for proposals.

Per-member credit caps

Limit how much any one person can spend.

Credit top-ups

Buy 100 more credits for $15 whenever you need them.

In-app alerts

One feed for everything happening on your jobs.

Email notifications

The same alerts in your inbox.

Budget threshold alerts

Warn me before an area runs out.

Team activity alerts

See what the crew changed.

Company branding on documents

Logo, colors and details on client-facing paperwork.

Email support

Help from a real person.

Priority support

Your questions answered first.

Onboarding help

We help you move your first jobs in.