Explore Our Capabilities

Everything you need to run your business efficiently, from estimates to execution and invoicing.

Proposals & Estimates

  • Lead capture and assignment
  • Professional proposal generation
  • Customizable templates
  • Document attachments (e.g., insurance, permits, photos)
  • E-signatures for approvals
  • Multiple payment options

Job Execution & Task Management

  • Real-time job cost and profit tracking
  • Job timelines and task lists
  • Task assignments to teams or subcontractors
  • Receipt and document uploads
  • Change order management
  • Task completion and project progress monitoring

Material Management

  • Purchase order creation and dispatch
  • Material delivery tracking
  • Material cost impact analysis on job profitability

Scheduling & Field Operations

  • Crew and job scheduling based on availability and resource needs
  • Calendar synchronization with subcontractors and vendors
  • Job progress tracking (on time/behind/over budget)
  • Worker clock-in/clock-out
  • Team push notifications

Invoicing & Financials

  • Invoice generation and dispatch
  • Electronic payment requests
  • Open and overdue invoice tracking
  • Cash flow and job profitability monitoring
  • Reporting and performance analytics dashboard

Quality Control & Closeout

  • Job quality registration with digital signatures
  • Job completion logging with execution records
  • Warranty management for labor, materials, and services
  • Final zero-balance invoicing

Integrations

  • QuickBooks, Roofr, CompanyCam, Hover, Google Calendar

Platform Support

  • Web (Desktop), iOS, Android, Microsoft Surface

Manage all projects from your mobile device

Download the app to manage your projects, track progress, and complete tasks. Stay on track and deliver on time!

Get the App

Get it on Google PlayDownload on the App Store
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