Project Management: Create an efficient, well run production department.

This is where the rubber meets the road. Manage your team to consistently deliver predictable results on every project:  Keep the three major promises to your customers: On time, on budget, with a happy client.

  • Project Management Made Easy: To be successful you must have efficient, well run production departments. We make it easy for your team to build productively
  • Keeping it On Time: Maintaining a production schedule is the key to both profits and client satisfaction.
  • Keeping it On Budget: Give your production team the systems, tools, etc. they need to produce the project within the estimated costs and on budget. Do this and everyone wins
  • Happy Clients: Set your company apart from your competitors and drive referrals and profits for years to come


Client Portal:
The tools you need to feed information to hungry customers.

Keep the joy in your business by serving happy customers who get the information they want, who have an experience they’ll love, and who catch the irresistible urge to refer others

  • Sales Tool: Prove to skeptical prospects how you’re better and increase your sales conversions by standing apart from your competitors.
  • Contract Acceptance: A system that makes it hard for you prospects to say no.  Effectively present your proposal, easily gather signatures, and close the construction contract.
  • Boost Client Referrals: Give clients what they want when they want it:organized and accessible, selections, costs, photos, conversations, and more keeps clients happy and your phone quiet


Selection Process Made Easy:
Help your clients make the right selection decisions, on-time.

Make the selections process simple, fun, and flexible for your clients. Get decisions on-time, accurately track financials, keep a solid paper trail and boost sales with our selections templates.

  • Quickly customize projects: Easily add templates for applicable products to the project and bring order to the chaos of the selections process without stifling the creative flow.
  • Everything clients need: Provide specifications, product descriptions, product files, links to product website, product warranty info, & pricing all in one place.
  • On track and on time: When clients know what choices come next you get the decisions you need when you need them based on the project schedule.
  • Allowances & Change Orders: Integrate selections with allowances and client choices immediately update the price, budget, and projected cost for easy change orders.


Manage Production Costs:
Always know your numbers.

Know exactly where you stand at all times, on all phases of the projects, per category and procure those profits margins you work so hard to create.

  • Cost Codes: Automatically kill two birds with one stone by setting up specs and selections with proper cost codes builds budget values.
  • Budgets: Project budget updates itself as client makes selection choices.
  • Project costs: Always know the latest projected costs based on real-time data from budgets, revised budgets, and actuals with no manual number crunching.
  • Easy Sharing: Share info with clients quickly and easily only showing what you want them to see


Project Schedules:
Get more done, on more projects, more easily

Make schedules work for you, and not the other way around. Save phone time, prevent unpleasant surprises, and cut your completion times with scheduling system you’ll actually use.

  • Easily run your company: Manage all of the activities, on all of your projects, company-wide.
  • Accountability: Built in alerts and reminders keep your team and trades on track and makes life easier in the process.
  • Adjust quickly: With To Do’s, Meetings, Messages, Selections, Payments and so much more attached to the schedule easily adjust and other tasks update automatically.
  • Get started fast: With our project schedule templates you can be off to the races in no time at all


Single Entry Estimating:
Stop entering information from one system to another

Create your estimate, and automatically build your specs and selections at the same time slashing one of the most time-intensive parts of taking on a new project, while cutting mistakes.

  • Enter it just once: End the double-entry between systems and spreadsheets, by tying your estimate to your specs, selections, budget, and QuickBooks.
  • Be the first to submit your bid: Create better estimates, faster, by using templates to build your estimate, including advanced configuration for profit, taxes, contingency, and more.
  • Boost profits: Your estimate data flows to the budget, alongside your QuickBooks data, for showing actual and projected cost-to-complete, so you can proactively manage your margins.
  • Save time with quick editing: Make your updates faster with a keyboard-friendly design and the ability to edit cost items from both the estimate and the selection sheet.


Track Change Orders and Expenses:
Change orders & expense tracking show clients where things stand and ensure you get paid.

Change orders can bring you profits, not headaches.

  • Easily create and approve COs online, and then automatically get paid upon approval.
  • Painlessly create change orders: Turn selection overages into change orders or create new ones from scratch with a few clicks.
  • Get sign offs easily: Secure, online sign offs for clients keeps your project moving forward.
  • Manage fixed-price and open-book jobs: Regardless of your project’s financial structure, clients see exactly where they stand.


Share Photos and Files:
Getting the right info, to the right people, at the right time is critical to effective project management.

All your project photos and files in one place.

  • Stay organized: Attach files to selections, change orders, and more to keep information in the right place.
  • Keep your data safe: Choose which files are shared with clients, trades, or just your own team.
  • Get what you need from anywhere: View files and upload photos on-the-go .
  • Share on online: Generate more leads when clients automatically share progress photos with friends, complete with your company’s name on the album.


Streamline Bidding:
A bidding process that works for you, not the other way around

Make detailed bid requests, trade communication, bid awards, and estimate updates fast and accurate.

  • Create detailed bids in minutes: Spec, selection, and estimate data flows right to your bids to create detailed, accurate requests without double-entry.
  • Cut your bidding time in half: Sending templated notices & share your latest files and bid details to everyone at once.
  • No waiting on trade contractors: With a single click, trades can tell you if they plan to bid, and they’ll get automatic reminders as the due date approaches.
  • No more double-entry: Once you select the winning bid, one click pushes your bid numbers right to your estimate


Effortless Proposals:
Give prospects their first and best proposal

With everything in one place you can win more jobs by instantly generating proposal documents.

  • Close more jobs: Increase your closing rate by being the first to submit your proposal, since the first to respond is more likely to land the job.
  • Wow your prospects: Impress your information-hungry prospects by giving them the most complete, detailed proposal among your competitors –with no extra effort from you.
  • Save time bidding: When you increase your lead-to-sales conversion rate, you save time allowing you to sell more with less effort.


Payroll Management:
Stop headaches for your field team and bookkeeper with time clock.

Automatically track payroll when employees punch in per job and tag the task they are working for easy job costing.

  • Know what your people are doing, NOW: View the live feed of everyone who is clocked in, including the job and activity.
  • Keep your field team happy: Make life easier for your field employees with quick clock-in/clock-out from web or mobile without extra apps or spreadsheets.
  • Save on payroll: Pay for the time employees actually log, not what they “remember” to write on their time sheets
  • Keep your bookkeeper sane: Real-time reporting, filtering, and exporting makes timesheet management easy


Track Job Site Activity and Progress:
Know what happened in the field today with Daily Logs

Keep an accurate schedule staying in the know by making it easy for your field team to log what happened on a day to day basis.

  • Save time in production meetings: Save valuable meeting time by viewing the daily history for one job or viewing everything that happened on a day across all of your projects
  • Automatically Keep Clients Informed: Let your clients know about progress, with no extra effort, by choosing which log notes they can see
  • Spot Trends Over Time: With custom flags, you can easily report on issues like late subs and missing orders to spot recurring issues on projects
  • Quickly Enter Updates: Team members in the field can input log notes via the mobile app in seconds by typing or using voice-to-text


Improve Client Communication:
“If the clients ain’t happy, ain’t nobody happy”

Keep the joy in your business by serving happy customers who get the information they want, who have an experience they’ll love, and who catch the irresistible urge to refer others

  • Sales Tool: Prove to skeptical prospects how you’re better and increase your sales conversions by standing apart from your competitors.
  • Contract Acceptance: A system that makes it hard for you prospects to say no.  Effectively present your proposal, easily gather signatures, and close the construction contract.
  • Boost Client Referrals: Give clients what they want when they want it: organized and accessible, selections, costs, photos, conversations, and more keeps clients happy and your phone quiet.


Accounting System Integration:
Stop double-entry and cut mistakes with accounting integration

Bring your systems together, stop mistakes, and save time by automatically pushing and pulling key information from your accounting system.

  • End budget double-entry: Always know your up-to-date spending and projected costs with automatic data pulls from QuickBooks
  • Create accurate invoices: Always create clear, consistent client invoices by automatically transferring change order details and pricing for you
  • Job & Cost Tracking:  Cost codes connect estimate, budget, PO’s, schedule, time clock, all integrated with project management and accounting software


Keep Track of To-Do’s:
Never let your To-Do’s fall through the cracks

Keep little glitches from blowing up into big problems with drop-dead simple to-do.

  • Get all of your tasks on ONE list: All of your action items go in one place, so you don’t have to manage different systems for to-dos vs. your schedules.
  • Easily add and manage items from anywhere: Whether from multiple places in the website or a finger tap away on the mobile apps, add to-dos as you see them
  • Create accountability with reports: Notifications to team members and trades, plus advanced reporting, keeps you –and them –on top of open items
  • Templates & Checklists: Never miss a thing with our many checklists templates for all types of projects and phases of this projects


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