Services

Everything you need to make your projects run smoothly.

Proposals and estimating

Quickly create proposals in the field and have customers sign-off instantly.

  • Save and re-use proposals
  • Get signatures instantly on mobile devices
  • Create a catalog for faster proposals

Auto email marketing

Follow-up with leads.

  • automated drip-email campaigns
  • stops leads from slipping through the cracks

Bid requests

Easily request, manage, and award bids in a simple way to increase margins.

  • Send bid requests quickly
  • Reduce costs and go paperless
  • Collaboration is key to successful jobs

Leads/CRM

Capture, create, track, and convert a lead to a new project.

  • Custom lead integration
  • Mass marketing campaigns
  • Close faster

Owner login

We’ve revolutionized the building industry with customized home owner login access.

  • Customized login page
  • Owner reviews on your website
  • Impressive sales presentations

To do’s

Assign to-do items to yourself, associates, and subs from the field.

  • Hold Subs Accountable
  • Be Alerted Upon Completion
  • Field Access is a Must

Documents and photos

Documents and photos to get the team on the same page.

  • Share Progression Photos
  • Share Blueprints
  • Photos on the Job site

Warranty and punchiest

Warranty management that increases customer satisfaction.

  • Punch list on the Job site
  • Streamlined warranty requests
  • Key Reporting Tools

Trade partners

Coordinate subs & partners.

  • Send bid requests
  • Update Schedules
  • Send POs

Daily logs

Easily record and share job logs from the field.

  • Voice to text
  • Document job notes
  • Easily shoot photos

Scheduling

Easy to use and powerful scheduling tool that makes your life easier.

  • Custom Schedule Templates
  • Automatic Notifications
  • Multiple Views
  • Automatic Schedule Shifts

Messaging

Fast, easy, and organized…the way you need it to be.

  • Comment Threads
  • Search by Topics
  • Shared with only who you need to see it

Plan markup

Markup and annotate plans and other docs to get the team on the same page.

  • Mobile Access
  • Annotate Over Blueprints
  • Multiple Version History

Budget

Easily compare estimates with actuals.

  • Job costing
  • All the financials in one central spot, automatically.

Integration

No worries. You’re connected

  • Quickbooks &¬†Xero Integration¬†for Accounting
  • Houzz, Facebook, Twitter, Pinterest
  • Paypal & WePay for online payments

Time sheets

Timesheets for hourly time tracking.

  • Mobile “clock-in/out”
  • Custom Reporting
  • Easy Export to Accounting Software

Payments

Track owner payments & draws.

  • Schedule Payment Requests
  • Track Payments
  • Acccept Online Payments

Purchase orders

Increase efficiency and reduces costly budget errors.

  • Custom Cost Codes
  • Accountability Means Profitability
  • Collaboration with Team Members

Lien waivers

PO, to Lien Waiver, to Online Payment, with one click.

  • Easily release to subs for elextronic approval
  • Linked to POs
  • Integrated into online payments

Change orders

Say “good-bye” to costly change order mistakes.

  • Easily Create CO’s on the Fly
  • Mobile Touch Signatures
  • Project Cost Summary

Selections

Streamline selection choices.

  • Online Selection Approvals
  • Coordinate Selections With the Schedule
  • Keep the Job on Schedule

Communication

Fast, easy, and organized…the way you need it to be.

  • Comment Threads
  • Search by Topics
  • Shared with only who you need to see it

Client portal

We’ve revolutionized the building industry with customized home owner login access.

  • Customized login page
  • Owner reviews on your website
  • Impressive sales presentations

Surveys and reviews

The best contractors welcome client feedback.

  • Easily send surveys
  • Analyze surveys
  • Promote reviews on your website

Mobile app

iTunes & Android mobile apps.

  • Field Access
  • Tablet & Phone access
  • Voice-to-Text logs