PLAN + PRICE
Turn the opportunity into a job without rebuilding the story.
Build the scope, price the work, send the proposal and let customer approval become the active Project Record.
Line-item proposal builder
Price Book and reusable pricing
Scope, assumptions and exclusions
Secure customer approval
PROPOSAL · DRAFT
Commercial Renovation
Service upgrade$28,500
Lighting package$10,200
Controls$4,150
Total$42,850
Send for approval
RUN THE JOB
Give the field what it needs. Give the office what it needs back.
Crew members get a simpler mobile workspace while the office receives field updates, photos, time and documents in context.
Assigned crews and field workspace
Photos, voice notes and job updates
Time tied to the Project Record
Plans and files stay with the job
ACTIVE PROJECT
Today on site
Voice update
Rough-in complete
Photos
23 added
Time
7:02 AM
Extra work
Damaged feeder
PROTECT THE CHANGE
Capture extra work before it gets buried in the original scope.
The field reports the changed condition with evidence. The office prices it. The customer approves the exact version.
Extra work reported from the field
Evidence stays attached
Customer signature and audit trail
Revised contract stays current
CO-002 · Damaged feeder
Evidence attached from the field
ADDITIONAL CONTRACT AMOUNT
$2,850
1
Create2
Send3
ApproveGET PAID
Keep what was sold, changed, billed and paid on the same job.
Invoices and payments stay on the Project Record so the contractor can see contract value, invoiced, paid and remaining.
Invoice from the Project Record
Manual payment tracking today
Customer invoice links
Online payments when Stripe is connected
PROJECT MONEY
Commercial Renovation
Revised
$45,700
Invoiced
$25,000
Paid
$15,000
Remaining
$30,700
Invoice and payment history stay with the job.
ONE SYSTEM
No handoff should make you rebuild the job.
Proposal, field evidence, change orders and money all point back to the same Project Record.
Start Free