Help Center

Start hereWinning a job (Lock → quote → award → bill → Actuals)

Step-by-step Job Run guide — lock the baseline, send bid packages, level quotes and cherry-pick the low lines, award POs, bill to Actuals.

Takeoff: calibrate, measure, Auto Name

Job Run guide — scale lock, measure, Find similar (you confirm count, length, or area), then Auto Name sheets from the title block with review before apply.

Estimate → proposal

Price the worksheet, bulk waste/unit cost, push to the job budget, send a proposal with merge tokens.

Schedule look-ahead

Build from budget lines, link dependencies for the critical path, filter the 21-day look-ahead, track % against a baseline.

Field logs & inspections

Daily logs, photos on today’s log, clock-out cost-code splits, inspections that stay one form.

Collect: invoices, credits & pay applications

Send, record payment, issue credit memos, and progress-bill with SOV-seeded pay applications — continuation sheet, stored materials, certify.

Change orders

Change events roll into a change order — approve once and the money lands on the budget once.

Selections & allowances

Choice boards with decide-by dates, homeowner picks on the portal, allowance sync to budget, overage to signed change.

Owner portal: inviting a client

Choose what they see, preview as the owner, invite by email — approvals, progress, and payments in one calm view.

Proposals & contracts

Draft from the job scope, collect typed e-sign on the portal, create the contract, continue into billing.

Vendors & cost catalog

One directory feeds every job roster and RFQ invite; one catalog with CSI items and assemblies prices every estimate.

Drawings, specs & photos

Revision-aware drawing register, CSI spec sections with Package PDF, and jobsite photos on the same record.

Project controls: RFIs, submittals, logs, punch

Ball-in-court, overdue pulses, drawing pins that open RFIs or punch, and signed reply links for outside parties.

Meetings: agenda, minutes, transmittals

Build Thursday’s OAC from court, file minutes, put actions on My Day, and issue a numbered transmittal when the set goes out.

Integrations: payments, e-sign, QuickBooks

Collect on your Stripe, typed e-sign included, optional QuickBooks push and Refresh — nothing asks you to paste secrets.

Team & permissions

Eight roles with per-permission overrides, per-project access, email invites, and honest seat counts.

Dashboard & My Day

Morning court, crew clocks, and the next Job Run step — then inspect money and open the job.

Reports: AR, WIP, margin

Unpaid invoices, under/over billed, and left after costs — print the page or export the pack.

Closeout

Punch, warranties, retainage, and the binder on Job Home — not a second closeout product.

Warranties

Log a claim on the job, chase the owner on the portal, close when the work is done.

Cost catalog first run

The book starts empty — import a CSV or add the first item. No sample rates ship with the product.

Bid inbox

Open packages and awaiting quotes across jobs. Issue on Bids; this desk is read-only.

Account security

Two-factor sign-in with an authenticator app, sign out other devices, and how recovery works.

Measure: the free desk after a trial

What stays yours when a trial ends — one job, three sheets, the quantities and the export — where the packages begin, and how one sign-in keeps everything.

Try the desk, then keep it

The takeoff desk at /try with no account, Keep this, and where your measurements land after you sign up.

Proof on shared documents

What your client reads when an invoice, a proposal or a change order opens how its amount was reached — and the switch in Settings.

Construction guides and calculators

How to measure a roof plan, do a drywall takeoff, set the scale on a PDF plan and get a pay application right the first time — and calculators that run the desk's own arithmetic.

Glossary

One word for each thing — job, estimate, bid package, quote, purchase order, pay application, change order, selection — and what your clients read for the same things.