Know which jobs made money.

Projects & proposals

What it is: One job record that carries your sell price from quote through approval, work, and close-out.

Why it matters: You never retype the same job into another tool.

1. Set up your companyCreate your contractor account and company details.
2. Start the jobOpen a new project for the work.
3. Price the workBuild the quote and set the final sell price.
4. Get approvalSend the proposal; your customer approves from their phone.

Change orders

What it is: Written scope changes on the same job, with customer approval and an updated sell price.

Why it matters: Extra work gets billed instead of disappearing in a handshake.

1. Add the extra workAdd the extra work and the new price on the job.
2. Send itSend the change order to your customer.
3. They approveThey approve from their phone, and it’s added to the contract.

Scheduling & visits

What it is: Site visits proposed and confirmed on the job.

Why it matters: Fewer wasted trips when nobody’s home.

1. Propose a visitPropose a visit time on the job.
2. ConfirmYour crew and customer confirm, reschedule, or decline.
3. Start workClock in when work starts on site.

Time, mileage & receipts

What it is: Labor, mileage, and receipt costs logged on the job, with live margin.

Why it matters: Costs are real — not Friday memory — and you see profit while you can still fix it.

1. Clock inClock in on the job when work starts.
2. Log mileageTrack trips to and from the site.
3. Add receiptsCapture materials and other costs on the job.
4. Watch marginSee live margin and cost breakdown while the job is open.

Field Staff

What it is: Post labor needs from a job; Field Staff apply with labor certifications and an aptitude quiz.

Why it matters: Fill a short crew without leaving the job — and see who can do the work before you hire.

1. Ask for helpPost what skills and people you need on the job.
2. They applyField Staff apply with their certifications and quiz results.
3. HireYou accept; they’re assigned to this job.

Inventory

What it is: Company stock you issue to a job; it becomes a cost on that job.

Why it matters: Parts leave the shelf as job cost — not a mystery pile at month-end.

1. Keep stock currentKeep your company inventory up to date.
2. Issue to the jobIssue stock to the project that will use it.
3. It hits the jobThose costs show up on that job’s receipts and cost breakdown.

Customer portal

What it is: A price-only portal for approvals, visit confirms, and online payment — never your cost or margin.

Why it matters: Customers stay in the loop without seeing what the job costs you.

1. Invite themInvite your customer onto the job.
2. They approveThey approve proposals and change orders from their phone.
3. They confirm visitsThey confirm proposed site visits.
4. They payThey pay invoices online.

Stripe invoicing & refunds

What it is: Invoices from the job paid online through Stripe, plus full or partial refunds you issue from the invoice.

Why it matters: Less chasing checks — and refunds without leaving the app.

1. Connect paymentsConnect Stripe so customers can pay you online.
2. Bill the jobCreate a partial or remaining-balance invoice on the job.
3. Send for paymentSend the invoice and request payment.
4. Refund if neededIssue a full or partial refund from the invoice when you need to.

Progress billing & retainage

What it is: Progress billing as work advances, plus retainage held and released on subcontractor invoices.

Why it matters: Bigger jobs get paid in draws, and subcontract retainage doesn’t get lost in a spreadsheet.

1. Set the scheduleUse the billing schedule of values on the job.
2. Bill a drawSubmit a progress application as work advances.
3. Hold and releaseHold retainage on subcontract invoices and release it when due.

Project health at a glance

Every job carries a health score from 0 to 100, rated Excellent, Good, Fair, Poor or Critical. Points come off for overdue milestones, a job on hold or cancelled, a missing scope of work, or costs running more than 10% over budget, and the badge tells you why.

Chat with your team, ask the AI about the job

Each project has its own chat for the crew, PM and customer to share messages and photos, with history export for the PM, admin and customer. Need an answer fast? The built-in AI assistant reads that project's details and answers your questions, typed or dictated, with photos and files attached.