One platform replaces 8 to 15 separate tools. Every feature connects to every other feature. One login. One database. One subscription.
Create an estimate, convert it to a job, assign your crew, track it to completion, and invoice the customer. The whole lifecycle without switching apps.
Full job lifecycle from creation to final invoice. Create a job, assign your crew, track it from start to finish. When the job closes out, the invoice builds itself. Every job ties back to the customer, the property, and the estimate that started it.
Two estimate modes. Standard bids for regular work, insurance estimates for restoration. Room-by-room line items with regional pricing so your numbers match the local market.
Send professional invoices with online payment built in. Customers pay through the client portal. The money posts to your ledger automatically. No double entry.
Full CRM. Contact history, job history, communication log. Lead pipeline with source tracking. Unified inbox that pulls from Google LSA, Meta, Nextdoor, and Yelp.
See every job on a calendar. Drag to reschedule. Multi-day projects, recurring maintenance visits, team availability at a glance. Your crew sees schedule changes the second they happen on their phone.
Connect your bank. Track every dollar. Run reports your CPA actually needs. This replaces your accounting software, not just your invoicing tool.
This is not basic invoicing dressed up as accounting. Double-entry bookkeeping with a real chart of accounts. Profit and loss, balance sheet, cash flow statements. Connect your bank through Plaid and transactions pull in automatically. Reconcile monthly. Know exactly where your money is.
Scan a receipt with your phone. It categorizes automatically. Allocate expenses to specific jobs so you know your true cost on every project.
26 tax categories built in. 1099-NEC generation for subcontractors. Tax reports by category. Export everything your CPA needs in one click.
Give your accountant their own login. They see the ledger, pull reports, and export data. Read-only access. They never touch your operational data.
Your techs clock in from their phone. Hours pull straight into payroll. Calculate pay, handle deductions, deposit directly to their bank accounts. No more cutting checks on Friday afternoon.
For larger operations. WIP reporting, AIA G702/G703 billing, progress billing, retainage tracking. Multi-branch P&L with budget vs. actual and job costing. The financial engine a GC actually needs.
Add "pay over time" to any estimate. The homeowner applies in 30 seconds, gets approved in real time. You get paid in 1 to 3 days. Zero lending risk on your end.
Click "Get Paid Now" on any approved invoice. Get 90 to 95% of the invoice amount the same day. Stop waiting 30 to 60 days for payment.
Business phone, texting, fax, video calls, team chat, and email. All under one roof with one business number.
Get a real business phone line. Customers call your business number, the AI receptionist picks up if you can't. Routes calls to the right person, takes messages, transcribes voicemails. Call recording on every call. Your personal number stays personal.
Two-way texting from your business number. Automated appointment reminders so customers don't forget. All conversations logged to the customer record.
Digital fax send and receive. No fax machine needed. Insurance companies and government offices still use fax. Now you can too, from your computer or phone.
Context-aware video calls. Screen sharing, meeting recording, booking system. Clients join from their portal without downloading anything.
Internal messaging with channels. Share files, link conversations to specific jobs. Keep work talk out of your personal texts.
Business email with templates and campaign sending. Professional communication from your business domain, not a personal gmail.
19 field tools, time tracking, and walkthroughs. All accessible from the job site without calling the office.
Everything your crew needs in the field, right from their phone. No more calling the office for information or stuffing receipts in your glovebox. Every entry links back to the job automatically.
One-tap clock in and out. GPS verification so you know your crew is where they say they are. Overtime calculations handled automatically. Hours feed directly into payroll.
12-screen inspection workflow. Room-by-room documentation with photos, notes, and measurements. Generates a professional report when you are done. Send it to the customer or attach it to the job.
These are not bolt-on integrations. They are built into the platform and connected to everything else.
Point your iPhone at a room. LiDAR scans it and builds the floor plan. Add trade-specific layers for electrical (15 symbols), plumbing (12 symbols), HVAC (10 symbols), or damage mapping (4 types). Measurements feed directly into your estimate. Edit on the web canvas. Export to PDF, PNG, or DXF for AutoCAD.
Type an address. Get instant satellite measurements without stepping on the property. Roof segments, pitch, area, shade analysis, building footprints, lot boundaries. Measurements drop right into your estimate. Scan entire neighborhoods in batch mode. Score leads by project potential.
Upload a blueprint PDF or photograph it at the job site. AI reads every room, wall, door, fixture, and trade symbol. Generates material takeoffs with quantities (SF, LF, EA) and pricing. Upload two versions and it highlights every change between them. Hybrid CV and LLM pipeline for accuracy.
An AI that actually knows your trade. Snap a photo of equipment and it identifies the model, specs, and parts needed. Ask code questions by jurisdiction (NEC, IPC, IMC, IRC). Describe a problem and get step-by-step repair guidance. Voice interface for hands-free on the job site. It knows your entire business context.
Turn on the modules you need. They connect to everything else in the platform. Insurance, property management, portals for your customers and crew.
Complete insurance claim workflow from intake to payment. Manage carriers and adjusters. Track moisture readings and drying logs with IICRC S500 compliance. Run TPA programs across multiple networks with SLA timers and profitability analytics. Supplement engine with carrier communication built in.
For contractors who own rentals. Portfolio dashboard with tenant and lease tracking. Collect rent through Stripe. Maintenance requests auto-create jobs. Per-property P&L, NOI, and cap rate calculations.
Your customers get their own portal. No app download, no password. Click a link and see project status, make payments, view documents, book video calls, submit maintenance requests. Equipment passport for their home. Referral program built in.
Your crew's daily dashboard. Assigned jobs, field tools, time clock, materials and equipment, daily logs. Pay stubs and training records. Clean and simple. No financials, no admin clutter. Just the work.
One platform. One subscription. One login. Built for the way contractors actually work.