Every part of the work, from the first lead to closeout. Turn on what your company uses; each plan below says what it includes.
CRM and leads
Leads, clients and the people behind the work, with follow-ups that show on your day.
Projects and schedule
Phases, tasks, a schedule with a critical path, daily logs, photos, RFIs, submittals and punch lists.
Estimates and proposals
Line items by category and cost code, markup, and a proposal your client signs online.
Contracts and change orders
The signed agreement sets the contract amount; change orders move it. Subcontracts live beside it.
Time clock and timecards
Hourly people clock in and out at the current time; salaried people enter hours. Approval, sign-off and payroll export.
Vendors and subcontractors
The Vendors list, bids, compliance documents, purchase orders and a portal for each subcontractor.
Financials
Budgets by category, committed and actual costs, bills, client invoices, retainage and profit by project.
Reports and exports
Printable summaries across projects and finances. Every table exports what is shown as CSV or prints as PDF.