Basic

 build

This Build is perfect for small companies that want to ditch the excel sheets and spend less time on back office admin work.

1 - 6 Core features
Quote Faster
Track Projects Tasks
Track Time & Invoices

What's Included

This Build is perfect for small companies that want to ditch the excel sheets and digitize their company for faster workflows and less time with back-office work.

Select from 1 - 6 Core features

Estimating
  • Create and email quotes in minutes (eSignature available with upgrade)
  • Select items from your material and labour data base; your 'Price Book'
  • Track Cost vs Sell price of each quote
Project Tracking
  • Simpler Project Tracking with notes, photos, videos (Real-time Job Costing available with upgrade)
  • Organize Files all in one place
    • (Integrate your cloud storage like Google Drive or OneDrive; available with upgrade)
Task Management
  • Log Tasks (AI photo logging available with upgrade)
  • See tasks with a table and/or calendar view
  • Assign tasks to employees and/or jobs
  • Set due dates on tasks
Time Tracking
  • Employees can log time under projects
  • punch in / out features
  • Automatic weekly time sheets (QuickBooks integration available with upgrade)
Invoicing
  • Create and email invoices from your projects
  • Track payment status
  • Track lump-sum and partial payments (QuickBooks integration available with upgrade)
Contact Management
  • Keep track of all your Contacts in one place
  • Tag contacts/companies by Supplier, Client, Sub-Contractor, and more...
  • Call, Email, SMS triggers

Looking for more?

Don't see a feature you need, like progress draws, change orders, gantt charts, AI features, or more...?

Build your own app with our online estimator here.

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