Projects for contractors
Run a multi-week remodel, build, addition, deck or roof job with phases, change orders, a budget, subcontractors, daily logs and selections.
A project is a job that runs for weeks: a kitchen remodel, an addition, a new home, a deck or a roof. Mark any job as a project and it keeps everything a job has (visits, time, invoices, progress billing, photos) and adds what a contractor needs:
- Phases on a timeline, such as Demo → Framing → Rough-in → Drywall → Finish, each with dates, a status, a crew or a subcontractor.
- Change orders the customer approves and signs on a link or in their portal.
- Budget vs actual by cost category, with the projected margin.
- Subcontractors with their insurance, license and W-9 dates, bids, bills and payments.
- Daily logs with the weather filled in, who was on site, the work done and photos.
- Selections the customer makes, like flooring or fixtures, against an allowance.
- Files: plans, permits, contracts and photos, each shared with the crew, subs or customer.
Start a project
Turn a job into a project from a template.
Plan the schedule
Phases on a timeline, crews on the dispatch board.
Change orders
Write one, send it, and get it signed.
Budget vs actual
What the job should cost, what it costs, and the margin.
Subcontractors
Papers, bids, bills, payments and lien waivers.
Daily logs
One log a day, shared with the customer when you choose.
Selections
Choices the customer makes against an allowance.
Project files
Plans, permits, contracts and photos, shared or not.
What your customer sees
The project page in the customer portal.
Projects in the app
What the crew does from their phone.
Project settings
Templates, working days, wording and change-order terms.