Every feature,
and why it exists

Every missed call fires a task first, then the thread entry, then an alert, then the text back — and three calls in ten minutes is one job, not three.

we missed a call and nobody followed up

A shelf of complete construction contracts — kit supplier, turnkey builder, design-build with subs — that you copy and make your own.

don't have a real contract, just a quote and a handshake

The customer approves the estimate, fills in their details, and their construction agreement is already written — priced, dated and ready to sign.

still typing contracts in Word for every job

Every new lead goes to a rep who covers that area, is not already buried, and — when it's a toss-up — closes and answers fastest.

my reps say it isn't fair that the same people get the good leads

Every lead you have sits on one board, in one of nine stages, and each stage is tied to a real thing that has to happen.

same customer showing up twice on my board

The quote is a page on your domain, not a PDF — their building in 3D, the price broken down, and an approve button at the bottom.

my quotes are a spreadsheet the customer cannot read

Draw the building by dragging it, and every stick, sheet and screw it needs is counted while you draw.

I size the building in one place and count the steel in another

Turns the building you drew into a priced labour line — square feet under roof, doors, tall walls, wainscot, soffits, insulation and lean-tos, every line visible and editable.

labour is a guess every single time

Every stick, panel, screw and yard of concrete measured off the same building the model draws, grouped into sections a supplier can read.

how much material for a 40 by 60

Your own list of priced add-ons — concrete, insulation, doors, permits, site prep — that drop onto an estimate as calculators that know their unit.

concrete pricing is on a PDF taped to the wall

The material list is frozen into a dated estimate, priced through the same list the builder used, ready to send.

have to re-enter the material list into the estimate

One timeline showing every live job, every stage inside it, and where each crew is on any given day.

I have no idea which crew is where next week

The crew shoots from a phone, and two visibly different buttons decide whether a photo goes in the job file or in front of the customer.

photos are on five different phones

Not the weather — whether today's plan still works. Gusts, the dry window, and a call for each trade.

we drove an hour to the site and couldn't set a single truss

Every stage carries a checklist of the actual work inside it, and ticking the last one finishes the stage.

no way to track what is actually done inside a stage

One texted link. No app, no password, and the whole day is on it — clock in, photo, blocked, checklist.

my guys will never log into another app

The crew ticks the same checkpoints the office does, from a link on their phone, and it means exactly the same thing.

crew won't use anything that needs a login

Two taps to file a jobsite photo against the right job and stage — and two visibly different buttons for save to job and save and send to the customer.

photos live in a group text and never reach the job file

One tap in, one tap out — and the hours come off two real moments instead of a Friday guess.

guys guess their hours at the end of the week

Price a mid-job scope change, get it signed, and turn it into money — with the days it adds and the reason for it on the record.

customer keeps adding things and I never charge for them

A job is figured for a number of days and the crew is paid for those days however fast they finish — whatever is left over goes back to them, split by hours worked.

crew stretches a two-day job into three

Invoices built from the estimate and the payment schedule — so the number on the invoice is the number they agreed to.

I retype every invoice into another program

What each material costs you and what you sell it for, in one book you edit when the yard changes its pricing.

lumber went up 20% and my quotes didn't move

Every line on the material list prices through a real material with a cost and a sell price, editable per shop, so the design carries a live dollar total.

lumber went up and every quote is stale

Set logos, colours, type and footer once, and every email and customer-facing page restyles to match.

the emails my customers get don't look like my company

The link they already have becomes a live project page — their building in 3D, what's done, what's paid, and every document they'll ever ask you for.

the customer phones every week asking if anything happened

Every text, email, call, voicemail and photo for a customer sits in one thread on their record, in the order it happened.

I can't remember if I texted or emailed them

Your customer gets one link that opens as their estimate and later becomes their live project dashboard, with no account to create.

customers cannot find the estimate I emailed them

Read it the way the customer will, fix anything, then send — and know whether it landed.

I sent it with the labour line showing

Finishing a stage sends the customer a progress update and the team a notification — exactly once, no matter how many devices saw it happen.

customer got the same progress email twice

A button beside Review and approve opens the customer's own building in the estimate — orbit it, switch views, take the roof off — with nothing they can change.

customer signs without really knowing what they bought

One panel beside the conversation holding how to reach them, what they are buying, where it came from — and two clicks to their estimate.

I have to click into three screens to see one customer

They read the full agreement on your letterhead, tick the binding acknowledgement, type their legal name and draw their signature.

chasing a signed contract by email

Make and take real calls inside the software, with the customer's file on screen and the call written to their record.

calls happen on my cell and the CRM knows nothing about them

An incoming call rings every cell you listed and every signed-in screen at once — and when nobody answers it takes a message, texts them back, and puts them on your callback list.

people call the number on my truck and it just hangs up

An event-by-role grid deciding who gets in-app, email or text for every event — with customer messages held apart from your team's alerts.

everyone gets emailed about everything

Five construction roles — Admin, Sales Rep, Project Manager, Crew Leader, Worker — each carrying about thirty specific abilities.

don't want my crew seeing what the job sold for

One list of everyone who works here — office, sales and every crew — whether or not they have a login.

my team list is empty but I have nineteen guys

One tab holding every service this company is plugged into — CRM, estimating, card payments, accounting — plus every door a lead comes through.

where do I put my quickbooks login

Connect your own QuickBooks company and customers, invoices, jobs and payments move between the two on their own — nothing gets keyed in twice.

entering every invoice twice, once here and once in QuickBooks

A tab on your sales board that turns every lead's real timestamps into close rates, response times and stage-time numbers — nobody types a report.

I have no idea how many leads actually turn into jobs

A standings board where every rep sees everyone's close rate, speed and score — and learns what moves each number — without ever seeing another rep's leads.

my reps have no idea how they're doing until commission day