Keep every job detail together
Keep Schedule, Documents, photos, people, Budget, quotes, and messages with each job. Start a project from a lead without entering the customer twice.
Give each person the view they need. Check the portal preview before you invite a client or trade.
Run field work from the job
Capture daily notes, weather, and safety details while the work is fresh. Sort photos by project, trade, area, and date.
Track unfinished work in Punch list. Send an RFI with an owner and due date when the team needs an answer.
Connect estimates, changes, and purchasing
Build estimates from quantities and unit prices. Cost codes let you compare planned and actual costs in Budget.
Keep each change order with its scope, cost, schedule effect, and approval. Save purchase orders and deliveries with the same job.
Give every role a clear job view
Arrange the Dashboard for each role and hide cards it does not need. Search finds projects, people, and job details.
Review upcoming work, RFIs, Punch list items, approvals, deliveries, and budget differences together. Assign the next step before the review ends.
Willow Creek example
In a Willow Creek kitchen remodel, the project manager adds a field question beside a site photo and assigns a response date. The answer guides the next trade task. A later inspection saves a correction, repair photos, and the review result with the job through closeout.
Frequently asked questions
Can a contractor connect an estimate to a project?
Review the estimate in the project quote, then create the project after acceptance. Your team keeps the estimate and project details together.
Does a client have project access?
Assign the client and publish the project records you want them to see in their portal.