One integrated solution, from first contact to final payment.
No add-on modules, no "call for Enterprise pricing" to unlock the features you actually need. Every tenant gets the full platform.
Customer Relationship Management
Unified Company & Contact Records
Every client, vendor, and prospect - person and company both - lives in one real record, not a scattered mix of spreadsheets and sticky notes.
Full Activity & Communication History
Every call, text, email, and note lands automatically on that contact's timeline, so anyone on your team can pick up a relationship exactly where it left off.
Lead-to-Client Pipeline
Track prospects from first inquiry through Won or Lost on a visual Kanban board, so no lead quietly falls through the cracks.
Data Fields That Fit Your Business
Add the custom fields that actually matter for how you work - not a generic CRM's one-size-fits-all contact form.
Companies On a Map
See every client, vendor, and prospect plotted geographically - spot territory gaps and cluster your outreach without exporting to a separate mapping tool.
Advanced Filtering, Right on the Grid
Build multi-condition filters directly on any Companies or People list - no separate report to run, no IT ticket to ask someone else to pull the list for you.
Import Data & Excel Export
Bring your existing contact list in, or pull any grid out to Excel in a click - your data is never locked in.
Client, Vendor, or Both - One Record
A company can be a client, a vendor, or both at once, without a duplicate record for each role - real relationships aren't always one-directional.
Project Management
Full Project Details
All project information - financials, schedule, documents, communications - lives in one place, so nothing gets lost.
Project Status Board
See every project as a card on a Kanban board, one column per status - drag a card to move the project forward, no edit form required.
Projects On a Map
Plot all your projects, or just the ones you've filtered, on a map - plan routes and spot where your work clusters.
Estimating
Phase-by-phase cost breakdowns - material, labor, sub, equipment - with independent markups per category, pulled straight from your own priced catalog.
Proposals & eSignatures
Turn an estimate into a branded proposal PDF or Word document, then send it out for a real, legally binding signature - built in using Syncfusion BoldSign.
Hide What You Don't Need
Every business is different - hide the tabs and reference-list values you'll never use, so your team only ever sees what actually applies to your work.
Schedules & Checklists
Keep a project's timeline and task list in the same place as everything else about that project - no separate scheduling tool to keep in sync by hand, and nothing gets missed.
Permit Tracking
Record every permit a project needs - permit type, issuing jurisdiction, and notes - right on the project, instead of in a separate folder or someone's memory.
Service Requests & Calls
Log service calls against a Project, Company, or Asset - track time and attachments, then invoice straight from the same record, from first call to final payment.
Assets & Equipment Tracking
Track the equipment and assets tied to a property or project, with a full service history attached to each one - so you always know what's been done and when.
Vendor Quotes & POs
Issue, track, and reconcile Quotes, POs & Deliveries against vendor bills without ever leaving the project, so nothing slips through the cracks.
Document Library & Templates
A real merge-field document engine - build your own custom report or document template once, generate it fresh for every project.
Invoicing & Payments
Client invoices, payments and credit memos, all in one place - with optional client online payments using Stripe.
Warranty Tracking
Log post-completion warranty requests and keep them open until resolved - clients can submit these themselves from the Client Portal.
Custom Fields by Project Type
A remodel and a service call don't need the same intake form - scope your custom fields to exactly the Project Types where they actually apply.
Branded Documents, Every Time
Your logo, header, and footer apply automatically to every proposal, invoice, and report you generate - set your branding once, not document by document.
Employee
Leave Management
Real leave requests, approvals, and balances - employees submit, managers approve, and everyone can see the team calendar without a spreadsheet passed around by email.
Employee Timesheets
Time entry with a real approval workflow, tied straight to the project it was worked on - no separate timesheet system, and every hour flows straight into project costing.
Org Hierarchy & Chart
Model your real reporting structure - departments, divisions, whatever shape your team takes - and see it laid out as a real visual chart, always current.
Expense Reimbursement
Employees submit out-of-pocket project expenses, you approve and reimburse - with a full record of what was paid, how, and when.
Policy Library
Publish your handbook, safety policies, and procedures in one place - and know exactly who's actually read and acknowledged each one, not just assumed they did.
Staff Login Access
Turn any Employee record into a real staff login in one click - no separate user-management system to keep in sync with your actual team.
Employee Records, Your Way
Add the custom fields your HR process actually needs, right on the employee record - not a generic template that never quite fits.
Benefits & Dependents Tracking
Health plans, dependents, and benefits enrollment tracked right on the employee record - not a separate binder.
Marketing, Sales & Estimate
Phase / Category / Item Estimating
Build an estimate the way you actually think about a project - Phase, then Category, then priced Line Items - with real markup math at every level, not a flat spreadsheet.
Reusable Cost Catalog
Your own priced catalog of materials, labor, subs, and equipment. Pull items straight into any estimate instead of re-typing prices project after project.
Proposals That Look Sharp
Branded, professional proposal documents generated straight from the estimate - header, footer, and layout all yours to configure once and reuse everywhere.
Bid Requests, End to End
Estimate to Quote to Purchase Order to Receiving to Bill - one connected workflow for getting vendor pricing and turning it into a real, trackable commitment.
Pre-Built Cost Bundles
Group the materials, labor, and sub costs that always go together - a bathroom rough-in, a deck package - into one reusable assembly. Drop it into an estimate as a single line instead of rebuilding it item by item every time.
Estimate Treeview
Build and edit a whole estimate - phases, categories, line items - in a single tree view. No more hopping between separate dialogs just to add one item to a different category.
Automatic Delivery Issue Alerts
Flag a missing, wrong, or damaged item the moment a delivery comes in, and your vendor gets notified automatically - no separate email to write, no waiting for you to remember.
Custom Mailouts
Build real image-rich email campaigns and target exactly the clients you want to reach - your own image library, composer, and send engine, no separate marketing tool.
Project Finances
Client Invoices & Online Payments
Send invoices, collect payment online with a real card-payment button - money lands directly in your own Stripe account, we never touch it.
Vendor Bills & Payments
Track what you owe, pay vendors who've connected their own Stripe account directly from the app instead of cutting a check.
QuickBooks Online Sync
A real, human-reviewed sync queue for Customers, Invoices, Payments, Bills, Vendors, and Estimates - nothing pushes to QuickBooks without you approving it first.
Journal Entries & Chart of Accounts
Manual double-entry bookkeeping for the adjustments that don't come from an invoice or a bill.
Role-Based Access Control & Customization
Users in Roles
Group your team into roles like Office, Field, or Sales, and a user can hold more than one - set up access once per role instead of person by person.
Application Menus
Hide the side-menu entries your business never uses, company-wide, so your team's menu shows only the work you actually do.
Tab Order Customization
Put the tabs on your Project, Company, and other records in the order your team works - and hide the ones you'll never open.
Access to Features by Role
Grant each role exactly the pages and features it needs, down to the individual page - not an all-or-nothing admin switch.
Client & Vendor Experience
Client Portal - Free, Unlimited
Your clients see invoices, pay online, view schedules and documents, and message you directly - one login, no per-seat cost, ever.
Vendor Portal - Free, Unlimited
Vendors see their quotes and POs, respond, and get paid - same no-per-seat-cost model as the Client Portal.
Email & SMS, Built In
Reach clients and vendors by email or text from inside the app - one compose screen, one send history, nothing to bolt on separately.
Turn Past Clients Into Repeat Business
Show past clients a catalog of services they're actually likely to need next, based on their own project history - request a quote or buy now, right from their portal.
Warranty Tracking
Clients can submit a warranty request straight from their own portal after the project's done - it lands in your queue, not a missed voicemail.
Vendors Get Paid Directly
A vendor connects their own Stripe account once, then gets paid the moment you approve their bill - no more chasing a check or waiting on the mail.
Compliant Texting, Built In
Real opt-in consent tracking on every text, so your SMS stays welcome - not flagged as spam and not a compliance risk you have to think about.
Sign From Anywhere, No Printer Needed
Proposals go out for a real e-signature your client can complete from their phone or laptop - no printing, scanning, or "just reply to confirm" ambiguity.
Reporting & Insight
Cross-Tab Analysis
An ad-hoc pivot table over your own project data - build the exact breakdown you need, no report-writer required.
Dashboards
Drag-and-drop dashboards for Projects and People - resize, rearrange, and click any chart segment to drill straight into the records behind it.
Report Builder
Design your own custom report from real fields on any project - flat lists or grouped/subtotaled sections, no code needed.
Query Builder
A visual, no-SQL way to ask any question against your own data - pick a table, build a filter, run it.
Ready-Made Financial Reports
A library of built-in project and estimate reports - cost summaries, variance, category breakdowns - ready in PDF or Word with no setup.
Multi-Location Rollup Reporting
Running more than one location? Roll revenue and the numbers that matter up across every site into one view - no manual exporting and re-combining required.
Personalized Grids, Saved Your Way
Choose exactly the columns you want on any grid and it remembers - every user gets their own layout, not one fixed view for the whole team.
PDF Toolkit
Merge, split, delete pages from, or compress a PDF right in the browser - plus a real PDF form designer/filler for one-off documents.