Phone call, website form, referral, screenshot of a text, photo of a business card — upload everything at once. AI reads all files, identifies the client (not you or your architect), and auto-fills every field. Or just type it in.
Pick appointment type: Estimate Walkthrough, Design Consultation, Initial Meeting, Phone Consultation, and more. Date picker, time selectors, PM assignment. One click creates the calendar event, sends a branded confirmation email, and updates the lead stage.
Walk through the property with your phone recording. Narrate every room — measurements, conditions, client preferences, issues. No time limit. Audio saves in 2-minute chunks so nothing is lost. AI transcribes everything and creates: detailed notes by room, tasks with due dates, follow-up events, scope items, and measurements.
AI uses walkthrough notes, photos, and scope documents to build a full estimate with line items, quantities, and zip-code-adjusted pricing. Professional branded PDF in seconds, not hours.
Email + SMS in one click. Client gets a branded portal link where they can view the estimate, ask questions via chat, and sign electronically. You get a notification the moment they open it.
Client e-signs in the portal. Project is automatically created with all data carried over — scope, photos, documents, customer record. Lead stage updates to "Won". Zero manual steps.
Send bid requests to subs from the scope. Each sub gets a bid portal with their trade's scope items. Track submissions, compare bids, select winners.
Tasks, scheduling, daily logs, change orders, selections, sub coordination, client updates — all in one place. Photo documentation with markup, comments, tags, AI descriptions, and shareable galleries. Voice walkthroughs create daily logs and punch items automatically. Client portal shows real-time progress.
Draw schedules, payment tracking, invoice generation. Client pays through their portal via Square or Stripe. Lien waivers auto-generated.
Project closes. Request a Google review. Track referral commissions. The client becomes your next lead source.
View estimates, sign contracts, track project progress, view photos, send messages, make payments. Branded with your company name and logo.
Interior designers review selections, upload mood boards, coordinate finishes. Keeps designer communication organized and project-specific.
Subs receive scope, upload bid documents for AI reading, submit bids, upload insurance certificates. Professional presentation.
Hard money lenders see property details, renovation scope, comps, borrower profile, draw schedule. One link replaces 15 emails.
Assigned tasks, completion photos (required), daily check-ins, plan access, time tracking. Bilingual EN/ES. Crew members get a separate simple portal.
Vendor, insurance, adjuster, partner, realtor, deal investor, and your public company site. Every stakeholder — including outside capital on tenant deals — has a door.
Walk through any space narrating what you see. No time limit — audio saves in 2-minute chunks. AI transcribes everything and creates walkthrough notes, tasks, calendar events, scope items, measurements, and punch items. Works on leads, estimates, projects, and deals.
Upload business cards, screenshots, PDFs, plans, emails — all at once. AI reads every file, identifies who's the client vs. architect vs. your team, and auto-fills every lead field. Files save to the lead card automatically.
Markup photos with arrows, circles, and text. Tag by room or phase. Comment threads on individual photos. AI auto-describes what's in each photo. Generate branded PDF photo reports. Share public photo galleries with clients — one link.
Full estimate from walkthrough notes, photos, or voice description. Line items with quantities and zip-code pricing. Professional branded PDF in seconds, not hours.
"Schedule plumber for Tuesday at 10am on the Henderson project." AI creates the calendar event, assigns the sub, notifies the client. 12 action types from one voice command.
19 tabs: Invoices, Expenses, P&L, Balance Sheet, Bank Feeds, Reconciliation, POs, Job Costing, Budget vs Actual, AP/AR Aging, Customer Statements, Chart of Accounts, Journal Entries, Vendor Credits, Cash Flow, Cost Codes, 1099 Tracking. AI receipt scanner. AI budget recommendations. QuickBooks parity built in.
Real recordings from a real contractor's phone. No scripted demos.
"On the first day it was clear that this software is superior in every way. What used to take me all day took 15 minutes."
"Light years ahead of any other project management software on the market. It has legitimately saved my staff 10 to 15 hours a week EACH."
"Amazing software. Can’t recommend enough. This saves me countless hours every week and frees up so much time that I used to spend writing estimates and contracts."
14-day free trial. No credit card required. Full access to every feature including all 12 portals, AI walkthrough recorder, and smart voice commands.
