One connected workspace
Find the workflow your team needs.
Start with the job, then connect the records around it. Each guide explains what works, how to use it and the plan that includes it.
Sales & quotes
Lead management
Keep enquiries, ownership and the next follow-up together.
View workflow →Client records
Find the client details behind the job.
View workflow →Estimating & quoting
Build a clear scope with costs, phases and client options.
View workflow →Quote & phase templates
Reuse the structure of work you quote often.
View workflow →Client portal
Give clients the shared documents, updates and closeout checklist.
View workflow →Pricebook
Reuse the items you quote regularly.
View workflow →Projects & field
Project management
Know what is planned, assigned, blocked and ordered.
View workflow →Scheduling
Plan phase dates and see assigned work.
View workflow →Daily logs & project notes
Leave a useful record of what happened on site.
View workflow →Project materials
Turn selected quoted materials into an ordering list.
View workflow →Contractor portal
Share selected scope and documents with a trade partner.
View workflow →Plans & permits
Find the drawing revision and supporting permit record.
View workflow →Approvals Hub
Keep quote activity and pending approvals in view.
View workflow →Client project updates
Give clients a clear update on progress and upcoming work.
View workflow →Project closeouts & deficiency checklists
Close out the job with a photo for every deficiency.
View workflow →Team & help
Money & purchasing
Change orders
Agree on changed scope before invoicing it.
View workflow →Purchase orders
Document what you ordered and where it belongs.
View workflow →Inventory
See stock, movements and project usage.
View workflow →Invoicing & payments
Invoice agreed scope and track the remaining balance.
View workflow →Expense tracking
Keep the receipt, category and job together.
View workflow →Reports
Review collected payments, expenses and outstanding invoices.
View workflow →Help when you need the next step
Ask AI Help how to use a feature, then open the relevant written guide or app route from its answer. Written help covers the app’s quoting, project, team and client communication workflows.