Worked process example
One renovation. A connected set of records.
This example uses illustrative scope and amounts to show how a contractor can keep decisions, client communication and handover organized.
1. Capture the enquiry
A homeowner requests a bathroom renovation. Record the contact, site, photos, source and follow-up date in the lead record.
See this workflow →2. Quote the agreed scope
Build demolition, rough-in, finishes and fixtures as phases. Offer a separate $1,200 fixture upgrade as an optional item; the homeowner chooses their scope before approving.
See this workflow →3. Prepare the project
Plan the phases and tasks. Import selected items marked Track Material, then track each supplier and To Order, Ordered or Received status.
See this workflow →4. Share the trade scope
Select the drawings and scope for the electrical subcontractor. Send the current contractor portal link so they can review the work and return a quote.
See this workflow →5. Keep the site record
Record completed rough-in, photos before concealment, crew and the decision needed before closing the wall. Save the daily record online.
See this workflow →6. Keep the homeowner informed
Prepare a project update with completed work, upcoming work and access notes. On Professional or Business, use AI Rewrite to improve supported text, review the result, then publish and send the branded update.
See this workflow →7. Review the next approval
Document an extra outlet in a change order. Review pending change orders and purchase orders in the Approvals Hub, confirm the decision and follow up on the relevant scope.
See this workflow →8. Walk through the deficiencies
Photograph a paint touch-up and grout repair. Add descriptions, assign the painter and tiler, and send each trade their assigned checklist. Publish the reviewed closeout for the homeowner and track completion.
See this workflow →9. Review the balance
On a $10,000 invoice, record a confirmed $2,000 payment and review the $8,000 remaining balance. Send a receipt for the recorded payment.
See this workflow →Client updates and closeouts are shared project tools. AI Rewrite and change orders are included on Professional and Business. AI Rewrite usage limits apply.