Phases, ticked as they finish
The same phases you priced and scheduled. Marking one done moves the schedule, updates the client portal and readies the next draw.
Projects
Every job you have running, on one screen.
Where each one is, what it has cost, what is left to bill and whether it is still making money — without opening five things.
Active jobs 3 running · $54,200 contracted
14 Fletcher Ave — bathroom day 11 of 15
Contract $21,881 Spent $12,207 Margin +$1,340
88 Simcoe St — basement day 4 of 22
Contract $28,400 Spent $4,910 Margin on track
7 Greenhill — deck waiting on inspection
Contract $3,919 Spent $2,840 To bill $1,079
Three jobs, five places, no overview
So you manage whichever one shouted loudest
The problem: The schedule is on a whiteboard, the costs are in a shoebox, the photos are on your phone, the invoices are in an app and the contract is in your email. To answer “how is Fletcher going?” you open four things and still guess at the margin.
So the job with the loudest client gets your attention, and the one quietly going over budget does not — until it is finished.
- Nothing tells you which job needs you today
- A job at 92% with $1,079 unbilled is money sitting still
- Photos and documents scattered across phones cannot settle a dispute
What lives on the job
Signed contract & change orders2
Site photos24
Daily reports11
Receipts & sub invoices19
Selections & approvals7
One place per job
The folder the job actually lives in.
Everything about a job in one place, and every part of it connected to the estimate it started as.
What happened, from the crew
Who was on site, what got done, what is blocked, with photos. Written on a phone in three minutes at the end of the day.
Contract, COs, permits, selections
Signed and dated in one place. When a homeowner remembers something differently, the answer is on the job rather than in someone’s inbox.
Contract, cost and margin together
What it is worth, what it has cost and what is left to bill — the three numbers that tell you whether to worry.
Why one system
The job is the same object all the way through.
LeadEstimateContractProjectInvoicesJob P&L
A project management tool that starts when the job starts has no idea what you quoted, so it can show you progress but never margin. Here the project IS the estimate, further along — which is the only reason the margin can be real.
What it changes on Monday
- You know which job needs you today instead of which client called.
- The quiet overrun is visible while there is still time to act.
- Finished work gets billed — a job sitting at 92% with money unbilled stands out.
- Disputes end quickly, because the photos, the dates and the signatures are on the job.
Needs you today
7 Greenhill — unbilled$1,079
88 Simcoe — tile selection dueThu
14 Fletcher — on track—
Put your live jobs on one screen.
Whatever you have running right now. See which one you have been ignoring.
7 days free · no credit card · then $49.99/mo for 3 months