Document Management
Keep all your project documents organized in one secure, cloud-based location. No more searching through email attachments or filing cabinets.
- Store unlimited documents with Pro plan
- Professional templates for contracts, permits, and reports
- Edit documents directly in the platform
- Version control and revision history
- Secure sharing with clients and team members
Electronic Signatures
Get contracts signed in minutes instead of days. Legally binding electronic signatures that work on any device.
- Unlimited e-signatures with Pro plan
- Multi-party signature workflows
- Automated reminders for pending signatures
- Audit trail and legal compliance
- Works on mobile, tablet, and desktop
Payment Processing & Invoicing
Accept payments online and get paid faster. Create professional invoices and track payment status in real-time.
- Integrated payment gateway (Stripe, PayPal)
- Create and send invoices in seconds
- Milestone-based payment schedules
- Automatic payment reminders
- Payment tracking and reporting
Client & Lead Management
Manage all your client relationships from one powerful CRM. Track leads, communications, and project history.
- Complete contact database
- Lead tracking and conversion pipeline
- Communication history and notes
- Client portal for document access
- Task and follow-up reminders
Property & Project Showcase
Impress clients with beautiful project galleries and progress documentation. Perfect for showcasing your work.
- Professional photo galleries
- Progress photo timeline
- Floor plan and blueprint display
- Before/after comparisons
- 3D virtual tour integration (Pro)
Scheduling & Timeline Management
Plan projects with precision using Gantt charts and timelines. Schedule meetings and set automated reminders.
- Visual Gantt chart project timelines
- Milestone tracking and alerts
- Appointment scheduling with clients
- Calendar integration (Google, Outlook)
- Automated notifications and reminders
Quotations & Cost Estimation
Create detailed, professional quotes in minutes. Accurate cost estimation helps you win more projects and maintain profitability.
- Professional quotation templates
- Cost calculator with material and labor
- Customizable line items and pricing
- PDF export and email delivery
- Quote approval tracking
Analytics & Reporting
Make data-driven decisions with comprehensive reports and analytics. Track profitability, cash flow, and project performance.
- Real-time project dashboard
- Profitability analysis by project
- Cash flow and revenue tracking
- Custom report generation
- Export to PDF, Excel, CSV
Team Collaboration
Work seamlessly with your team and subcontractors. Assign tasks, share files, and communicate effectively.
- Multi-user accounts and permissions
- Task assignment and tracking
- Internal messaging and comments
- Subcontractor and vendor management
- Activity logs and audit trails