Everything it does,
on site and in the office.

106 capabilities across 14 areas of the job. Here is the whole tour, what happens on site and what happens back at the office, and which plan turns each one on.

30 days free. No card. Unlimited users on every plan.

$0 cut of every paymentUnlimited users, no per-seat fee8-source import, no paid gate

What the simple tools skip and the big ones bury

Most of what follows every tool has in some form. These seven are the ones that decide whether a job pays on time and holds up when someone disputes it.

OFFICE

Good, Better, Best proposals

One link, three tiers. The customer picks the option they want and signs it. You stop rewriting the same estimate three ways, and the tiers they skipped close themselves out.

Good$11,400
Better$16,200signed
Best$21,800
FIELD

GPS clock-in with auto text

The crew hits the 300 ft geofence, the client gets the arrival text, and the timestamp is real instead of remembered later.

FIELD

Photo-gated progress billing

No dry-in photo, no invoice. The proof and the bill travel together, so nobody argues the draw.

OFFICE

Dispute vault

Every signature, photo, and timestamp in one place, exported as a court-ready PDF the day a job goes sideways.

OFFICE

AI review replies

Five stars route to Google. A lower one comes to you first, with a reply already drafted.

CLIENTS

Client portal

Homeowners see the estimate, approve milestones, and pay without a single phone call.

CLIENTS

Sub portal and COI tracking

Subs upload their own COI and W-9. Expired coverage drops them off the schedule on its own.

The full list

Every capability, grouped the way a job runs

An unmarked line is included from Standard up. A tag shows the first plan that turns it on. Zones tell you where the work happens.

FIELD on the jobsiteOFFICE back at the shopPro minimum planSoon in the works

Estimates and proposals

OFFICE
  • Create and send estimates
  • Line items with quantities and pricing
  • Digital e-signatures on estimates
  • One-click estimate to invoice
  • Estimate approval tracking
  • Good, Better, Best tiered proposalsPro
  • Recurring estimate templatesPro

Invoicing and payments

MONEY
  • Create and send invoices
  • Partial invoicing, deposit plus remainder
  • Record offline payments, cash or check
  • Void an invoice with a full audit trail
  • Late fee calculation and application
  • Collections reminders on day 3, 7, and 14
  • Aging reports in 30, 60, and 90 day buckets
  • Progress billing gated on milestone photosPro
  • Zero transaction fees on every payment

Scheduling and dispatch

FIELD
  • Drag-and-drop dispatch board
  • Weekly and daily schedule views
  • Double-booking detection
  • Job to crew assignment
  • Availability blocks for time off
  • Custom status pipelines per trade typePro
  • Weather alerts for wind, rain, and freezePro

Crew and field operations

FIELD
  • Crew management, build teams and assign members
  • Skills and trade tracking per member
  • GPS clock-in and out with a 300 ft geofence
  • Auto-text the client when the crew arrives
  • Time tracking with duration and mileage
  • Travel time logging
  • Before, during, and after job photos
  • Mobile crew app with offline mode
  • Material logging: name, quantity, unit cost, supplier
  • Receipt scanning with OCR
  • Equipment tracking and assignment

Clients

CLIENTS
  • Client database with full contact info
  • Branded portal for estimates, invoices, photos, status
  • Portal links sent by text and email
  • Digital signature collection
  • Milestone approval from the portal
  • Lifetime value per client
  • Referral tracking with unique codes
  • SMS and email opt-out compliance
  • Automated client reminders and updatesPro

Subcontractors

CLIENTS
  • Subcontractor database
  • Sub portal with its own loginPro
  • COI upload and expiry trackingPro
  • Expired COI blocks job assignmentPro
  • W-9 document managementPro
  • Availability togglePro
  • Performance scoring, on-time and completion ratePro
  • Compliance dashboard for expiring coveragePro
  • 1099-NEC year-end generation, JSON and PDFBusiness

Documents and storage

OFFICE
  • Per-job storage for permits, lien waivers, contracts
  • Digital signature with timestamp
  • Expiry alerts at 90, 60, and 30 days
  • Encrypted storage for W-9s, AOBs, and COIs
  • Dispute vault with court-ready PDF exportPro

Reporting and analytics

OFFICE
  • Activity timeline, every action logged per job
  • Job costing across materials and laborPro
  • Live materials cost running totalsPro
  • Revenue, margin, and win rate reportsBusiness
  • Crew utilization reportsBusiness
  • Full reporting suiteBusiness
  • Benchmark intelligence against your tradeBusiness
Go deeper

Reputation and reviews

CLIENTS
  • Post-job review collection
  • Smart routing, 5 stars to Google, lower comes to you
  • Reputation dashboard with rating breakdown
  • Referral link generation and tracking
  • Referral conversion tracking
  • AI-drafted review responsesBusiness

Insurance restoration

OFFICE
  • Mark jobs as insurance claims
  • Claim metadata: carrier, policy, deductiblePro
  • Adjuster ESX estimate import and parsingBusiness
  • Supplement tracking and managementBusiness
  • Paper trail PDF generationBusiness
  • Canopy Connect policy verificationSoonEnterprise
Go deeper

Switching over

OFFICE

Import tools ship on every plan, no paid gate.

  • Jobber CSV import
  • Housecall Pro and JobNimbus CSV import
  • Generic CSV import with AI field mapping
  • Photo migration by URL fetch
  • PDF invoice and estimate ingestionPro
  • AI screenshot ingestionBusiness
  • 7-day migration rollback
  • White-glove assisted migration, $299

Communication

CLIENTS
  • Email for estimates, invoices, and reminders
  • SMS for crew arrival and payment reminders
  • Customizable email templates
  • Automated appointment remindersPro
  • Automated payment nudgesPro
  • Automated status update notificationsPro

Platform and support

PLATFORM
  • Dark mode
  • Master project linking for multi-phase jobsBusiness
  • Priority supportBusiness
  • Multi-location managementEnterprise
  • Custom API integrationsEnterprise
  • White-label optionEnterprise
  • Dedicated account managerEnterprise
  • Custom onboardingEnterprise
  • SLA guaranteeEnterprise
Security

Your data belongs to you alone

Zero Trust from the first login. Every account is walled off from every other one at the database, not just in the app. These controls are on for every plan, not sold as an upsell.

Zero Trust architecture
Every request is re-verified. Nothing is trusted because it got in once.
Complete tenant isolation
Row-level security in the database walls your account off from every other one.
AES-256 at rest
Sensitive fields are encrypted before they ever touch disk.
TLS 1.3 in transit
Everything between your crew and us is encrypted end to end.
Role-based access, 5 roles
Owner, office admin, field crew, subcontractor, and client each see only their own.
Immutable audit trail
Every action is logged in a record no one can edit away.
US-based data storage
Your records stay on infrastructure inside the United States.

Four flat prices. The features scale, the seats never cost extra.

Standard
$99/mo
Solo operator
MOST PICKED
Pro
$149/mo
Growing crew
Business
$249/mo
Established shop
Enterprise
$499/mo
Multi-location
StandardProBusinessEnterprise
Active jobs50100150Unlimited
UsersUnlimitedUnlimitedUnlimitedUnlimited
Storage10 GB50 GB250 GB1 TB
Emails / month5002,50010,000Unlimited
SMS / month1005002,0005,000
Transaction fees$0$0$0$0

Unlimited users on every plan. Annual billing saves about 16 percent.

See the whole board with your own jobs on it.

Free for 30 days, no card. Bring your crew and your history over in an afternoon.

Start free trial