Multi-phase progress billing
Set a draw schedule that matches the build: demo, rough-in, drywall, cabinets, finish. Each phase invoices on its own so money comes in as the work happens, not all at the end.
Multi-phase progress billing, a client portal that shows real progress, photo documentation, change-order tracking, and subcontractor compliance, all in one app built for how remodeling contractors actually run their business.
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The gaps that quietly cost you hours, margin, and the occasional customer.
A kitchen remodel runs eight weeks across demo, framing, tile, and finish carpentry. If you only bill at the start and the end, you're floating tens of thousands in materials and labor. One slow homeowner and your own payroll is at risk.
The homeowner can't see the job, so they call. And text. And drop by. You're explaining the draw schedule and the punch list for the third time this week instead of running your crews.
They want a pot filler, a different tile, an extra outlet. You say sure, the cost adds up, and at the end there's a fight because nothing was written down. Remodels die on undocumented changes.
Your tile sub's COI expired last month and nobody noticed. Now they're on site, uninsured, and if anything goes wrong it lands on you. Tracking certificates across a dozen subs by hand never works.
Set a draw schedule that matches the build: demo, rough-in, drywall, cabinets, finish. Each phase invoices on its own so money comes in as the work happens, not all at the end.
The homeowner logs in and sees the current phase, approved change orders, milestone photos, and what's been paid. The drop-by visits and the daily texts stop because they can already see everything.
Log the pot filler, the upgraded tile, the extra outlet as line items. The homeowner approves each one from the portal, and it flows onto the invoice. Scope changes and the price always agree.
Each draw requires a verified photo before the invoice unlocks. Framing inspected? Photo. Countertops set? Photo. The homeowner sees the work, then the milestone invoice sends.
Track every sub's certificate of insurance with auto-alerts at 90, 60, and 30 days. If a COI lapses, that sub can't be assigned to a job until they upload a current certificate.
Every signed change order, milestone photo, and payment lives in a tamper-proof timeline. If a homeowner disputes the punch list or a charge, one click produces a court-ready PDF of the whole job.
Bill a big deposit up front, then nothing until the job is done. You carry materials and three trades' labor for weeks and sweat every Friday payroll.
Set a draw schedule tied to phases. As each phase completes and gets photographed, the invoice for that draw sends automatically. Cash comes in steadily through the whole build.
Homeowner has no view into the project, so they call constantly and stop by unannounced. Every visit pulls you off another job to give a status update.
The homeowner opens the client portal and sees the current phase, change orders, photos, and payments. The status questions answer themselves and your crews keep working.
They ask for an upgraded countertop verbally. You order it, install it, and the final invoice surprises them. Now you're arguing instead of collecting.
Add the upgrade as a change order. The homeowner approves it in the portal before you order anything. The signed change and the invoice line match exactly, so there's nothing to argue about.
Add your office, your crews, and your subs. The price does not move, and no percentage comes off the payments your clients send.
Every plan: unlimited users, no transaction fees, and a 30-day free trial.
See all featuresFree for 30 days, no card. Send your first estimate today and see the job move through the board.
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