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From the first detail to the final invoice

One job.
Every step connected.

The scope becomes an estimate. The approved proposal becomes a project. The plans, people, and numbers stay with it.

Try the sample companyFollow the workflow

Interactive preview · sample data · no card required

A complete job, in five connected steps

  1. 01Find the workA clear scope
  2. 02Win the jobAn agreed price
  3. 03Plan the workEveryone accounted for
  4. 04Keep it movingA shared record
  5. 05Know the numbersThe full job picture
01

Start with the opportunity. Keep the context.

Capture the customer, location, scope, and bid date. Review requests before you put a price on them, and keep the plans close as the opportunity takes shape.

Explore opportunities
What stays with the job
  • Customer & project scope
  • Service request or bid opportunity
  • Plans, location & next action
02

Build the estimate. Preserve what was approved.

Use quantities, costs, catalog items, and markup to price the work. Create a saved customer-facing proposal. An approved new-job proposal becomes a connected project.

Build a sample estimate
What stays with the job
  • Reusable catalog & estimate templates
  • Saved proposal version & approval
  • Estimate connected to the new job
03

Put the plans, people, and purchases in place.

Assign work, schedule visits, and compare trade bids. Keep drawing revisions and questions with the job. Turn an awarded trade bid into a purchase order without losing its scope.

Open the project workspace
What stays with the job
  • Trade bids & side-by-side comparison
  • Drawings, takeoff & revision history
  • Assigned work & purchase orders
04

Know what happened. Decide what happens next.

Record field reports, photos, time, and blockers. Track selections and drawing questions. Put additional scope through a change order and prepare customer updates for your review.

Explore a working job
What stays with the job
  • Field reports & approved labor time
  • RFIs, selections & change decisions
  • Reviewable customer-update drafts
05

Follow every cost through to the invoice.

Track actual costs, outstanding commitments, and vendor bills against the job. Prepare invoices and record payments with a date, method, and reference so the remaining balance stays visible.

See the invoice workflow
What stays with the job
  • Actual costs & remaining commitments
  • Invoices tied to contract value
  • Payment records & outstanding balance

Try the workflow.
See what’s ready.

The public walkthrough uses illustrative data and resets on refresh. It shows a job progressing through scope, scheduling, changes, and finances. It does not create a company account, collect payments, or send customer updates. See current product availability for the details on hosted access and connected services.

MAKE WORK FLOW.

See how your next job could flow.

Start with a sample estimate, follow it into a project, and see the costs take shape. No card required.

Join early accessEmail signup only. No card required.