Platform
One platform to manage leads, jobs, finances, communications, subcontractors, and client relationships. Built by operators who needed every feature themselves.
CRM & Pipeline
From first contact to signed contract, manage your entire sales pipeline with automated follow-ups, lead scoring, and real-time engagement tracking.
Auto-capture from web forms, Yelp, Thumbtack, Google Ads, and referrals
Lead scoring based on project value, property data, and engagement signals
Automated warm-up sequences with SMS, email, and AI outbound calls
Dispatcher queue with urgency ranking, assignment, and real-time status
Job Management
Manage jobs through a customizable 8-stage tracker with enforced milestone gates, activity timelines, and full audit trails on every record.
Customizable 8-stage job tracker with milestone enforcement
Payment schedule tied to job stages with waterfall controls
Client and subcontractor change order management with PDF generation
Activity timeline with contact logs, notes, and status changes
Financial Tools
Real-time profit and loss per job, configurable commission splits with approval gates, expense tracking with category rules, and two-way QuickBooks sync.
Real-time P&L per job, per project manager, and company-wide
Commission calculations with configurable splits and payout schedules
Expense tracking with category rules and handling fee automation
Two-way QuickBooks Online sync with nightly reconciliation
Proposals & Contracts
AI generates professional 7-section proposals from meeting notes. Track views, measure engagement, and get close probability scores with recommended actions.
AI-generated proposals with inline editing and branded PDF output
View tracking with open counts, reading time, and section engagement
Close probability scoring with personalized talking points
E-signature integration for contracts and change orders
Team Management
Track licenses, insurance, and W9 status. Manage bilingual agreements. Enforce payment waterfalls that require client payment, PM confirmation, and inspections before releasing funds.
License, insurance, and W9 compliance monitoring with expiration alerts
Bilingual EN/ES agreements with AI-powered translation
Payment stages locked behind client payment, PM confirmation, and inspections
Performance tracking with ratings, job history, and do-not-use flags
Client & Sub Portals
Give clients a premium, branded experience to track their project, view payments, and message their project manager. Subcontractors get bilingual scope review, payment requests, and document signing.
Client portal with live stage progress, payment schedule, and documents
Messaging that routes directly to the assigned project manager
Sub portal with bilingual scope, payment requests, and digital signing
Review filtering system that routes happy clients to public review sites
AI & Automation
From morning briefings to outbound calls, AI works behind the scenes so your team can focus on building. Every automation is logged, trackable, and controllable.
PM morning briefings with urgent items, schedule, and proactive flags
AI outbound calls for leads that go unreached after manual attempts
Conversational AI assistant for PMs to query their data in natural language
Marketing attribution with ROAS tracking across Google Ads and Meta
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