A contractor loses money at two moments: when the request for a bid comes in and no one qualifies it, and when the progress billing has been delivered and no one collects it. The system qualifies the job before the site visit, carries the bid through to a decision and chases every progress billing, on the record.
Type of job, location, scope and estimated budget captured before the site visit.
A proposal broken down by line item from your catalog of work items, sent and chased all the way to the signature.
A contract with electronic signature, a schedule of progress billings and collections against progress.
Progress, changes and meeting minutes communicated to the client through the channel they answer.
Only to qualified jobs.
Follow up until the yes or the no.
A reminder and an invoice for every stage.
Progress communicated on time.
Types of job, catalog of work items, progress billing process and team.
Project stages, bid templates, contracts and collections against progress.
Care, bids, progress billings and job site communication.
It builds the commercial proposal from your catalog of work items and unit prices; the technical calculation and the quantities are defined by your team.
It records the progress billing, issues the invoice, follows up on the client's payment process and escalates when it stalls; you define the tone.
They live as contacts on the project with their documentation; communication with them is recorded as well.
No piece works alone. Three combinations that add up with what you just read, and why.
Dozens of use cases, one single operation: hybrid when your team wants to decide, autonomous when it does not need to.
You choose how much the system runs and how much your people run, case by case. It all runs to the same standard and leaves the same record.
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Setup in hours · Zero consultants · Operating from your first login