From first call to final walkthrough
- Track the lead, log the site visit and set follow-ups
- Build the estimate with markup, allowances and optional items, then send a proposal the client signs online
- Start the schedule from a kitchen, bath, basement or addition template
- Selections with deadlines tied to the schedule, so late choices get flagged early
- Change orders the client signs online, which update the budget and extend the schedule
- Daily logs, photos, punch lists and inspection checklists from your phone
- Subs see their dates on a free page and get updates by text or email when things move
- Deposit, progress and final invoices with an online payment link
A homeowner page instead of daily phone calls
Every project gets a private client page: progress, what's happening this week, a timeline of the tasks you choose, shared photos and documents, and a place to message you. A weekly update is drafted from the schedule for you to review and send.
Common questions
Which remodel templates are included?
Kitchen remodel, bathroom remodel, basement finish, roof replacement, deck, single-story addition, ADU, siding & window replacement and a new home. Save any finished job as your own template too.
Can homeowners see my costs?
No. Clients only see prices on documents you send them, never your cost, markup or internal notes.