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Solo
$35/mo
5 users Β· $6/additional
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Shop
$79/mo
12 users Β· $5/additional
Start Free Trial
Enterprise
$179/mo
35 users Β· $4/additional
Start Free Trial
Multi-Site
$549/mo
50 users/site
Coming Soon
πŸ“ Project Management
Unlimited Projects βœ“ βœ“ βœ“
Project Status WorkflowReview β†’ Active β†’ Payment Due β†’ Complete βœ“ βœ“ βœ“
Project Financial TrackingEst. vs actual costs, margin calculation βœ“ βœ“ βœ“
Payment LedgerRecord and track client payments per project βœ“ βœ“ βœ“
Custom Production StagesDefine your own shop workflow stages βœ“ βœ“ βœ“
Project Team AssignmentAssign members and manage access per project βœ“ βœ“ βœ“
βœ… Tasks & Requests
Unlimited TasksInternal and project-linked tasks βœ“ βœ“ βœ“
Recurring TasksDaily, weekly, monthly, yearly schedules βœ“ βœ“ βœ“
Employee RequestsStaff submit requests to managers for review βœ“ βœ“ βœ“
Multi-Assignee TasksAssign tasks to multiple team members βœ“ βœ“ βœ“
πŸ“‹ Quoting
Create & Manage QuotesBuild section-based quotes for any job type βœ“ βœ“ βœ“
Basic SectionsMeasurements, scope, notes, photos βœ“ βœ“ βœ“
Convert Quote to ProjectOne click β€” transfers scope & materials to BOM βœ“ βœ“ βœ“
Quote TemplatesDefine reusable form structures per job type β€” βœ“ βœ“
Materials & Labor Cost SectionsItemized costing with auto-calculated totals β€” βœ“ βœ“
Email Quote to ClientResend-powered email with digital Accept/Decline β€” βœ“ βœ“
Employee Approval WorkflowEmployee submits β†’ manager reviews pricing β†’ sends β€” βœ“ βœ“
Quote Revision HistoryVersion snapshots before edits to sent quotes β€” βœ“ βœ“
Customer PortalClients view & approve quotes online β€” Coming Soon Coming Soon
πŸ”„ Change Orders
Create Change OrdersDocument scope changes with unique CO numbers βœ“ βœ“ βœ“
Email Client for ApprovalDigital Accept/Decline β€” no login required βœ“ βœ“ βœ“
Auto-Update Project TimelineApproval updates project completion date βœ“ βœ“ βœ“
Cost Impact TrackingRunning total of approved change order value βœ“ βœ“ βœ“
πŸ›’ Purchasing & Materials
Purchase RequestsEmployees request materials; managers approve βœ“ βœ“ βœ“
Bill of Materials (BOM)Track all project materials from plan to receipt β€” βœ“ βœ“
Material Status TrackingNeeded β†’ On Order β†’ Received β†’ Used β€” βœ“ βœ“
Receipt RecordingLog deliveries and update actual costs β€” βœ“ βœ“
BOM TemplatesReusable material lists for repeat job types β€” βœ“ βœ“
Vendor ManagementMaintain approved vendor list βœ“ βœ“ βœ“
πŸ‘₯ Team & Communication
Roles & PermissionsOwner, Admin, Manager, Employee, Sales, Installer βœ“ βœ“ βœ“
Admin Permissions ControlGranular control over what admins can access βœ“ βœ“ βœ“
Manager–Employee AssignmentEach employee reports to a manager βœ“ βœ“ βœ“
Direct Team MessagingOne-on-one messaging between team members β€” βœ“ βœ“
Push NotificationsInstant alerts for tasks, requests, messages βœ“ βœ“ βœ“
🀝 Client Management
Client DatabaseFull contact records with project history βœ“ βœ“ βœ“
Project History per ClientSee all past jobs for each client βœ“ βœ“ βœ“
Bulk CSV ImportImport clients, employees, vendors in bulk βœ“ βœ“ βœ“
πŸ“ Documents & Storage
Document StorageUpload files to projects β€” any file type 50 GB 500 GB 500 GB/site
Version HistoryUpload new versions, access older ones βœ“ βœ“ βœ“
Soft Delete & RestoreRecover deleted files within 30 days βœ“ βœ“ βœ“
πŸ“Š Activity Log & Audit
Activity LogFull audit trail of all changes 90 days 3 years 3 years
Filter by User, Action, Entity βœ“ βœ“ βœ“
πŸ“± Access & PWA
Progressive Web App (PWA)Install on phone, tablet, or desktop βœ“ βœ“ βœ“
Offline AccessView data even without internet connection βœ“ βœ“ βœ“
Works on Any DevicePhone, tablet, factory floor terminal βœ“ βœ“ βœ“
πŸ›Ÿ Support
Email Support βœ“ βœ“ βœ“
Priority SupportFaster response times β€” βœ“ βœ“
30-Day Free Trial βœ“ βœ“ β€”

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