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Solo
$35/mo
5 users Β· $6/additional
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Most Popular
Shop
$79/mo
12 users Β· $5/additional
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Enterprise
$179/mo
35 users Β· $4/additional
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Multi-Site
$549/mo
50 users/site
Coming Soon
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|---|---|---|---|---|
| Project Management | ||||
| Unlimited Projects | β | β | β | β |
| Project Status WorkflowReview β Active β Payment Due β Complete | β | β | β | β |
| Project Financial TrackingEst. vs actual costs, margin calculation | β | β | β | β |
| Payment LedgerRecord and track client payments per project | β | β | β | β |
| Custom Production StagesDefine your own shop workflow stages | β | β | β | β |
| Project Team AssignmentAssign members and manage access per project | β | β | β | β |
| Tasks & Requests | ||||
| Unlimited TasksInternal and project-linked tasks | β | β | β | β |
| Recurring TasksDaily, weekly, monthly, yearly schedules | β | β | β | β |
| Employee RequestsStaff submit requests to managers for review | β | β | β | β |
| Multi-Assignee TasksAssign tasks to multiple team members | β | β | β | β |
| Quoting | ||||
| Create & Manage QuotesBuild section-based quotes for any job type | β | β | β | β |
| Basic SectionsMeasurements, scope, notes, photos | β | β | β | β |
| Convert Quote to ProjectOne click β transfers scope & materials to BOM | β | β | β | β |
| Quote TemplatesDefine reusable form structures per job type | β | β | β | β |
| Materials & Labor Cost SectionsItemized costing with auto-calculated totals | β | β | β | β |
| Email Quote to ClientResend-powered email with digital Accept/Decline | β | β | β | β |
| Employee Approval WorkflowEmployee submits β manager reviews pricing β sends | β | β | β | β |
| Quote Revision HistoryVersion snapshots before edits to sent quotes | β | β | β | β |
| Customer PortalClients view & approve quotes online | β | β | Coming Soon | Coming Soon |
| Change Orders | ||||
| Create Change OrdersDocument scope changes with unique CO numbers | β | β | β | β |
| Email Client for ApprovalDigital Accept/Decline β no login required | β | β | β | β |
| Auto-Update Project TimelineApproval updates project completion date | β | β | β | β |
| Cost Impact TrackingRunning total of approved change order value | β | β | β | β |
| Purchasing & Materials | ||||
| Purchase RequestsEmployees request materials; managers approve | β | β | β | β |
| Bill of Materials (BOM)Track all project materials from plan to receipt | β | β | β | β |
| Material Status TrackingNeeded β On Order β Received β Used | β | β | β | β |
| Receipt RecordingLog deliveries and update actual costs | β | β | β | β |
| BOM TemplatesReusable material lists for repeat job types | β | β | β | β |
| Vendor ManagementMaintain approved vendor list | β | β | β | β |
| Team & Communication | ||||
| Roles & PermissionsOwner, Admin, Manager, Employee, Sales, Installer | β | β | β | β |
| Admin Permissions ControlGranular control over what admins can access | β | β | β | β |
| ManagerβEmployee AssignmentEach employee reports to a manager | β | β | β | β |
| Direct Team MessagingOne-on-one messaging between team members | β | β | β | β |
| Push NotificationsInstant alerts for tasks, requests, messages | β | β | β | β |
| Client Management | ||||
| Client DatabaseFull contact records with project history | β | β | β | β |
| Project History per ClientSee all past jobs for each client | β | β | β | β |
| Bulk CSV ImportImport clients, employees, vendors in bulk | β | β | β | β |
| Documents & Storage | ||||
| Document StorageUpload files to projects β any file type | 50 GB | 100 GB | 500 GB | 500 GB/site |
| Version HistoryUpload new versions, access older ones | β | β | β | β |
| Soft Delete & RestoreRecover deleted files within 30 days | β | β | β | β |
| Activity Log & Audit | ||||
| Activity LogFull audit trail of all changes | 90 days | 1 year | 3 years | 3 years |
| Filter by User, Action, Entity | β | β | β | β |
| Access & PWA | ||||
| Progressive Web App (PWA)Install on phone, tablet, or desktop | β | β | β | β |
| Offline AccessView data even without internet connection | β | β | β | β |
| Works on Any DevicePhone, tablet, factory floor terminal | β | β | β | β |
| Support | ||||
| Email Support | β | β | β | β |
| Priority SupportFaster response times | β | β | β | β |
| 30-Day Free Trial | β | β | β | β |