Every feature,
and why it exists
Every one of these was built because something went wrong on a real job. Search the way you think about it — the problem you have, the outcome you want, or the name you already know. Searching looks through everything we have, not just what’s listed.
Sales
16Also on this shelfA free branded quote form on its own linkApprove and start my projectContract builderOpen and view tracking on every estimateWho sees which leadsYour call list — the ones you added and the ones you owe
Estimating
27Also on this shelfBarndominium framing: posts in the ground, on a slab, or stud wallsDoors and windows on the buildingEstimate versions: save, go back, compareEvery post-frame roof shapeHelp in the builder that shows where every number came fromLean-tos, porches and wingsMarkup, built into every priceOne customer total, everywherePrice the barndominium interior from the floor planPricing approvalsReview every priced line, then export the estimate to ExcelShell-only estimates: price the shell, set the interior asideSite plan from the survey, drawn to true northSite work, utilities and crew travel on the estimateSupplier-maintained trade catalogsThe build checklist: every decision a building needsThe picture and the numbers come from one buildingTrade colours on estimate linesTwo-story barndominiums, priced from the floor system up
Project Management
29Also on this shelfAdd a job that's already goingBarndominium full-trades scheduleBarndominium tradesBuilding plans on the jobDaily crew logDelay reportingExtra, missing and damaged materialMark up a photoPermits and inspections on the jobPlan versions, revisions and As-BuiltProject board that moves itselfProperty RecordsReadable Project NumbersStage status, real dates and how far off planStage templates by building typeStages that wait: dependencies, POs and inspectionsStart ProjectTag the person who needs to see itThe foreman's daily log, from his phoneThe project cockpitWeather days — only the stages the weather stopsWhen a stage has drifted out of orderWho hears about which stageWorking days
Crew & Labour
13Also on this shelfBlocked on site, one tapCrew acceptanceCrewsEmployee reporting — anyone can file, only managers readJob, drive and shop time on the crew clockLabour and costs on a jobStage checklist in the fieldSub insurance: certificates, expiry alerts and the payment holdSubcontractor portal
Money
30Also on this shelfAccidental duplicate invoices are impossibleBill straight off the estimateBudget & margin — job profit while it runsCareer paths: crew member to crew lead to project managerChange orders the customer can readChoose how a change order gets billedFix your own invoicing mistakesGenerate one invoice per drawInternal commitments across divisionsLender view — choose what the bank's page showsPeople & positions: a raise path for every rolePriced services that attach to the buildingProgression rewards: which reward drives which behaviourProgression strikes — a filed report can pause a raise pathSales commission trackingSelections & allowances — the customer picks, the change order writes itselfSub bills and payments, two-way with QuickBooksThe invoice, on its own linkUpload a supplier price sheetWhat this crew is owed for this job
Customer Experience
15Also on this shelfEmail StudioEvery message the system sends your customersHouse Book — the homeowner's record of their buildThe customer picks their window, door and garage door coloursThe customer's copy follows the estimateThe customer's open tab keeps up with youWeekly client update — drafted Friday, sent by youWhat They See: one panel for all four customer screens
Operations
17Also on this shelfAn order sheet a yard can quote without calling youBid packages: invite subs, level the bids, award oneCustomer details formOne note stream per customerOperating checklists on each pipeline stageOrder materials from your supplierSubcontract POs with cost codes and progress paymentsThe contract writes itself from the form



























































