Everything you run a contracting business with.
No more sticky notes, scattered spreadsheets, or lost paperwork. One tool, every feature you actually use.
One screen that tells you what's actually happening
Open the app and you see the four numbers that matter — open leads, active jobs, upcoming appointments, revenue received. Below that, a live activity feed of every meaningful event across your org.
- Role-aware: each user sees only their data
- Real-time activity feed merges leads, projects, appointments, proposals, invoices, payments
- Quick-action buttons for the most common workflows
- Mobile-first — the same numbers on your phone in the truck
Welcome back, Elidan 👋
Here's what's happening at Coastal Roofing today.
Never lose a lead to a sticky note again
Every prospect lands in your pipeline with their address, source, and assigned rep. Schedule the appointment, take notes from the truck, log the outcome — the lead's status updates itself as you work.
- Filterable list with status, source, assignee, and value
- Drag-and-drop status changes (or set from the row directly)
- Phone-recording uploads tied to each lead with inline player
- Auto-status from appointments + proposals + signatures
- Reports show conversion rate by source and by rep
Leads
Every conversation, every recording, every doc — in one place
Click a lead and you see the contact card, the job site, the source, every appointment they've had, every proposal you've sent, every project that came out of them, and every recording.
- Activity-at-a-glance pills so you can scan a lead in 2 seconds
- Phone-recording uploader with inline audio playback
- Notes thread — chronological, multi-author
- Documents organized by category (contract / permit / HOA / etc.)
Maria Rodriguez
Send a branded proposal customers sign on their phone
Build line-item proposals in minutes with reusable templates. Email a link, customer reviews, draws a signature with their finger, and you've got a signed contract. Legally binding under ESIGN/UETA with full audit trail.
- Reusable line-item templates so you're not retyping the same items
- Your business name, logo, and colors on every doc
- Customer signs from any phone — no app install required
- Signature audit captures IP, timestamp, and document hash
- Save-as-PDF button anywhere, anytime
Miami, FL 33127
(305) 555-0188
Run every job from one Gantt chart
Apply a phase + task template (Roof, Kitchen, Bath...) and watch the timeline build itself. When the permit slips by a week, every downstream phase shifts automatically — and so do all the tasks inside them.
- Phase dependencies cascade dates automatically
- Tasks shift with their phase to maintain relative position
- Today indicator on the chart so you see at a glance what's on track
- Color-coded by status (not started / in progress / completed)
- Before/after photos organized into Before / After / General tabs
- Budget vs actual cost on every project for live margin visibility
Maria R. — Kitchen Remodel
May 12 – Jun 28 · 47 days
Get paid faster with branded invoices
Convert a signed proposal into an invoice in one click, or build one from scratch. Track partial payments by check, cash, ACH, or card. Watch the balance-due number drop in real time as money comes in.
- Convert from accepted proposal or build manually from scratch
- Branded PDF — save in one click, matches your proposal letterhead
- Multi-payment tracking with reference field (check #, ACH ID, etc.)
- Each project shows contract / paid / balance / margin live
- Reports roll payments up to revenue per source, rep, and period
And so much more.
Built for the realities of running a contracting business.
Calendar + map view
Appointments, phases, and tasks in one calendar. Switch to map view to plan the day by neighborhood.
Reports that matter
P&L per project, sales pipeline funnel, lead-source ROI, per-rep performance — all date-filterable.
Role-based access
Admin, Lead Manager, Sales Rep, PM — each role sees only what they need. Built for real org structure.
Mobile-first
Use it from the truck, the job site, or the office. Add to Home Screen for an app-like experience.
Phase templates
Reusable templates for every job type. New projects start with the right phases and tasks already in place.
Call recordings
Drop audio of sales calls onto a lead. Plays inline. Nothing gets lost between rep and PM.
Notes threads
Every project and lead has a chronological notes feed. Everyone's on the same page.
Before/after photos
Upload from the job site, categorize as before / after / general. Builds a portfolio you can show prospects.
Ready to see it in action?
Start a free 14-day trial. No credit card required. Bring your whole crew along.
Stop running your business
from a notebook.
14 days to try every feature. Bring your whole crew along — invites are free during the trial.
No credit card required · Cancel anytime · Your data is yours