Create and manage every job in one place — record site walk-throughs, capture photos and notes, and log visits for each project. Each project keeps its own estimates, scope, schedule, media, and conversations so nothing slips through the cracks. Open any project to see its recordings, estimates, invoices, crew assignments, and messages all tied back to that one job.
Ask questions or draft estimates with AI, and the AI Estimator turns your recordings and photos into editable line items. It reads your business context — projects, customers, and past estimates — so the suggestions fit how you actually price work. Ask it to refine scope, suggest materials, or write customer-facing notes, then drop the results straight into your project.
From the New Project screen, turn a quick recording or a few photos into an editable estimate in seconds with AI. Speak naturally while you walk the site and the AI listens for scope, materials, and quantities, then drafts line items you can tune. It works just as well from photos when you would rather not record, pulling detail from what it sees to build your first pricing draft.
Build estimates straight from your transcripts, then convert them into invoices without rekeying anything. Every estimate lives inside a project, so create the project first — then add estimates, revisions, and versions from that project screen. Track deposits, partial payments, and status from draft through sent, accepted, or rejected so you always know where the money stands.
Upload or scan a competitor estimate and let AI extract the line items, labor, and pricing into a clean breakdown. Review the analysis, spot missing scope or risks, then build a competitive Easy Estimator Pro quote you can save as a project estimate. The Price Sensitivity controls let you test pricing positions without touching the real estimate, while risk panels flag unclear exclusions and terms.
Open the full Estimates window to edit line items, units, taxes, and proposals with live totals and margins. Every estimate needs a project — create the project first, then build estimates inside it. Convert any estimate to an invoice, revise and resend versions, track when a customer views it, and watch deposits, partial payments, and accepted or rejected status update in real time.
Track money to collect, record expenses, run customer ledgers, and view financial reports in one financial center. Deposits, collections, and outstanding balances stay visible so you can follow up before a job slips overdue. Register payments, log parts and labor costs, and let the AI bookkeeper suggest journal entries so your books stay clean without manual entry.
Manage employees, crews, partners, and tools, and assign work across your projects from a single screen. See who is available, who is on a job, and who has the right skills so you can staff each project with confidence. Crew Members use the Live toggle to show they are ready, partners share projects through conversations, and tool checkouts keep equipment accountable.
Schedule visits and appointments and keep them synced with your Google Calendar so nothing gets double-booked. A weather and roadwork planner flags outdoor work at risk so you can reshuffle before the day is lost. Plan crew hours per day, check for conflicts, and confirm deposits are collected before booking, then send the customer a calendar invite and directions.
Track parts, purchase orders, and material assignments per project so you know what is on hand and what is still needed. Reserve stock for jobs, watch for shortages, and turn what you buy into billable line items. Create purchase orders, log arrivals, and assign parts straight to scope items so material costs flow into job costing and your margins stay accurate.
Walk customers through photos live with real-time markup on both screens at the same time. Point out issues, agree on scope, and save marked-up versions back to the project without a second tool. Present an original photo, draw together, save versions, and lock the customer view when you are done, so every agreed change carries into the estimate and scope.
See who is online now — contractors, crew members, and accountants — and start a conversation with anyone in the directory. The Live toggle means available for work, not location tracking, so you can reach the right person fast. Filter by role to find a crew member for a job, an accountant for the books, or a partner for a shared project.
Field crews sign in to a simplified portal — today’s work, assigned projects, check-in and check-out, and a Live availability toggle. They see only the jobs assigned to them, with no access to contractor or financial tools. It keeps crews focused on the work in front of them while the contractor stays in full control of the schedule.
Accountants and bookkeepers get broad read-only access to projects, estimates, customers, parts, and labor, plus full financial tools. The Money center is their home page, so they can run reports and reconcile without touching the operational side. They view invoices, payments, expenses, and job costs for context, but cannot create projects or edit estimates themselves.
Track leads, prospect research, opportunities, and referrals all the way through to close in one pipeline view. Follow-up reminders and pipeline value keep your next call obvious so no deal goes cold. Move prospects stage by stage, log every contact, and watch the total pipeline value grow as you work each opportunity toward a signed project.
Capture quick voice notes — free talk, project notes, or customer notes — and auto-transcribe them on the spot. They attach to the right project or customer so your spoken updates become searchable text right away. Speak an idea, a reminder, or a site observation, and the transcript lands where you need it without typing a word.
Translate speech and content on the fly for Spanish-speaking crews and customers so everyone stays on the same page. Save sessions, replay the translated audio, and keep a running history so conversations pick up right where they left off. Speak in one language and hear the other, then store the session for the next visit or call.
Keep customer profiles, history, equipment, warranties, and maintenance plans in one place for the full story. Every past project, invoice, and service record stays tied to the customer so you have everything on every call. Track installed equipment, warranty dates, and upcoming maintenance so you can reach out before a renewal or service is due.
Customers build a private, written work request with optional voice and photos, then choose which linked contractors may receive it. The contractor reviews the scope and accepts it to spin up a project without the customer sharing more than they want. AI helps organize the wording, but the customer approves the final text and controls every attachment before it is sent.
Send estimates, invoices, statements, or reminders to many customers at once with a single filtered run. Pick a date range and status, review the list, and let the system generate personalized emails and PDFs in one pass. It turns hours of follow-up into a few clicks so nothing sits forgotten in the queue.
Keep every project photo, video, and recording in one searchable gallery tied to the right job. Filter by project, kind, or date to find exactly the file you need without scrolling through a camera roll. Upload in bulk, mark up images, and drop media straight into estimates, scope items, or messages.
Run a full set of books with an AI-built chart of accounts, journal entries, a trial balance, and financial reports tailored to your trade. Lock periods, reconcile accounts, and close the year with confidence while every transaction ties back to its project. The AI bookkeeper suggests entries so debits and credits land in the right place without manual posting.
Learn how to run and grow your contracting business with built-in courses, narrated lessons, and AI-guided business structure help. Walk through accounting basics, sales, and operations at your own pace, then apply each lesson straight to your own books. It turns the app into a coach so you build the skills that make the work pay off.
Connect Google Calendar, Google Meet, and Gmail so your schedule, video calls, and emails stay in sync with your jobs. Book a visit and it lands on your calendar, start a Meet from a project, and send estimates or invoices straight through your own Gmail. Everything you send uses your own address so customers trust the message.