Track every dollar from bid day to final billing. Budget, bid packages, commitments, change orders, vendor invoices, customer billing, and QuickBooks — all connected.
Create detailed budgets organized by cost code and cost type. Track original budget, revised amounts, pending and approved changes, committed costs, and projected final cost — all updated in real time as changes flow through the system.
Create bid packages, invite vendors, compare bids side-by-side, and award contracts — all from one view. Awarded bids automatically generate commitments.
Build contracts step-by-step: vendor selection, schedule of values, retention terms, insurance requirements, scope of work, and attachments. Every commitment links directly to your budget.
Create owner change orders and subcontractor change orders with automatic budget impact. Approved changes cascade through your budget, commitments, and billing schedules in real time.
Review and approve vendor invoices against committed amounts. Track retention, verify schedule of values progress, and push approved invoices directly to QuickBooks.
Generate professional billing documents with automated schedule of values, stored materials tracking, and retention calculations — modeled after industry-standard AIA formats.
Connect your QuickBooks Online account and sync vendors, customers, invoices, and payments bidirectionally. No more double-entry — changes in either system stay in sync.
Track conditional and unconditional lien waivers for every payment. Log miscellaneous project expenses that don't tie to a commitment — fuel, permits, small purchases.
Start managing budgets, invoices, and billing in one connected platform.
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