Run every job from one place
From groundbreaking to final inspection
Turn a signed proposal into a job and manage the whole build on one record — specifications, schedule, financials, materials, tasks, files, and warranty. Everyone works from the same source of truth, and you always know where the money and the work stand.
Bell Residence
Austin, TX
Ramirez Backyard
San Antonio, TX
Okafor Estate
Dallas, TX
Whitfield Project
Houston, TX
Nguyen Residence
Round Rock, TX
From won deal to closed-out job
One record for the entire build.
Win
A signed proposal becomes a job in one step — customer, scope, pricing, and draw schedule all carried across.
Plan
Lock in specifications and lay out the build on a phase-by-phase construction schedule.
Build
Track draws and costs, order materials, assign tasks, and log every day from the field.
Close out
Run final checklists, capture photos, and hand off to warranty — all on the same record.
Everything about a job, in one place
A job opens with the customer, address, status, type, contract value, and progress right at the top — then tabs for specifications, schedule, financials, items, tasks, files, and warranty. Created straight from the signed proposal, so it starts complete, not blank.
- Created from a signed proposal — nothing re-keyed
- Status, type, contract value, and progress up top
- A dozen tabs covering the whole project
- One source of truth for office and field
Bell Residence
1420 Lakeshore Dr, Austin, TX 78701
Contract
$84,900
Always know where the money stands
Every job carries a live billing summary — contract value, deposit, draws, invoices, and payments — so you can see what's collected and what's still outstanding at a glance. Costs and margin track against your estimate as the job runs, and allowances stay out of the margin math.
- Live billing summary: collected vs. outstanding
- Deposit and draw schedule tied to build phases
- Invoices and payments roll up automatically
- Costs and margin tracked against the estimate
Contract
$84,900
Collected
$25,470
Outstanding
$59,430
Draw schedule
Deposit
At signing
Draw 1
Excavation
Draw 2
Gunite / Shotcrete
Draw 3
Tile & Deck
Final
Completion
Lay out the build, phase by phase
Map the whole job across a phased construction schedule — dig, plumbing, steel, gunite, tile, deck, equipment, plaster, and startup. See what's complete, what's in progress, and what's next, and keep crews and customers on the same timeline.
- Phase-by-phase timeline for the whole build
- Complete, in-progress, and upcoming at a glance
- A schedule-health signal — on track, at risk, or blocked
- Scheduled events and tasks surface on the calendar
Construction schedule
On trackOrder the right materials, track them to the door
Build a materials list on the job with quantities and costs, then roll items straight into purchase orders to your distributors. Every material shows where it stands — not ordered, ordered, partial, or received — so nothing shows up short on install day.
- Materials list with quantities and costs
- Roll items into distributor purchase orders
- Track ordered, partial, and received
- Tied to the job that needs the material
Gunite / Shotcrete
24 yd³
Rebar #3 — Grade 60
1,800 ft
Pentair IntelliFlo Pump
1 ea
Travertine Coping
88 ln ft
Waterline Tile — Glass
92 ln ft
Every spec, on a sheet built for your trade
Capture the details that matter for the build — pool and spa dimensions, square footage, depths, finishes, coping and tile, and equipment — on a structured specification sheet. The crew and the customer both work from the exact same numbers.
- Structured spec sheet tuned to your industry
- Dimensions, square footage, and depths
- Finishes, coping, tile, and interior
- Equipment: pumps, lights, skimmers, and more
Envelope
16′ × 32′
Pool SqFt
512 sqft
Perimeter
88 ft
Deep End
6 ft
Shallow End
3.5 ft
Tanning Ledge
7 ft
Interior Finish
Shimmering Seas
Coping
Travertine
Waterline Tile
Glass Mosaic
Pump
Pentair IntelliFlo
Lights
2
Skimmers
2
Everything on a job
Job details
Customer, address, status, type, contract value, and progress — the whole job at a glance, editable in place.
Specifications
Capture pool, spa, finish, and equipment specs on a structured sheet built for your trade — dimensions, gallons, materials, and more.
Construction schedule
Lay out the build phase by phase, see what's in progress and what's next, and keep crews and customers on the same timeline.
Financials
Contract value, deposits, draws, invoices, and payments in a live billing summary — plus costs and margin tracked against the estimate.
Items & materials
Build a materials list with quantities and costs, then roll them into purchase orders and track ordered-vs-received.
Purchase orders
Send POs to your distributors and follow them from ordered to received, right against the job that needs the material.
Tasks & checklists
Assign job-specific tasks with due dates and run repeatable checklists for inspections and close-out.
Files, photos & media
Keep contracts, permits, plans, and jobsite photos and videos in one place, tagged and easy to find.
Daily logs
Log crew, weather, and progress from the field so there's always a record of what happened on site.
Job chat
Keep the conversation about a job attached to the job — no more hunting through texts and email threads.
Warranty hand-off
Spin up warranty claims straight from the finished job, with the customer and project details already attached.
Jobs map
See every active job on a map to plan routes, cluster crews, and know where your work actually is.
Frequently asked questions
How does a job get created?
Usually straight from a signed proposal — the customer, scope, pricing, and draw schedule all carry across, so the build starts with everything already in place. You can also create a job directly when you need to.
What lives on a job?
Everything about the project on one record: details and specifications, a construction schedule, financials, items and materials, tasks and checklists, files, photos and media, daily logs, chat, and warranty — each on its own tab.
How do the financials work?
Each job has a live billing summary — contract value, deposit, draws, invoices, and payments — that updates as money comes in, so you always know what's collected and what's outstanding. Costs and margin are tracked against the estimate, and allowances stay out of the margin math.
Can I schedule the build?
Yes. Lay out the job phase by phase — dig, plumbing, steel, gunite, tile, deck, equipment, plaster, startup — and see at a glance what's done, what's in progress, and what's coming up next.
How do materials and purchase orders connect?
Build a materials list on the job with quantities and costs, then roll those items into purchase orders to your distributors and track them from ordered to received — all tied back to the job that needs them.
What happens when a job is finished?
Run your close-out checklists, capture final photos, collect the last draw, and hand the project off to warranty — the claim starts with the customer and job details already attached, so nothing is re-entered.
Ready to run your jobs in one place?
Manage specs, schedule, financials, materials, and warranty for every project on one record.
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