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200+ capabilities built for construction professionals. Start with what you need, add modules as you grow.

Project Management Task Management Client Management Invoicing Estimates Financial Analytics Workflow Automation Client Portal Support Tickets Notifications Collaboration Dashboard Users & Teams Roles & Permissions Files & Documents Integrations Organizations Security Mobile
Project Management

Complete Project Control

Project creation with Google Places address autocomplete
6 project statuses: Pending, In Progress, Post-Permit, On Hold, Completed, Cancelled
Project assignments (staff and client linking)
Project file browser with Google Drive, Dropbox, and Cloudflare R2
Project activity feed with full audit trail
Office-based project filtering and visibility
Customizable drag-and-drop project detail widget panels
Task Management

Tasks That Actually Get Done

Kanban board with drag-and-drop status changes
Task statuses: TODO, IN_PROGRESS, IN_REVIEW, BLOCKED, DONE
Task priorities: LOW, NORMAL, HIGH, URGENT
Task assignments to users and parties (offices)
Due date tracking with overdue detection
Time tracking (estimated vs actual minutes, progress %)
Task history with full field-level change log
@Mention notifications in task comments
Real-time updates via WebSocket
Quick task creation (keyboard shortcut + mobile FAB)
Task calendar view
Client Management

Client Relationships, Organized

Client organizations with extended contact details
Billing contact overrides
Multi-project client relationships
Client portal access management
Client team invitations
QuickBooks customer linking
Invoicing & Billing

Get Paid Faster

Full invoice lifecycle (Draft -> Paid/Overdue/Void)
Auto-numbered invoices (INV-YYMM-NNNN)
Service catalog with hourly, fixed, and per-unit rates
Line item management with service linking
Partial payment recording with multiple payment methods
Late fee and interest calculation (18% annual)
Discount system with multi-level approval workflow
Invoice emailing with branded HTML templates
Print-to-PDF
Invoice activity audit trail
Overdue detection and notifications
Estimates & Proposals

Win More Bids

Estimate creation with auto-numbering (EST-YYMM-NNNN)
Client portal acceptance/rejection with ownership verification
One-click estimate-to-invoice conversion
Line items with service catalog linking
Estimate emailing and expiration tracking
Discount support with audit trail
Financial Analytics

Numbers That Tell the Story

Cash flow charts (revenue, expenses, net profit)
AR aging reports (Current, 1-30, 31-60, 61-90, 90+ days)
Collection rate tracking
Service revenue mix analysis
Office performance comparison
Profit margin trends
Configurable date ranges (7d, 30d, 90d, 12m, YTD)
Workflow Automation

Automate the Repetitive Stuff

Visual drag-and-drop workflow builder (React Flow)
14 trigger types (event, schedule, manual)
10 node types (conditions, splits, joins, delays, actions)
Auto-create tasks, invoices, projects, and notifications
Template variables for dynamic content
Parallel execution with split/join synchronization
Collaborative real-time multi-user editing with presence tracking
Workflow testing with sample data
Execution history and audit logs
Cron-based scheduled workflows
Client Portal (White-Labeled)

Your Brand. Their Experience.

Full white-label branding (logo, colors, domain, PWA icons, favicon)
PWA-installable (add to home screen as native-like app)
Project dashboard with status and progress
Document browser with auto-categorization (Plans, Inspections, Engineering, Photos)
Invoice viewing with financial permission gating
Estimate acceptance and rejection
Support ticket creation and real-time conversation
Team member invitation and management
Notification preferences (email, SMS, push, in-app)
Quiet hours configuration with urgent bypass
Support Tickets

Resolve Issues, Build Trust

Ticket creation with categories (general, billing, technical, project, account, feature request)
Auto-numbered tickets (TKT-YYMM-NNNN)
Real-time conversation between staff and clients
Internal notes (staff-only visibility)
Ticket assignment to staff members
Status workflow: Open -> In Progress -> Waiting on Client -> Resolved -> Closed
Priority levels: Low, Normal, High, Urgent
Advanced filtering, search, and sorting
WebSocket-powered live updates on both sides
Notifications & Communication

Never Miss a Beat

In-app notification bell with unread count badge
Browser push notifications
Email notifications via SendGrid
SMS notification framework
@Mention system in tasks, comments, and internal notes
Deep-linking from notifications to specific entities
Per-user notification preferences by category
Quiet hours with urgent bypass option
12+ notification event types
Internal Collaboration

Keep Everyone in the Loop

Internal notes (staff-only, per project)
Financial notes (accounting-only, permission-gated)
Project messages (client-visible DMs with real-time sync)
@Mention notifications with user lookup
Real-time message delivery via WebSocket
Dashboard & Reporting

Your Command Center

20+ customizable widgets with drag-and-drop layout (1-4 columns)
Role-based default presets (Super Admin, PM, Accountant, Drafter)
Save and load custom dashboard layouts
Real-time stat cards (active projects, overdue invoices, pending tasks, total clients)
Cash flow charts with area/bar/line visualization modes
Office performance comparison widget
Urgent task countdown timers
Signature queue and pending plans widgets
Weekly metrics summary
Sidebar badge counts with live updates
User & Team Management

Scale Your Team Without Limits

Unlimited users on every plan
User invitations via email with secure token-based signup
Role assignment (system roles + custom roles)
User activation/deactivation (soft delete, no data loss)
Admin-initiated password resets
Multi-organization user support
Activity tracking per user
Roles & Permissions

Granular Access Control

104+ granular permissions across 18 categories
6 system roles (Super Admin, Accountant, Project Manager, Drafting Manager, Office Assistant, Client)
Custom role builder with visual permission picker
Financial data protection (auto-hide dollar amounts from non-financial roles)
Assigned-resource permissions (see only your projects/tasks)
High-risk operation flagging
Wildcard permission support
File & Document Management

Every Document, One Place

Cloudflare R2 object storage integration
Google Drive integration (OAuth)
Dropbox integration (OAuth)
File metadata tracking (name, type, size, MIME)
Portal document browser with auto-categorization
In-app preview for PDFs and images
Category cards (Plans, Inspections, Engineering, Photos, City Comments)
Search and filter by filename or project
Integrations

Plugs Into Your Stack

QuickBooks Online — Bidirectional auto-sync (customers, invoices, payments, estimates)
Cloudflare R2 — Object storage with zero egress fees
Google Drive — OAuth file storage and browsing
Dropbox — OAuth file storage and browsing
Google Places — Address autocomplete for projects
SendGrid — Branded transactional email delivery
Plaid — Bank account linking and transaction import
Organizations & Offices

Multi-Office, Multi-Team

Client organizations with extended contact details
Multiple office locations with staff assignment
Office-based project filtering and visibility
Office performance analytics (revenue, projects, completion rate)
Unified party system (persons + offices)
Security

Enterprise-Grade Protection

JWT authentication with automatic token refresh
Tenant-scoped tokens with slug verification
Field-level encryption for OAuth credentials and sensitive data
CORS protection and origin validation
Internal API key authentication between services
Webhook signature verification
Password hashing (never exposed in API responses)
Complete data isolation per tenant (separate databases)
Mobile & Accessibility

Built for the Field

Fully responsive PWA design
Mobile-optimized cards, bottom sheets, and drawer navigation
Floating action buttons for quick task creation
Touch-friendly interface with large click targets
Installable as native-like app via PWA
Keyboard shortcuts for desktop power users

See everything. Pay for what you need.