The pipeline, stage by stage.

Start the 14-day trial or walk a real job in the demo

Step 1. New jobStarts a blank job. Everything else on this page hangs off one of these.
Step 2. Import jobsBrings an existing list in from a spreadsheet, so day one is not data entry.
Step 3. BoardThe same jobs as a stage board when you would rather drag than scan.
Step 4. ReviewThe jobs whose record is incomplete or doubled up, separated from the ones that are just running.

Lead to closed

LeadNew work lands on the board automatically when a lead is created.
Proposal sentA proposal with no job yet creates one in Proposal Sent. A proposal already on a job leaves that job where it is.
In the fieldThe job moves here when the crew starts work, and stays until the last inspection is called.
BilledEarned work becomes a pay application against the schedule of values.
ClosedClosing is a decision, not a dead end: a closed job carries a Reopen control, and the record says who closed it and when.

Example workflow

The list points at the work. The record carries the file.

The list tells you what to do next. Open any job and the permit dates, inspection results, photos, and draw history are already on it. Entered once, read by the office and the field.

Step 1
Open on the one thing to do next
A band above the list names it: the jobs missing a stage, a manager, an address or a customer, or the oldest one past its target date, or the next one due, with the door that opens them. The views beside it carry their counts, so you can see how much is in there before you click.
Step 2
See the board
Every sorted job sits in a stage, so the office can see what is stuck without asking. Every row names the customer record the job belongs to, so the list reads as work for people rather than a column of addresses.
Step 3
Give it a price when you create it
Enter a job price on the new-job form and the job opens ready to bill: one schedule line for the whole price, which you split into real line items later. Leave it blank and nothing is assumed.
Step 4
The trade sets the starting point
A job's trade decides which package the form offers first, so a fence job does not open on a roofing package. The trade never writes scope or line items for you.
Step 5
Keep the permit attached
Permit status, dates, and inspections live on the job rather than in a separate tracker.
Step 6
Hold the photos and files
Field photos, documents, and change orders stay with the job that produced them.
Step 7
Bill from the same record
Schedule of values, draws, retainage, and payroll all read from the job you already maintain. Once work is billed the job's next step follows the money: send the draw still sitting in draft, see the one that went out with nothing against it, or record the payment on the one marked paid. Those steps show only for teammates you have given the financial permissions to.
Step 8
An empty section says what to do about it
No customer opens the picker, no crew opens the assign form, nothing on the calendar opens the scheduler, and no notice prepared opens the notice form. Where you do not hold the permission for one of them, the section names what is missing instead of offering a door that would refuse you.