The draw schedule is an email thread.
Require a deposit on the quote, collected online when they sign; put the balance on a payment plan and each payment posts to the same invoice. The client hub shows the customer what is paid and what is due.
Industries/General contractor
Remodels & additions General contractor software that quotes, schedules and invoices
A six-week job is a quote, a deposit, three draws, two subs and a punch list. Keep it on one record, collect each payment online, and know what the job made before it is over.
Kitchens & bathsBasementsAdditionsDecksPunch listsInsurance repairs
General contractor
The day-to-day
Three things that go wrong — and what happens instead
You find out what the job made at tax time.
Every quote line carries cost and markup; materials and hours land on the job; job costing shows the margin as it goes. Reports roll it up by period.
The change order was verbal and the punch list is on a napkin.
Send the added scope as its own quote for e-sign; the signed agreement sits on the record. Attach a punch-list checklist the crew ticks and the customer signs off on their phone — it freezes when signed.
Day one
What you can do on day one
Every item is a screen you can open the day you sign in.
- Import your customer list from a spreadsheet or your old app.
- Build a quote template so the next quote starts filled in.
- Require a deposit on the quote, as a percent or a fixed amount, collected when they approve.
- Build a job checklist your crew ticks off in the field, with a customer sign-off at the end.
- Turn on automatic quote follow-ups, so nobody has to remember to chase.
- Send a customer their client hub link — quotes, invoices, upcoming visits and signed agreements in one place.
- Send an invoice and take a card payment online from the link — bank transfer, check and cash are recorded when they arrive.
Deposit, draws, punch list, profit — one record.
Every payment, photo, checklist and signature on the job it belongs to.
Questions
General contractor FAQ
Can I collect a deposit and then draws?
Yes. The deposit is set on the quote and paid on approval; payment plans (Pro) split the balance into scheduled payments, all posting to the same invoice.
How do change orders work?
As a quote: itemize the added scope, send it, the customer signs online, and it becomes part of the job. There is no separate change-order document type today.
Can I see per-job profit?
Yes. Job costing (Pro) compares what you quoted with the costs and hours that landed on the job; reports summarize by period.
Do you send me leads?
Yes, if you want them. Homeowners post jobs in the Hire-a-Pro marketplace; jobs matched to your trade and service area land in your Requests queue with no per-lead fee. Local leads are included on the Business plan, or you can add the Local Leads module to Starter or Pro for $49/mo.
Which plan do I need?
Starter covers the CRM, scheduling and calendar, quotes and invoices, the customer email inbox, the time clock, free CRM import and the mobile app. Pro adds the client portal, e-sign approvals, the dispatch board, GPS time clock, marketing automation, reviews, job costing, payment plans and the website builder. Business adds accounting with bank feeds, sales tax, payroll, the sales pipeline, the ads manager and local leads. Prices are on the pricing page.
Does it work on a phone in the field?
Yes. It runs full-size in any browser on your computer, and on a phone it installs to the home screen straight from the browser. Same account, same data, whichever you pick up.
Can I bring my customers and quotes with me?
Yes. Import clients, quotes and inventory from spreadsheets or the app you are leaving. It is included on every plan, and your data stays exportable afterwards.
Ready to know what the job made before it ends?
Quote it, sign it, draw it, cost it.