You can use the core platform – project tracking, scheduling, communication, cost tracking, quotes, and invoices – without a software subscription. The only cost comes from standard payment processing fees when you collect card or electronic payments through Host Merchant Services.
No. You can still manage bids, schedules, budgets, documents, and communication even if you’re not ready to take card or online payments. Turning on Host Merchant Services simply unlocks a faster, more automated way to collect and reconcile payments when you’re ready.
Yes. You can break work into phases, track milestones and budgets per phase, and add change orders as the scope evolves. Each project keeps its own history of estimates, approvals, and adjustments so you see exactly how the job changed over time.
You can issue deposits, bill at key milestones, and create partial invoices throughout the project. Retainage can be tracked and billed later, with all payments—whether partial or final—tied back to the same project record and processed securely via Host Merchant Services if you use online payments.
Yes. You can assign roles and permissions so project owners, coordinators, and subcontractors only see the information relevant to them. That keeps sensitive financial or strategic data restricted while still giving field teams what they need to execute.
Material purchases, vendor bills, labor hours, and equipment usage can all be logged against each job as they happen. Your dashboards then compare actuals to estimates so you can catch overruns early instead of discovering them at the end of the project.
You can document the requested change, update the estimate or create a change order, and send it for approval from within the same system. Once approved, the new scope and pricing flow through to your schedule, budget, and invoicing automatically.
You can generate summaries and reports by project, client, or time period and export them for accounting, tax prep, or internal analysis. That way, your accountant gets clean, structured information instead of piecing together numbers from multiple sources.