Plans & Pricing

💼 Base Package – Everything You Need to Run Your Business

Get the essential tools to manage your operations, projects, and clients — all in one place.

Core Features:

• 📅 Scheduling & Task Management – Manage calendars, assign tasks, and set automated reminders.
• 💸 Estimating, Invoicing & Payments – Create accurate estimates, send invoices, and accept online payments.
• 🧾 Basic P&L System – Track profit and loss for better financial visibility.
• 👥 Basic CRM – Manage customer information and communication history.
• 📧 Email Integration – Connect your inbox for seamless client communication.
• 💬 Customer Portal – Give clients access to invoices, updates, and documents.
• 🧠 Task Reminders & Assignments – Keep teams on track with smart notifications and task assignments.

🚀 Pro Package – Advanced Automation & Business Intelligence

Everything in the Base Package, plus powerful tools for automation, forecasting, and smarter decision-making.

Pro Features:

• 🧰 Kits & Unlimited Templates – Build repeatable workflows and job templates to save time.
• ⚙️ Automated Workflows – Trigger actions automatically based on job progress or client activity.
• 📊 Real-Time Job Costing – Instantly track costs, labor, and profitability for every project.
• 🏗️ Full Site Audit Suite – Capture, document, and analyze field data with ease.
• 📅 Annualized Budgets – Customer-friendly, visually clear budget summaries for yearly planning.
• 🧾 Automated Proposals – Instantly generate proposals based on your annual budgets.
• ✍️ Legally Binding Digital Signatures – Get proposals and contracts signed online in seconds.
• 🧱 Annualized Task Lists – Automatically generate recurring task schedules for each client or site.
• 🧩 Customizable Proposals – Create tailored proposals that reflect your brand and pricing structure.
• 🔄 And Much More… – Continuous updates and new tools designed to streamline your workflow.