Construction & Trades demo
Owner viewWatch draw readiness, retainage, change orders, and cash timing before payment release.
Draw readiness
Draw packet
86%
Lien waivers
2 missing
CRM Pipeline
Personalized lead-to-cash flow before estimates and invoices.
Role-aware CRM pipeline
Revenue, receivables, approvals, clients, automations, and all workspace actions are visible.
Pipeline
$130,580
Proposal Value
$13,560
Won Value
$31,314
Active Deals
5
New
1Riverside Developments LLC
Newap@riverside-dev.com
$51,210
Mike Torres
Referral partner
Qualify need
Qualified
1Summit Commercial Group
Qualifiedbilling@summitcg.com
$34,496
Jake Rivera
Website
Schedule walkthrough
Proposal
1Maria Gutierrez
Proposalmaria.g@email.com
$12,600
Sarah Chen
Renewal
Send proposal
Approved
1Oakwood HOA
Approvedboard@oakwoodhoa.org
$960
Luis Ortiz
Outbound
Collect approval
Won
1TechPark Office Complex
Wonfacilities@techpark.com
$31,314
Mike Torres
Referral
Convert to work
Change Orders
Track scope changes from request to client approval and revised invoice.
$18.4K open changes
Compliance Tracker
Keep lien waivers, COIs, permits, and inspections tied to each job.
86% complete
Job Schedule
Coordinate crew phases, subcontractors, and billing milestones.
7 active jobs