General Contractors
General Contractors: one CRM for every crew, every site, every invoice.
Run multiple crews across multiple job sites with real-time visibility into what's happening on every floor plan. Role-based access means site managers see their site, project managers see all sites, and clients see their project status — each with exactly the right permissions.
Team plan with real-time sync — every crew member sees the same plan the moment a change is made
Market structure groups crews by territory — assign a Manager to own each market or geographic region
Role-based access: Admin sees everything; Managers own their market; Members do the field work; Clients get free Collaborator access
Review Dashboard flags every tagged opening missing a photo, dimension, or status — quality control before the crew leaves
All 5 layout types available — Grid for floor plans, Sketch for quick site notes, Drafting for detailed CAD, Elevation for facades, Document for inspection templates
CAD import / export (DXF, DWG, SVG) — bring existing plans into the field, export clean drawings back to the office
Cloud project documents library — upload PDF templates, Word forms, and spreadsheets the whole team can access from any site
Web dashboard with business tools — manage customers, create estimates and invoices, track payments, dispatch crews, and approve timesheets from any browser
Four-lane dispatch — Install, Sales, Measure, and Service scheduling with crew assignment and automatic clock-in
One business number included; additional market lines are $5/month each — calls, texts, and voicemail stay in a shared inbox threaded by customer
Project map shows geocoded project pins with market boundaries and optimized route planning between job sites
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