One integrated solution, from first contact to final payment.
No add-on modules, no "call for Enterprise pricing" to unlock the features you actually need. Every tenant gets the full platform.
English · Español - for your crews and your customers
Customer Relationship Management
Unified Company & Contact Records
Every client, vendor, and prospect - person and company both - lives in one real record, not a scattered mix of spreadsheets and sticky notes.
Full Activity & Communication History
Every call, text, email, and note lands automatically on that contact's timeline, so anyone on your team can pick up a relationship exactly where it left off.
Lead-to-Client Pipeline
Track prospects from first inquiry through Won or Lost on a visual Kanban board, so no lead quietly falls through the cracks.
Data Fields That Fit Your Business
Add the custom fields that actually matter for how you work - not a generic CRM's one-size-fits-all contact form.
Companies On a Map
See every client, vendor, and prospect plotted geographically - spot territory gaps and cluster your outreach without exporting to a separate mapping tool.
Advanced Filtering, Right on the Grid
Build multi-condition filters directly on any Companies or People list - no separate report to run, no IT ticket to ask someone else to pull the list for you.
Click to Call
Click a phone number and ClientManager rings your phone first, then connects you to the client - the call is logged on their record with the number dialed and the talk time.
Project Management
Full Project Details
All project information - financials, schedule, documents, communications - lives in one place, so nothing gets lost.
Project Status Board
See every project as a card on a Kanban board, one column per status - drag a card to move the project forward, no edit form required.
Projects On a Map
Plot all your projects, or just the ones you've filtered, on a map - plan routes and spot where your work clusters.
Estimating
Phase-by-phase cost breakdowns - material, labor, sub, equipment - with independent markups per category, pulled straight from your own priced catalog.
Proposals & eSignatures
Turn an estimate into a branded proposal PDF or Word document, then send it out for a real, legally binding signature - built in using Syncfusion BoldSign.
Hide What You Don't Need
Every business is different - hide the tabs and reference-list values you'll never use, so your team only ever sees what actually applies to your work.
Schedules & Checklists
Keep a project's timeline and task list in the same place as everything else about that project - no separate scheduling tool to keep in sync by hand, and nothing gets missed.
Estimate to Schedule, One Click
The estimate your client signed becomes the job schedule: one task per line, labor hours turned into days, your standard pre-construction and close-out steps added, weekends and holidays skipped. Nothing typed twice.
A Real Gantt Chart
Drag a bar and everything waiting on it moves too. See the critical path, the original plan against today's dates, and a 3- or 6-week lookahead for the crew - with holidays shaded and your own tasks added by hand.
Every Job on One Timeline
A master schedule of every active job, showing which ones are running past their planned dates - click a job to jump straight to its schedule.
Permit Tracking
Record every permit a project needs - permit type, issuing jurisdiction, and notes - right on the project, instead of in a separate folder or someone's memory.
Assets & Equipment Tracking
Track the equipment and assets tied to a property or project, with a full service history attached to each one - so you always know what's been done and when.
Vendor Quotes & POs
Issue, track, and reconcile Quotes, POs & Deliveries against vendor bills without ever leaving the project, so nothing slips through the cracks.
Document Library & Templates
A real merge-field document engine - build your own custom report or document template once, generate it fresh for every project.
Invoicing & Payments
Client invoices, payments and credit memos, all in one place - with optional client online payments using Stripe.
Warranty Tracking
Log post-completion warranty requests and keep them open until resolved - clients can submit these themselves from the Client Portal.
Service & Maintenance
Recurring Service Contracts
Weekly lawn care, monthly pool service, seasonal HVAC checks, recurring handyman work - visits are scheduled months ahead automatically, billed flat monthly, per visit, or per season.
Visit Reminders Your Customers Answer
Customers get a reminder before each visit and can confirm it - or ask for a different day - right from the message, with no login.
Employee
Leave Management
Real leave requests, approvals, and balances - employees submit, managers approve, and everyone can see the team calendar without a spreadsheet passed around by email.
Employee Timesheets
Time entry with a real approval workflow, tied straight to the project it was worked on - no separate timesheet system, and every hour flows straight into project costing.
Your Crew Can Work in Spanish
Each person picks English or Español for themselves. Menus, buttons, and the everyday screens - projects, estimates, schedules, service, timesheets - switch over, while dates and money stay in your business's own format.
Org Hierarchy & Chart
Model your real reporting structure - departments, divisions, whatever shape your team takes - and see it laid out as a real visual chart, always current.
Expense Reimbursement
Employees submit out-of-pocket project expenses, you approve and reimburse - with a full record of what was paid, how, and when.
Policy Library
Publish your handbook, safety policies, and procedures in one place - and know exactly who's actually read and acknowledged each one, not just assumed they did.
Staff Login Access
Turn any Employee record into a real staff login in one click - no separate user-management system to keep in sync with your actual team.
Employee Records, Your Way
Add the custom fields your HR process actually needs, right on the employee record - not a generic template that never quite fits.
Benefits & Dependents Tracking
Health plans, dependents, and benefits enrollment tracked right on the employee record - not a separate binder.
Marketing, Sales & Estimate
Phase / Category / Item Estimating
Build an estimate the way you actually think about a project - Phase, then Category, then priced Line Items - with real markup math at every level, not a flat spreadsheet.
Reusable Cost Catalog
Your own priced catalog of materials, labor, subs, and equipment. Pull items straight into any estimate instead of re-typing prices project after project.
Proposals That Look Sharp
Branded, professional proposal documents generated straight from the estimate - header, footer, and layout all yours to configure once and reuse everywhere.
Bid Requests, End to End
Estimate to Quote to Purchase Order to Receiving to Bill - one connected workflow for getting vendor pricing and turning it into a real, trackable commitment.
Pre-Built Cost Assemblies
Group the materials, labor, and sub costs that always go together - a bathroom rough-in, a deck package - into one reusable assembly. Drop it into an estimate as a single line instead of rebuilding it item by item every time.
Estimate Treeview
Build and edit a whole estimate - phases, categories, line items - in a single tree view. No more hopping between separate dialogs just to add one item to a different category.
The One-Screen Estimator
Phases and categories on the left, lines in the middle, your cost catalog below, totals across the top - build the whole estimate without opening a single pop-up.
What-If Copies
Duplicate an estimate in one click to offer Good / Better / Best options, or to change a signed estimate without touching what the client already agreed to.
Project Finances
Client Invoices & Online Payments
Send invoices, collect payment online with a real card-payment button - money lands directly in your own Stripe account, we never touch it.
Cash Flow by Week
Because every task carries its share of the estimate's price, you see what each week of work is worth - and whether the money is arriving on plan or running late.
Vendor Bills & Payments
Track what you owe, pay vendors who've connected their own Stripe account directly from the app instead of cutting a check.
Role-Based Access Control & Customization
Users in Roles
Group your team into roles like Office, Field, or Sales, and a user can hold more than one - set up access once per role instead of person by person.
Application Menus
Hide the side-menu entries your business never uses, company-wide, so your team's menu shows only the work you actually do.
Tab Order Customization
Put the tabs on your Project, Company, and other records in the order your team works - and hide the ones you'll never open.
Built for the Field
Works on a phone, held upright or sideways - list toolbars shrink to icons so the data gets the screen. Display Density lets each user choose roomy or compact.
US, Canada, Australia & New Zealand
Dates and phone numbers follow your business's own country - 25/12 or 12/25, the right phone format - set once for the whole company.
Client & Vendor Experience
Client Portal - Free, Unlimited
Your clients see invoices, pay online, view schedules and documents, and message you directly - one login, no per-seat cost, ever.
Vendor Portal - Free, Unlimited
Vendors see their quotes and POs, respond, and get paid - same no-per-seat-cost model as the Client Portal.
Subs See Only Their Own Tasks
Each subcontractor gets their own view of the schedule - just their tasks, as a list and a timeline - and reports % done and a note from their portal. The dates stay yours to set.
Speaks Your Customers' Language
Set a contact's preferred language to Spanish and their visit reminders, portal invitations, quotes, texts, and the whole portal come to them in Spanish - dates included. They can switch it themselves.
Email & SMS, Built In
Reach clients and vendors by email or text from inside the app - one compose screen, one send history, nothing to bolt on separately.
Turn Past Clients Into Repeat Business
Show past clients a catalog of services they're actually likely to need next, based on their own project history - request a quote or buy now, right from their portal.
Warranty Tracking
Clients can submit a warranty request straight from their own portal after the project's done - it lands in your queue, not a missed voicemail.
Vendors Get Paid Directly
A vendor connects their own Stripe account once, then gets paid the moment you approve their bill - no more chasing a check or waiting on the mail.
Reporting & Insight
Cross-Tab Analysis
An ad-hoc pivot table over your own project data - build the exact breakdown you need, no report-writer required.
Dashboards
Drag-and-drop dashboards for Projects and People - resize, rearrange, and click any chart segment to drill straight into the records behind it.
Report Builder
Design your own custom report from real fields on any project - flat lists or grouped/subtotaled sections, no code needed.
Query Builder
A visual, no-SQL way to ask any question against your own data - pick a table, build a filter, run it.
Ready-Made Financial Reports
A library of built-in project and estimate reports - cost summaries, variance, category breakdowns - ready in PDF or Word with no setup.
Multi-Location Rollup Reporting
Running more than one location? Roll revenue and the numbers that matter up across every site into one view - no manual exporting and re-combining required.
Sports Leagues & ProgramsAdditional category
For leagues, clubs, camps, and coaching programs - seasons, divisions, teams, families, and volunteers, without a per-registration cut of your fees.
Online Registration
Families register and pay online without creating an account. Set the registration window and capacity, with early-bird and late fees - and a waiting list when a division fills.
Team Builder
Tick players and drop them on a team, or let auto-fill balance the rosters for you - works on a phone, and warns you before a roster goes over its cap.
Division Rosters at a Glance
Registered, on a team, waiting, not paid, no waiver - the counts first, then the roster filtered any way you need, and export to Excel.
Coaches, Volunteers & Background Checks
Track every coach, manager, and volunteer by team or division, with background-check status from Not Started to Cleared - and a count of who isn't cleared yet.
Protects Minors' Details
Players under 18 are flagged as dependents: their date of birth, home address, and phone numbers are hidden from anyone without permission to see them.
Workplace Safety (OHS)Additional category
For any employer that has to record workplace incidents - from a slip in the warehouse to a near miss on site - and keep the OSHA records that go with them.
Incident Register
Every incident in one list, with the recordable, lost-time, and fatal counts up front - and near misses recorded too, because they are the injuries that haven't happened yet.
Everyone Involved
Record the injured person, the witnesses, and whoever helped - with photos, statements, and medical notes attached to the incident.
Standard Injury Coding
Code each injury with the US Bureau of Labor Statistics OIICS system - part of body, nature, event, and source - and switch on only the branches your business uses.
Notifiable Incidents & Deadlines
Mark an incident as notifiable and see who must be told and by when, with a reminder to preserve the scene - and an overdue warning if the deadline passes.
OSHA 300 Log & 300A Summary
The OSHA Form 300 log and the 300A annual summary are generated from your incident records, ready to print and post - with privacy cases handled the way the rule requires.