Builder edition · $197/month
Know who's bid, who's insured, and who's on site.
Bid leveling across trades, subcontractor insurance that can't quietly expire, build schedules that remind you before you're late, and a field log your crews actually fill in — for every active project at once.
The one nobody else does well
Subcontractor insurance you can prove
Upload each sub's certificate of insurance once. The CRM records the carrier, coverage amount and expiration, then flags a sub as expiring or expired — on their record, on the bid, and on the job they're assigned to. When someone asks who was insured on site on the 14th, you have the answer in one screen instead of a folder of PDFs.
- COI upload with provider, policy number, coverage and expiry
- Expiring / expired badges wherever the sub appears
- Registration and W-9 status tracked alongside insurance
- Subs register themselves through an invite link — you don't type it in
Bid it, award it, build it
Bid management by trade
Create a project, attach the plan set, pick the trades. Every sub in that trade gets an invite with a link to upload their bid and type their number. Bids are leveled side by side per trade; you award in one click and the awarded amount flows into project costs.
Build schedule and phase tracking
A day-numbered checklist from site prep to final walkthrough, with the sub assigned to each line. Set your lead times once — the dashboard reminds you 90 and 60 days out that the next phase's bids need to be in.
Field crew visibility
Daily field log: who was on site, what got done, weather, visitors, issues. Project updates without chasing texts, and a record you can show the owner or the bank.
Multi-project dashboard
Every active project with its next phase, open bids, missing COIs and overdue tasks on one screen.
Contract and document templates
Your terms, your guarantee, your scope language — set once, applied to every contract. Plans and bid documents stored per project with expiring share links for subs.
Team permissions
Invite office staff, PMs and superintendents with the access each needs. Owners see billing and payouts; everyone else sees the work.
Everything in Field, too
Builder edition includes the whole customer side: leads, pipeline, quotes, e-signed contracts, crews, photos and invoicing. Your remodel and service work runs on the same system as your ground-up projects.
Book a walkthrough
Twenty minutes on a call with the person who built it, inside a live demo company with real projects, bids and subs. You'll know by the end whether it fits how you run jobs.
Prefer to poke around yourself? Create an account — Builder edition is self-serve too.