Your accepted proposal becomes a project with 7 tabs. Services work the same way — with visit tracking and cost logging. Both share the same cost database, the same clients, the same invoicing.
Metric cards: estimated vs actual, budget remaining, progress, invoiced.
Rich text scope on every project. Import from documents. AI extraction.
Generate tasks from approved estimates. Status, assignee, due date tracking.
Log actual costs against estimate line items. Per-category variance reporting.
Schedule visits, log duration and costs, track completed vs scheduled.
Crew hours with manager approval. Approve, reject, or bulk-process.
Project timeline and service schedule. Drag-to-reschedule visits.
Audit log of every change. Status transitions, cost entries, edits.
Generate invoices from accepted proposals. Track payments and overdue.
The proposal is signed. Now the real work starts — and CC tracks every dollar, every hour, every visit.
When a client approves your proposal, the estimate becomes a project automatically. Budget is set from the estimate. Line items become cost tracking targets. Scope carries over.
Convert approved estimate line items into work orders — each line item becomes a task with status, assignee, and due date. Or create tasks manually for work that wasn't in the estimate.
As the job progresses, log actual material, labor, equipment, and subcontractor costs against specific estimate line items. See variance per category — are you over or under on materials? On labor?
Generate invoices from the accepted proposal. Actual costs logged during the project feed back into your cost database — so your next estimate for a similar job starts from real numbers, not guesses.
Services aren't just projects — they're recurring or one-time work with visit tracking. Overview, scope, visits, costs, emails, activity, and documents. Log each visit with duration, notes, and costs.
Combined Project Timeline and Service Schedule on one page. Gantt view for project tasks. Calendar view for service visits with drag-to-reschedule. Three time ranges: month, quarter, half-year.
Log crew hours per project. Managers see all pending entries with stats (total pending, approved hours). Approve, reject, or bulk-process. Labor costs tracked against budget.
Upload PDFs, DOCX, or XLSX and create a project from documents. AI batch-analyzes uploaded files to extract scope, key details, and project structure.
Data flows through the platform. Here's where this feature fits.
Estimate → Project
Accepted proposals become projects. Budget and scope carry over automatically.
Actuals → Cost Database
Costs logged on the project feed back into your cost database for better future estimates.
Project → Invoice
Generate invoices from the original proposal. Line items carry over — no re-entry.
7-day free trial. No credit card required. Pick your trade and start estimating.
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