Background

A US-based firm is seeking a builder-friendly solution to streamline cost estimating, bid management, and project tracking—while integrating seamlessly with accounting systems to reduce errors and improve efficiency.

Solution

The platform offers customizable estimating tools, centralized bid management, and professional proposal generation. It enables real-time budget tracking, simplified change orders with live signatures, and efficient task and subcontractor management through automated reminders. With integrated scheduling, budgeting, and warranty tracking, the solution ensures end-to-end project control. A client portal provides visibility and approval access, while integration with QuickBooks and Xero streamline accounting and reduce errors.