Features
Everything the job needs — still easy to open
From first lead to payroll, contracts, and AI that speaks plain English. Built so blue-collar owners can replace the juggling act without learning enterprise software.
Leads & clients
Capture the job before it slips
Intake forms and a simple pipeline keep every lead attached to a real client — so follow-ups don’t die in texts and sticky notes.
- Web intake forms that land in your pipeline
- Client records tied to jobs, estimates, and invoices
- Status you can see at a glance — not buried in a spreadsheet
Rivera Roofing lead
Intake form · today
Oak St remodel
Intake form · today
HVAC tune-up
Intake form · today
Projects & work orders
Command center for the work on the board
Projects, work orders, and a Kanban-style command view so the office and the field share one picture of what’s next.
- Projects that hold the full job story
- Work orders your crew can actually follow
- Board view for what’s queued, live, and done
Queued
Live
Done
Estimates & invoices
Look established before you show up
Sharp estimates and invoices your customers can open, approve, and pay — with a client portal that makes you look bigger than the truck.
- Professional estimates ready to send
- Invoices with payments through Stripe
- Customer portal for review and pay
Roof replacement
Acme Homes · sent
Change orders
Scope shifts without the argument
When the job grows, change orders keep the paper trail clean — so extras get approved before the crew burns the hours.
- Document what changed and why
- Keep the customer in the loop
- Protect margin when the plan moves
Add skylight + flashing upgrade
Was
$12,480
Now
$14,210
Awaiting customer approval · +$1,730
Contracts & e-sign
Sign it before the first dumpster rolls in
State-aware contracts and e-signatures so you lock scope and payment terms without chasing paper around the jobsite.
- Contracts built for trades work
- E-sign without a separate tool
- State-aware templates where it matters
Service agreement
M. Rivera
E-signed · TX
Expenses & reports
Know what’s owed — and what’s burning cash
Track expenses and pull reports when you need a clear read on the business, not another night with Excel.
- Job and business expenses in one place
- Reports you can actually use
- Less guessing about cash and margin
Job expenses
$4,280
This month
Crew, payroll & messaging
Run the crew without the group-chat circus
GPS clock-in, HR, payroll, messaging, and push — so time, pay, and “where are you?” live in the same app as the job.
- GPS clock for field time
- Hours, payroll, and employee portal
- Messaging and push that reach the truck
Jay
GPS · 0.2 mi
Elena
Punch · 7:02a
Chris
Need materials
AI Assistant
Talk to your business like a person
The proprietary in-app AI turns photos into estimate drafts, handles natural-language ops, and helps with contracts — wired into the workflow, not a chatbot bolted on the side.
- Photo → estimate drafts for the field
- Natural language for everyday ops
- Contract help without leaving the job
You
“Build an estimate from these roof photos”
Draft ready
12 line items · materials + labor
Client portals
Hand customers a clean front door
Share estimates, invoices, and documents through a professional portal — delivery that feels like a real company, not a PDF maze.
- Customer-facing document delivery
- Approve and pay without chasing threads
- Brand that travels with every send
Shared with you
Estimate for 412 Maple
Awaiting approval
Mobile & PWA
Built for the truck, not just the desk
PWA-friendly field use so you can run leads, clock time, and check jobs from the phone — same system the office opens on a screen.
- Field-ready on modern phones
- Installable PWA experience
- One source of truth office ↔ field
ProjectMaxx
Today
Clock in · Lot 12
GPS ready
Try the full stack on your next job
45-day free trial. No credit card. Same app from estimate to crew pay.