Builder workflow
From first estimate to homeowner handoff
Foundation is organized around the records, decisions and project context a custom builder needs every day.
Projects & Scheduling
Plan builds with timelines, critical-path scheduling, task assignments and a cross-project calendar. Print schedules and adjust the plan as work progresses.
Budgets, Bills & Commitments
Organize costs by group and subgroup, manage bills and purchase orders, and trace actual costs back to their receipts and supporting records.
Proposals, Contracts & Mechanic Liens
Create polished proposals, edit individual contract drafts, attach PDF exhibits, and send lien releases for e-signature or print-and-sign return.
Selections & Drawing Reviews
Present options and request reviews of versioned drawings or quotes. Homeowner responses and builder/staff internal decisions remain clearly distinguished.
Your Team & Homeowners
Give Full Builder staff, CPAs and time-clock-only laborers the right access. Control which project tabs and documents homeowners can see in their branded portal.
Time Clock & Labor Tracking
Track project time, review labor records and resolve missed punches with audited manager corrections. Owners can end or discard accidental active shifts.
AI-Assisted Builder Workflows
Draft estimates from plans, prepare specifications and selections, and build editable schedule drafts from an estimate. Review quantities, prices and dates before use.
Plan Takeoffs & Reusable Assemblies
Measure scaled PDF plans with counts, lengths and areas. Build traceable reusable assemblies for framing and other recurring takeoff work.
QuickBooks Online & CompanyCam
Connect supported accounting workflows to QuickBooks Online and bring linked CompanyCam jobsite photos into Foundation project media.
QuickBooks Online and CompanyCam, in the right place.
Connect the systems your team already uses, with clear configuration requirements and control over the records and photos that appear in Foundation.
Account connections are intentional
Your team connects and configures its own third-party accounts before using the supported workflows.
QuickBooks Online
Keep supported accounting records connected to your builder workflows.
- Configured sync for supported customers, invoices, received payments, bills and recorded bill payments
- Project and vendor mapping, visible sync status and reviewed recovery controls
- Authorized CPA access to QuickBooks settings and accounting workflows
- A recorded bill-payment sync records accounting activity; it does not transfer money to a vendor
Setup requirement: Connect your own QuickBooks Online account and configure the supported sync and mapping options. QuickBooks subscription costs are separate.
CompanyCam
Bring linked jobsite photo documentation into Foundation project media.
- Connect CompanyCam and link the correct project
- Import linked project photos into Foundation's Media workspace
- Retain available capture metadata and avoid reimporting the same CompanyCam photo
- Manage homeowner visibility in Foundation instead of automatically sharing every photo
Setup requirement: Connect your own CompanyCam account. CompanyCam subscription costs are separate; supported project linking and photo import apply.
Capability breakdown
Built for the details that keep a build moving
Use the same workspace for day-to-day project coordination, reviewed financial records and homeowner communication.
$199/month base plan, plus an $8 service fee ($207/month total). Third-party account subscriptions are separate; AI access requirements apply.
Projects & Field Coordination
7 tools- Project timelines, reusable schedule templates and task checklists
- Critical-path scheduling with a compact, collapsible task column
- Cross-project calendar and subcontractor task assignments
- Printable timeline PDFs
- Independent assignable to-dos and requests for information (RFIs)
- Project map and National Weather Service conditions where coverage is available
- Jobsite photos, media galleries and weekly/job logs
Estimating, Takeoffs & Proposals
7 tools- Reusable cost catalogs and estimate templates with group organization
- Estimate line and group reordering with notes
- Cost Plus builder-fee presentation and estimate PDF markup visibility
- Scaled PDF takeoffs: counts, lengths, areas and quantity exports
- Traceable reusable takeoff assemblies, including framing workflows
- Standard or professional proposals with editable text, milestones and a photo header
- Proposal e-signatures, draft history and recipient-open tracking
Financials, Bills & Purchasing
9 tools- Budget groups and subgroups with actual-cost supporting records
- Bills, commitments, receipt attachments and approval workflows
- Editable purchase-order details without automatically resending an order
- Draw requests, homeowner e-signatures and lender forwarding
- Change orders and homeowner approvals
- Invoices and supported homeowner card or ACH payments
- Recorded incoming and outgoing payments; recording a vendor payment does not send money
- Project financial reports, subcontractor payment totals and exports
- Search bills, expenses and receipts by project and record details
Contracts & Mechanic Lien Releases
7 tools- Company templates with fillable fields and live document previews
- Edit an individual draft without changing its master template
- Attach plans, specifications and other PDF exhibits to draft contracts
- Contract e-signatures, recipient-open tracking and PDF downloads
- Mechanic lien release drafts with a choice of e-sign or print-and-sign delivery
- Return signed or notarized lien-release PDFs for builder review
- E-signatures are not notarization; builders provide the appropriate release wording
Selections & Homeowner Collaboration
7 tools- Selection options with photos, allowances and deadlines
- Versioned PDF drawing and quote review requests
- Homeowner approval or requests for changes on the current review version
- Internal builder/staff approvals for spec jobs, separate from homeowner consent
- Internal decisions do not authorize purchases, overages, change orders or payments
- Branded homeowner portal with per-project tab and document visibility controls
- Homeowner messages, project updates and warranty submissions
Time, Labor & Staff Access
6 tools- Project-based clock-in/out and persistent active timers
- General Laborer access limited to assigned-job time-clock workflows
- Manager review, corrections and discarded accidental shifts with an audit trail
- Labor reports and cost details restricted to authorized staff
- Editable Custom, Full Builder and CPA staff access presets
- CPA QuickBooks controls and authorized bill, recorded-payment and approval workflows
Files, Vendors & Closeout
6 tools- Nested document and media folders with expandable subfolders
- Photo capture/upload timestamps with clear source labels
- Subcontractors & Vendors directory, CSV imports and agreement-status tracking
- Private bid invitations and subcontractor COI uploads
- Client directory with primary and secondary contact emails
- Punch lists, warranty tracking and homeowner handoff/orientation records
AI-Assisted Drafting & Insights
6 tools- Plan-based estimate drafts with background processing and status tracking
- Specification and selection extraction from uploaded source documents
- Editable schedule drafts from estimates, including target-date planning
- Budget insights and Company Health financial guidance
- Polish typed weekly/job-log notes without adding unrequested weather
- Builder review remains required; AI output is not a guaranteed quantity or price
AI-assisted work
Draft faster. Review before you rely on it.
AI tools are available after your first payment or an approved account enablement. AI drafts require builder review before use.
Review context
Versioned drawing and quote reviews keep homeowner feedback tied to the review they received, while internal builder and staff decisions remain distinct from homeowner consent.
Product questions
Clear expectations from the start
What access can our staff and homeowners have?
How do QuickBooks Online and CompanyCam work with Foundation?
Can Foundation send a vendor payment for us?
What does AI-assisted mean in Foundation?
See the Foundation workflow in context.
Explore the product tour or review plan details to see how Foundation fits your builder workflow.