Everything you need to run your custom builds.
Built from the ground up for custom home builders who want modern software without the 50-tab bloat of legacy tools.
Projects & Timeline
Gantt-style scheduling with drag-to-move phases and tasks
Budget & Draws
Track every dollar — estimates, expenses, draw requests with e-sign
Contracts & E-Sign
Homeowner and subcontractor agreements with digital signatures
Team & Client Portal
Staff access, homeowner portal, and subcontractor token links
Bulletproof Isolation
Your data is completely separate from every other builder
AI-Powered
AI estimates, specs, selections from plans — plus an AI budget assistant that spots issues before you do
Plan Takeoffs
Upload plans, measure quantities with color-coded tools — count fixtures, measure areas by flooring type
Complete capability breakdown
Every tool included in the $199/month base plan, plus an $8 service fee ($207/month total).
Project Management13 tools
- Unlimited projects
- Gantt timeline with templates
- Task checklists & subtasks
- Batch task status updates
- Crew schedule (cross-project calendar)New
- Punch list & warranty tracking
- Weekly reports & activity log
- Progress photos & media gallery
- Plan Takeoffs — measure quantities directly on uploaded PDFsNew
- Color-coded counts (sinks, doors, windows, outlets, fixtures)New
- Area measurement by flooring type (hardwood, tile, carpet, LVP)New
- AI auto-detect items from plansNew
- CSV export for takeoff quantitiesNew
Financial & Payments12 tools
- Budget tracking & financial summary
- Cost Plus budget mode (7-column spreadsheet view)New
- AI Budget Insights (projected over/under, recommendations)New
- Excel & PDF budget import
- Draw requests with lender PDF & e-sign
- Homeowner online payments (deposits, draws, invoices)New
- Stripe Connect builder payouts & bank onboardingNew
- ACH bank account and credit/debit card checkoutNew
- Incoming & outgoing payment ledger with CSV exportNew
- Change orders with client approval
- Purchase orders
- Cost code catalog
Contracts & Procurement5 tools
- Contract templates & digital signing
- Bid packages with private token links
- Selections with AI import
- Spec sheets with standard template
- Subcontractor directory with COI tracking
AI-Powered5 tools
- AI estimates from uploaded plansNew
- AI specifications from uploaded plansNew
- AI selections from vendor quotesNew
- AI Budget Assistant (spots issues before you do)New
- Company Health dashboard with AI Financial AdvisorNew
Frequently asked questions for enterprise custom builders
Everything you need to know about migrating from legacy platforms and securing your data.
