Invoicing & Payments
No fee payments* and deposits as soon as the next business day.
Review upcoming payments due and keep an eye on cashflow.
Punch List automatically creates invoices to get you paid faster than ever.
Flexible billing with Fixed Pricing or Time & Materials. Setup custom billing schedules or bi-weekly payments to keep cashflow moving.
Let Homeowners pay digitally to avoid check and wire transfer delays.
QuickBooks integration coming Summer 2021.
Punch List is always free for Homeowners.
Keep your business chats in Punch List to streamline communication and keep discussions in one place.
Chat with homeowners (and soon employees and subcontractors) to keep discussions and project decisions on the record.
Allow multiple homeowners on each project to keep everyone's ideas and decisions together.
Use photo messaging and markup tools to show exactly what you mean.
Discuss each task directly on its own comment wall to keep relevant conversations in place and share work in progress.
Estimates & Lead Tracking
Respond to your new business enquiries with easy to create estimates.
View and track all of your potential new business in one place
Let homeowners approve your estimates digitally.
Scheduling & Project Management
The Activity Feed shows everything happening across all of your projects and shares updates with your homeowners (and soon your entire team). This is the place to see the pulse of your business.
View the progress of each project's phases, tasks and budget to stay on track and on time.
Mark work as complete and Punch List will automatically notify your clients (and soon your entire team) to keep everyone on the same page.
Track material spending and allowance budgets to stay within your estimates.
Keep your clients informed on project news by sharing Project Updates directly to their Activity Feed.
Request homeowner approvals on your work when needed.
Create change orders, let homeowners request changes and get paid immediately for the new work.
Schedule phases and individual tasks or events to see the entire timeline of your projects and stay on track.
Adjust the project schedule and Punch List will automatically notify your clients (and soon your entire team) and optionally cascade changes to your other dates.