Built around your business.
Choose a dashboard below. Explore a category, or search every tool in one place.
1. Choose a dashboard to explore its features
Budgets & financial reporting
See what was billed, received and recorded.
Explore project budgets, company financial activity, receivables and expense totals. Financial Overview provides date, project and client filters, period comparisons and source drill-downs; Reports adds period-based summaries. Recorded activity is not a bank balance or a complete accounting statement.
Financial overview · selected period
How it works
- 01
Period
Choose a date range and relevant project or client filters.
- 02
Receivables
Review recorded income and outstanding amounts.
- 03
Expenses
Drill into source records and compare periods.
Estimates, payments & finance
Keep estimates, approved changes, invoices, receipts and credits connected instead of adding the same work twice.
Explore this areaEstimates & invoices
Build professional financial documents.
Explore this toolChange orders
Document a change before it gets lost.
Explore this toolPayment schedules & requests
Make amounts and due dates clear.
Explore this toolOnline payments with Stripe
Offer eligible installments online.
Explore this toolAllowances & project credits
Keep allowances and credits visible.
Explore this toolProject & operating expenses
Separate job costs from company overhead.
Explore this toolFeature availability depends on your role and company settings. Planned features and workflows in development are labeled throughout this guide.