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
Files, photos & project history
Keep the context close.
Organize project files, photographs and notifications. Use the Streamline activity history to follow recorded project events without piecing everything together from separate conversations.
The project record
How it works
- 01
Site survey.pdf
Keep files and photographs with the project.
- 02
Kitchen reference.jpg
Return to the source when discussing a change.
- 03
Streamline
Follow recorded events in the project activity history.
Project management
An approved decision can lead to a change order, an invoice and a client update—all connected to the project.
Explore this areaA workspace for every project
Bring the job into focus.
Explore this toolProject stages & timelines
See the sequence of work.
Explore this toolTo-dos & client action requests
Make the next step clear.
Explore this toolDaily Updates
Let your work tell the story.
Explore this toolCollaborators & scopes of work
Bring the right people into the job.
Explore this toolFeature availability depends on your role and company settings. Planned features and workflows in development are labeled throughout this guide.