Create your first project to get started with tracking expenses and managing your construction business.
Internal Users
Manage your team members, employees, and internal contractors.
Subs/Vendors
Manage your subcontractors, suppliers, and service providers.
Clients
Manage your project clients and contacts.
Cost Codes
Manage your project cost codes and default rates.
Settings
Manage your company configuration, permissions, and integrations
Company settings
Your Company
Company name
Company logo
Company information
Manage subscription
Jobs
Client settings
Email Templates
Default job permissions
Sales
Sales
Project management
Schedule
Progress Updates
To-Do's
Change Orders
Selections
Time Clock
Files
Files
Messaging
Comments & Messages
RFIs
Financials
Cost codes
Catalog
Bids
Estimates
Change Orders
Invoices
Bills / POs / Budget
Taxes
Directory
Role management
Client contacts
Subs/vendors
Quick Project
Create Project
Project Setup: Step 1 of 4
Set up your project details first, then configure client info, team members, and vendors in the other tabs.
Project Setup: Step 2 of 4
Set up your client information or skip this step and add it later.
Primary Client Information
✨ New clients will be automatically added to your directory. You can manage all client details in Directory → Clients.
Project Setup: Step 3 of 4 (Optional)
Assign internal team members who will work on this project. You can skip this and add them later.
Project Team
Assign internal team members to this project.
Project Manager
Site Supervisor
Quality Control Inspector
Administrative Support
Project Setup: Step 4 of 5 - Subs/Vendors (Optional)
Assign subcontractors and vendors for this project. You can skip this and add them later.
Project Subs/Vendors
Assign subcontractors and vendors to this project.
Electrical Contractor
Plumbing Contractor
HVAC Contractor
Material Suppliers
Equipment Rental
Edit Project
Primary Client Information
To edit client details (phone, email, address, etc.), please use the
Directory → Clients
section. Changes will automatically appear here.
Client Portal Access
Invite your client to view project progress, invoices, and files through a secure portal
Additional Contacts
Add additional contacts for this client (assistants, family members, etc.)
Project Team
Assign internal team members to this project.
Project Manager
Site Supervisor
Quality Control Inspector
Administrative Support
Project Vendors
Assign vendors and subcontractors to this project.
Electrical Contractor
Plumbing Contractor
HVAC Contractor
Material Suppliers
Equipment Rental
Add Contact
Add Progress Update Entry
Add Time Entry
Add Expense
Add Change Order
Add Work Order
Create Invoice
Record Payment
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Expense Details
Role Management
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Create and manage custom roles for your team members.
Work Order Details
Upload Receipts
📄
Drag & Drop Receipts
Drop your receipt files here
or
Supports PDF, JPG, PNG up to 10MB
Email Templates
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Manage all client email templates in one centralized location. Customize the messaging for invoices, change orders, progress updates, and more.
Invoice & Billing
Invoice Email Templates
Personalize the text and messaging in invoice emails sent to clients
Project Communication
Change Order Email Templates
Customize email content for change orders sent to clients
Progress Update Email Templates
Customize email content for progress updates sent to clients
Sign In
Invoice Management
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Email Templates
Invoice Email Templates
Personalize the text and messaging in invoice emails sent to clients
Change Order Email Templates
Customize email content for change orders sent to clients
Progress Update Email Templates
Customize email content for progress updates sent to clients
Invoice Email Templates
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Email Template Editor
Available Variables:
{{companyName}} - Your company name {{clientName}} - Client's name {{invoiceNumber}} - Invoice number {{projectName}} - Project name {{invoiceAmount}} - Invoice amount {{dueDate}} - Due date
Email Preview
Change Order Email Templates
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Email Template Editor
Available Variables:
{{companyName}}
{{clientName}}
{{changeOrderNumber}}
{{projectName}}
{{changeOrderTitle}}
{{changeOrderDate}}
{{totalAmount}}
{{description}}
Email Preview
Progress Update Email Templates
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Email Template Editor
Available Variables:
{{companyName}}
{{clientName}}
{{projectName}}
{{updateTitle}}
{{updateDate}}
{{updateDetails}}
{{photoCount}}
{{createdBy}}
Email Preview
Import Cost Codes from CSV
Import from Buildertrend or other systems
Upload a CSV file with your cost codes to quickly populate your system.
Supported CSV Formats:
Buildertrend Export Format:
CostCategory,CostCode
Example:
01000 - General Requirements,01010 - Price & Payment Procedures