Contractor Operating Platform
Run your contracting business from your phone.
Leads, estimates, contracts, crews, materials, payments and the books, in one place that works where you do: in the truck, on the job and at the kitchen table.
Take the 3-minute tourStart now
The tour follows a month of a floor coating business near Cleveland, lead by lead, with every number worked out by the platform. The business is made up; the platform is the real one.
Everything a job touches, from the first call to the last payment
Leads and estimates
Your website prices floors from your own price book and books inspections with a deposit. Phone leads go in with their source, so you see what your advertising buys.
Quotes and contracts
After the inspection you send good, better and best options with your margin on each. The customer picks a start date from your crew's open days and signs on their phone, with the three-day right to cancel built in.
Crews and the schedule
Signed work lands on the crew's days. Installers clock in on the job from their phones, add photos, use materials off the truck and tick off the signed scope. They never see prices.
Materials
Stock on the shelf and on each truck, reorder points, and orders worked out from the booked work, grouped by supplier. Receiving an order books the supplier's bill.
Getting paid
Deposits and final invoices come from the job. Customers pay by card or bank from the link on their contract, invoice or sign-off; checks are recorded in a click; payouts reach the bank on their own.
Books and numbers
Real double-entry books built from the work itself: revenue, job costs, bills, payroll from the timesheet and a reconciled bank. Analytics for money, sales, jobs, cash and stock.
Built for how contractors work
- Every screen works on a phone, for you, your office and your crews.
- Prices are worked out on the server from your price book, and every version is kept, so a quote never changes after it is sent.
- Each business has its own database. Your records are never mixed with anyone else's.
- Set up in about an hour: recommended starting prices for your trade, and Excel templates for what you already have.
- Floor coating is first; each trade gets its own price book, materials and checklists.
Questions
Do I have to change how I work?
No. Start with what you do today: take a lead, send a quote, get paid. Add crews, stock and the books when you are ready. Recommended settings load with one click.
Can my crew use it?
Yes. Installers clock in on the job, see the scope and the materials, and add photos from their phones. They do not see prices, margins or invoices.
How do customers pay?
By card or bank transfer from the link on their contract, invoice or sign-off, through Stripe. Card and bank details stay with Stripe. Checks are recorded in a click.
What does the tour show?
A made-up floor coating business living a real month on the platform: leads from the website and the phone, inspections, quotes, signed contracts, crew days, materials, payments, payroll and the books. You can step backward and forward, and email it to a colleague.