Projects
Leads → Quotes → Projects — with accounting visibility
Creating Leads & Quotes
Start a lead from a customer or contact and fill required fields. Lead numbers are encoded by year and month (eg., AA-### for 2024).
- Create leads directly from customer records
- Convert qualified leads to quotes with one click
- Track lead sources and conversion rates
Project Accounting
View Quoted, Projected, Committed (POs) and Actual totals. Attach invoices and supporting docs to each entry.
- Real-time budget vs actual comparisons
- Committed costs from approved POs
- Document attachment for audit trails
Job Costing
Track every expense down to the detail, ensuring accurate allocation of costs to specific projects and preventing budget overruns.
Quoted
Original estimate
Projected
Current forecast
Committed
Approved POs
Actual
Invoiced costs
Progress Billing & Invoicing
Automate AIA-style billing and retainage tracking, speeding up payments and reducing disputes with clients. Create professional, error-free invoices integrated with project milestones.
AIA-Style Billing
Generate G702/G703 forms automatically from project data
Retainage Tracking
Automatically calculate and track retainage amounts
Time & Project Time Management
Track who did what and when — filterable by employee, date, notes and project. Export time to payroll integrations.
Financial Reporting
Generate real-time reports that provide crystal-clear insights into cash flow, profitability, and project performance—customizable dashboards that put data at your fingertips.