Start with the event
A reviewed takeoff, signed proposal, scheduled capture, or selected project milestone.
Explore Projects & CRMConfigured around your business
Your build process.
Your rules.
Configure stages, owners, conditional requirements, and completion gates for the way your company works. Apply those standards to projects, with explicit project overrides and version history.
THE RULE IS YOURS.THE NEXT STEP IS CLEAR.
A POSSIBLE PATH / YOUR RULES DECIDE
WHEN THE WORK MOVESProposal accepted
IF REQUIREDPrepare for approvalEvidence before installation
ELSEPlan the next stageKeep the decision recorded
Build with the right prerequisites.
Select the condition to explore the two paths.
FROM SOURCE TO OUTCOME
Powerful in practice.
Clear in principle.
One step should carry the context
of the one before it.
Let the conditions decide
Use your business fields to define when a requirement applies. Keep missing information in review rather than treating it as a pass.
Explore Automations & logicReview before the outside world
Create tasks and drafts, then preserve human approval before customer-facing messages, documents, or payment requests.
Explore Invoices & paymentsFROM WORKING DETAIL TO CLIENT CLARITY
A standard you can
trace through the work.
A REQUIREMENT HAS A REASON
The right evidence.
At the right stage.
A reviewed rule creates a requirement. The assigned owner records the evidence before the next stage can proceed.
Select a step. See the connection.↗CONNECTED WORK / DEPENDENCIES
Existing projects keep their version. Changes are reviewed, not silently inherited.
Select a relationship
Follow business standards into the project without exposing the working interface.
THE CONNECTED BUSINESS / CONTINUE EXPLORING
Not just the next stage.
The whole business.
The build keeps its context—from the people and materials to the final handover.
The relationship behind every property.UP / 01
The right next action, with review built in.UP / 02
People, project stages and the next visit.UP / 03
From the agreed scope to the final balance.UP / 04
Give the project detail a clear narrative.UP / 05
The relationship behind every property. Every choice stays connected to the source, the property and the next step.
Explore projects & crmConnect an event to a decision and a next action. Keep exceptions visible and customer-facing steps under your control.
Explore automations & logicPeople, project stages and the next visit. Every choice stays connected to the source, the property and the next step.
Explore schedule & teamCarry the approved scope into milestone invoices and a clear payment record. Separate contract value, issued invoices and collected money.
Explore invoices & paymentsGive the project detail a clear narrative. Every choice stays connected to the source, the property and the next step.
Explore custom reports
FROM FIRST IMPRESSION TO FINAL PAYMENT