Estimate with clarity
Organize scope by area, trade and line item. Review customer pricing and preserve approved versions.
The HomeCraft OS workspace
One project record from opportunity to closeout.
Keep scope, field work and financial records connected as the job moves forward.
The work behind every project.
Keep the team in context
Connect the schedule, journal, files and changes to the same project.
Follow the money
Review invoices, recorded payments, costs and outstanding balances with links to their source.
Project management · Estimating · Contracting · Invoicing · Accounting · Reporting
01 · Agree on the work
An estimate the customer can understand.
Build scope by area, trade and line item. Keep internal cost separate from customer price. Review the same customer document used for sharing and printing.
- Explicit customer approval, decline or change request
- Preserved issued estimates and accepted change orders
- Tenant branding on customer documents
Customer estimateFictional demo data
Project scheduleFictional demo data
02 · Coordinate the work
A schedule with the project behind it.
Plan phases and workdays, review dependencies, and retain issued versions. Keep journal updates and project files nearby when plans change.
- Month and agenda views
- Customer schedule sharing and printing
- Optional Google Calendar publishing with authorized review
03 · Understand the result
See the numbers. Open the records behind them.
Overview shows invoicing, collections and project activity. Reports and financial workspaces help you follow balances, job costs and source records within your permissions.
Web Insights reports recorded website inquiries and their available attribution. It does not yet provide a verified visitor-to-project conversion funnel.
Recorded payment information is separate from activating online payment collection. Bank and merchant connections require their own setup.
OverviewFictional demo data
