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Contractor Client Management System

Quote, schedule, track, and get paid—without juggling spreadsheets. Built by a contractor, for contractors.

Job costing & P&L Receipts & document vault Change orders & invoicing Timecards & reporting
Why teams adopt it
  • Clear profit per job (materials, labor, overhead)
  • Receivables and change orders tracked in one place
  • Fast estimates → approved work → documented scope
  • Audit-friendly history for every project

Job Costing

  • Income + expenses per job with live P&L
  • Labor from timecards × pay rates
  • Overhead per hour; tax guardrails

Receipts & Documents

  • Receipt entry with notes and attachments
  • Document vault for contracts & permits
  • Searchable history (by job, vendor, category)

Change Orders & Invoicing

  • Approval statuses and value roll-ups
  • Line items with audit trail
  • Invoices tied to scope and progress

Scheduling & Dispatch

  • Assign techs per job (multi-person crews)
  • Job site details at a glance
  • Notes, photos, and status updates

Timecards & Labor

  • Daily entries with hours and rates
  • Exclusions/flags for special cases
  • Reports by tech, job, or period

Reporting & Audit

  • Printable job packets and summaries
  • Receivables aging and payment history
  • Export to CSV/PDF for records

Security & Data Ownership

  • Role-based access for staff and admins
  • Your data remains yours; export anytime
  • Backups and retention aligned to best practice

Getting Started (Typical Flow)

  1. Set company profile and preferences
  2. Import customers and vendors
  3. Create your first job and budget
  4. Add receipts, timecards, and change orders
  5. Track income vs. expenses → print P&L

Frequently Asked Questions

Can I use this with a small team?
Yes—built for one to a few crews with multi-user roles.
Does it replace my accounting software?
It handles job costing and documentation. Many contractors still export to their accounting system for tax filings.
Can I export my data?
Yes. CSV/PDF exports are available for jobs, receipts, and reports.
Is there mobile access?
Yes. The UI is responsive for phones and tablets in the field.

Questions about the CMS?

Send a note and we’ll get back promptly.