Everything Partner does

Estimates that price the way you price

A priced, itemized estimate in minutes — using your rates, not a generic markup.

Build line by line from your own catalog, or let the AI draft the whole thing from a description. Either way the numbers run through your configured markups, your waste factors and your operating overhead, so what comes out is the price you would have written yourself. Every total recomputes to the cent as you edit.

• Line items by trade, with cost and price tracked separately
• Your markups and waste factors applied automatically
• Good / better / best tiers and optional add-ons the client picks
• Paste a list of lines straight in from a spreadsheet
• A minimum-margin floor that blocks approval on a losing estimate

80-second walkthrough

Bid desk

Every invitation to bid in one place, with what it demands of you quoted.

Forward invitations to your desk address and they file themselves with the deadline, the issuer and a read on whether it is worth the trip. Then it reads the actual documents against a fixed compliance checklist — bond, pre-bid meeting, addenda, prevailing wage, insurance, how to submit — and every "required" carries the verbatim sentence that says so.

• Mail intake: forward it, or set a rule and forget it
• Fixed checklist so nothing is quietly left out
• Every requirement quoted from the document, with its page
• "Not found" is stated as not found — never as not required
• Dated submission steps push to your to-do list
• Watches SAM.gov for federal solicitations in your NAICS codes

Change orders that stick

Scope creep becomes a signed, billed change instead of an argument.

Raise a change order from the job, send it for approval, and the approved amount adjusts the project budget baseline — so the job costing stays honest instead of silently going over. An over-allowance selection drafts one for you automatically.

• Client-approved on a public link
• Approved changes move the budget baseline
• Over-allowance selections draft one automatically
• A change-order detector flags the ones you would have eaten

55-second walkthrough

Kowalski — your AI office manager

Log the paperwork by asking. You approve; he files.

Kowalski sits in a dock on every page and can actually do things: create the client, raise the ticket, log the day, find the invoice. He proposes, you approve, and only then does anything get written — so a misheard address is a rejected suggestion rather than a wrong record.

• Ask in plain English on any page, on phone or desktop
• Proposes the write; you approve it before it happens
• Reads your real jobs, costs, schedule and money
• Every action is logged with who approved it

65-second walkthrough

Files that file themselves

Find the warranty letter without remembering where you put it.

The File Cabinet reads the actual bytes of a document or photo, tags it with a category, and writes a searchable summary of what is inside it. Low-confidence classifications ask for a human glance instead of guessing.

• Content-based classification, not filename guessing
• Searchable summary of what each document contains
• Low-confidence items flagged for review
• Every attachment in the product lands here

Projects, tasks and job costing

One place that knows what a job was worth and what it actually cost.

Every job carries its tasks, its schedule, its costs and its conversation. Purchase orders, bills and expenses post into job costing as they happen, so the margin you see is the margin as of this morning rather than as of the estimate.

• Tasks with hours, assignments and dependencies
• Costs rolled from POs, bills, expenses and labor
• Budget vs actual with cost-code composition
• Approved change orders adjust the baseline

One schedule for everybody

Crews, visits and loads on a single calendar you can drag.

A cross-team calendar over tasks, site visits and deliveries, with a per-person workload strip so you can see who is buried before you promise a date. Drag to move, click a day cell to create.

• Tasks, visits and loads on one board
• Per-person workload at a glance
• Drag to reschedule, tap to create
• Subscribe from your phone calendar

Daily logs that half-write themselves

The log is done before you get back to the truck.

Open a log and the weather is already in it from the national service, along with who was on site from the time clock. Add photos and a few lines and it is filed — and it works with no signal, replaying when you are back in range.

• Weather and manpower filled in automatically
• Photo-first, built for a phone in one hand
• Queues offline and replays with the real timestamp
• Links to the tasks and punch items it mentions

60-second walkthrough

Punch list with photo close-out

Walk the job once, close items with a picture instead of an argument.

Items carry a photo, an assignee and a status, and they can be pinned to the exact spot on the drawing they belong to. Closing one takes a photo of the fixed work, so the record of the fix is the fix.

• Photo on the item and photo on the close-out
• Pinned to a point on the plan sheet
• Assignable to a crew member or a sub
• Rolls up per drawing area

Planning room

The drawing set on a phone, with the job’s records pinned onto it.

Open the plans, trace out real rooms and areas — rectangles or traced polygons, because rooms are rarely rectangles — and pin punch items, RFIs and submittals to the exact point they concern. The plan is a lens onto the job’s real records, never a second copy of them that drifts.

• Named and traced areas, not just page numbers
• Punch items, RFIs and submittals pinned in place
• Per-area rollups: what is open, right here
• Share or save a marked-up sheet as an image
• Reachable from the job, the estimate, the change order or the invoice

Service tickets

Small work stays small instead of falling through.

One-off calls, warranty visits and service agreements run as tickets with their own scheduling and a one-click conversion to an invoice. Recurring service agreements raise their own tickets on schedule.

• Ticket to invoice in one click
• Recurring agreements generate their own tickets
• Warranty claims from the client portal arrive as high priority
• Install base: client-owned equipment with warranty status

Invoices from the work you already did

Bill the job without retyping a single line.

An approved estimate becomes an invoice in one click, with the lines intact. Clients pay online from a public link, payments post against the balance, and overdue invoices flag themselves.

• Estimate to invoice with no retyping
• Public pay link — no login for the client
• Partial payments, deposits and retainers
• A money bar that filters to Overdue, Open or Paid in one click

60-second walkthrough

Time clock with GPS

Hours land on the right job by themselves.

Punch in from a phone in two taps and the hours attach to the job and the cost code. Arriving at a site can nudge a one-tap clock-in, and one shift can be split across a bundle of tasks worked as a unit without inflating anybody’s total.

• Two-tap punch, works offline
• Per-worker opt-in geofence nudge — never a silent auto-punch
• Cost code on the punch for job costing
• Multi-task shifts split by estimated hours, never evenly

45-second walkthrough

Training and certifications

Know whose ticket expires before the inspector does.

Certifications, expiry dates and training modules per person, with nudges before something lapses.

• Certifications with expiry tracking
• Training modules and completion records
• Reminders before a certificate lapses

RFIs with ball-in-court

You can prove who has been sitting on the answer.

Numbered RFIs with ball-in-court tracking, overdue flags and a printable record — and they can be pinned to the exact detail on the drawing they are about.

• Per-project numbering that continues correctly
• Ball-in-court and overdue tracking
• Pinned to a point on the plan sheet
• Printable for the record

Sub portal — no account required

Subs get drawings, bids and payment requests from a link.

Each sub gets a private link — no account to create, no password to reset. They see the drawings for their scope, submit bids, upload photos and file payment requests. Compliance runs there too: they upload their insurance certificate and license, and expiry is tracked for you.

• A link, not an account
• Bid-time drawings scoped to their trade
• Payment requests with photos
• Insurance and license on file, with expiry tracking

115-second walkthrough

A portal your clients actually open

They stop calling for an update because they can see one.

Every client gets a portal with their documents, their photos, their selections and their weekly update — reached from a link, with no account to create. It is the same place they approve proposals, pay invoices and file a warranty claim.

• No account for the client to create
• Documents, photos and progress in one place
• Selections with allowance variance shown live
• Warranty claims raise a high-priority ticket

95-second walkthrough

Follow-ups that chase themselves

Nothing goes quiet because you got busy.

Quotes that have not been answered, clients who have gone quiet, and jobs waiting on a decision all raise follow-ups on a schedule — with drafted copy you approve.

• Sequences on quotes, leads and quiet clients
• Drafted messages you approve before sending
• Everything lands on the client timeline

60-second walkthrough

Purchase orders in build order

One click turns a won job into orders, by supplier.

The materials on a won estimate group themselves into purchase orders — by supplier, in the order you will actually need them. Receiving a PO posts its cost to the job and mints its bill.

• Grouped by supplier, sequenced in build order
• Received POs post straight to job costing
• PO to bill, once, without duplicates

70-second walkthrough

Inventory with QR labels

Know what is on the shelf and what walked off the truck.

Nested folders with value rollups, photo-first item cards, one-tap plus and minus through a real transaction ledger, and printable QR label sheets for items or whole shelves. The in-app scanner jumps straight to an item from its label, SKU or barcode.

• Folders with subtree value rollups
• QR label sheets, per item or per shelf
• In-app camera scanner
• Bulk CSV import with folder auto-create

A dashboard about today

Open the app and know what needs you.

KPI tiles with sparklines, an A/R aging donut, active jobs, and the things waiting on a decision — each tile deep-linking to the filtered list behind it rather than to a generic page.

• Money, jobs and approvals in one view
• Tiles deep-link into the filtered list
• Sparklines on the numbers that trend

Nineteen reports that answer real questions

Profit, cash, aging and pipeline — without exporting anything.

Profitability, cash flow, labor trends and labor efficiency, profit by trade, lead funnel, client satisfaction, team utilization, service SLA, A/R and A/P aging, profit and loss, collections, sales and commissions, pipeline trends, portfolio health, job costing, cost by code, and WIP with over- and under-billing. Every one of them reads your live data — nothing to export first.

• P&L waterfall with monthly columns
• WIP: percent complete versus billed to date, with lag flags
• Job costing budget-versus-actual by cost code
• Pipeline funnel and win rate