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Project Builder

Build quotes, estimates, and project plans without cluttering the active project lists.

Create Mode

Project Details

Projects start as quoted until accepted by the client.

Task Breakdown

Add task pricing, materials, tooling, equipment, services, and notes.

Scheduling & Dependencies

Track material deliveries, outside services, equipment, tooling, and anything that can affect the schedule.

Employees & Time Logs

Assign employees to this project, track dated hours, payroll cost, billable labor, and labor profit.

Pricing Summary

Quoted projects save pricing, but only accepted/completed projects count toward dashboard value.

Tax Handling Taxable rows add tax directly into task/dependency totals. You can leave tax off, change the tax %, or tax nearly any line item as needed.
Builder Running Total $0.00

Save Project

Saved projects move to Quoted, Accepted, or Completed project lists based on status.

Project Lists

Open saved projects by status to review, edit, or delete.

Quoted Projects

Estimates that have not been accepted yet.

Open

Accepted Projects

Approved work that counts toward active project totals.

Open

Completed Projects

Finished project history for records and future trends.

Open

Directory Manager

Add, edit, or delete reusable clients, materials, tooling, equipment, and services.

Open Directories