Start with the event
A reviewed takeoff, signed proposal, scheduled capture, or selected project milestone.
Explore Projects & CRMWhen → if → then
Less chasing.
More moving forward.
Connect project events to useful next steps with visual conditions, clear branches, and deliberate human approval.
THE RULE IS YOURS.THE NEXT STEP IS CLEAR.
CONNECTED WORK / AUTOMATIONS
Owner approvalPayment request
Review gates matter
The workflow prepares a draft. The project owner reviews it before the client-facing action.
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 Build workflowsReview 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.
CONSISTENT ACROSS THE BUSINESS
Configure once.
Apply with context.
Business automations and project-specific overrides share the same language, with a clear record of what is applied.
Select a step. See the connection.↗CONNECTED WORK / SCOPES
Review before applying a change.
Select a configuration scope
New defaults do not silently rewrite active work.
THE CONNECTED BUSINESS / CONTINUE EXPLORING
Nothing works
in isolation.
Capture, design, plan and deliver—with the property and the business in the same conversation.
The relationship behind every property.UP / 01
Stages, requirements and your rules.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 & crmConfigure the sequence, required evidence and approvals around your business. Each project keeps its own reviewed version.
Explore build workflowsPeople, 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