What's New

Set a budget by category, log your expenses, and instantly see where you're over budget (in red) or under (in green) — line by line and overall. Free accounts get a hands-on sample to try by hand; Enterprise unlocks the full tool: one-click import of your Home Depot Pro Xtra purchase history, a reusable cost-item catalog you set up once, and a clean, branded cost summary you can present to your client.

A cleaner side rail groups everything in a project — Overview, Work, Money, and Records — with at-a-glance dots for what needs you (overdue selections, change orders awaiting approval, open punch-list items). It tucks out of the way to give you more room while you work, and folds into a simple menu on your phone.

Each plan now spells out exactly what it adds on top of the plan below it, so it's easy to see what you get as you grow.

Every change order is now saved as a clean, professional PDF automatically — with the full cost breakdown, schedule impact, and your client's approval or signature right on the page.

Your clients can review and sign right from their portal — no printing, scanning, or chasing paperwork.

Connected your Google Drive? Change-order PDFs copy themselves into the project's Drive folder the moment they're created or approved — your paperwork is always in two safe places.

Clients can grab a change-order PDF straight from their project portal — no extra emails back and forth.

Fixed a rare issue that could keep documents from opening in the client portal, so shared files load reliably every time.