Kill scope creep. Keep clients in the loop.
Selections tied to the budget, change orders the homeowner approves in a no-login portal, and proposals that sign and turn into the contract. The margin you bid is the margin you keep.
First month free · Unlimited users · No QuickBooks required.
Your problems, our answers
Scope creep and client texts are eating your week
Here’s what changes when selections, change orders, and client approvals share one system.
✕The client picks a $9,000 range against a $4,000 allowance and nobody flags it.
✓Selections are tied to their allowance and the budget. Go over, and the overage becomes a change order automatically — before it eats your margin.
✕“I never approved that” turns into a fight you can’t win without a paper trail.
✓Clients approve change orders in a no-login portal. Every approval is timestamped and recorded — the paper trail builds itself.
✕Clients text, email, and call asking where things stand and what they owe.
✓The tokenized client portal shows their project, selections, change orders, and invoices — no login, no app to download.
✕Proposals go out as PDFs, then chasing a signature stalls the start date.
✓Send proposals with e-signature. Signed proposal becomes the contract and the budget — work starts on time.
✕Scope creep quietly erases the profit you bid the job at.
✓Every selection overage and change order adjusts the contract value and the budget live. The margin you bid is the margin you protect.
✕Your books, your billing, and your project notes live in different places.
✓One platform: selections, change orders, billing, and a native ledger. No QuickBooks bolt-on, unlimited users.
What matters to remodelers
The four things that protect margin and your sanity
Selections that hold the budget, a portal that answers clients for you, and change orders that always hold up.
Selections & allowances
Selections that protect your budget
Give the client a selection list with allowances baked in. When they choose the imported tile that blows past the allowance, the overage is captured and converted into a change order — so the upgrade is billed, not absorbed, and the budget stays honest.
- ✓Allowances tied to the line-item budget
- ✓Overages auto-convert to billable change orders
- ✓No more silent margin erosion on finishes
No-login client portal
Keep clients in the loop without the chase
A tokenized link — no login, no app — gives the homeowner their own view of the project: selections to make, change orders to approve, and invoices to see. They self-serve the answers they’d otherwise text you about, and every approval is recorded.
- ✓No login or download — just a private link
- ✓Clients approve change orders; approval is timestamped
- ✓They view invoices and project status anytime
Proposals & e-signature
Proposal to contract, signed
Build a proposal, send it for e-signature, and when the client signs it becomes the contract and the job budget in one step. No PDF round-trips, no stalled start dates while you wait on a signature — the project is live the moment they sign.
- ✓Send proposals with e-signature
- ✓Signed proposal becomes the contract and budget
- ✓Start the job the day it’s approved
Change orders
Change orders that hold up
Every change — a selection overage, an added scope, a client request — becomes a change order the homeowner approves in their portal. It adjusts the contract value and the budget automatically, so the documentation and the dollars always match. No more eating extras.
- ✓Client approves in the portal, on the record
- ✓Adjusts contract value and budget automatically
- ✓A clean, timestamped paper trail every time
Questions
What remodelers ask us first
How does it stop scope creep?＋
Selections are tied to their allowances and your line-item budget. When a client’s choice exceeds the allowance, the overage is captured and turned into a change order they approve in their portal — so upgrades get billed instead of quietly absorbed, and the margin you bid survives the job.
Do clients have to create an account or download an app?＋
No. The client portal is tokenized — they get a private link, no login and no app. They can make selections, approve change orders, and view invoices and project status from any phone or browser.
Can I send proposals and get them signed in the platform?＋
Yes. Build a proposal, send it for e-signature, and when the client signs it becomes the contract and the job budget automatically. No separate e-sign tool, and no waiting on emailed PDFs to start the job.
Does it handle the accounting too?＋
Yes — there’s a native general ledger, so billing, change orders, and your books are one system. No QuickBooks bolt-on, unlimited users, and you can export anytime for your CPA. First month is free with no credit card.
Protect the margin you bid on every remodel.
We’ll set up selections, the client portal, and a change order on one of your real jobs so you see it work. First month free, no credit card.
Request a demo