Everything the Job Needs Command It However You Work.
The fundamentals you'd expect from a job platform, plus the one thing you won't find anywhere else: an AI you talk to like a foreman, not software you have to learn.
Every Feature. One Flat Fee. No Upsells.
| Approvals & Documentation | Pipeline & Proposals | Scheduling & Routing | Team & Crew | Everything Else |
|---|---|---|---|---|
| RFI Management | Opportunity Views | Auto-Adjusting Schedule | Contractor Network | Territories & Coverage |
| Submittals | Proposal Builder | Route Optimization | Smart Alerts | Approvals Queue |
| Document Control | E-Signature & Close | Status Tracking | Analytics Dashboard | Custom Fields & Reporting |
| Audit & Change Log | Estimating | Time Tracking | Roles & Partner Access | Search & Data Import |
Nothing Stalls Waiting on a Signature.
Every RFI, submittal, and drawing revision in one place: with a paper trail you can actually find, six months later, when someone asks for it.
RFI Management
Every question tracked with a due date and a priority, so nothing gets asked twice and nothing gets forgotten in a group chat.
Submittals
Full revision history on every submittal, so you always know which version is the one that got approved.
Document Control
Drawings, specs, and bulletins stay versioned automatically. The latest one is always the one your crew sees, not the one still open in someone's inbox.
From First Call to Signed Deal: Without Ever Leaving the Pipeline.
See exactly where every deal stands, build the proposal without opening a separate document, and watch it close itself the moment they sign.
Every Deal, However You Like to See It
Table, Kanban, Map, or Triage view, whichever way your team actually thinks about the pipeline. A dedicated Lead Inbox catches new business the moment it comes in, and you can search by job number, company, owner, or address instead of scrolling to find it.
Build the Proposal Without Leaving the Deal
A guided, step-by-step builder walks through scope, pricing, and terms right from the opportunity, with AI-assisted pricing suggestions and everything saved automatically as you go. No separate document, no starting from a blank page.
Signed Closes the Deal, Automatically
Send a polished, branded proposal with one click. Your customer reviews and signs electronically, no account required. The moment they sign, it moves to Closed Won on its own, nobody has to remember to update the pipeline by hand.
Tighten the Routes. Close the Invoices. Set Up Tomorrow. By Voice.
Say what changed and the schedule updates, no dragging tiles around a calendar from the truck with one hand.
Auto-Adjusting Schedule
Tell it a job's running long and it re-slots the rest of the day, no double-booking a crew that's already stretched thin.
Route Optimization
See every job on a map, with territory and address baked in, so the crew isn't guessing which job is closest before the next one.
Status Tracking
Say "job's done" from the truck and the status updates in real time, no separate step, no catching up at the end of the day.
The Office Sees It the Moment It's Said.
No relay, no "let me check with the crew and get back to you", everyone's looking at the same job in real time.
Contractor Network
Every contractor's skills, territory, and track record in one list, so assigning the next job isn't a guessing game or a group text asking who's free.
The Right Alert to the Right Person
Alerts go to the person who actually needs them. An RFI to the estimator, an approval to the owner, a status change to the crew lead. Not a firehose to everyone.
Analytics Dashboard
See every job's progress and every crew's completion rate at a glance, no pulling numbers together the night before a meeting.
The Stuff That's Easy to Forget: Until It's Missing.
Territories, approvals, custom fields, reporting. Not headline features, but the ones that bite you when they're missing.
Territories & Coverage
Draw your service area by boundary or postal code, and jobs route to the right contractor automatically.
Approvals Queue
One inbox for every RFI, submittal, and drawing waiting on a decision, internal team or an outside client, no account needed for them to say yes.
Custom Fields & Reporting
Add the fields your jobs actually need to track, and pull a printable progress report without exporting to a spreadsheet first.
HubSpot Integration
Seamlessly connect ServiceIQ with your HubSpot CRM to sync customers, projects, and job data. Keep your sales and operations teams aligned with bi-directional sync, via OAuth.
- Sync companies and contacts automatically
- Create custom objects for projects
- Track job status in HubSpot
- Bi-directional data flow
QuickBooks / TurboTax Integration
A true construction-grade integration with QuickBooks and TurboTax. Every line item, material drop, and labor hour is mapped at the precise cost-code level, so retainage, change orders, and progress billing stay aligned with your ledger in real time.
- Line items mapped to precise cost codes
- Automated retainage and progress billing
- Change orders update budgets in real time
- Unlimited subcontractor seats, flat-fee pricing
HubSpot Bi-Directional Sync
Connect multiple HubSpot portals without giving up control of your own data. Your HubSpot stays yours, even while it's talking to a partner's.
- Connect more than one HubSpot portal at once
- Your HubSpot stays in control
- Built in from day one, not patched on later
Starting at
Per additional HubSpot instance
See It Run a Real Job, Free for 14 Days.
No card, no training, no consultant call. Load your own jobs and watch the paperwork keep up with you.