Configure the operating system that runs your contracting business. Each card below opens a dedicated workspace and lists every control inside it.
Company
2 groups · 19 controlsIdentity, branding, and operational details
Open
Company Information
- Company Name
- DBA Name
- Logo Upload
- Cover Image
- Company Description
- License Number
- EIN
- Website
- Phone Number
- Email Address
- Physical Address
- Service Areas
- Business Hours
Branding
- Primary Colors
- Secondary Colors
- Font Selection
- Email Signature
- Proposal Branding
- Client Portal Branding
Users
3 groups · 22 controlsTeam members, roles, and permissions
Open
Users
- Add User
- Remove User
- Suspend User
- Invite User
Roles
- Owner
- Admin
- Controller
- Project Manager
- Estimator
- Superintendent
- Office Staff
- Marketing
- Subcontractor
- Client
Permissions
- CRM Access
- Financial Access
- Team Access
- Project Access
- Marketing Access
- AI Access
- Reporting Access
- Settings Access
Integrations
7 groups · 19 controlsConnect external systems and data sources
Open
Google
- Google Calendar
- Gmail
- Google Drive
- Google Meet
Microsoft
- Outlook
- OneDrive
- Teams
Accounting
- QuickBooks Online
- Xero
Payments
- Stripe
- Square
Communication
- Twilio
- RingCentral
- Zoom
Marketing
- Google Ads
- Meta Business Manager
- Google Business Profile
Project Management
- Buildertrend Migration Tools
- Handoff Integration
Financials
5 groups · 19 controlsAccounting, taxes, and AI controller behavior
Open
Accounting
- Chart of Accounts
- Default Cost Codes
- Default Job Cost Structure
- Vendor Categories
Taxes
- Sales Tax
- State Tax
- Local Tax
- TPT Settings
Invoices
- Default Terms
- Due Dates
- Late Fees
Job Costing
- Labor Rates
- Burden Rates
- Markup Rules
- Profit Targets
AI Accountant
- Auto Reconciliation Rules
- Vendor Memory Rules
- Approval Thresholds
- Sync Settings
CRM
3 groups · 16 controlsLead sources, pipeline stages, and automations
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Lead Sources
- Referral
- Website
- Repeat Client
- Other
Pipeline Stages
- New Lead
- Qualified
- Estimate Scheduled
- Proposal Sent
- Follow Up
- Closed Won
- Closed Lost
Automation Rules
- Lead Assignment
- Follow-Up Sequences
- Notifications
Projects
4 groups · 15 controlsTemplates, scheduling, and required fields
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Project Types
- Kitchen Remodel
- Bathroom Remodel
- Full Interior Remodel
- Deck
- Built-In
- Addition
Default Templates
- Estimates
- Proposals
- Contracts
- Change Orders
Scheduling
- Working Days
- Holidays
- Production Hours
Daily Logs
- Required Fields
- Notifications
Client Portal
3 groups · 11 controlsBranding and what clients can see
Open
Portal Access
- Client Invitations
- Portal Permissions
Visibility Controls
- Financial Transparency
- Daily Logs
- Photos
- Documents
- Change Orders
- Payments
Branding
- Client Portal Logo
- Welcome Message
- Theme Colors
AI Suite
5 groups · 16 controlsAdviser tone, accountant automation, and knowledge base
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AI Adviser
- Business Coaching
- Financial Coaching
- Sales Coaching
- Marketing Coaching
AI Accountant
- Automation Level
- Approval Thresholds
- Auto-Close Rules
Client Fit Analyzer
- Scoring Rules
- Risk Factors
- Recommendations
Lead Forge AI Studio
- Content Settings
- Marketing Settings
- Brand Voice
Knowledge Base
- SOP Uploads
- Company Policies
- Training Documents
Notifications
4 groups · 13 controlsEmail, SMS, push, and AI alerts
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Email Notifications
- Leads
- Estimates
- Contracts
- Payments
- Change Orders
SMS Notifications
- Team Alerts
- Client Alerts
Push Notifications
- Mobile App
- Browser Notifications
AI Alerts
- Business Risks
- Financial Risks
- Sales Opportunities
- Team Performance
Security
3 groups · 10 controlsAuthentication, password, and session controls
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Security
- Two-Factor Authentication
- Password Policy
- Session Timeout
Data Management
- Backup Settings
- Data Retention
- Export Tools
Audit Logs
- User Activity
- Financial Changes
- AI Decisions
- System Events
Subscription
2 groups · 7 controlsPlan, billing, and usage
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Subscription
- Plan Details
- Billing
- Usage
Support
- Help Center
- Knowledge Base
- Submit Ticket
- Feature Requests
Advanced
4 groups · 13 controlsEnterprise: multi-company, white label, API, automations
Open
Multi-Company Management
- Multiple Contractor Accounts
- Portfolio Dashboard
- Cross-Company Reporting
White Label
- Custom Branding
- Custom Domain
- Custom Login Screen
API Settings
- API Keys
- Webhooks
- Custom Integrations
Developer Tools
- Automation Builder
- Workflow Builder
- Custom Fields
- Custom Modules