Project Overview
Progress by CSI division
Recent expenses
Open change orders
Budget by Division
CIP hierarchy · CSI MasterFormat + soft costs
Expense Ledger
Every payment by division · card, ACH, check and Zelle to subs · invoices attached
📷 Scan an invoice: take a photo, or upload a file from your phone (image or PDF), and the fields fill in automatically — review and save.
Bills & Reimbursements
From the general contractor to the owner · reimbursements & advance requests
🧾 Reimbursement: bundle the expenses you paid into a bill to get paid back. Advance request: ask for money up front to pay a subcontractor. Open a bill to print or Save as PDF.
Petty Cash
Small day-to-day jobsite expenses · invoiced weekly to the owner (auto Friday 12:00 PM)
📷 Scan and done: snap a receipt (or upload several, photo or PDF) and the expense logs itself — date, store, amount, category and division. Receipts attach to the weekly invoice to the owner automatically.
Pending (not yet invoiced) — $0
| Date | Vendor | Description | Category | Amount |
|---|
Invoices to the owner
| No. | Date | Period | Total | Status |
|---|
Weekly Report
Auto-generated Friday 12:00 PM from the week's field notes & photos
Field notes (source for the report)
Progress Photos
Daily jobsite photo gallery · organized by date
Billing
Per active project, per month. Unlimited users.
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Users
Who in your company can sign in, which projects they see, and which tabs
| Name | Role | Projects | Tabs | Status |
|---|
Plans
Latest construction drawings · organized by CSI division
Schedule
Construction phases · dependencies shift automatically
Calendar
Phases and inspections day by day
Change Orders
Cost and schedule impact · owner approval
Subcontractors
Contract, progress payments and retainage · click a sub for its payment history