| Included users Seats included with the monthly plan. |
5 users |
10 users |
25 users |
100 users |
| CRM and contacts Companies, contacts, locations, compliance, activity, notes, and history. |
Included |
Included |
Included |
Included |
| Leads and follow-ups Lead work pages, pursuits, follow-up queues, sales dashboard, geo views, and estimate promotion. |
Included |
Included |
Included |
Included |
| Estimating and RFPs Estimates, RFPs, bidders, planrooms, quotes, addenda, RFIs, proposals, bid letters, files, and conversion to projects. |
Included |
Included |
Included |
Included |
| Project operations Project pages, teams, access, RFIs, submittals, change orders, T&M tickets, pay paperwork, daily reports, schedules, drawings, specs, closeout, files, and portals. |
Included |
Included |
Included |
Included |
| Documents and signing Templates, agreement generation, signers, countersignature, reminders, public signing, and executed packages. |
Included |
Included |
Included |
Included |
| Files My Files, project files, estimate files, lead files, folders, uploads, previews, downloads, move, rename, bulk zip, and module file contexts. |
Included |
Included |
Included |
Included |
| Analytics, notifications, support Operating boards, KPIs, signals, notification center, and support ticket workflows. |
Included |
Included |
Included |
Included |
| Service module Service tickets, dispatch, technicians, sites, equipment, agreements, PM, rates, inventory, service billing movement, and Stripe-backed pay-now links in invoice emails. |
Not included |
Not included |
Included |
Included |
| Timeclock and timesheets Clock in/out, breaks, my timesheet, company timesheets, crew timesheets, approvals, rejection, reopening, bulk approval, and clock targets. |
Not included |
Not included |
Included |
Included |
| Employee HR, PTO, expenses PTO, HR library, employee files, expenses, receipts, OCR, reports, expense cards, CSV import, HR safety, and employee requests. |
Not included |
Not included |
Included |
Included |
| Manpower, assets, skills Manpower schedule, roster, assignments, conflicts, reports, assets, maintenance, skills, certifications, licenses, and overhead codes. |
Not included |
Not included |
Included |
Included |
| Visual Takeoff Emerging drawing-based takeoff workspace. Market carefully until production trade coverage is verified. |
Emerging |
Emerging |
Emerging |
Emerging |
| Accounting Workspace Development-stage A/R, A/P, G/L, banking, payroll, purchasing, job cost, reports, settings, and diagnostics direction. |
In development |
In development |
In development |
In development |