Features
Everything a contractor needs to close a job
Modules built around the real work with city departments — not a generic lead table.
MikeI see who's paid and who's late without asking anyone.
01
Project board
Kanban from Pending Permit to Completed. Drag between stages; each card carries address, homeowner, sales rep and permit number.
02
Inspection tracking
Pass/fail status, time frames, inspector contact and notes — plus a month calendar the whole crew reads.
03
C&D waste forms
Upload the facility scale ticket, get the diversion rate calculated and the official city PDF generated.
04
Payments & milestones
Deposit, milestone and final payments, with overdue balances surfaced on the dashboard.
05
Reports & export
Filter by status, city, partner, permit agency and date range — then export CSV in one click.
06
Cities & counties
Per-city requirements, forms and templates, so the same job runs correctly in every jurisdiction.
Your team
Four people, four places. One system.
The owner, the office, sales and the crew each see what they need, from wherever they are.
Mike
Owner
Sees revenue, expenses and profit as they happen.
Sarah
Office manager
Moves jobs across the board and keeps every permit moving.
Jake
Sales
Sits with the homeowner with the whole file on his tablet.
Tony
Crew lead
Sends photos and updates inspections from the roof.
Three steps, zero paperwork
From the moment a lead lands to the day inspection passes.
01
Open the project
Address, category, homeowner and sales rep. The city is detected and its requirements attach automatically.
02
The system drafts the paperwork
Permit applications, business licenses and waste forms come back pre-filled, ready to sign and submit.
03
Track it to sign-off
Inspections, payments and documents update on one board, with alerts for whoever needs to act.
The product
Take a look inside
Real screens from the app. Pick a tab — or click the rail inside the mockup.
City forms
City paperwork, filled in one click
Enter your company details once. After that, every business license application, building permit and C&D waste form comes back pre-filled — a PDF ready to sign and submit.
- Scale tickets read automatically, diversion rate calculated
- Shared form mapping — a city mapped once is available to everyone
- Managed filing: our team submits to the city on your behalf
SarahCity forms take me a minute now, not an hour.
NewVendor invoice import
Drop the supplier's bill in — it lands on the job as expense lines
Upload a PDF or a photo of the invoice. The system reads the vendor, invoice number, date and every billed line separately, categorizes each one (materials, labor, permit fees, equipment) and attaches the file as the receipt. Nothing is saved until you approve the table, and the lines are reconciled against the total printed on the bill.
Permit Cal Inc
Invoice 3878 · Aug 19, 2026 · matched vendor ✓
✓2 lines add up to the invoice total $714.90
Add 2 expenses to this project
In the field
Crews report from the roof. The office sees it instantly.
A separate field portal for crews — chat, photos and today's inspections, no account and no signal required. Every report lands on the right project.
TonyPhotos and updates straight from the roof. No calls to the office.
Send & update over WhatsApp
Today's inspection summary is built from your data and sent to the crew group — inspector, time frame and permit link inside the message.
*PermitBot -- Daily Inspections*
Tuesday, August 11, 2026
*4 inspections today*
--------------------
*1. 2210 Oak Ave*
[SCHEDULED] Framing | 8:00 AM - 12:00 PM
City: Burbank
Inspector: D. Ruiz (626) 555-0142
Permit: BLD-2026-04812.pdf
Share Today's Inspections
Materials & expenses
Ordered → delivered → recorded as an expense with the receipt attached. The cost hits project profitability right away.
Materials (2 pending)
DELIVERED30 sq GAF HDZ, CharcoalABC Supplyarrived Aug 6$7,410Expensed ✓
ORDEREDSynthetic underlayment ×12BeaconETA Aug 14$980Expense
ISSUERidge vent, 40 ftABC SupplyETA Aug 12$310Expense
Schedule & crews
A full week at a glance, one chip per assignment, and a yellow outline the moment a crew is double-booked.
10
11
12
13
14
15
16
Crew A
M. Ortega
Crew B
J. Silva
Crew C
R. Kim
Sales rep commission
Percent of price, percent of profit, or a flat amount. Flagged expenses come off the base and the payout recalculates itself.
Selling price$48,700
Materials & expenses− $8,700
Excluded from commission− $0
Commission base (profit)$40,350
Commission (12% of profit)$4,842
In developmentComing soon
Print the permit from the field — no trip back to the office
The crew opens the project in the field portal, taps print permit and gets a code. They walk into the nearest print shop, hand over the code and collect the printed permit — no email, no USB stick, no drive to the office.
2210 Oak Ave · Burbank
BLD-2026-04812.pdf · 2 pages
PICKUP CODE
4K7-Q2M
Valid 24 hours · single use
NEAREST PRINT SHOPS
Olive Ave Copy Center0.4 mi · open
Magnolia Print & Ship1.2 mi · open
Built for California
Tuned to California jobs — every city's data and documents are already inside
The California city and county dataset ships preloaded: filing requirements, issuing agency, form templates and the diversion rate each city demands. Open a project and that jurisdiction's requirements attach themselves.
482
cities loaded
58
counties
37
forms mapped
New · Sales Control Center
Everything between the appointment and the signed contract
A deal pipeline with value per stage, three-tier proposals priced from your own price book, and a visualization of the finished job before work starts.
JakeEvery lead and every deal I'm working, in one place.
Pipeline
Workspace / Sales
OPEN PIPELINE
$412,900
CLOSE RATE
38%
AVG. WON JOB
$41,250
NEW$96,400
1180 Sierra Madre
Pasadena · Roofing
$52,000M. Ortega
77 Palm Ct
Irvine · Kitchen
$44,400Marketplace
INSPECTION$61,800
2210 Oak Ave
Burbank · Roofing
$61,800Follow-up Aug 22
QUOTED$128,300
903 Lake Dr
Glendale · Roofing
$78,9002 quotes
15 Vine St
Torrance · Bathroom
$49,400AI drafted
NEGOTIATION$126,400
640 Rose Ln
Long Beach · Roofing
$126,400Insurance claim
WON$82,500
4408 Alder St
Ventura · Roofing
$82,500Accepted ✓
Three-tier proposals
Every quote is written from your price book — line items, cost against price, tax. The homeowner picks a tier, and the status follows: draft, sent, accepted.
GOOD
$38,400
3-tab · 25 yr
BETTERRECOMMENDED
$48,700
GAF HDZ · 30 yr
BEST
$61,200
Standing seam
Tear-off & disposal · 30 sq$4,200
GAF HDZ shingles · 30 sq$14,850
Labor · 4 crew days$18,600
Permit & C&D fees$1,180
AI visualizer
Upload a photo of the roof, kitchen or exterior, pick the finishes, and show the homeowner the finished job. The render is saved on the deal and travels into the proposal.
BEFORE
AFTER · GAF HDZ CHARCOAL
RoofingKitchenBathroomExterior
Dispatch board
Incoming lead → attempting contact → appointment scheduled → dead. Every card keeps its call log, and a scheduled appointment moves straight into the pipeline.
New
12
Attempting
7
Scheduled
5
Dead
3
1180 Sierra Madre
Pasadena · Roofing · (626) 555-0142
Aug 20 · no answer, left voicemail — retry 9am
Lead marketplacePROComing soon
Leads from vetted providers, filtered by category and max price. Address and phone stay hidden until purchase, and one click turns a bought lead into a full project.
Roofing$185
Glendale
123 ████ Street, Glendale
(███) ███-████
Full address & phone revealed after purchase
Buy for $185