3. Core Platform Features
The following sections describe the designed functionality of each feature area. All features are subject to the subscription tier held by the user's organisation.
3.1 CRM & Lead Pipeline
Lead and enquiry management for tracking prospective clients from first contact to contract execution.
- Kanban board and list view for lead stages (new lead, consultation, design, tender, contract signed, in construction, completed)
- Search and filtering by lead title, client name, email, stage, or source
- Multi-client association per lead with role tracking
- Lead source tracking (website, referral, display home, social media, real estate, other)
- One-click lead-to-project conversion with data carry-over
- Pipeline analytics (total leads, active leads, pipeline value)
3.2 Project Management
Central project record linking all documents, photos, communications, payments, and milestones.
- Project creation with site address, client details, project type, and description
- Milestone and timeline tracking with configurable stages
- Project progress calculation and status tracking
- Multi-client association per project
- Project-level document, photo, change order, and payment aggregation
- Activity log recording all project events
3.3 Contracts & Digital Signatures
Import, manage, and digitally execute construction contracts. The Platform does not provide or license contract templates — users must independently obtain and licence their own contract documents.
- Import of user-owned contract documents (PDF)
- Digital signature facilitation via integrated e-signature provider (BoldSign)
- Signature audit trail (signatory identity, timestamp, signature data)
- Signed documents automatically filed to project record
- Statutory declaration generation with digital signature and PDF export
3.4 Material Selections
Product catalogue and client selection workflow for managing material and fixture choices.
- Product catalogue management with supplier pricing tiers
- Client-facing browsing and comparison interface via the Client Portal
- Timestamped client sign-off on selections
- Selection deadline tracking by construction stage
- Cross-project selection status overview
3.5 Document Management
Centralised storage and organisation of project documents.
- Upload and store documents against specific projects
- Category organisation (plans, certificates, supplier quotes, council correspondence)
- Keyword search across all projects
- Filter by document type or date range
- Shareable document links with optional expiry
- Client Portal visibility controls per document
3.6 Drawings & Plans
Plan viewing, annotation, and measurement tools for on-site and office use.
- Annotation tools: freehand drawing, lines, arrows, rectangles, ellipses, text, pins, numbered callouts
- On-screen measurement: distances, areas, and angles with scale calibration (mm, cm, m, ft, in)
- Layer management (markups, measurements, punch list item pins, notes, dimensions) with toggle visibility
- Shareable links with optional expiry and access tracking
- Export as composite PDF or high-resolution PNG
- Version tracking with superseded drawing retention
- Punch List Item pin linking to punch list item records
3.7 Site Photos
Photo capture, storage, and organisation by project and construction phase.
- Upload photos tagged to project and construction phase
- Private storage with signed URL access (photos are not publicly accessible)
- Photos visible to clients in the Client Portal organised by phase
- AI-assisted photo analysis (optional)
3.8 Change Orders
Creation, costing, and digital approval of contract change orders.
- Create change orders with line items and cost impact
- Send for digital client signature
- Signed change orders automatically filed to project record
- Change Order history and audit trail
3.9 Payments & Invoicing
Progress claim generation, invoice tracking, and accounting integration.
- Progress payment schedule setup using configurable stages (deposit, base, frame, lock-up, fixing, completion)
- Automated claim amount calculation from contract value and stage percentages
- Invoice tracking dashboard (pending, overdue, paid) across all projects
- Purchase order creation, email delivery, and delivery tracking
- QuickBooks Online accounting integration (bidirectional invoice and purchase order sync); Xero integration is on the roadmap for your market
- Subscription payments processed by PCI-DSS Level 1 certified providers: Stripe for new subscriptions, Airwallex for subscriptions that began before Stripe was introduced
3.10 Email Integration
Inbox connection with AI-assisted sorting and project linking.
- Connect email inbox to the Platform
- AI-assisted email categorisation by project (using Job ID matching)
- Searchable email threads tied to project records
3.11 Site Diary
Daily site activity recording with weather data, GPS location, and AI assistance.
- Daily entry capture: weather conditions, trades on site (with worker counts), work completed, issues, and delays
- Automatic weather data from Bureau of Meteorology (current/forecast) and Open-Meteo (historical)
- GPS location capture with reverse geocoding to street address
- AI-assisted prefill suggestions based on recent entries and active milestones
- AI-generated professional summaries (daily, weekly, monthly)
- Selective Client Portal visibility per entry
3.12 Checklists
Checklist scheduling, execution, team assignment, and AI-assisted reporting.
- Pre-built checklist templates: frame stage, lock-up, pre-lining, waterproofing, fixing, substantial completion, closeout
- Custom template creation
- Checklist item tracking (pass, fail, N/A, not inspected)
- Assign checklists to project team members (subcontractors, employees)
- Photo attachment per checklist or per item with GPS stamp
- Digital signature on completion
- AI-generated checklist summary reports with suggested punch list items and follow-up actions
- Certificate and document attachment per checklist
- Checklist results visible in Client Portal
3.13 Safety Management
JHA generation, incident reporting, and regulatory compliance tracking.
- Pre-built JHA templates: roofing, excavation, demolition, electrical, scaffolding, concrete, carpentry, plumbing
- AI-generated JHA using hierarchy of controls, contextualised to trade, activity, and recent site data
- Digital worker sign-off on JHA
- Incident reporting: near miss, first aid, medical treatment, lost time injury, property damage, environmental, dangerous occurrence
- Investigation workflow: root cause analysis, corrective actions with assignees and due dates
- State-by-state WorkCover regulator contacts and notifiable incident flagging
3.14 Reporting & Analytics
Financial reporting, KPI dashboards, and custom report building.
- Pre-built reports: aged receivables, cash flow forecast (12-week rolling), project profitability
- KPI dashboard: gross margin, collection rate, days to payment, on-time completion, punch list item rate, checklist pass rate
- Custom report builder with drag-and-drop widgets (KPI cards, tables, charts)
- CSV export for all reports
- Financial reports powered by QuickBooks Online integration data
3.15 AI Features (Paperless AI)
AI-assisted tools across the Platform, subject to monthly credit allocation per subscription tier. AI features are informational and assistive in nature — they do not constitute professional legal, financial, or construction advice.
- Quote extraction: upload supplier quote PDFs for automated data extraction (supplier, amounts, line items, dates)
- Email categorisation: AI-assisted sorting of emails to projects
- Site diary prefill: AI-suggested work notes based on recent entries and milestones
- Checklist reports: AI-generated professional summaries from checklist data
- JHA generation: context-aware safety method statements
- Project descriptions: AI-generated project descriptions from project metadata
- Budget analysis: cost overrun identification and forecasting
- Paperless AI: chat interface for project-specific queries and recommendations
3.16 Client Portal
Homeowner-facing portal providing read-only visibility into their project. Always free for homeowners.
- Progress photos organised by construction phase
- Milestone and stage tracking
- Material selections browsing, comparison, and sign-off
- Project messages and communication history
- Document access (where builder has enabled visibility)
- Change Order viewing and digital approval
- Payment and invoice visibility
- Checklist results
- Warranty claim submission
3.17 Substantial Completion & Closeout
Assembly of the complete project record for closeout to the homeowner at substantial completion.
- Automatic aggregation of project photos, signed change orders, certificates, checklist reports, payment records, and communication history
- Punch List Item tracking with photo evidence, trade assignment, and resolution status
- Warranty documentation tracking
- Complete digital project record accessible to homeowner
7. Subscription Tiers
Feature availability is determined by the user's subscription tier. The current tiers and their inclusions are published on the Pricingpage and may be updated from time to time with 30 days' notice.
7.1 Builder and Trade Tiers
The tier is set by the number of admin seats. Every tier includes the full Platform and unlimited projects. Prices are per month in USD, ex tax.
- Solo: One admin seat, US$79 flat
- Team: 2 to 4 admin seats, US$59 per admin seat (minimum 2 seats billed)
- Company: 5 to 9 admin seats, US$59 per admin seat (minimum 5 seats billed)
- Enterprise: 10 or more admin seats, custom pricing
Each admin seat adds 100 AI credits per month, 10 e-signature documents per month, 10 GB of document storage and 1connected email mailbox to the organisation's pooled allowance.
Field and estimating seats can be added on any tier and do not count towards the tier or the allowances:
- Site foreman: US$39 per person
- Estimator: US$39 per person
- Crew: Free
Organisations that subscribed to an earlier plan keep that plan's terms.
7.2 Supplier Tiers
- Catalogue — Up to 100 products, 20 builder connections, basic analytics
- Commerce — Unlimited products and connections, per-builder pricing tiers, ERP integration, advanced analytics
- Marketplace — Everything in Commerce plus featured placement, advertising, dedicated account manager, white-label capabilities
7.3 Customer (Homeowner) Accounts
Always free. Access to the Client Portal with read-only visibility into projects associated with the customer's account.