Projects
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Dan
Formo Renovation · Nashville, TN
Project Manager
Quick Access
Recent
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Built on Quality · Driven by Integrity
Formo Renovation
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Proyecto
Generar SOW
Estimador
Proposal
Dashboard
Generate
Tasks
Materials
Files & Photos
Crew
Payroll
Expenses
Finance
Reports
Schedule
Client Portal
Yearbook
Project

Scope of Work

Upload scope of work PDF
Tap to browse · Drag & drop
or type & paste
Pro tip: Upload a PDF or paste the scope. Include colors, room names and specs — AI organizes everything in the correct construction order.

Generated Tasks

Upload a PDF or paste your scope, then tap Generate Tasks.

Tasks
Schedule
Client-facingSyncs with the Dashboard
Client Timeline
Build a phase schedule to share with your client

History

↻ Payroll & Subcontractors auto-synced from Payroll tab
Add New Expense
Description
Amount $
Type
Category
Bill it to
Paid with / Bank optional
Receipt optional

Financial Summary

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Contract & Revenue

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Contract Price
Invoice No. (auto)
Contract Notes

Change Orders

▼

Invoice

%

Daily Client Update

Top priority tasks for today:
Click Generate to create a friendly daily update for your client.
Crew Schedule
Daily Crew Report

Crew Roster

Today

Crew Hours

Subcontractors

Subcontractor from Workers DB
Job Description
Amount

Payroll Summary

Payment Tracker

Documents

0 files

Project

Site Location for worker check-in
Stand at the job site and tap the button, or enter coordinates manually.
Client Portal
Share this link with your client. They see live progress, phase tips, and can send you questions & notes that appear in the Feedback section below.
Client Feedback
Open Project
Change label
Move to folder
Delete
Notes & comments
Duplicate task
Delete task
Generator
Document
Download
Invoice generated

New Project

Customer
Team access

Edit Task

Edit Subtask

Schedule Task

Add Material

Pick it from your price listOnly saved materials — labor rates live in the Estimator.
$
Optional — helps track item prices over time

New selection

$
$

Generate Purchase List

Select which materials to include, then generate a PDF you can send to a supplier. Deselect items you'll send to someone else.

Move to Phase

Access Code

Account

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Settings

Workers Database

Workers saved here are available across all projects.
Add / Edit Worker
Stored in a separate protected record. It is never shown on invoices, portals or reports — only here, to the finance roles, and masked until you tap Show.

Add Crew Member

Edit Crew Member

Schedule Tasks

Change Order

Adjust Stock

Current:

Adjustment History

↩ Void Adjustment

This will reverse the adjustment and restore the stock. The original stays in the history marked as voided, and a canceling entry is added for the record.
Voiding:

Add Inventory Item

Material Calculator

More