
Internal tools and automation
Generate Buildertrend reports: Daily Log Checker & Production Outlook
Upload receipts to extract vendor, total, card info, and date for cost coding
View all jobs, billing progress, contract values, and monthly projections
Full sales pipeline tracker: 11-phase workflow, Kanban board, timeline view, estimator sub-tracker, and financials
Submit mileage and personal expense reimbursements with supporting documents
Track job billing, view monthly projections, import contracts, and monitor P&L