Load new records, update changed rows, export CSVs. Every one is ready to run, and you can adjust it in plain language.
Log subcontractor invoices and archive their PDF emails.
Your supplier invoices stay easy to find in filed emails, with their details in your invoice spreadsheet.
Log trade and materials invoices with links to the originals.
Copy less during vendor invoice management: your spreadsheet gets clear invoice details, and your clerk gets links to the invoice and its row.
Rank upcoming permit projects by trade fit and location.
Your sales team gets a ranked construction lead list from permit alerts, with project details and reasons to follow up.
Deliver approved construction tracker CSVs with omission counts.
Your partner gets the tracker slice you chose as a CSV, with a note showing how many records the view left out.
Capture project inquiries and timing for review before outreach.
Your customer lead list shows requested service, timing, and clear contact matches, with missing answers flagged before outreach.