Features
Module catalog for the full contracting lifecycle.
From first lead to final payment — commercial and government paths share the same operational spine.
| Module | What it does | Priority |
|---|---|---|
| CRM & customers | Accounts, contacts, service locations, communication history, and relationship health. | P0 |
| Leads & sales pipeline | Capture, qualify, assign, and convert opportunities with stage discipline. | P0 |
| Estimates & materials | Assemblies, takeoffs, labor/material pricing, and proposal packages. | P1 |
| Scheduling & calendar | Crew calendars, job windows, blackout rules, and resource conflicts. | P0 |
| Dispatch & routing | Board view, assignment, status, ETA, and intelligent routing assists. | P0 |
| Work orders & projects | Scopes, checklists, photos, change orders, and completion packages. | P0 |
| Time tracking | Mobile punches, job codes, approvals, and exports into cost and payroll. | P0 |
| People & subcontractors | Employees, crews, certifications, and sub compliance packets. | P1 |
| Inventory & purchasing | Stock, POs, receipts, job material issues, and vendor catalogs. | P2 |
| Equipment & fleet | Assets, maintenance, assignments, and utilization against jobs. | P2 |
| Invoicing & payments | Progress bills, deposits, card/ACH collection hooks, aging views. | P0 |
| Documents | Plans, photos, COIs, contracts, and versioned job files. | P1 |
| Analytics & forecasting | Pipeline, backlog, utilization, job margin, and cash views. | P2 |
| Gov opportunities | Sources, NAICS/set-aside filters, chase decisions, capture notes. | P2 |
| Bids & proposals | CLIN structures, pricing worksheets, narrative sections, review gates. | P2 |
| Contract admin | Awards, mods, funding, deliverables, and period of performance. | P2 |
| Compliance center | Obligation matrix, evidence locker, deadlines, and exception alerts. | P2 |
| Certified payroll | Prevailing wage packages with human certification required. | P2 |
| AI assistants | Draft, summarize, suggest — never silent auto-submit of regulated acts. | P3 |
| Integrations | Payroll, accounting, storage, SMS/email, and agency export formats. | P1 |
Priorities align with Plan #174: P0 commercial MVP → P1 construction scale → P2 government edition → P3 intelligence network.
Commercial journey
Lead → schedule → execute → invoice.
Win
Lead intake, estimate, proposal, customer commit.
Plan
Create work order/project, assign crew, stage materials.
Execute
Dispatch, mobile time, photos, change orders, QC.
Close
Approve time, job cost review, invoice, collect, retain history.