Find the approved selection.
Keep the chosen product, customer confirmation, and contractor review together. Know which checks are still open.
For the people who run the remodel
Stop carrying
every job in
your head.
One connected workspace for remodeling companies—from the first walkthrough to the final invoice. Capture details once, build clearer proposals, and give production the whole story.
No credit card. Your whole team can try it.
Less remembering. More room for the work.
Whitaker primary bathWalkthrough captured.Ready for your review
Capture once.Keep the context.Know what needs you.You make the call.
From walkthrough to signed work
A clearer estimate.
A better handoff.
Turn the details you captured into a scope, price it with your company’s rates, and give your customer clear options. Keep the decisions with the work as it moves into production.
- 01Walkthrough notes
Keep the measurements, photos, and customer priorities.
- 02Detailed scope
Review the work, quantities, assumptions, and exclusions.
- 03Company pricing
Use saved company rates; review gaps and adjustments.
- 04Proposal options
Give each choice its own scope and reviewed price.
- 05Signed work
Carry the selected scope and commitments into the job.
Less writing the same story twice. Walkthrough context stays with the estimate and proposal. Review what changes at each step, with the source still close by.
A five-step product walkthrough
Follow the Whitaker primary bath with Alder & Stone, our fictional Raleigh remodeling company. Choose each step below at your own pace—no account needed.
Alder & Stone RemodelingKitchens, baths & thoughtful additions · Raleigh, NC
Project AS–26018Whitaker primary bath
You control the pace · illustrated workflow
Fictional project data
Claire & Ben Whitaker · Oakwood
A walkthrough worth keeping.
LO
Lena OrtizSite visit · 14 min 32 sec
“Keep the window and the toilet where they are. Claire wants an easier-entry shower. Price a tiled shower and an insert so they can compare. The vanity needs more drawer space.”Walkthrough excerpt
Keep in scopeLow-threshold shower · 48-inch vanity
PreserveExisting window · Toilet location
Verify in the fieldDrain position and shower valve depth
Same room. Two complete scopes.
A choice they can understand.
Explore the example options below.
Inside this option
Custom tile, waterproofing, a recessed niche, and glass enclosure. Existing window and toilet location remain.
Awarded · Custom tiled shower · $28,650
Fewer “which one was it?” moments.
48-inch oak vanityNatural finish · Two drawers per side
Claire confirmedWarm ivory shower tile2 × 8 satin finish · Stacked layout
Sample reviewBrushed nickel trimSingle-handle shower control
To confirmOne decision, with its history. Customer choices, contractor review, and field-fit checks stay distinct. A favorite is a starting point.
Daniel Brooks · Project manager
The field gets the details, too.
Signed scope attachedCustom tiled shower · Awarded Sep 18
Measurements and selections together49¼-inch opening · Customer-confirmed oak vanity
Exclusions and commitments stay visibleKeep window and toilet location · Heated floors excluded
WatchNeeds Daniel
Confirm shower valve depth.
The wall build-up needs a field check before the trim order can be released.
Eli checks the finished wall thickness Monday. Daniel records the verification, then reviews purchase readiness. Ordering still requires an authorized release.
Whitaker primary bath · Completed
Good experience should stick.
Shower preparation · Estimated16 hrs
Shower preparation · Actual22 hrs
Mara’s reviewed lesson
“Allow six more hours for substrate prep on comparable tiled showers with uneven plaster walls.”
Extra prep was separated from customer changes before this lesson was approved.
Approved for matching future draftsHowever the update arrives
Say it once.
Keep it with the job.
A voice note after the walkthrough. A receipt from the supply house. The photo that explains the problem. Capture keeps the useful details and the original context ready for your review.
VoicePhotosReceiptsDrawingsMessagesMeeting notes
ProTract drafts. You review and choose what gets saved.
Your company gets wiser with every job
Your next estimate starts with what your last job taught you.
Keep the lesson with the evidence. Compare estimated work with the hours and costs recorded on completed jobs, then review what belongs in future estimates.
Your company’s saved pricing gives each estimate a starting point. Approved lessons can inform matching future work. You decide whether the lesson fits and review the next draft.
See the closeout stepWhitaker primary bath · example data
What did shower preparation actually take?
Estimated16 hrs
Actual22 hrs
Review the difference
Uneven plaster walls needed extra substrate preparation. Customer changes were separated before reviewing the lesson.
“Allow six more hours for substrate prep on comparable tiled showers with uneven plaster walls.”
Owner reviews and approvesMatching future estimates onlySigned jobs stay unchanged
Illustrative lesson and figures, not a performance claim.
Inside ProTract
The work has
a place to go.
Capture a field update. Review the customer’s options. Give production a complete handoff and keep job costs in view. Explore each task below; enlarge any screen for a closer look.
PROTRACTCapture
Whitaker primary bath
Keep the field detail.
Voice note · Eli Turner
“Vanity opening is 49¼ inches. Keep the window and toilet where they are. Check finished wall thickness before we release the shower trim.”
Original note stays with the update.
Review update
Illustrative interface · example data
In the field, with the jobSay what changed.
Say what changed.
Keep the context.
Capture voice, photos, receipts, or notes without starting a new document for every update.
Prepared for reviewVanity opening: 49¼ inchesWhitaker primary bath · field measurement
Eli’s source note remains attached. An authorized person reviews what gets saved.
Capture a field update while it’s fresh.Illustrative mobile interface. Review the proposed records before saving.
A smaller job can start with a Quick Quote.Separate Bennett shelving example: review scope and price, then continue to proposal review and signing.
The choice, the review, and the next step.Keep the Whitakers’ design decisions with their remodel.
Two options. Each with a complete scope.Compare the tiled shower and manufactured insert before sending.
Whitaker primary bath · Production handoffSigned scope
The whole story goes to the field.
Daniel Brooks · project manager · example data
Selected optionCustom tiled showerSigned Sep 18 · $28,650
Field measurement49¼-inch vanity openingEli’s original note attached
- Approved selection
- 48-inch oak vanity · Claire confirmed
- Preserve
- Existing window and toilet location
- Exclusions
- Heated floors outside the signed scope
- Still needs a decision
- Tile sample review and shower valve depth verification
Daniel’s next step: Review Eli’s wall-thickness check before releasing the shower trim order.
Illustrative interface · fictional project data · purchases require authorized review
Start production with the signed scope and its context.Illustrative handoff. Measurements, choices, exclusions, and open decisions stay together.
Scroll across to read the financials, or enlarge the screen.
See which jobs need a closer look at the money.Actual financials screen, cropped for readability · separate sample company. Enlarge to read job balances and exceptions.
Actual product screens use example data. Mobile capture and production handoff are labeled illustrations.
Less hunting. Less repeating.
The detail you need.
With the job it belongs to.
A note in one place, a photo in another, a revised proposal somewhere else. Keep those pieces with the customer and job so the next person can pick up the work.
See what changed.
Keep notes, photos, and reviewed updates close to the scope they explain, instead of rewriting the context in every conversation.
Know what’s holding up work.
A missing selection or field check has an owner and a next step. Review the exception before it becomes a surprise.
Carry the signed scope forward.
Production gets the selected option, measurements, exclusions, files, and commitments that shaped the customer’s decision.
Notes, pricing, proposals, photos, customer conversations, and job costs share the customer and job context. You choose what to bring into ProTract.
Keep the company together
The whole picture.
The right next step.
Mara needs to know where the money stands. Daniel needs a clean handoff. Eli needs today’s work. ProTract gives the office and the field a view that fits their role.
Make room for your teamAlder & Stone · Example portfolio
A few jobs. A lot of moving parts.
Bennett kitchenOakwood · Daniel Brooks
Cabinet install$68,450Whitaker primary bathOakwood · Daniel Brooks
Field check due$28,650Patel screened porchFive Points · Sam Rivera
Proposal review$41,800Draft proposal values stay separate from signed job revenue.
Leads to signed work
Customer history, follow-up, estimates, options, proposals, and signatures. Keep the conversation with the commitment.
The office and the field
Jobs, crew schedules, time, daily logs, photos, and files. The team can see what matters for today.
Money while it matters
Estimates, labor, receipts, sub bills, invoices, and job profit. See the costs while the job is still moving.
Selections with context
Bring customer choices, allowances, product history, and field checks together. Reuse known products on later jobs.
Watch keeps it focused
At most three high-risk problems at a time, each with an owner and a next step. Unanswered questions stay visible.
Conversations that stay put
Keep customer updates, team messages, and trade-partner details with the right customer and job.
Start with the work you already have
Your jobs. Your pricing.
Your way of working.
Use the 14-day trial to try ProTract with your own work. Start with one job, then add the details and people you need.
- 01
Add a current job.
Keep its scope, files, and customer details in one place. Review supported spreadsheet imports in Settings if you’re bringing existing records.
- 02
Bring your company pricing.
Use an Excel or CSV rate sheet, pasted rows, or a photo of a price list. Review the proposed changes before saving company rates.
- 03
Bring the right people in.
Invite your crew and choose their roles. Share relevant customer information through the customer portal.
See how a job moves through ProTract.
The on-page walkthrough follows a fictional bath from captured notes to reviewed lessons. Prefer to ask about your company? Email a request to our sales contact.
Explore the walkthrough Request a guided walkthrough Opens your email app; send your request from there.
Can I start with jobs already in progress?
Yes. Create a job and add its customer details, scope, photos, and files. Settings also offers preview and review of supported spreadsheet records before import. That import does not bring in invoices, payments, committed estimates, attachments, or team invitations.
Can I use my company’s existing pricing?
Yes. Bring an Excel or CSV rate sheet, paste spreadsheet rows, or attach a photo of a printed price list, old estimate, or subcontractor quote. Review the proposed rates and resolve missing details before saving them. Your saved company rates take priority for matching work; unmatched work still needs pricing.
What can my crew access?
Invite team members and assign roles. Field crew can work with assigned jobs, schedules, time, logs, photos, and files. Financial access follows the person’s role; crew access does not grant the same view as an owner.
How do customers access their project?
Share the customer portal for their project. Customers can review proposals and selections and access the information shared with them after verifying their access. The customer portal is separate from your staff workspace.
What support is available?
Use the in-app support form for product questions, bugs, billing, or account help. You can also email support@getprotract.com. For a product walkthrough, email sales@getprotract.com with your request.
How do daily processing limits work?
Each company shares a daily allowance for preparing drafts and reading documents: Solo has 75 credits, Team 250, and Business 750. The trial has 750. A larger or more involved request can use several credits, so credits are not a count of completed tasks. Allowances reset at 00:00 UTC each day.
What does the product walkthrough show?
The on-page walkthrough follows the example Whitaker bath through capture, proposal options, selections, production handoff, and a closeout lesson. You choose the pace and can explore the product screens without an account. The guided walkthrough request opens an email draft to sales; it is sent only when you send it.
Simple monthly pricing
Same core tools.
Room for your team.
Choose your team size. Every plan starts with a 14-day trial. No credit card required.
A small, capable crew
Solo
$149 / month
Up to 2 users
Start freeKeep everyone connected
Team
$299 / month
Up to 5 users
Start freeMore people, one place
Business
$499 / month
Up to 15 users
Start freeIncluded in every plan
- Capture and Watch
- CRM, estimates, and proposals
- Jobs, schedules, and crew time
- Selections and customer portal
- Job costs, invoices, and reports
- Files, daily logs, and messages
More than 15 users?
Tell us about your team.
All prices in USD, billed monthly. Cancel anytime. Draft preparation and document processing share a daily company allowance that varies by plan. See how the daily allowance works.
Make room for life outside the job
Get your
weekends back.
Give the details a home, the team the whole story, and yourself a clearer next step.
Start with the jobs you have today.