Leads to signed work
Customer history, follow-up, estimates, options, proposals, and signatures. Keep the conversation with the commitment.
For the people who run the remodel
Stop carrying
every job in
your head.
From the first walkthrough to the final detail. Keep the scope, the people, and the money together—with room to think about what’s next.
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.
One job, all the way through
The details change.
The story stays together.
Walk through a project with Alder & Stone Remodeling, our fictional eight-person company in Raleigh. Realistic decisions. One connected job.
Alder & Stone RemodelingKitchens, baths & thoughtful additions · Raleigh, NC
Project AS–26018Whitaker primary bath
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
Vanity opening checked49¼ inches · Verified by Eli Turner
Supplier offers comparedLead time, delivery, and cost reviewed together
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.
Inside ProTract
Built for a real
working day.
Start a quick quote between visits. Review a customer’s selections. Keep every option tied to its scope. The small steps have a place, too.
Start with the work and the price.A quick draft continues into proposal review before 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.
Product screens · fictional company and customer data
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.
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.
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. Daily AI usage allowances vary by plan.
Make room for what’s next
Your next job.
A clearer head.
Give the details a home.
Start with the team you have today.