Every tool your trade business runs on.

Manage comprehensive customer data, including addresses, contacts, notes, documents, accounting details, and job history. Implement credit holds for overdue accounts and automate job status updates to keep customers informed.

Seamlessly manage and assign residential jobs. Field technicians gain mobile access to job details, navigation, and work order tools, while office staff can quickly and easily handle invoicing.

Create and share professional estimates from desktop or mobile, with customizable versions, detailed job assessments, and full cost breakdowns for both new and existing customers.

Track every phase of your commercial jobs—from documents and notes to time and billing—while quickly generating Work Orders on task completion or Payment Applications based on periodic progress billing.

Send digital purchase orders to your field technicians from anywhere. Eliminate lost receipts and keep a clear record of every material purchase for each job.

Track submitted and paid invoices with a visual dashboard, while syncing seamlessly with QuickBooks, Sage, and other accounting software to simplify and speed up your billing process.

Easily organize jobs, bids, tasks, and appointments with a centralized calendar that keeps your entire crew on schedule and future jobs on track.

Assign the right tech to the right job in seconds.

Recurring maintenance contracts scheduled automatically.

Stay fully informed without stepping on the job site. Record notes on work progress, crew, equipment, and delays; attach photos and files to provide even more insight on how a job is progressing.

Crew members clock in and out with one tap, logging hours directly to specific jobs, tasks, or cost codes. Admins review, approve, and sync time for accurate payroll, billing, and job costing.

Know exactly where your equipment is anytime, anywhere with real-time GPS, smart search filters, and a live map on your dashboard.

Upload plans, permits, photos, and files tied to job records for your team to access at the touch of a button.

Field techs can access jobs quickly from their mobile device, making the workflow from the field to the office even faster.

Keep working in basements, plant rooms and black spots.

Proof of work captured on the spot and stored forever.

Generate and share custom reports filtered by job type, trade, status, and technician. Track project expenses, monitor profitability, compare actual costs to estimates, and ensure accurate bids for future jobs.

Track invoiced and submitted totals in real time for Jobs and Bid Jobs, all filterable by date range, customer, job status, or trade.

Estimated versus actual cost on every job, live.

Ensure your employees have quick access to exactly what they need with user roles. Roles can easily be created by admins to ensure that work flows smoothly.

Certificates, checklists and records kept audit-ready.

Keep customers and crews informed automatically.

Built-in accounting sync — no bolt-on fees.

Integrate additional software with Progress to further streamline your processes, including accounting, GPS tracking, and payroll, enhancing your user experience and overall efficiency.

Real humans who know the trades, included.

Keep Change Orders from slipping through the cracks by assigning tasks to your crew, tracking labor and materials in real time, and generating detailed Work Orders to ensure every dollar gets billed.

Built-in Payment Applications that mirror AIA standards are built into our Bid Job module. Track stored materials, change orders, and retainage for a period and generate progress billing using G702/G703-style forms with just a few clicks.