For remodelers, builders, and general contractors
Every document a job needs.
Proposals, change orders, invoices, purchase orders, sub scopes, and material lists. Fill one in, download the PDF, send it. It works on a phone, on the seat of a truck, with one hand.
No account. No trial. No demo call.
Ridgeline Remodeling LLC
(704) 555-0148 · License #82114
PROPOSAL
No. 1043
CLIENT
M. Alvarez
PROJECT
Master bath
VALID
30 days
| DESCRIPTION | QTY | AMOUNT |
|---|---|---|
| Demolition, protection, and haul-off | 1 ls | $1,850 |
| Rough plumbing — 3 fixtures | 3 ea | $2,940 |
| Electrical — circuits, fan, lighting | 1 ls | $1,620 |
| Shower pan and wall tile | 96 sf | $4,320 |
| Vanity, top, and fixtures | 1 ls | $3,275 |
| Paint — walls and trim | 1 ls | $780 |
Client signature and date
Contractor signature and date
Six documents, one set of numbers
Price the job once and the rest follows from it. The invoice matches the proposal, the purchase order matches both, and nothing gets retyped at nine at night.
Proposal
Scope, price, terms, signature block. The client signs it on their phone.
Change order
Extra work priced and signed before you do it, with the schedule hit in writing.
Purchase order
What to pull, at your cost, in the format the supply house wants.
Invoice
Bill a draw or the whole job. Carries what's been paid and what's left.
Sub scope
One trade at your sub's price. Your markup stays off the page.
Material list
Everything to buy, grouped by trade. Print it and hand it to the yard.
Four steps, start to sent
STEP 1
Pick what you need
Proposal, change order, invoice, purchase order, sub scope, material list. One, or all six off the same job.
STEP 2
Put in the lines
One row per item: the work, the quantity, the price. It totals as you type and handles tax and deposits.
STEP 3
Make it read like you
Set the tone, edit the scope, exclusions, and payment terms. Your name, logo, and license go on every page.
STEP 4
Send it
Download the PDF or text the client a link. Proposals and change orders get signed in the browser.
When you have drawings
Upload the plan instead of typing
Send a PDF plan set or a photo of a printed sheet. It measures the openings, wall and floor areas, and the roof, then prices each trade against your own rates. You correct anything it got wrong on the drawing before it counts — it's a starting point, not an answer you have to accept.
Watch it run on a plan- 38
- trades priced
- 6
- documents per job
- 0
- retyped numbers
- $0
- to build one
Every trade a GC coordinates
All 38 of them, in CSI division order. Price one trade or the whole job.
Plans
Build the whole thing first and look at it. Pay when you want the clean copy to send.
Pro
$29/mo
Takes our share of your payments to zero.
- 0% platform fee — you keep the whole payment
- Bank payments: a flat $5 cap instead of 2.9% on a card
- List your own Venmo, Zelle, bank or check details
- Unlimited invoices, reminders and repeating schedules
- Your logo and colours on every invoice
- Quotes and change orders when a job needs one
Crew
$89/mo
For when you stop being the only one on site.
- Everything in Pro
- 4 logins for your crew
- Schedule people across jobs
- Job costing — find out which jobs actually paid
- Daily logs with photos
- Read a plan or a quote with AI
Company
$179/mo
Everything, for the person holding the whole job.
- Everything in Crew
- 15 logins
- Purchase orders, sub scopes, material lists
- Customer portal — they check instead of calling
- Selections and allowances, overage priced live
- Supplier prices with drift warnings
- Links carry only your branding, never ours
Look at it before you pay for it
Everything works before you spend a dollar. Build the whole set, check the math, check how it reads. The preview carries a watermark. Subscribe when you want the clean copy to send.
Make a document now