Create, assign and manage residential jobs with ease. Field technicians gain mobile access to job details, navigation, and work order tools, while office staff can handle invoicing instantly.

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

Clock in and out of jobs with the click of a button and keep track of logged time for each job to aid in job costing.

Track submitted and paid invoices for all Jobs and Bid Jobs with our dynamic dashboard. Sync seamlessly with your accounting software to simplify and speed up your billing process.

 Sync customers, invoices, payments, and job costs directly to QuickBooks Online.  Eliminate double entry and keep your finances accurate and up to date. 

Track stored materials, change orders, and retainage for a period and generate progress billing using G702/G703-style forms that meet AIA standards.

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.

Ensure that every material purchased for each job is accurately documented and easily accessible. Send digital Purchase Orders to your field technicians from anywhere. 

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.

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

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.

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

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.

Create and send industry-standard templates (Conditional, Unconditional, Partial, Final) that meet legal and project requirements.

Capture proof of delivery with digital Bills of Lading linked directly to each job—complete with signatures, photos, and delivery details to ensure materials arrive as expected.

Eliminate communication barriers. Content is available in both English and Spanish, automatically displaying each crew member's preferred language on their mobile or tablet devices.

Access and manage job details directly from your mobile device. Accelerate workflow and create a seamless connection between field operations and office administration. 

Gain real-time visibility that allows you to monitor your financial progress. Track invoiced and submitted totals in real time for Jobs and Bid Jobs, all filterable by date range, customer, job status, or trade.

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.

Keep each department within your business organized by separating jobs, bids, users, and reporting by Trade so each team stays focused and your data stays clean.

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

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.

Progress integrates with various software types, including accounting, GPS tracking, and payroll, streamlining your processes and enhancing efficiency.

We provide in-person, customized training for every role on your team—including on-site field support and ongoing new hire training as your business grows.

Upload your existing cost code library or customize your own.  Use job codes to input labor and material costs faster and improve billing accuracy.