The Complete Financial and Operational Engine for Your Trade Business

  • Add New Projects
  • Project Cards on the dashboard. Keeps you focused on your active Projects.
  • Project Stats to keep tack on a per project basis of Project expenses and profits.
  • View Projects lets you see & alter the details of any Project.
  • Click the Open in Maps next to a site address to open the address in your GPS to make finding your way to a site easy.
  • Site Media button enables you to add site photos. Adding before and after photos is a fantastic way to record your Projects.
  • Project Schedules is a type of Gannt table enabling you to see, alter and track the progress of your active Projects.
  • Projects works in conjunction with Tasks, with the project being the shell and tasks being all the elements that make up the project.
  • Add new Clients, along with all their details to your database.
  • Click on a Client phone number to make a call to them when using the operating system on your mobile phone.
  • Click on a Client email address to open your default email service to send them an email.
  • You can link more than one Project to a Client.
  • Tasks database works in conjunction with Projects.
  • Assign Tasks to a Project, such as ‘Receive the deposit’ or ‘pick up materials’.
  • Use Project Schedules to view your tasks in a timeline. You can alter the start and end times you set for tasks.
  • View Tasks lets you drag and drop a Task from not started to in progress to completed.
  • Add before and after site photos.
  • Add photos of incidents related to a Project.
  • Add photos of receipts related to a Project.
  • Take notes attached to your Projects so you don’t have to try and remember or search for that small piece of paper.
  • Two methods of Invoicing supported. Invoicing through Quoting projects is an automated system from the quote to the final payment. If you charge clients by the hour, we have that covered too.
  • Generate Invoices to send to your Clients.
  • Generate Statements of Account.
  • Generate Reminder Notices.
  • Log payments into the Financial system when you receive Deposits, Progress and Final payments into your bank account.
  • Editable professional templates included inside the operating system.
  • Save and manage your Suppliers in one place.
  • Keep record of the accounts and bills you receive from Suppliers.
  • Log payments into the Financial system when you receive them into your bank account.
  • Save Phone Numbers, Email Addresses and Website Addresses for your Suppliers in an easy click and use format.
  • Keep the Subcontractors you use on your Projects in one place.
  • All their details can be stored here, as well as their EIN & COI.
  • Save Phone Numbers, Email Addresses and Website Addresses for your Suppliers in an easy click and use format.
  • Onboarding of Employees
  • Timesheets to keep track of hours worked & Payroll Processing to export to accounting.
  • Keep track of Employee details as well as OSHA & store w-4 & I-9 forms.
  • Clickable Phone numbers and email.
  • A enterprise grade financial system that uses a double ledger to track all incoming and outgoing payment.
  • Integrated Tax Categories ensuring all transactions are reported correctly.
  • Payments to Suppliers, Subcontractors, Employees, Receipts, Subscriptions, Parking etc as well as Payments received from Invoices are all handled by the system.
  • Accurate Tax mapping.
  • Tax hub for exporting Quarterly and Yearly as Markdown & CSV for your accountant or accounting software.
  • Built in Mileage Log, saving you money.
  • Integrated with the Financial and Tax databases for IRS reporting.
  • Record all the required details in one place, start & end location, mileage driven, dates, purpose.
  • IRS mileage rate automatically calculated and added into the Financial system.

Need automated US tax mapping and subcontractor management?

Get the complete version of the Contractor Operating System to gain access to all the advance features like Contractor & Supplier management, Financial System, and Tax mapping & reporting.

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Below is a limited view of the Tax & Export Hub. The database is too large to show a full picture.

Need a Professional Financial Ledger to keep your Finances in order?

Keep complete track of all incoming and outgoing payments with our complete Financial database. As payments are received and paid they enter the Financial system using different methods depending whether it’s from an Invoice, a Receipt, or a Supplier or Subcontractor Account etc. This way each transaction is categorized appropriately when it comes to what type of payment, the right Tax category, where the payment came from or was paid to etc. Below is a small excerpt from a Financial ledger, as the database is way to extensive to show a full picture.

Get the Complete system for the cost of one month of SaaS subscription.

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Once only payment of $89 USD