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All packs

Contractor Pack

Win the bid, manage the change, close out clean, get paid.

Projects that run on rails — estimates followed up before they expire, change orders approved with a paper trail, crews and clients updated at every milestone, and invoices out the day the job closes.

You don’t pay for anything we build until it’s live and working.

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What’s in the Contractor Pack

12 workflows, working together — set up and maintained for you.

01
Quote Follow-Up

Every bid gets followed up on a schedule — you stop losing jobs to silence.

02
Estimate Expiring Soon

Clients hear before their estimate expires — material prices protect themselves, and fence-sitters commit.

03
Estimate Approved Alert

An approved estimate pings the team instantly — scheduling starts the same hour, not next week.

04
Change Order Approval

Change orders route for client approval with a clean paper trail — scope creep becomes billable work.

05
Permit Status Update

Clients get notified as permits move — fewer “any word from the city?” calls.

06
Crew Assignment

Crews and subs get the site, scope, and start time on their phones — mornings start on the job, not on the phone.

07
Milestone Updates

Clients get a friendly update at every project milestone — trust built without a single status call.

08
Punch List Update

Punch-list progress goes to the client as items close — the clean finish that gets the final check released.

09
Final Walkthrough

The final walkthrough schedules and confirms itself — closeout without the calendar tennis.

10
Invoice on Completion

Job marked done → invoice goes out — days shaved off every receivable.

11
Warranty Registration

Clients get reminded to register warranties on installed equipment — fewer disputes when something fails.

12
Weekly Project Report

Every active project gets a weekly status report to the client — the professionalism that wins the next referral.

Ready to put the Contractor Pack to work?

Book a free review and we’ll set up the pieces you need first — no credit card, no obligation.