Everything included in the Shop plan. 30-day free trial. Cancel anytime.
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Shop
$225/mo
12 users · $5/additional
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| Project Management | |
| Unlimited Projects | ✓ |
| Project Status Workflow Review → Active → Payment Due → Complete | ✓ |
| Project Financial Tracking Est. vs actual costs, margin calculation | ✓ |
| Payment Ledger Record and track client payments per project | ✓ |
| Custom Production Stages Define your own shop workflow stages | ✓ |
| Project Team Assignment Assign members and manage access per project | ✓ |
| Tasks & Requests | |
| Unlimited Tasks Internal and project-linked tasks | ✓ |
| Recurring Tasks Daily, weekly, monthly, yearly schedules | ✓ |
| Employee Requests Staff submit requests to managers for review | ✓ |
| Multi-Assignee Tasks Assign tasks to multiple team members | ✓ |
| Quoting | |
| Create & Manage Quotes Build section-based quotes for any job type | ✓ |
| Basic Sections Measurements, scope, notes, photos | ✓ |
| Convert Quote to Project One click — transfers scope & materials to BOM | ✓ |
| Quote Templates Define reusable form structures per job type | ✓ |
| Materials & Labor Cost Sections Itemized costing with auto-calculated totals | ✓ |
| Email Quote to Client Resend-powered email with digital Accept/Decline | ✓ |
| Employee Approval Workflow Employee submits → manager reviews pricing → sends | ✓ |
| Customer Portal Clients view & approve quotes online | Coming Soon |
| Change Orders | |
| Create Change Orders Document scope changes with unique CO numbers | ✓ |
| Email Client for Approval Digital Accept/Decline — no login required | ✓ |
| Auto-Update Project Timeline Approval updates project completion date | ✓ |
| Cost Impact Tracking Running total of approved change order value | ✓ |
| Purchasing & Materials | |
| Purchase Requests Employees request materials; managers approve | ✓ |
| Bill of Materials (BOM) Catalog-only component lists linked to your item master | ✓ |
| Nested / Multi-Level BOM Explosion Recursive sub-assembly expansion with scrap factors — all levels, any depth | ✓ |
| BOM Explosion Preview See all components required across every level before starting production | ✓ |
| BOM Cost Rollup Calculate true production cost from components, commit to standard cost with one click | ✓ |
| Make or Buy Routing Items flagged Make route to Work Orders; Buy items route to POs — automatically | ✓ |
| Material Status Tracking Needed → On Order → Received → Used | ✓ |
| Receipt Recording Log deliveries and update actual costs | ✓ |
| BOM Templates Reusable material lists for repeat job types | ✓ |
| Vendor Management Maintain approved vendor list | ✓ |
| Work Orders & Production | |
| Work Orders Create production runs from Active BOMs — issue materials, track progress, complete to inventory | ✓ |
| Parent / Child Work Orders Sub-assembly Work Orders linked to parent — full breadcrumb navigation | ✓ |
| Planned Orders (MRP) System-suggested Work Orders reviewed by planner before release — nothing fires automatically | ✓ |
| Shortage Handling Buy shortages create draft POs; Make shortages create Planned Orders — automatically split | ✓ |
| Weighted Average Cost (WAC) on Completion Finished goods inventory cost updates automatically from actual component costs | ✓ |
| Consolidated Demand with In-Production Netting Active Work Orders count as supply — net requirement automatically reduces | ✓ |
| Team & Communication | |
| Roles & Permissions Owner, Admin, Manager, Employee, Sales, Installer | ✓ |
| Admin Permissions Control Granular control over what admins can access | ✓ |
| Manager–Employee Assignment Each employee reports to a manager | ✓ |
| Direct Team Messaging One-on-one messaging between team members | ✓ |
| Push Notifications Instant alerts for tasks, requests, messages | ✓ |
| Client Management | |
| Client Database Full contact records with project history | ✓ |
| Project History per Client See all past jobs for each client | ✓ |
| Bulk CSV Import Import clients, employees, vendors in bulk | ✓ |
| Documents & Storage | |
| Document Storage Upload files to projects — any file type | 100 GB |
| Version History Upload new versions, access older ones | ✓ |
| Soft Delete & Restore Recover deleted files within 30 days | ✓ |
| Activity Log & Audit | |
| Activity Log Full audit trail of all changes | 1 year |
| Filter by User, Action, Entity | ✓ |
| Access & PWA | |
| Progressive Web App (PWA) Install on phone, tablet, or desktop | ✓ |
| Works on Any Device Phone, tablet, factory floor terminal | ✓ |
| Support | |
| Email Support | ✓ |
| 30-Day Free Trial | ✓ |