About
Set every project up for success by building accurate estimates, managing bids, and securing predictable payments.
Agenda
  • Manage leads and clients in one place—track inquiries, link them to projects, and keep communication consistent from the first touchpoint through design presentation.
  • Create precise estimates fast with AI, our Average Price Catalog, and The Home Depot catalog.
  • Use 3D to convey your vision, win homeowner buy-in, and get approvals faster.
  • Manage and compare subcontractor bids with Bid Management.
  • Use takeoffs to keep material costs accurate and reduce waste.
  • Lock in expectations with digital contracts.
  • Set up invoicing, online payments, and reminders to improve cash flow.
  • Sync your financials seamlessly with QuickBooks Online.
  • Offer financing options through Intuit Credit Karma, Figure and GreenSky to close more projects.
Presenter
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Andie Nelson
Product Marketing Manager
Product Marketing Manager, Accountant and QuickBooks Expert
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