Every purchase has a home
Purchases go in through a purchase order, tied to a job and its stage, or to a cost center like the office or a truck. Nothing waits in a glove box until tax time.
No training. Just ask.
For builders and trade contractors. Run the money side of every job from your phone, and spend your day on the work.
HVAC · Electrical · Plumbing · Framing · Drywall · Tile · Painting · Roofing · Landscaping · and more
Trust Gard ERPv8.28.1
Sample Contracting LLC
Summary for 2026 · today 10/21/2026
79°F79° / 57°Sunny10 mph · 46% · 0.00"
Issue invoiceNew POReceipt+ Proposal
Today
4 overdue invoices receivable$6,420.00
Pay R&M Drywall$2,400.00
Pay Sunline Painting$3,150.00
Current cash$38,460.20Bank balance set
Income received 2026$118,250.00Expenses paid: $79,830.40
Profit 2026$38,419.60Margin 32.5%
Set aside for taxes$9,604.9025.0% of profit
Projected cash flow
| Period | Inflows | Outflows | Expected balance |
|---|---|---|---|
| Next 30 days | $14,880.00 | $6,240.00 | $47,100.20 |
| Next 60 days | $21,300.00 | $9,950.00 | $49,810.20 |
| Next 90 days | $26,900.00 | $12,700.00 | $52,660.20 |
Based on pending entries (receivable and payable) and their due dates.
Active jobs
| Job | Profit | Margin | Cost × budget |
|---|---|---|---|
| 2208 Palmetto Ct | $11,960.00 | 40.0% | 60.0% used |
| 412 Magnolia Ave | $9,220.00 | 29.4% | 93.0% used |
| 77 Cypress Ln | $6,350.00 | 23.0% | 104.0% used |
Calendar
Your appointments and what the system already knows is due: follow-ups, filter changes, invoices, bills and vehicles.
+ Appointment
ListMonthJob: AllAutomatic items
Today
4 overdue invoices receivableInvoice receivable · $6,420.00 · 9 day(s) overdue
Pay R&M DrywallBill to pay · $2,400.00 · 2 day(s) overdue
Thursday, October 22
Filter change · 15 Heron WayFilter visit · 15 Heron Way
Filter change · 9 Ibis CtFilter visit · 9 Ibis Ct
Friday, October 23
Follow up · Lakeview Homes proposalLead · 3 houses, HVAC rough-in and trim
Feed
What happened, newest first: daily log, invoices, sales, purchases and transactions.
412 Magnolia Ave has used 93.0% of its budget ($22,180.00 of $23,850.00).
Over budget on 77 Cypress Ln: $21,250.00 of $20,430.00 (104%).
Today
Bathroom wall closed after box replacement
77 Cypress Ln
77 Cypress Ln
(photos)
77 Cypress Ln · 1 file
77 Cypress Ln · 1 file
Yesterday
Purchase · Supply house
412 Magnolia Ave · 6 item(s)$286.14
412 Magnolia Ave · 6 item(s)$286.14
Today and next 7 days
See calendar → · + Appointment
Today
4 overdue invoices receivable
4 overdue invoices receivable
Today
Pay R&M Drywall
Pay R&M Drywall
Thursday, October 22
Filter change · 15 Heron Way
Filter change · 15 Heron Way
Thursday, October 22
Filter change · 9 Ibis Ct
Filter change · 9 Ibis Ct
+ New chatChats
Which filter visits are due next Thursday? Do I need to buy filters?10/20/2026
How many jobs are active today?10/19/2026
How do I give my office manager access on her phone?10/17/2026
How do I take a material out of stock and sell it?10/16/2026
What did I spend on thermostats at 77 Cypress Ln?10/14/2026
S
Sofia
Your assistant: ask about jobs, profit, invoices, spending, contracts and stock. Read-only; it changes nothing.
SHi! I'm Sofia.
Which job was the most profitable?How much is outstanding and what is overdue?Spending by vendor this month?Cash outlook for the next 30 days?Which filter visits are overdue?Year-to-date results
Try Sofia live on this page
Ask in English, Portuguese or Spanish…Send
Jobs
Profitability of each job (received + receivable, paid + payable)
+ New job
In progress 3Completed 5All 8
412 Magnolia AveIn progress
Oakridge Builders · 3,640 sqft
Profit
$9,220.00
29.4%
expected 28.0%
expected 28.0%
Contract billed92%
Contract$31,400.00
Expenses$22,180.00
Receivable$2,660.00
Revenue/SQFT$8.63
2208 Palmetto CtIn progress
Oakridge Builders · 3,480 sqft
Profit
$11,960.00
40.0%
expected 31.5%
expected 31.5%
Contract billed104%
Income above contract: record a change order?
77 Cypress LnIn progress
Lakeview Homes · 4,120 sqft
Profit
$6,350.00
23.0%
expected 26.0%
expected 26.0%
Contract billed61%
Contract$27,600.00
Expenses$21,250.00
Receivable$1,200.00
Revenue/SQFT$6.70
Change orders
All change orders from all jobs. To create one, open the job → Change orders tab.
Approved$4,650.004 open · 0 awaiting approval
Invoiced$3,600.00
Left to invoice$1,050.00
Profit (billed − spent)$1,780.00spent $1,820.00
| Job | No. | Date | Service · stage | Description | Status | Amount | Invoiced | Left to invoice |
|---|---|---|---|---|---|---|---|---|
| 412 Magnolia Ave | CO-02 | 10/14/2026 | Electrical · Trim | Four added outlets, kitchen island | Approved | $600.00 | $0.00 | $600.00 |
| 77 Cypress Ln | CO-01 | 10/08/2026 | HVAC · Trim | Attic access to clear protective covering from ductwork | Approved | $450.00 | $0.00 | $450.00 |
| 2208 Palmetto Ct | CO-03 | 10/06/2026 | HVAC · Trim | Condensate drain line repair through drywall access | Approved | $300.00 | $300.00 INV-149 | – |
| 2208 Palmetto Ct | CO-02 | 10/02/2026 | Electrical · Trim | Panel upgrade to 200 A | Approved | $3,300.00 | $3,300.00 INV-146 | – |
Subcontractors
Sub portal: each sub sees only the jobs you allow, posts photos, reports milestones and sends invoices.
+ New sub
Subs 5Invoices to approve 1Milestones to confirm 1
| Sub | Portal | Jobs | COI | Last access |
|---|---|---|---|---|
| R&M Drywall LLC Rafael M. | Has access | 2 | Valid | 2026-10-20 16:42 |
| Sunline Painting Co. Dana S. | Has access | 1 | Expires 11/30 | 2026-10-19 08:15 |
| Breeze Air HVAC Marcos R. | Has access | 1 | Valid | 2026-10-18 11:03 |
| Coastal Tile Works Luis P. | No access | 0 | No COI | |
| Volt Line Electric Kevin T. | No access | 0 | No COI |
Daily log
Photos, videos and notes from every job, newest first.
Trash
TODAY'S WEATHEROrlando, Florida · 10/21/2026
79°F79°F / 57°FSunnyWind10 mphHumidity46%Total rain0.00"
What happened on the job today? (e.g., electrical rough-in finished on the 2nd floor, waiting for inspection)
Job— General (no job) —Stage—Date10/21/2026
PostToday
General10/21/202679° / 57°F · Sunny
Chandelier installed
77 Cypress Ln10/21/2026Sub · R&M Drywall
Bathroom wall closed after box replacement
Comment…Send
77 Cypress Ln10/21/2026Sub · R&M Drywall
Stock
Current position of each material, at average purchase cost
Stock issueSellAdjustment+ Purchase
Purchase ordersReturnsStockMovements
Stock value$1,186.40
Items on hand24
| Description | Category | Balance | UOM | Average cost | Amount | Last receipt |
|---|---|---|---|---|---|---|
| HVAC | 16 | EA | $3.46 | $55.36 | 10/20/2026 | |
| HVAC | 2 | EA | $4.99 | $9.98 | 10/20/2026 | |
| Electrical | 2 | EA | $2.59 | $5.18 | 10/09/2026 | |
| Electrical | 40 | FT | $1.48 | $59.20 | 07/06/2026 | |
| HVAC | 10 | FT | $4.71 | $47.10 | 10/13/2026 | |
| Electrical | 2 | EA | $61.65 | $123.30 | 07/16/2026 |
Click a material to see its stock card: each receipt and issue with the running balance.
SURGE PROTECTOR DEVICE – 2-POLE
Balance
Average cost
Stock value
Last purchase
Latest movements
BuyOpen recordStock card
Pick a screen to look around. Every company, job and number here is sample data.
Your job is the work. We handle the rest.
Job photos lost somewhere in your phone.Every photo on the job's daily log, by date and stage.
Receipts forgotten in the truck until tax time.Snap the receipt and it's on the job before you leave the store.
"Did this job make money?" Nobody knows yet.Cost by job and by stage while the job is still running.
Margin you find out months later.Real margin on every job, change orders included.
Extra work done for free.Every change order stays open until it's billed.
Chasing who still owes you.Invoices out in minutes. Overdue ones show up on your Today list.
Where job money leaks
Here is how each leak gets closed, on the screens you will use.
Change orders get billed
Each change order stays open until it's invoiced. When a job's income passes its contract, the job tells you to record the change order.
Sub invoices leave WhatsApp
Subs send invoices from their portal, with photos of the work. Nothing becomes payable until you approve it.
Stock leaves with a job number
Every issue from stock is numbered and charged to the job that took it, at average cost. The shelf and the books agree.
What it tracks
Every job keeps its cost by stage , so you see profit while there's time to act.
Change orders stay on the list until they're invoiced.
Purchase orders and invoices tie every dollar to a job.
Stock knows what's on the shelf and which job took the rest.
One system for the office and the field, in English, Spanish or Portuguese.
Book a demoAsk Sofia
SSofiaSample data
2208 Palmetto Ct
$11,960.00 profit on a $29,900.00 contract, 40.0%. Next is 412 Magnolia Ave at 29.4%.
2208 Palmetto Ct40.0%$11,960.00
412 Magnolia Ave29.4%$9,220.00
77 Cypress Ln23.0%$6,350.00
Try one of these
This demo answers from sample jobs. In your account, Sofia answers from your own data. She is read-only and changes nothing.
Snap the receipt. Done.
No more receipts lost in the truck. Take a photo and Sofia does the typing.
Sample receipt from a made-up store.
Your subs send the paperwork
Each sub gets a portal with only the jobs you open to them.
- Photos from the site, posted to the job's daily log.
- Progress by milestone, change orders included.
- Invoices that wait for your approval before they become payable.
Ask. Get the steps. Do it.
You don't have to learn where things are. Ask, and Sofia tells you which screen to open and what to fill in.
Seconds
First, ask in plain words, in your language.
Seconds
Then Sofia answers with your numbers, or the steps to follow.
The rest is yours
Last, you make the entry. Nothing in your books changes without you.
Built for builders and every trade
Built by people who live the jobsite every day.
- Cost and margin for every job and every stage, rough-in to trim.
- Receipts by photo, purchase orders and stock charged to the right job.
- Change orders tracked until they're billed.
- Invoices to any builder you work for, and you see who's late.
- Job photos and notes in a daily log, not in your camera roll.
- The whole job in one place, every stage from demolition to landscaping.
- Each sub gets a portal and sees only the jobs you open to them.
- Sub invoices with photos wait for your approval before they're payable.
- Cost by stage and by sub, against the budget, on every job.
- Your own stages per job: add, remove or rename them.
| Builders and GCs | Every stage and every sub on one job cost |
|---|---|
| Electrical | Rough-in and trim, wire and boxes in stock |
| HVAC | Rough-in and trim, copper and parts in stock |
| Plumbing | Underground, rough-in and trim |
| Framing | Material and crew cost per house |
| Drywall | Hang, tape and finish, crews and sub invoices |
| Tile | Material and labor per room and per job |
| Painting | Interior and exterior stages, change orders |
| Roofing | Tear-off and install, material per square |
| Landscaping | Install jobs and recurring visits |
Your trade isn't here? You set the stages, so it works the same way.
Before the demo
Do I need training to use it?
No. When you don't know how to do something, ask Sofia. She answers in English, Spanish or Portuguese and gives you the steps on the screen you're on.
Does it work for my trade?
Yes. You set the stages for each kind of work, like rough-in and trim, interior and exterior, or your own, and costs follow those stages. Builders use the same system for the whole job.
Do I need a computer?
No. It runs in your phone's browser, and you can add it to your home screen like an app. The office can use a computer at the same time.
Does Sofia change my numbers?
No. Sofia is read-only. She reads your jobs, invoices, spending and stock to answer you, and every entry is still made by you.
Can Sofia enter an invoice for me?
Not yet. She tells you where to go and what to fill in, and you review the invoice and save it.
How do my subs use it?
You open a job to a sub, and they see only that job in their portal. They post photos, update progress by milestone and send invoices, which wait for your approval.
How does getting started work, and what does it cost?
We're starting with a pilot group of contractors and subs. On the demo we look at how you run jobs today and agree on how to start. Pricing hasn't been set yet.
Where does my data go, and who sees it?
Sofia reads your data only to answer your questions, and she can't change it. Subs see only the jobs you open to them. Our written privacy and security policy isn't published yet; ask us about it on the demo and we'll go over how your data is stored.
Get your evenings back
Book a demo. We set it up with your real jobs, so you see your own numbers, not a sample.
The pilot is open to a small group of builders and trade contractors in the United States. Tell us about your company and we'll call you to set a time.