Commercial work, set up for the trade.

02 / What’s extra in this plan

What the Commercial trades plan adds.

1. 01

   Control what trade partners and employees can see and access

   Set what each employee type and each trade partner can see and open on your project, and change it any time.

2. 02

   Trade partner management and sub logins

   Invite your subs, manage their documents and licenses, and track their invoices. Access follows the permissions you set.

3. 03

   Vendor quotes

   Request supplier pricing from the estimate and compare the replies.

4. 04

   Trade partner quotes

   Request trade pricing from your trade partners and compare the replies.

5. 05

   Spec sheets with customer signature

   Answer the specs behind every estimate, then send the sheet for a customer signature.

6. 06

   Commercial Layout and Interface

   A denser layout built for contracts: contract value, billed to date and cost to date on one screen.

7. 07

   Subcontractor insurance certificates with expiry alerts

   Keep each sub’s certificate on file and get an alert before it expires.

8. 08

   Pay applications + retainage

   Bill against the schedule of values and track retainage held.

9. 09

   RFI and submittal logs

   Number, track and close RFIs and submittals against each contract.

Every plan also includes estimates, takeoff, scheduling, daily logs, documents, messages and client logins. See the shared features →