This is the whole tool — you're running the company. Sign a deal, bill the draw, price a job, get a ticket signed in the field, and watch every dollar move. Real product, demo data, nothing to sign up for. Click anything. Break nothing.
Features Pricing Start free — 90 days of Pro

Dashboard

Clearwater Outdoor Services · Sunday, July 5

Money made

Active jobs

Awaiting signature

Drafts

Price it

The margin-first engine — true cost in, one honest margin, price out. Move anything.
Shade beds & patio planting — Bighorn Brewing Co

A real request in Clearwater's inbox. Cost it out:

Crew on site$62/hr loaded × 8-hr days 2
Days on sitedrives labor AND overhead 3
Materials & partsplants, soil, edging — at cost
Your profit marginone number — no phantom markups healthy33%
Your price
$0
Labor —
Materials & parts
Overhead — × $336/day
Travel$140
True cost
Profit you keep
Overhead lives inside the cost — the margin you see is money you actually keep. Most tools hide this; watch it move when you add a day.

Proposals

The pipeline — every deal at its real stage, aging in plain sight

Awaiting signature

Each of these was priced in Price it — real costs in, one honest margin. Price one yourself and it lands here as a live deal you can sign.

Won vs Lost

Your winning Proposals next to the ones that got away — hover the ⓘ on any column
This screen builds itself — every won and lost Proposal freezes its economics the moment it's decided. Sign or lose a deal on the Dashboard and watch this page change. Week one it's a baseline; six months in, it's an education about your own pricing.

Job scorecard

Backyard patio & retaining wall · Tom & Ellen Brady · completed April 2026
Bid vs actual — live while the job ran contract $18,400
Cost bucketBidActual±
Labor — crew of 2$4,960$5,890−$930
Materials & parts$5,900$6,020−$120
Travel$280$280$0
Overhead — job days × $336$1,680$2,016−$336
True margin 22.8% (bid at 30.3%)
Why did labor slip? Tag it — your next bid learns:

Pick the reason — the tag becomes pattern data for every future spring bid.

Most contractors find out what a job made at tax time. The scorecard runs while the job runs — a slipping margin shows up mid-job, when you can still steer it back into the green.

Maintenance

Service clocks on everything under contract — Clearwater's word is "Properties"; yours is yours

Needs billing

The red one is the Wedge — a maintenance window closed without a visit, caught before the customer noticed. Billable field work lands on needs-billing with hours, miles, and parts already totaled — "got it running, didn't take payment" never happens again.

Field ticket

Marcus's phone, on site at Summit Ridge — the company's own paper form, reborn. Fill it out.
Grounds service ticket · Clearwater Outdoor
Date7/5/2026 (auto) CustomerSummit Ridge Office Park (auto)
PropertyCampus Front Turf (auto) TechM. Webb (auto)
Hours — 8:00a → 3:30p, lunch out7.0
Parts used
Billable? contract covers mowing; parts are billable SPLIT
Customer signs on glass — tap to sign

Signed PDF goes to the customer and the office — and files itself to this Property's history forever.

Customers

Everyone Clearwater works for — tap one to open the whole relationship
One record holds it all: contacts, Properties, the maintenance contract, every Proposal and job, lifetime money. Bulk-imported from a spreadsheet or straight from QuickBooks — with fuzzy matching so a spelling difference never creates a duplicate.

Templates

The headline act: your document walks in the door — work through an ingestion right now
📄

Clearwater-Proposal.docx

The Word proposal Dale's been sending for nine years — scope language, warranty, payment terms, all of it.

Reading Clearwater-Proposal.docx

Learning your language, your terms, your warranty…

Found in your document — tap each to confirm

These become automatic fill-in spots on every future Proposal.

The red-pen review — your words, your call

Orange = fill-in spots. Red = the one it got wrong. Tap the red one to keep it as written.

Oakmont HOA agrees to the landscape services described herein at 2200 Oakmont Cir for the contract total of $14,170. All plant material carries our two-season replacement guarantee. Payment per the schedule: 50% on signing, balance on completion. Crew arrives with all equipment; site access per the attached policy.
1 mark needs your eye
✓ Template ready — now use it

Four fill-in spots fill themselves. Everything you didn't mark — the warranty you just protected, your terms, your scope language — is never touched. Generate a real Proposal from it:

New Proposal — Pool area shade planting, Oakmont HOA

Your template, filled from the customer record and the calculator:

Oakmont HOA agrees to the landscape services described herein at 2200 Oakmont Cir for the contract total of $12,800. All plant material carries our two-season replacement guarantee. Payment per the schedule: 50% on signing, balance on completion. Send confirmation to {{customer_email}}.
✓ Sent — and the gate held

It blocked the send while the email was blank, you filled it with one tap, and the customer got a complete document. Ingested once — every future Proposal in seconds, and never one with a hole in it.

Roles & access

Invite by email; everyone lands in your company with the right view. Try each seat:
Under the hood it's 40+ granular permissions with custom roles — but the day-one truth is simple: money stays with the people who should see it. Even books visibility is granted person by person — owners included.
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