This is a guided demo of the core of the tool — you're running the company. Clearwater is a made-up landscaping company. Your trade's words go where theirs are. Price a job in the driveway and watch them agree, bill the draw, get a ticket signed in the field, and watch every dollar move. Made-up data, nothing to sign up for. Click anything. Break nothing.
Features Pricing Start free — 14 days of Pro

Dashboard

Clearwater Outdoor Services ·

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, and the reason stays on the job's scorecard:

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

Recurring service — what's due, what's overdue, and what's ready to bill.
Each piece of equipment keeps its own date on every calendar it rides. When the tech taps Finalize & send on his ticket, each calendar he checked moves forward by itself, counted from the day the work was done. A visit he marks Billable waits under Needs billing until you bill it.

Field ticket

Marcus's phone, on site at Cedar Creek Storage. This is Clearwater's own ticket, in their own words. Fill it out and finish it.

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 custom roles built from fine-grained permissions — 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.

Quick proposal

You're standing in Dana Whitfield's driveway looking at four dead sprinkler heads. Price it here, and they can agree before you've packed up.
Your phone
Quick proposal
The work
Total
Adds itself. Never typed.
$0
What the customer gets
No template, no variables, no builder, no job type, no schedule — that's the whole point of this door. The customer's page has no login and no app on it. The link is the whole thing, it wears your company's name and phone, and TradeGOAT appears once, in small type, at the bottom. The moment they agree, the job exists with the real acceptance time on it, the payment schedule is already written, and the phone in the truck buzzes. If they don't, nothing is created.

Around me

Every address you're responsible for, colored by what it needs. Tap a pin.
Overdue Due soon Done No maintenance plan Crew
The colors are the same everywhere in the tool, so red on this map means what red means on the Maintenance page. Cedar Creek Storage is red while its monthly visit is past its date, and it turns green when Marcus finishes his ticket there. When a tech taps On it on a call, his map quiets down to the address he's driving to; the office map never does, because a dispatcher's map has to answer "who's near this."

Job money

One job, both directions. What the customer still owes you, and what you still owe everybody else.
Entry monument landscape renovationOakmont HOA · contract $24,500
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