Tasks

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📓 Builder Notes

All Projects

🏠

Select a project to view details

Cloud Sync

Not signed in

Cloud sync keeps your data identical across all your devices. Sign in with the owner email you registered — a sign-in link will be emailed to you. Data pushes automatically a few seconds after every change and pulls when you open the app.

Google Account

Not connected

Connecting Google enables Calendar sync and Google Sheets budget summaries.

Calendar

Choose which Google Calendars to show in My Calendar. Any calendar visible in your Google account can be selected here, including calendars shared from other accounts.

Connect your Google account above to see your calendars.

Material Checklist Templates

Default required-items lists for each room type. Editing here applies to all future builds (existing rooms re-evaluate at render time unless they have per-room overrides).

Trade Directory

Your subcontractors — company info, contacts, and standing documents (W9, insurance). Shared across all projects; attach them to a phase from a project's Trades tab.

Compliance Documents

Standard documents every trade must receive — OSHA requirements, PPE policy, site rules. Send them to awarded trades from a project's Trades tab; each company gets its own email with the files attached.

Team Access

Invite project managers and assign them specific projects. They'll log in via the PM Portal at this same URL.

Construction Phases

Edit the phase template used when starting new projects. Existing projects update automatically — completed steps are preserved by name when you rename items.

Default Budget Sheet Range

Totals Range (row with TOTAL, Budget, Bid, Spent, etc.)

Sheet tab name for your budget. Columns: A=Item, B=Budget, C=Bid, D=Spent, E=Remaining Costs, F=Item Type. Each project can override this.

Permit Intake

Default Google Form URL

Used as the default form link when adding new permit clients.

Form Responses

Responses Google Sheet URL

The Google Sheet linked to your intake form (Form → Responses → View in Sheets).

Email Column Letter

Column in the sheet that has the client's email.

Response URL Column Letter

Column where the Apps Script writes the response edit URL.

Welcome Email Template

From Email

Must be a verified alias in your Gmail/Google Workspace account.

Subject Line

Email Body

Use {{firstName}}, {{lastName}}, {{email}}, and {{formUrl}} as placeholders.

Invoice Email

From Email

Must be a verified alias in your Gmail/Google Workspace account.

Company Logo

📁 Upload Logo

Used on invoice previews and email PDFs. PNG with transparent background works best.

Default Invoice Notes

Pre-filled in the Notes field whenever a new invoice is created.

Data Backup & Restore

All your data is stored locally in this browser. Export regularly to protect against data loss.

Import from File

Saved Backups

Stored in backups/ folder. Most recent 20 are kept automatically.

Even Odds · PM Portal

New Bid

Company *

Phase

Bid Amount ($)

Scope of Work

Collect SLA Collect lien waiver

Generate SLA

Agreement Date

Their Company Name

Template

Client Entity (your side)

Provider Signer — Name / Title

Project Description (trade)

Project Location

Construction Services (scope)

**bold** · "- " bullets · "1. " numbered — renders formatted in the document

Timeline

Payment Schedule

Warranty (days)

Defect Fix Window (days)

Termination Notice (days)

Governing Law (state)

Generates a print view — choose "Save as PDF" in the print dialog, then send it out for signature. Upload the signed copy back onto the bid when it returns.

Send Documents to Trades

Documents

Awarded Trades

Message

Add Company

Company Name *

Trade

Contact Name

Phone

Address

Notes

New Project

Project Name / Address *

Type

Client Name

Start Date

Current Phase

Google Sheet URL (Budget)

Property Specifications

Bedrooms

Bathrooms

Sq Ft

Garage

Stories

Land Price ($)

Notes

Edit Task

Title *

Notes

Due Date

Due Time (optional)

List

Assign to

New Permit Client

First Name *

Last Name *

Email *

Stage

Phone

Property Address

Google Form URL

Notes

Welcome Email Date

Schedule when the welcome email with Google Form link goes out

Google Apps Script Setup

This script automatically writes each form response's edit URL to your Google Sheet. Follow these steps:

Open your linked Google Sheet (Responses sheet)
Go to Extensions → Apps Script
Delete any existing code and paste the script below
Click the clock icon (Triggers) → Add Trigger
Set: onFormSubmit → From spreadsheet → On form submit → Save
Authorize when prompted, then submit a test form to verify
In Settings here, set the Response URL Column to the column letter the script writes to

New Consulting Client

Client Name *

Stage

Phone

Zoom Link

Meeting Date

Start Time

End Time

Notes

New Draw Request

Project

Draw #

Date

Line Item	Budget	Spent	Prev Draws	This Draw
TOTAL

Notes / Description

Close Out Draw

Line Item	Requested	Actual Approved	Shortfall
TOTAL

Confirm

Are you sure?

Mark Reimbursed

Date Reimbursed

New Note

Phase *

Title *

Body (markdown: **bold** *italic* # Header - list [link](url) `code`)

Preview

Add Team Member

Name *

Email *

Assign Projects

Section Permissions

Check View to show the section; check Edit to allow changes. Edit requires View.

Section	View	Edit

🔗 Link existing items to checklist

For each unlinked item, pick the checklist line it satisfies. We've pre-selected the best match by name + category. Items you skip stay unlinked.

New Room

Room Name *

Room Type

Status

Notes

New Item

Item Name *

Room *

Fulfills checklist line (optional)