| CRM and leads | 3 of 5 | 0 of 5 | 0 of 5 | 0 of 5 | 3 of 5 | 0 of 5 |
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| Email remindersEmail reminders before appointments, follow-ups, and scheduled installs, deliveries, and inspections. | ✓ Assistant and TeamsAssistant, $41.67 a month billed annually | Invoices and leadsInvoice and lead reminders, not appointments | PartlyPlan not stated. Crew schedule texts and emails; expiration reminders | PartlyUnpaid invoice and service appointment reminders; app alerts for schedule changes | ✓ Plan not statedClient reminders; crew get push alerts | PartlyFollow-ups on unsigned estimates and unpaid invoices; task emails |
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| Customer appointment remindersHomeowners get an email before an appointment, with confirm and reschedule built in. | ✓ Assistant and TeamsAssistant, $41.67 a month billed annually | Not foundNotifications article did not load | Not foundReminders go to crews, not clients | Service work onlyAutomated reminders; confirm or reschedule not described | ✓ Plan not stated24-hour email; how clients confirm or reschedule not described | Not foundGeneral notifications only |
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| Five-factor lead scoringA clear yes, no, or maybe on a lead before driving out. | ✓ Every planSolo, $12.50 a month billed annually | Lead analysisProperty data on each lead; no yes or no score | Not foundLead stages and sources; custom fields only | Not foundCRM pipeline stages only | Not foundManual qualification stage | Not foundLead forms and pipeline only |
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| Lead reportingClose rate, revenue won, open pipeline, close rate by lead source, and lost leads by reason, on Home and the stats screen, with CSV and PDF export. Revenue by source does not exist; see _excluded. | ✓ Every planSolo, $12.50 a month billed annually | Pipeline by stageNo reports described | PartlyPlan not stated. Lead stats by source, stage and timing; no close rate | PartlyPipeline board and bid value; no close rate or source reports | ✓ Lead reportsClose rate and revenue by source, lost reasons; plan not stated | PartlyCustom reports, Leads by Source; close rate not stated |
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| Daily briefingOverdue invoices, detected trips, follow-ups, appointments, and open proposals in one morning view. | ✓ Every planSolo, $12.50 a month billed annually | Not foundPro Dashboard article not read | PartlyPlan not stated. Dashboard of widgets you pick | PartlyDashboard: today's jobs and check-ins; no overdue invoices | Not foundOn-demand AI questions on Pro only | PartlyCustom KPI dashboards |
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| Estimating | 7 of 7 | 2 of 7 | 2 of 7 | 2 of 7 | 2 of 7 | 3 of 7 |
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| Design agreementsPaid preconstruction sits in the document chain, so planning work is paid work. | ✓ Every planSolo, $12.50 a month billed annually | Not found | Not foundDocument Writer contracts and warranties | Not foundProposals carry terms | Not found | Not foundContract language on estimates |
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| Itemized estimatesAssembly-based estimates with quantities and rates the contractor can inspect line by line. | ✓ Every planSolo, $12.50 a month billed annually | ✓ Every planEstimating | ✓ IncludedPlan not stated. Estimates; 1build pricing not on Basic or Standard | ✓ Every planBudget, then markup per line | ✓ Starter, $199Line items and assemblies | ✓ IncludedBudgets from a cost catalog, takeoff quantities |
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| Estimate templatesSave an estimate as a template for work done often. | ✓ Every planSolo, $12.50 a month billed annually | ✓ Every planPrice book; reusable line items | ✓ IncludedPlan not stated. Estimate templates (KB title only) | ✓ Every planBudget templates | ✓ Starter, $199Save any estimate as a template | ✓ IncludedBudget and job templates |
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| Proposals with multiple package tiersGood, better, best packages in one proposal. | ✓ Every planSolo, $12.50 a month billed annually | Not foundPayment milestones, no package tiers | PartlyPlan not stated. Optional items, selections and options (KB titles only) | WorkaroundOptions as $0 lines; client notes choices when signing | Pro, $1,199Selections inside one estimate; one estimate per lead | ✓ IncludedGood, better, best options |
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| AI estimating from a plain-language job descriptionDescribe the job in plain words and get an itemized draft: assemblies, quantities, researched baseline rates, with the contractor's own saved rates taking over once set. | ✓ Every planSolo, $12.50 a month billed annually | Not foundLead analysis only | Not foundAI assistant for takeoffs only | Not found'Knowify AI' teased; no AI estimating described | Pro, $1,199Drafts from your templates through your own ChatGPT, Claude or Gemini | PartlyAI Estimating drafts budgets; input not described |
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| Remodel and new-home estimatingOne estimator covers remodels and new homes and detects which one a description is. Detect is the default job type; a contractor can pick Remodel or New home per estimate, or set Kind of work to Remodeling to turn the choice off. | ✓ Every planSolo, $12.50 a month billed annually | Not foundNo job-type detection | Not foundResidential and commercial templates; no job-type detection | Not foundNo job-type detection | Not foundNo job-type detection | Not foundNo job-type detection |
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| Labor hours on estimatesEstimated labor hours, shown as a range, on every labor line, with an allowance for setup, cleanup, and material runs (15% by default) the contractor can change in Settings or per estimate. A planning figure; it never appears on proposals, PDFs, or the portal. | ✓ Every planSolo, $12.50 a month billed annually | Not found | Not foundLabor pricing in the cost database; no hour ranges | Not foundLabor priced in the budget; no hour ranges described | PartlyLabor hours in assemblies at a crew rate; no range or allowance | Not foundNot stated on estimating pages |
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| Contracts and invoicing | 5 of 5 | 3 of 5 | 3 of 5 | 3 of 5 | 3 of 5 | 5 of 5 |
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| Payment schedulesSplit a proposal into a deposit, milestone payments, and a final payment, then invoice each one from the signed contract. | ✓ Every planSolo, $12.50 a month billed annually | ✓ Every planProposal payment milestones; percentage billing | ✓ IncludedPlan not stated. Schedule of values and progress invoicing; deposits not stated | ✓ Every planProgress billing, AIA G702/G703 | ✓ Core+, $599Progress billing by milestone or percentage | ✓ IncludedPayment schedules, progress billing |
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| Sales tax on documentsAdd a sales tax rate or a flat amount to invoices and other documents, with collected tax totaled by quarter and year. The contractor enters the rate; Clamp does not look rates up. | ✓ Every planSolo, $12.50 a month billed annually | Tax per lineOn estimates and change orders; no tax report described | PartlyPlan not stated. Tax rates by location; no tax report found | PartlyTax rates sync from QuickBooks; no tax report described | PartlyTax rate on estimates and invoices; no tax report found | ✓ IncludedTax rate or fixed amount; no tax report found |
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| Customer credits and refundsApply a customer's credit to an open invoice, record a refund, or adjust a balance, with the history kept on the job. Recorded only; Clamp moves no money. | ✓ Every planSolo, $12.50 a month billed annually | Not found | Not foundKB credit article did not load; offline payments recorded | Not foundRetainage adjustments only | PartlyRefunds of Projul card and ACH payments only; no credits | ✓ IncludedLog credits and refunds (2023 update) |
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| Change orders that update the contractScope changes get written up and tied to the original contract, so verbal changes stop costing money. | ✓ Every planSolo, $12.50 a month billed annually | ✓ Every planApproved by email or in the dashboard | ✓ IncludedPlan not stated. Contract amount updates on approval | ✓ Every planE-signed, feed the billing schedule | ✓ Core, $399E-signed; updates the budget, contract update not stated | ✓ IncludedFrom the budget, approved by link |
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| Invoices tied to the contractEvery invoice belongs to the contract or change order it bills. | ✓ Every planSolo, $12.50 a month billed annually | ✓ Every planFrom the budget | ✓ IncludedPlan not stated. Progress, AIA and time and material invoices | ✓ Every plan | ✓ Starter, $199Created from the estimate | ✓ IncludedTurned from estimates |
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| Customer portal | 0 of 6 | 1 of 6 | 2 of 6 | 3 of 6 | 4 of 6 | 4 of 6 |
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| Password-free customer portalThe homeowner opens a link. No account, no password, no app to install. | ✓ Assistant and TeamsAssistant, $41.67 a month billed annually | Client dashboardNeeds a login; change order links open without one | PartlyPlan not stated. Client Portal per contact; no-account access stated only for estimate links | ✓ Advanced, $329 or $399No-login link; portal page says from $99, pricing page says Advanced | ✓ Core+, $599Feature page: no account or password; help center: link plus login instructions | ✓ Customer portalOpens from the email link; password for app or payments |
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| Unlimited documents and photos shared to the portalShare job documents and photos to the customer portal without a count cap, subject to per-item size limits. | ✓ Assistant and TeamsAssistant, $41.67 a month billed annually | Files and logsNo photos tab; photos arrive in comments | ✓ IncludedPlan not stated. Pick files and photos to share; limits not stated | ✓ Advanced, $329 or $399Photos, invoice PDFs, shared files | ✓ Core+, $599Documents and photos; no limit stated | ✓ IncludedUnlimited documents and files |
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| E-signing on the homeowner's phoneDocuments get signed on the homeowner's own phone, no account required. | ✓ Assistant and TeamsAssistant, $41.67 a month billed annually | Electronic approvalsSignature step not described | ✓ IncludedPlan not stated. Estimates by link, no account; change orders | ✓ Every planBids and change orders | ✓ Core, $399Email or text link, no account | ✓ IncludedSign and approve in the portal |
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| Several signers on one documentSend one document to up to five people, each signing their own line, see who has signed, and remind anyone who has not. | ✓ Assistant and TeamsAssistant, $41.67 a month billed annually | Not found | Not foundCourtesy copies on estimate approvals only | Not found | Not found | Not foundOne signer described |
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| Project updates and decisions in the portalPost project updates to the customer's portal and ask the customer to make a decision, which they answer from their phone. | ✓ Assistant and TeamsAssistant, $41.67 a month billed annually | ✓ Every planUpdates, chat and selection approvals | PartlyPlan not stated. Approvals of estimates, change orders, RFIs and submittals | Advanced, $329 or $399Optional project log; no decisions | ✓ Core+, $599Messages and updates; selection decisions on Pro | ✓ IncludedMessages and e-signed selections |
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| Not delivered email handlingWhen a customer email Clamp sends bounces, the document is marked Not delivered so the contractor can fix the address and resend, or copy the link to text it. | ✓ Assistant and TeamsAssistant, $41.67 a month billed annually | Not found | Not foundKB troubleshooting article only; body did not load | Not found | Not foundShows sent and opened only | Not found |
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| Expense tracking | 5 of 5 | 2 of 5 | 3 of 5 | 3 of 5 | 1 of 5 | 3 of 5 |
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| Automatic GPS mileage trackingBackground trip detection, route maps, IRS rates, trips linked to the job that caused the drive. | ✓ Every planSolo, $12.50 a month billed annually | Not found | Not foundVehicle logs record mileage for maintenance | Not foundFleet vehicle tracking add-on from $25 a vehicle | Not foundGPS location while clocked in only | Not foundNot on pricing or mobile pages |
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| Automatic time on siteGPS geofence tracking of hours at the jobsite. | ✓ Every planSolo, $12.50 a month billed annually | Not found | PartlyPlan not stated. GPS and geofenced time cards; automatic clock-in not stated | Every planClock in with optional geofence; not detected automatically | Pro, $1,199Geofence checks a tapped clock-in | Not foundManual clock-in with location on a map |
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| Receipts and expenses on the jobReceipts logged against the job they belong to. | ✓ Every planSolo, $12.50 a month billed annually | ✓ Every planReceipt attached to an expense; photo capture not stated | ✓ IncludedPlan not stated. Expenses; receipt photos not stated | ✓ Every planPurchases with receipt photo | Core+, $599Expenses on the budget; receipt capture not described | ✓ IncludedAI receipt scanning |
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| Purchase ordersCommitted costs captured between the estimate and the receipt. | ✓ Every planSolo, $12.50 a month billed annually | Not found | ✓ IncludedPlan not stated. One-click bill from a PO | ✓ Every planPurchases; POs from the budget | ✓ Pro, $1,199 | ✓ IncludedPOs and work orders |
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| Accounts payable and vendor billsVendor bills tracked and surfaced in the attention flows, with first-class vendor records. | ✓ Every planSolo, $12.50 a month billed annually | ✓ Every planVendor invoices tied to budget lines | ✓ IncludedPlan not stated. Bills tied to POs and subcontracts | ✓ Every planBills sync both ways with QuickBooks | Pro, $1,199Vendor profiles; supplier invoice matched to PO; no AP | ✓ IncludedBill approval, reconciled with POs |
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| Job costing and reports | 3 of 3 | 1 of 3 | 2 of 3 | 2 of 3 | 2 of 3 | 1 of 3 |
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| Job costingWhat the job actually cost, with a variance and catalog learning loop. | ✓ Every planSolo, $12.50 a month billed annually | ✓ Every planBudget from the won estimate | ✓ IncludedPlan not stated. Original and revised budgets; job costing reports | ✓ Advanced, $329 or $399Feature page says from $99; pricing page lists Advanced only | ✓ Core+, $599Estimate against actual | ✓ IncludedBudget vs actual, variance |
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| Accountant export packageA package of the business's records prepared for an accountant. | ✓ Every planSolo, $12.50 a month billed annually | QuickBooks OnlinePush only from BuildBook | QuickBooks syncTwo-way, Online and Desktop | QuickBooks syncSync and Accountant's View, no export package | QuickBooks, Core+QuickBooks Online Core+, Desktop Pro; CSV export | QuickBooks OnlineTwo-way sync |
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| Time reporting with CSV exportReported labor time with a time-tracking CSV export for payroll preparation and per-person rate decomposition. | ✓ Every planSolo, $12.50 a month billed annually | Not found | ✓ IncludedPlan not stated. Time card reports; Gusto export | ✓ Every planTime, labor and payroll reports; export format not stated | ✓ Starter, $199Timesheets, CSV export; QuickBooks from Core+ | PartlyHours to QuickBooks Time; CSV table export |
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| Jobsites and teams | 2 of 8 | 7 of 8 | 7 of 8 | 6 of 8 | 6 of 8 | 7 of 8 |
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| Teams: up to 5 linked accountsUp to 5 accounts, including the owner, sharing one business. | ✓ TeamsTeams, $83.33 a month billed annually | ✓ Team, $149Extra users $20 a month; tables disagree on caps | ✓ Standard, $105Up to 3 users; feature pages say unlimited users | ✓ Priced per user1 user on Core, 10 on Advanced, $29 each extra | ✓ Starter, 3 usersCore 10 users, $399 | ✓ Priced per user$20 each extra, users 2 to 10 |
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| Role-based permissionsFive roles: owner, admin, staff, contributor, viewer. | ✓ TeamsTeams, $83.33 a month billed annually | ✓ Team, $149Five roles; Help says a Free plan is owner only, pricing shows none | ✓ IncludedPlan not stated. Custom roles, four access levels per feature | ✓ Per-user permissionsAccess type plus module checkboxes; plan not stated | ✓ Permission profilesView, add, edit, delete per feature; plan not stated | ✓ IncludedCustom roles |
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| Unlimited subcontractor linkingSubs share jobsite photos and notes into the business account without consuming a seat. | ✓ TeamsTeams, $83.33 a month billed annually | ✓ Every planUnlimited subs invited per project | Not foundSub project access exists; seat use not stated | Paid seatsSubs who need the app are paid users; no guest access | Core+, $599Unlimited sub profiles; help center says subs cannot log in | ✓ Free, unlimitedSub and vendor portals |
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| Jobsites tab: jobs and schedule in one placeA Jobsites tab with Jobs and Schedule views. With Assistant each job has its own screen with its schedule, photos, and updates, and the Schedule view holds every install, delivery, inspection, appointment, and follow-up; Teams adds the crew and subs on each job, shaped by role. Subs invited to a job use it free and see their own jobs grouped by builder. | ✓ Assistant and TeamsAssistant, $41.67 a month billed annually | ✓ Every planUnlimited projects | ✓ IncludedPlan not stated. Projects | ✓ Every planJobs, job board and calendars | ✓ Starter, $199Projects with schedule, photos and files | ✓ IncludedUnlimited jobs |
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| Job scheduleSchedule installs, deliveries, and inspections on each job, with the contractor, a supplier, or nobody yet on each item, and see them all in the Jobsites tab. Putting crew or subs on an item is the Teams shared schedule. | ✓ Assistant and TeamsAssistant, $41.67 a month billed annually | ✓ Every planGantt with dependencies | ✓ IncludedPlan not stated. Gantt scheduling per project | ✓ Every planGantt with dependencies | ✓ Starter, $199Tasks; Gantt from Core+ | ✓ IncludedCalendar, Gantt and list |
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| Shared job scheduleOne schedule for the business: installs, deliveries, and inspections visible to the team, with clash notes when dates collide. | ✓ TeamsTeams, $83.33 a month billed annually | ✓ Every planGantt shared with collaborators and clients | ✓ IncludedPlan not stated. Gantt and crew schedule; no clash alerts found | ✓ Every planJob and resource boards, crew notifications | ✓ Starter, $199Calendar views; overbooking heat map | ✓ IncludedTasks to multiple people, calendar sync |
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| Punch listsThe small final items that close a job out, tracked per job and shareable as a text message or a PDF. | ✓ Every planSolo, $12.50 a month billed annually | ✓ Every planDedicated punch lists as tasks; print | ✓ IncludedPlan not stated. Punchlists, sent as PDF | Not foundTasks and deficiency notes only | PartlyTask steps; printable, not shared as text or PDF | PartlyTasks and to-dos |
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| Job site photosPhotos saved to the project with full-screen viewing. | ✓ Every planSolo, $12.50 a month billed annually | Every planPhotos in comments, tasks and logs; no photo tab | ✓ IncludedPlan not stated. Files and Photos, with markup | ✓ Mobile appPhotos uploaded to the job; plan not stated | ✓ Photo captureTags, galleries, markup; plan not stated | ✓ IncludedFiles, photos and video; daily logs |
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| Backup and offline | 3 of 5 | 2 of 5 | 2 of 5 | 2 of 5 | 2 of 5 | 2 of 5 |
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| Full job workflow, offlineLeads, design agreements, estimates, proposals, change orders, and invoices on the phone, working without a connection. | ✓ Every planSolo, $12.50 a month billed annually | Not foundNot stated on the pages | Not foundOffline use not stated | PartlyTime check-in only; estimates and invoices not stated | PartlyPhotos queue on a weak signal; nothing else stated | Not foundOffline not stated |
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| Cloud backupBusiness data backed up to the cloud and restorable on a new device. | ✓ Assistant and TeamsAssistant, $41.67 a month billed annually | ✓ Cloud software | ✓ Cloud softwareWeb and mobile app | ✓ Cloud software | ✓ Cloud software | ✓ Cloud software |
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| Business portal: read-only web viewA read-only view of the business in a browser. | ✓ Assistant and TeamsAssistant, $41.67 a month billed annually | ✓ Web appPro Dashboard | ✓ Web app | ✓ Web appFull office web app | ✓ Web app | ✓ Web app |
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| Device backup, restore, CSV export, bulk importLocal backup and restore with CSV export and bulk import. | ✓ Every planSolo, $12.50 a month billed annually | Not found | PartlyCSV import and export of some records | PartlySpreadsheet import only; no export or backup described | PartlyCSV export and import; no backup or restore | PartlyCSV export of tables, data imports |
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| No account required to startThe app opens to local use; an account is needed only for server features or subscribing. | ✓ Every planSolo, $12.50 a month billed annually | Not found10-day trial, no card; account needed | Not foundStarts from a 30-day trial on the plans page | Not foundStarts from a 14-day trial account | Not foundStarts from a Projul signup | Not foundStarts from a paid subscription |
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