The product, at a glance

One project. The tools to keep it moving.

Plan the work, coordinate the next step, and understand the financial result.

Sample project. Explore an illustrative project with sample numbers.

Analyze & Plan

Carry your deal assumptions into scope, budget, and timeline.

Saved deal assumptionsPurchase $450,000 · Sale $650,000
Planning draftOriginal rehab $72,000
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Coordinate the Work

Keep scheduled work and outstanding actions in view.

Schedule · Sample project
Oct 8–9Kitchen framingRecorded plan
Needs AttentionFile inspection sign-offBefore framing
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Track Costs

Keep expected costs, invoices, payments, and balances clear.

Cedar Electric · Work complete
Invoice$8,350
Paid · Balance$0 · $8,350Unpaid
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Track Projected Profit

See how reviewed changes affect projected profit.

Projected profit · Sample project
Original Plan$51,400
Current forecast$50,100−$1,300
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Track Projected Profit

The starting plan stays visible.

Compare the expected cost and profit with reviewed changes. The approved starting plan remains preserved.

Electrical change / CO-004$7,500 allowance → $8,350 approved bid
+$850Rehab cost
Reviewed delayApplied to holding-cost assumptions
+$450Holding cost
Combined effect on projected profit−$1,300

A schedule edit does not automatically change a financial assumption.

Willow Creek / ForecastSample project
MeasureOriginal PlanCurrent
Rehab$72,000$72,850
Additional rehab—+$850
Additional holding—+$450
Projected profit$51,400$50,100

Original Plan preserved · projected profit change −$1,300. A schedule edit does not automatically change financial assumptions.

Coordinate the work

A schedule with a next action.

Review dated work beside the sign-off needed before framing can continue.

Schedule / Willow CreekSample project
Schedule
Work / tradeOct 7Oct 8–9Oct 12–16
Rough-in inspectionPassed
Kitchen framingFraming
Drywall + paintScheduled
Needs Attention
Sample project1 open item
Inspection / before framing

File the rough-in sign-off.

The inspection passed October 7. Attach the sign-off before kitchen framing planned for October 8–9.

Track costs

Work complete. Invoice still unpaid.

Keep completed work, the unpaid invoice, recorded payments, and the remaining forecast in separate lines.

These amounts reconcile to the Willow Creek sample’s $72,850 estimated final rehab.

Expenses & PaymentsSample project
Expected final rehab$72,850
Paid to date$18,750
Cedar ElectricUnpaid
Invoice$8,350
Paid$0
Balance$8,350

Work complete · no payment recorded against this invoice.

Unpaid invoice balance
$8,350
Remaining forecastExpected additional costs, excluding unpaid invoices.
$45,750
Estimated final rehab · total
$72,850

Analyze & plan

Your numbers have a next step.

Carry saved deal assumptions into a scope, budget, and timeline, then review the Original Plan.

Follow the complete journey
From analysis to Original PlanSample project
01
Saved deal assumptionsPurchase $450,000 · Expected sale $650,000
02
Scope, budget & timelineOriginal rehab $72,000 · target listing December 4
03
Original Plan preservedRehab $72,000 · projected profit $51,400

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See the numbers. Keep the plan.

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