Break each project into goals and activities, give them owners and dates, and follow progress on the team’s shared calendar. Site photos, documents, the project chat and the money side all live in the same project record.
Split a project into goals and activities with start and end dates. The whole team sees them on one calendar and can filter by project or by person.
Every payment and expense updates the client’s balance and your profit on that project — no spreadsheet in between.
Upload site photos from your phone, sorted by project category, so the progress is documented for you and for the client.
Clients sign in with their own account and see only their projects, statements and balance — with the invoice images you choose to share.
In PCM a project isn’t a to-do list bolted onto accounting. Goals, activities, documents, photos, the chat group and every transaction are attached to the same record — so nobody has to ask which job an expense belongs to.
And because clients have their own limited view, statements and balances get agreed as the work goes along, not argued over at the end.
Yes. Costs, activities, site photos and the client account of each construction project are kept together, and you follow progress on a shared calendar.
Yes. Create a client account and they get a limited portal showing only their own projects, statements and balance.
Yes. Each activity has an owner and dates, and shows up on that person’s calendar. You can view the whole team’s schedule or just your own.