Plumbline is the project CRM built for builders: schedule crews on a timeline, track change orders against the contract, keep inspections on the calendar, and bill what you've earned — without the spreadsheet.
Estimate, contract, permit, build, punch, close out. Plumbline follows that sequence instead of asking you to bend your process to a generic sales pipeline.
See every project as a bar across the month. Drag one to a new start date and its whole duration moves with it. Switch to a month grid or a crew-by-week view when that's the better question.
Raise a change order with the cost and the schedule impact. Approve it and the project's revised contract value and end date update on the spot — no reconciling later.
Permit numbers and inspectors live on the job site. Inspections sit on the calendar and surface on the overview when they slip, so nothing waits on a sign-off you forgot to book.
Daily reports, safety walks, punch lists and certificates of completion are filled on a phone, pre-loaded with what the office already knows, and signed on the glass.
Every live project shows billed-to-date against its revised contract. Invoices carry aging so you know which client to call before the month closes.
Progress photos go straight onto the project from the truck. Drop them in, they're resized and filed, and they're there when the client asks what happened in week three.
Import from a spreadsheet or add them by hand. Each job site keeps its address, access notes, permit number and inspector in one place.
Give each project a start and a duration and assign a super. The overview, crew load and billing views all read from the same schedule.
Crews log daily reports and photos, raise change orders when conditions change, and sign the client off at punch and completion.
Unforeseen conditions, client requests, code requirements — every change order records the reason, the cost and the days it adds. Approval writes straight through to the project's revised contract value and end date, and the change shows up in billing.
Every form opens with the client, the address, the job reference and today's date already in it. The super adds the weather, the headcount and what got done, the client signs on the phone, and it's filed against the project the moment it's saved.
We used to find out a project was over budget when the accountant told us. Now the super sees billed-against-contract on the same screen he schedules from, and the change order gets raised the day the ledge shows up.
DWDana WhitfieldProject manager, Northbeam Construction (demo company)
Put the whole crew on it. You're paying for the projects you run, not for the number of people who need to see them.
Yes. The app is a lightweight web application that keeps working when the connection drops; forms, photos and notes save locally and sync when you're back in range. Nothing needs installing from an app store.
Every table exports to CSV in one click — projects, clients and invoices — and the demo you're looking at does exactly that. There is no lock-in.
Approving a change order adds its amount to the project's revised contract and extends the end date by its schedule impact. Rejected change orders are kept for the record but don't touch the numbers.
A fictional general contractor, Northbeam Construction, with 21 projects across six stages, seven change orders, a month of inspections and a live billing ledger. Drag things around, sign a form, upload a photo — it's all saved in your browser and you can reset it any time.
No. Plans are per company. Add every super, carpenter and office admin who needs to see the schedule.
The demo opens on today's date with projects, inspections and change orders already in motion. No form to fill in first.