Features

Everything to run your jobs. Nothing you don't need.

SetJoist covers the full lifecycle — from the first lead call to the final payment.

📋 Estimating & Proposals

Send estimates that close deals.

Build professional proposals in minutes with categorized line items, configurable markup, labor rates, and optional client notes.

✓Line items with quantity, unit cost, markup, categories
✓Branded PDF with your logo, colors, terms
✓Email delivery with open/view tracking
✓One-click client approval via portal
✓Convert approved estimate → invoice instantly
✓Reusable templates for common job types
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💰 Invoicing & Payments

Get paid faster. Chase invoices less.

Convert approved estimates into invoices with one click. Progress billing, deposit requests, and online Stripe payments.

✓One-click estimate → invoice conversion
✓Progress billing (bill % per phase)
✓Online payments via client portal (Stripe)
✓Deposit requests and partial payments
✓Automatic payment reminders
✓Branded PDF invoices with payment link
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👥 CRM & Sales Pipeline

Never lose a lead because you forgot to follow up.

Track every lead from first call to signed contract with a construction-specific pipeline.

✓Kanban pipeline: New Lead → Contacted → Site Visit → Sold
✓Auto-reminders for stale leads
✓Contact types: Lead, Customer, Sub, Vendor
✓Activity timeline for every contact
✓Lead source tracking
✓Import from QuickBooks, JobNimbus, CSV
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👷 Crew Management

Know who's where. Without calling anyone.

Named crews with a scheduling calendar, GPS-verified clock-in, and foreman approval.

✓Named crews with per-project flexibility
✓GPS-verified clock-in with geofence
✓Drag-and-drop scheduling calendar
✓Crew leader approves time entries
✓Passwordless invite — 60-second setup
✓Time export to CSV for payroll
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📱 Field App

Your crew's jobsite command center.

A mobile-first PWA that works offline. Clock in, submit daily logs, upload photos.

✓GPS clock-in/out with on-site verification
✓Daily logs with weather, notes, photos
✓Voice-to-text daily log entry
✓Project details and documents
✓Safety checklists
✓Offline-first — works without signal
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🏠 Client Portal

Make homeowners feel like VIPs.

Give every client a branded portal for progress, estimates, payments, and messaging.

✓Branded experience with your logo
✓Project timeline with photos
✓Online estimate approval and payment
✓Document sharing
✓Two-way messaging
✓No app download required
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Your jobs. Set.

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SetJoist

Construction management software built for the way contractors actually work.

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