Platform
Your business. Unified.
One connected environment for the people, projects, resources, finances, and decisions that move your business forward.
01 · Win the Work
From first conversation to signed proposal.
Keep every lead, contact, and customer conversation in one place, then turn them into accurate estimates and professional proposals without retyping a thing.
- CRM
- Contact management
- Opportunities
- Customer histories
- Estimating
- Proposals
- Document generation
Opportunity pipeline
Lead
Estimate
Proposal
Won
02 · Manage the Work
Know what's happening on every job.
Plan jobs, assign tasks, and keep schedules, milestones, and dependencies visible so office staff and field teams are working from the same plan.
- Project management
- Task assignments
- Scheduling
- Milestones
- Gantt timelines
- Project dependencies
- Document management
Project timeline
- Site clearing
- Excavation
- Foundation
- Framing
- Finish & handover
Active projects
- Riverside Site PrepGrading
- Maple Street RemodelFraming
- Harbor Patio & WallsInstall
- Elm Ave FoundationEstimate
03 · Run the Business
See where the business stands, and where it's heading.
Bring financial information into the same environment as your projects, so income, expenses, and cash flow are never a separate exercise.
- Financial dashboards
- Bank-account information
- Cash-flow management
- Income and expense visibility
- Financial forecasting
- Business reporting
Active projects
12
3 starting this month
Open estimates
7
2 awaiting response
Receivables
$184k
5 invoices open
Cash on hand
$312k
Forecast: stable
Cash flow & forecast
04 · Manage Your Resources
Keep equipment and materials accounted for.
Maintain organized records for the equipment, inventory, and materials your work depends on, along with the service history that keeps them running.
- Equipment registers
- Equipment histories
- Asset tracking
- Inventory records
- Materials information
- Maintenance records
- Maintenance planning
Equipment register
- Excavator EX-01On site
- Skid steer SS-02Available
- Dump truck DT-03Service due
- Compactor CP-01On site
Maintenance planning
Estimate approved
Elm Ave Foundation
Invoice due in 3 days
Harbor Patio & Walls
Service due
Dump truck DT-03
New message
Crew lead · Riverside
05 · Connect Your People
Office, field, and customers on the same page.
Keep conversations, documents, and project communication connected to the work itself, with role-based access that shows each person what they need.
- Internal messaging
- Team collaboration
- Role-based access
- Document sharing
- Customer portals
- Project communication
Team & project communication
Office
Concrete delivery moved to Thursday.
Crew lead
Copy. Updating the site schedule.
Project manager
Customer portal updated with new photos.
06 · Lead with Better Information
Decisions backed by the full picture.
Use centralized dashboards and reporting to understand operations, finances, and project performance, and give management the visibility to plan ahead.
- Operational dashboards
- Financial insights
- Project performance
- Forecasting
- Business reporting
- Management visibility
Active projects
12
3 starting this month
Open estimates
7
2 awaiting response
Receivables
$184k
5 invoices open
Cash on hand
$312k
Forecast: stable
Project performance
- Riverside Site PrepGrading
- Maple Street RemodelFraming
- Harbor Patio & WallsInstall
- Elm Ave FoundationEstimate
Product visuals on this page are illustrative concepts with sample data, not production screenshots.
A better way to run your business is coming.
CORDOMIS launches January 2027.
We're preparing to introduce a new generation of contractor business management software. Interested in being among the first to experience it?