Features — Cubitworks Construction Management

CRM & Lead Management

Lead Pipeline

Kanban-style lead pipeline. Capture inbound leads from your website form. Move leads through custom stages and convert to a job in one click.

Accounts & Contacts

Unified customer and vendor records with contacts, locations, and payment terms. Searchable across the whole platform.

Web-to-Lead Embed

Embed a contact form on any website. Submissions automatically create a lead, account, and contact in your pipeline.

Pipeline Reports

Pipeline value by stage, source, and time period. See where leads are stalling and where revenue is coming from.

Budget & Cost Management

Budget Engine

Hierarchical cost groups, assemblies, and line items. Formula-driven quantities. Markup and margin modes. Multi-layer cost roll-ups.

Catalog (Price Book)

Company-wide catalog of materials, labor, and assemblies with unit costs and prices. Pull catalog items directly into job budgets.

Job Costing & Actuals

Real-time comparison of budget vs. actual costs. Committed costs (POs + bills), labor actuals, and profitability by job and cost code.

Cost Codes & Cost Types

Organize costs by phase and type (Labor, Material, Subcontractor, Equipment). Map to QuickBooks cost codes for accounting sync.

Formula Engine

Parameter-driven formulas for quantities and prices. Change a room dimension parameter and the entire budget updates automatically.

Cost-Plus Job Management

Track actual costs in real time for T&M and cost-plus contracts. Invoice against actuals with markup applied automatically.

Scheduling

Gantt Schedule

Visual Gantt chart with drag-and-drop date editing. Task groups, baselines, and progress tracking.

Task Dependencies

Finish-to-start dependencies with lag days. Shift one task and dependent tasks cascade automatically.

Schedule Publishing

Publish the schedule to subcontractors and customers. They see only their tasks — no internal cost data exposed.

Calendar Sync

iCal feed for every job and company-wide schedule. Subscribe in Google Calendar, Outlook, or Apple Calendar — always in sync.

To-Do Lists

Separate to-do lists for each job. Assign to users, set due dates, and track completion independently from the main schedule.

Schedule Templates

Save a schedule structure as a template and apply it to new jobs. Adjust start dates and the whole schedule shifts to fit.

Documents & Contracts

Estimates & Proposals

Build estimates from the job budget with custom cover pages, footers, and line-item visibility controls. Brand them as proposals for homeowners.

Contracts

Generate contracts from estimates. Require eSignature. Track who signed, when, and from where. Store the signed PDF in R2.

Change Orders

Formal change order workflow: draft → send → approve/deny. Budget updates automatically on approval. Full history per job.

Specifications

Product and material specifications with customer approval workflow. Customers approve items online — no printing required.

Native eSignature

Canvas-drawn signatures stored as SVG in R2. No DocuSign account required. Works on mobile and desktop.

PDF Generation

High-quality PDFs of any document. Rendered via Cloudflare Browser Rendering — no third-party PDF service needed.

Invoicing & Payments

Progress Invoicing

Invoice by milestone, percent complete, or fixed schedule. Payment schedules auto-generate invoices on trigger.

Retainage Tracking

Hold and release retainage on customer invoices and vendor bills. Full retainage ledger per job.

Lien Waivers

Conditional and unconditional lien waivers generated per payment. Track waiver status from sub to GC to owner.

Stripe Payments

Accept card, ACH bank transfer, Apple Pay, and Google Pay. Payments reconcile back to invoices automatically.

AIA G702 / G703

Generate AIA-format Application for Payment documents (G702 and G703 Schedule of Values) for GC billing workflows.

Aging Reports

AR aging report showing current, 30-, 60-, and 90-day buckets. Exportable to CSV for accounting review.

Field Operations

Daily Logs

Per-job daily logs with weather, crew count, work performed, visitors, and issues. Published to customers on demand.

Photo Library

Upload and organize job photos by folder and tag. Add annotations and markup. Accessible from iPhone on the job site.

Time Clock

Field crew clock in and out per job and cost code. Labor cost rolls up to job actuals in real time.

Punch Lists

Vendor-facing punch list items attached to tasks or daily logs. Subs see only their assigned items in the vendor portal.

Purchasing & Subcontractors

Purchase Orders

POs sent to vendors with line items pulled from the job budget. Track received quantities against ordered quantities.

Work Orders

Scoped work assignments for subcontractors with defined scope, price, and completion criteria.

Bid Requests

Send a bid request to multiple vendors. Vendors submit their pricing through a token-authenticated bid portal — no login required.

Bills & Bill Pay

Enter vendor bills against POs and work orders. Match to what was received. Route for approval before payment.

Customer Portal

Branded Portal

Homeowners get a dedicated portal to track their project. No app to download — magic-link access from any email.

Document Review & Signing

Customers view and sign estimates, contracts, and change orders directly in the portal.

Selections & Allowances

Present product selection options to customers with images, descriptions, and pricing. Customers choose and approve in the portal.

Invoice Payments

Homeowners pay invoices online via Stripe — card, ACH, or Apple Pay. Payment confirmation sent by email.

Client Updates

Post project updates — text, photos, and daily logs — that customers see in their portal. Keep clients informed without extra emails.

Warranties

Issue warranties through the portal on project close. Homeowners can submit warranty claims directly.

Reporting & Analytics

Job Profitability

Gross profit and margin by job — contract value, actual costs, and projected final cost. Exportable to CSV.

Pipeline Dashboard

Lead pipeline value, win rate, and average deal size. Breakdowns by source and time period.

Scheduled Reports

Configure recurring reports to be emailed automatically — weekly job cost summary, monthly AR aging, and more.

Activity Feed

Per-job audit trail of every change, comment, and status update. Know exactly who did what and when.

Compliance, Lien & Permit

Lien Window Timer

Automatic lien deadline tracking per state. Alerts fire before the window closes so you never miss a filing date.

Permit Tracking

Track permit applications, inspection status, and approvals per job. Integrates with local jurisdiction records for KC-metro jurisdictions.

COI Gating

Certificate of Insurance tracking for subcontractors. Block vendor payments when COI is expired.

Statutory Disclosures

Missouri contractor statutory disclosure compliance (MO § 407.937, § 407.725, § 429.012) — required language tracked and stamped on contracts.