Product Guide
Step-by-step guides for every Best Decision Project Tools module: timekeeping, receipts, estimating, invoicing, the CFO Dashboard, and more.
Getting Started
Getting StartedA quick orientation to the platform, user roles, and the fastest way to start your first job.New Work WizardStart a customer, project, and estimate in one guided flow.Employee ManagementManage your workforce, control which tools each employee sees, and set up payroll inputs.Settings & AdminCompany-wide configuration, security, and the admin housekeeping tools.
Field Tools
Timekeeper & Time TrackingTrack where your crew is, fix entries, and export clean payroll data.Scheduling, Work Orders & DispatchSet recurring jobs once and let scheduling handle itself, then dispatch your crew each morning.Receipt CaptureStop losing money between the field and the books.Job Photos & FilesEvery photo organized, geotagged, and sorted automatically.Field EstimatingCapture an estimate on-site with your voice. AI does the rest.Meeting NotesRecord a meeting. Get a transcript, summary, and task list.Chat & Job HubEvery job conversation, photo, and receipt in one channel, automatically.
Office & Admin
Customers & Customer PortalA full customer record plus a self-service portal your clients actually use.Invoices, Draws & Recurring BillingBill standard, progress-draw, or recurring. Track job costs as you go.Communication TemplatesControl every customer-facing message in one place.Cost PoolsBuy it once; split the cost across the jobs that actually used it.
Money & Finance
CFO Dashboard & Cash ForecastKnow if a job is profitable before it's too late to fix it.ReportsEvery report in one place, from certified payroll to job financials.Project Expenses: Job Costing & WIPSet up the job-cost data your WIP gauges read so you catch a job before it goes sideways.Business Units & Segment PerformanceSee side-by-side profit by location, division, or crew.Marketing & Lead TrackingFind out which marketing actually pays: cost per lead, conversion, and ROI by source.Tax JurisdictionsKeep payroll and sales tax straight when you work across more than one state or city.