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TimekeeperReceipt CaptureSchedulerJob PhotosField EstimatingCFO DashboardChat & Job HubMeeting NotesCost PoolsSegment PerformanceCommunication Templates
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Best Decision Project Tools

Every Tool Your Crew Needs. One Login. Zero Downloads.

Everything your crew needs runs in a phone browser. Every tool feeds clean data to your bookkeeper and CFO dashboard. No app store. No installs. No excuses.

QuickBooks Online Integration
US-Based Support
No App Install Required
Built by a Bookkeeper
Your Toolkit

Tools That Feed Your Bottom Line

Each tool captures field data and pushes it to your books. No double entry. No missing receipts. No guessing if a job made money.

Timekeeper

GPS time tracking that ties labor to jobs

Know exactly where your crew is, what they're working on, and what it's costing you — before payroll. Not after the fact. Not at month-end. Before you cut checks.

  • GPS clock in/out confirms your crew is on the right jobsite
  • Assign employees to jobs and track labor burden in real time
  • Overtime tracking and labor cost calculations run automatically
  • Export payroll-ready data — no re-typing hours into another system
📗 Labor data flows into your books
Timekeeper GPS clock-in screen on mobile
See how Timekeeper works

Receipt Capture

The field-to-books expense pipeline

Stop losing money between the field and the books. A receipt on a truck seat is invisible to your bookkeeper. A receipt in BD Project Tools is categorized, assigned to a job, and synced to QuickBooks — the same day.

  • Snap a photo or record a voice memo describing the purchase
  • AI transcribes the receipt breakdown — vendor, amount, line items
  • Office manager or bookkeeper reviews, assigns the job and category, pushes to QBO
  • Assign to a job for real-time WIP (work-in-progress) tracking
  • Forward email receipts from vendors — AI transcribes them too
  • For bulk-supply receipts that hit multiple jobs, use Cost Pools to allocate across every consuming job
📗 Syncs as QBO Purchase with vendor, account, and category mapping
Receipt Capture with photo and AI transcription
See how Receipt Capture works

Scheduler

Set it once, scheduling handles itself

Set up a recurring job once. Scheduling handles itself. No more Sunday night spreadsheet sessions or group texts that nobody reads.

  • Drag-and-drop schedule builder — visual and intuitive
  • Create Work Orders with recurrence patterns (weekly, bi-weekly, monthly)
  • Employee schedules generate automatically from Work Orders
  • Pause and resume recurring jobs without losing your setup
  • Push notifications remind crew of upcoming jobs — no phone calls needed
📅 Work Orders connect to estimates, invoices, and time tracking
Weekly employee schedule grid
See how Scheduler works

Job Photos

AI-organized, geotagged, and sorted

Every photo organized, geotagged, and sorted — without you doing anything. No more scrolling through someone's camera roll trying to figure out which job a photo belongs to.

  • AI classifies photos into 25+ folder categories (before/after, progress, safety, damage, etc.)
  • GPS coordinates and timestamps are embedded automatically
  • Record video on-site — same organization and geotagging applies
  • Generate AI-powered PDF jobsite reports with one click
  • Ready for client presentations, insurance claims, or dispute resolution
📷 Photos link to jobs, customers, and Work Orders
AI-classified job photos organized by category
See how Job Photos works

Field Estimating

Voice-to-estimate in minutes, not hours

Capture an estimate on-site with your voice. AI does the rest. You're standing in the customer's yard — you can see the job. Talk through it. BD Project Tools turns your words into a priced estimate with line items.

  • Record a voice memo describing scope, materials, and labor
  • AI transcribes your memo and extracts tasks, quantities, and pricing
  • Review and adjust line items, then send for customer approval
  • Track estimate status through a full approval lifecycle
  • Lead source tracking on every estimate for marketing ROI analysis
📗 Approved estimates push to QBO as estimates or invoices
Voice-to-estimate with transcription and export
See how Field Estimating works

CFO Dashboard

Financial visibility that grows with you

Know if a job is profitable before it's too late to fix it. Most contractors find out a job lost money weeks after it's done. The CFO Dashboard shows you margins, WIP, and cash position while there's still time to course-correct.

  • Live KPIs: revenue, margins, WIP (work in progress), and cash position
  • Health gauges turn red, yellow, or green — spot problems at a glance
  • 3-tier progressive education (Starter, Intermediate, Full CFO) — not a paywall, a learning path
  • Marketing effectiveness dashboard: cost per lead, conversion rates, ROI by source
  • Your financial education grows with your business — BD Project Tools controls the tiers based on your readiness
📊 All field data rolls up into real-time financial intelligence
CFO Dashboard with Gross Profit on Active Jobs, Unearned Deposits, and health gauges
See how CFO Dashboard works

Chat & Job Hub

Every job conversation in one channel

Every job conversation, every photo, every receipt — in one channel. Automatically. A Job Hub channel auto-creates with every job, asset events post themselves, and every message can be read in the crew member's preferred language.

  • One Job Hub channel per job — created automatically, no setup
  • Photos, videos, files, estimates, receipts, invoices, task completions, and schedule changes auto-post (per-company toggleable)
  • Real-time per-reader translation — each employee reads chat in their language
  • Threads, @mentions, reactions, pins, and customer-included channels when you want them
  • AI summary drawer catches up new PMs on a job mid-stream
💬 Files shared in chat also land in the job's file library
See how Chat & Job Hub works

Meeting Notes

Record, transcribe, summarize, extract tasks

Record any meeting. The app transcribes it, summarizes it, and pulls out the tasks. Hit record on the phone, stop when done. BD Project Tools handles the rest — and saves it to the job it belongs to.

  • Tap record from Company Home; optionally link a job
  • Status ladder runs automatically: processing → transcribed → summarized → ready
  • Re-summarize with a different prompt — history is preserved, never overwritten
  • Extract Tasks pulls action items into Task Templates attached to the job
  • Feature-gated per company so only the crews who need it see it
🎤 Tasks land in Task Templates — on the crew's Task Checklist the next day
See how Meeting Notes works
Beyond the Core Tools

The Platform Does More Than You'd Expect at $69/Month

Features that competitors charge extra for — or don't offer at all.

Cost Pools — Bulk-Supply Allocation

Buy concrete or mulch once. BD Project Tools reallocates the spend to consuming jobs by hours, catalog quantity, estimate value, or equal split. No other field tool offers this.

Segment Performance — Side-by-Side P&L by Business Unit

Tag jobs with a Location, Division, Store, or Service Line. See revenue, costs, and margin per segment with Excel export. CFO Dashboard adds a BU filter when on.

Subcontractor as a 3rd Cost Track

Materials / Labor / Subs as 3 distinct buckets on every estimate, invoice, and dashboard tile. No more lumping subs into Other Costs.

Recurring Invoices with Auto-Charge

Set up a recurring invoice once. BD Project Tools sends it, charges the card, records the payment, and syncs to QuickBooks. Pause and resume anytime.

Communication Templates — with an AI Writer

Edit the wording your customers see — estimate and invoice emails, PDF footers, the approval page. Merge tags fill in names and totals. The AI Writer drafts a template from a sentence and learns your voice over time. See how it works →

Stripe Payments

Accept credit card and ACH payments. Every payment and processing fee syncs to QuickBooks. Client-facing invoices include a QR code payment link.

Full QuickBooks Online Sync

Estimates, invoices, customers, expenses, and items all push to QBO. This isn't a one-way invoice sync — it's the deepest field-to-books integration available.

Email Receipt Ingestion

Forward receipts from vendors to your BD Project Tools inbox. AI reads them, categorizes them, and assigns them to jobs — no manual entry.

Marketing Effectiveness Dashboard

Track cost per lead, conversion rates, and ROI for every marketing source. Know which ads are bringing in profitable jobs — not just leads.

Push Notifications

Web Push via VAPID — no app install needed. Clockout reminders, schedule updates, and job assignments hit your crew's phone instantly.

One Price. Everything Included.

All Tools, One Price

Retail $149/mo

$69/mo

Founder's Pricing — 20 users included. All tools. Every platform feature. No contracts. $5/seat for additional users beyond 20.

Sign up before June 30, 2026 and your $69/mo Founder's rate is locked. We don't raise prices on existing subscribers.

All tools
20 users included
Full QBO sync
No contracts
Cancel anytime
US-based support

Or included with bookkeeping and CFO services starting at $495/mo

See Full Pricing
What Makes BD Project Tools Different

Built Backward From Your Books

Most field apps were built for operations first, then bolted on accounting. We started with what your bookkeeper needs to close the books cleanly — then built the field tools to feed that process.

1

Field Activity

Your crew clocks in, snaps receipts, takes photos, and captures estimates — all from their phone browser.

2

Clean Books

AI transcribes, categorizes, and assigns every transaction to the right job. Your bookkeeper gets clean data, not a shoebox of receipts.

3

CFO Dashboard

Live KPIs, job profitability, and health gauges update in real time. No more waiting until month-end to know where you stand.

4

Better Decisions

You see which jobs are profitable, which crews are efficient, and where money is leaking — while there's still time to fix it.

Every Tool Your Crew Needs. Every Number Your Bookkeeper Needs.

Every tool your crew needs, full QuickBooks integration, and a CFO dashboard that grows with your business. $69/month. 20 users. No contracts.