FOR CUSTOM HOME BUILDERS & REMODELERS
Price the whole house, then hold that price to the last draw.
Build the estimate by cost code, with allowances, contingency and markup. When the client picks a finish, the difference becomes a change order, and the change order bills on the next draw.
Follow the kitchen cabinets to the draw.
- THE ESTIMATE
It starts as an allowance.
ALLOWANCE$38,500Kitchen cabinetsBrandt Custom HomesProposal · Hillside ResidenceKitchen cabinets Allowance$38,500.00Estimate Total$1,283,310.00Signed by Erin Kessler · Oct 2, 2026 - SELECTIONS
The client picks the cabinets.
Drop in a sub’s quote. Arti reads the price and shows what it does to the allowance.
YOUDropped in the quote
ARTIRead the priceShaker, paintedPikes Peak Cabinetry$38,500On allowanceInset, white oakPikes Peak Cabinetry$46,900+$8,400SelectedSlab, walnutAlpine Millwork$51,200+$12,700
Read it off Pikes Peak’s quote.$8,400 over the allowance. - CHANGE ORDERS
The difference becomes a change order.
The client approves it from an email link. No account needed.
YOUSent one linkCLIENTApproved itSENT BYBrandt Custom HomesCO-004 · Change orderKitchen cabinets: inset, rift-sawn white oakCHANGE TO YOUR CONTRACT+$8,400.00Contract goes from $1,283,310.00 to $1,291,710.00Approve this change orderYour approval is on the record - DRAWS
It bills on the next draw.
Bill by percent done, with retainage held back. The change order gets its own line.
YOUSet percent doneBills & drawsARTIBilled every lineHillside ResidenceDraw 5Current payment due$97,254.00- Rough carpentry100%$16,632
- Gypsum board80%$30,620
- Kitchen cabinets50%$19,250
- CO-004 · Cabinet upgradeChange order50%$4,200
+ 12 more linesRetainage 10% held back
You’re buried in email. Arti reads it for you.
Your subs email their bills, insurance certificates and W-9s to your Trade Agent address, all week long. Arti reads every one, works out which sub, which job and which cost code, and files it where it goes. You approve with a click instead of losing days to it, so when draw day comes, the bills are already there.
- VendorRidgeline FramingMatched by the sender’s email
- ProjectHillside ResidenceJob# “HILL-24” matches project number “HILL-24”
- Cost code06 Framing laborUsed 4 invoices (100%) recently
Draw dayEvery bill already read and coded, and approved by you. Pick them for the draw and it’s ready to go.A draw package your bank will take.
- Your lender’s formatStandard, or AIA-style with the G702 cover page and the G703 continuation sheet.
- RetainageHeld separately on finished work and on stored materials, and released when you say.
- Lien waiversGenerated from the draw for the vendors on it. The signed ones go into the PDF.
- SentEmail it to the lender or the client, or mark it submitted if the bank has its own portal.
We move you over.
Whether you run on spreadsheets, another project tool or QuickBooks alone, setup is part of the plan. See pricing
- 01
We do the setup.
We bring over your jobs and cost codes and connect QuickBooks for you, so you don’t start from a blank screen.
- 02
It connects to your QuickBooks.
Approved bills, expenses and draws go to QuickBooks. Payments come back, so both sides agree.
- 03
One plan, everything in it.
Every feature and Arti, with seats for your team. Your subs and suppliers don’t pay to work with you.