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General contracting

The CRM that quotes the whole project.

Daybook runs a general contracting company end to end: the quote is built from your own price list — demolition, framing, finishes, the allowances, the subs’ quotes and the project management on top; a deficiency and handover sheet rides on every project, and the job does not close without it; FLHA forms, clock-in and photos come from the crew’s phones. Then invoices by stage, with GST/HST by province.

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The job “Dana Cardoso — Basement development” in Daybook, and its brief: “Work starts Wednesday, October 7”, an update from the crew, the access code pinned from the customer’s email, a short summary of where it stands, the key facts and what the customer asked for (each with the message it came from).

The rules the trade lives under

Built around the paperwork a general contractor already answers to.

  • The deficiencies and the handover, before the job is done

    A whole-home renovation, a kitchen or bathroom, a basement development, an addition or garage, a new build and a commercial fit-out do not close without the deficiency list, whether the final inspection passed, what was handed over — the warranty package, the manuals and receipts, the keys and codes — the photographs after and the client’s sign-off.

  • Builders’ lien holdbacks

    Progress invoicing by stage — what is billed, what is paid and what is still owed, plain on every statement — so the holdback your accountant tracks has a clean trail under it.

  • Ontario’s rules for contracts signed at a client’s home

    A quote signed at an Ontario client’s home shows them their right to cancel for 10 days, and their copy is emailed with the last day to cancel.

  • Provincial OH&S hazard assessments (FLHA)

    FLHA forms in the crew app, on Crew and up: the hazards, the controls, the conditions and the crew on site, filled in on the phone at the start of the day and filed on the job the moment they land.

Daybook names these so you can see where it helps. It is not a compliance product: it does not pull a permit, inspect the work or hold a holdback. The sheets record what was in hand, what was done and what was handed over, the hazard assessment is yours to fill in, and your province has the last word.

Three things that go wrong

The headaches every general contractor knows.

Pricing a basement before the subs call back

The basement gets priced before the electrician and the plumber send their numbers, the allowances are a guess, and the number said on a Tuesday is the number you live with until handover.

In Daybook The quote is built from your own labelled list — demolition by the square foot, framing by the linear foot, the allowances priced as budgets, each sub’s quote carried through as its own line, and the project management on top — with the margin beside the price on every line.

The deficiency list that never ends

The house is finished, except for the list — and the list grows by text message for a month while the keys and the manuals ride around in your truck.

In Daybook The deficiency and handover sheet is one walk-through with the client: the deficiency list, whether the final inspection passed, the warranty package, the manuals and the keys handed over, the photographs after and their sign-off — and the job is not complete until it is answered.

Who was on site that Tuesday?

Three weeks in, the client asks which trade was in the house the day the problem started and what got done, and the answer is on four phones and in a foreman’s head.

In Daybook The daily site log records the date, the crew and subs on site and the work done, with places for the weather, the issues and the photographs — one entry a day, on the job, where the office can find it.

The brief

Everyone talks at once. The job gets one brief.

A job is a week of emails, texts, notes and updates from the crew. Daybook files each one on the job it belongs to and writes the brief: the gate code, the deadline, what the customer asked for, what you owe them and what they owe you — rewritten whenever something new arrives.

The brief and the Assistant

Texting comes with the top plan of every rate card (Company, for a trade), from a verified toll-free number of your own.

A job’s brief in Daybook: the gate code pinned at the top, a one-line summary, a time-sensitive deadline, key facts, what the customer requested, a suggestion, the next step and its date, and what is waiting on the customer.
1The gate code, pinned
2The deadline
3What the customer asked for
4What we owe, and the next step
5What the customer owes

A real capture of a contractor’s job. Daybook wrote every line of this brief from the messages on the job; only the five teal labels are added. A camp gets the same brief on a booking, a property manager on a work order.

The customerThe customer, textingThe finished job: a finished basementFrom the site: kitchen cabinets going inFrom the site: the basement beforeFrom the site: framing the basement
  • Our furnace keeps shutting offThe customer, by email
  • Side-wall vent. Narrow doorThe crew, from the site
  • Your quote is attachedThe office, by email
  • 3 photosThe crew, from the site
  • Done before the 24th?The customer, by text
  • Gate code 4471. Mind the dogThe office, to the crew
  • Checklist doneThe crew, from the site
  • The brief’s access code on a phone: 4471, with the customer’s own words — “The side gate code is 4471 — please close it behind you, we have a dog.”

    The gate code, pinned. Said once in an email, and now at the top of the job for the crew.

  • The brief’s time-sensitive line on a phone: send the thermostat finishes to Priya so she can sign and pay the deposit, by Tuesday, October 13, with a Text client button.

    The deadline. What is time-sensitive, and by when.

  • What the customer requested, in the brief on a phone: the thermostat finishes, and confirming the old furnace is taken away, each from Priya Raman’s email.

    What the customer asked for. Each request, with the message it came from.

  • The next step, in the brief on a phone: send Priya the thermostat finish options and confirm the old furnace removal, with a Book visit button.

    What we owe, and the next step. One next step, and a button that starts it.

  • Waiting on the customer, in the brief on a phone: pick a thermostat finish, sign the quote and pay the deposit, with the risk under it.

    What the customer owes. So nobody chases the wrong person.

Real captures of a contractor’s job. Daybook wrote every line of this brief from the messages on the job. A camp gets the same brief on a booking, a property manager on a work order.

The general contracting toolkit.

On top of everything Daybook does for every one of its 44 trades — the full list is here — general contracting gets its own tools: a labelled general contracting price list in the quote builder, three contractor’s sheets, a site meeting on the request board in place of a site visit, and drafts, replies and job summaries that say scope, allowance, change order, sub, rough-in and finish, progress draw, deficiency list and demo the way a contractor does.

The price list

Priced by the square foot, the allowance and the sub’s quote.

Daybook gives a general contractor a price list that starts labelled: project management and supervision, carpenters and labourers by the hour, demolition and drywall by the square foot, framing and wall removal by the linear foot, kitchen, bathroom, tile and lighting allowances priced as budgets, electrical, plumbing and HVAC carried through per the sub’s quote, engineering, bins, temporary heat, the building permit, and a contingency for what the walls hide. Your own prices go on it, and every quote and invoice reads from it.

Line by line demolition to finishes, the allowances, the subs’ quotes and the project management — each a line from your own price list
Quoting

The price list

Priced by the square foot, the allowance and the sub’s quote.

Daybook gives a general contractor a price list that starts labelled: project management and supervision, carpenters and labourers by the hour, demolition and drywall by the square foot, framing and wall removal by the linear foot, kitchen, bathroom, tile and lighting allowances priced as budgets, electrical, plumbing and HVAC carried through per the sub’s quote, engineering, bins, temporary heat, the building permit, and a contingency for what the walls hide. Your own prices go on it, and every quote and invoice reads from it.

  • A labelled starter price list on day one, with your own prices on it
  • Management and labour, demolition, framing, the envelope, interior finishes, kitchen and bath allowances, the subs, equipment, fees and disposal
  • The margin beside the price on every line, and the estimated cost for your eyes only — never on the PDF
  • Your own subs’ rates and allowances alongside the starter list — Crew and up
  • Approved, or sent back for a revision, in the client’s portal
  • A price book that updates when you scan a supplier invoice — Crew and up
Quoting

The request

A request becomes a site meeting. Then a quote.

Every request lands on one board with its job type — a basement, a kitchen or bathroom, a whole-home renovation, an addition, a new build, a fit-out — and one button: Schedule a site meeting. Walk the project site, take down the scope, and build the quote on the job; when the client approves it in their portal, the job is won and ready to schedule.

Scheduling
The requests board in Daybook: “Luis Whitfield — Basement development” and “Robin Beaulieu — Kitchen & bathroom”.

The request

A request becomes a site meeting. Then a quote.

Every request lands on one board with its job type — a basement, a kitchen or bathroom, a whole-home renovation, an addition, a new build, a fit-out — and one button: Schedule a site meeting. Walk the project site, take down the scope, and build the quote on the job; when the client approves it in their portal, the job is won and ready to schedule.

  • The requests board in Daybook: “Luis Whitfield — Basement development” and “Robin Beaulieu — Kitchen & bathroom”.

    Every request, on your phone. Call the client or email them from the card, and book them in with the button under it.

  • The job on its page in Daybook, its steps across the top: Schedule, Start, Finish, Invoice and Get paid.

    The job’s own page. Its steps across the top, the client a call or a text away, and its photos, notes and messages a swipe apart.

  • A finished job in Daybook: Job finished, Generate warranty and Closeout.

    Finished. Every step ticked, and one tap starts the warranty from the job and its quote — nothing reaches the client until you send it.

  • Six job types: whole-home renovation, kitchen and bathroom, basement development, addition and garage, new build, commercial fit-out
  • A basement that lists a kitchen and a bathroom is filed as a basement development; several rooms or the main floor as a whole-home renovation — sorted for you
  • Schedule the site meeting from the request — and plan the day’s route from the same board
  • Not viewed, met on site, quoted and lost: where every request stands, at a glance
  • Requests from your website’s quote form land here as real requests, with the job address on them
Scheduling

The paperwork

Three sheets, written for contractors.

A pre-construction checklist for everything that has to be true before demolition starts. A daily site log for who was on site and what got done. A deficiency and handover sheet for the walk-through at the end. All three attach themselves to all six job types, and the handover will not let a project close unfinished.

The crew app
The checklists in Daybook: “Pre-construction checklist” and “Daily site log”.

The paperwork

Three sheets, written for contractors.

A pre-construction checklist for everything that has to be true before demolition starts. A daily site log for who was on site and what got done. A deficiency and handover sheet for the walk-through at the end. All three attach themselves to all six job types, and the handover will not let a project close unfinished.

  • Pre-construction checklist: what is in hand — the drawings, the sub quotes, the selection due dates, the schedule shared with the client — the start date, site protection and access, before photos, the client’s sign-off, with a place for the permit number
  • Daily site log: the date, the crew and subs on site, the work done, with places for the weather, the day’s deliveries, selections, change orders flagged and delays, the issues and the photographs
  • Deficiency & handover: the deficiency list, whether the final inspection passed, the warranty package, manuals and keys handed over, the date the deficiencies are due, after photos, the client’s sign-off
  • Attached to all six job types automatically — Crew and up
  • Yours to edit, and you can add your own
The crew app

Safety on site

The FLHA, filled in on the phone. Filed before the first wall comes down.

Pick the job and the address and the crew come with it; the day’s conditions, each task with its hazard and its control — submitted from the phone at the start of the day and on the job’s record the moment it lands. Then clock-in, checklists and photos, with no signal if it comes to that.

The crew app
An FLHA in the crew app, “Frame the basement walls and set the bathroom rough-in”: the task with its hazard and its control, and the crew on site under it.

Safety on site

The FLHA, filled in on the phone. Filed before the first wall comes down.

Pick the job and the address and the crew come with it; the day’s conditions, each task with its hazard and its control — submitted from the phone at the start of the day and on the job’s record the moment it lands. Then clock-in, checklists and photos, with no signal if it comes to that.

  • The crew app’s home: a greeting by name, then Submit hours, FLHA, My jobs and More, and the jobs on the go below them, each with Add update.

    Their day. Hours, the FLHA and their jobs a tap away — and an update from a job on the go goes straight to the office.

  • A crew member’s list in the crew app, 11 active: “Felix Thompson — Whole-home renovation” and “Nadia Chen — Kitchen & bathroom” among them, each with its address and its time.

    Their jobs. Every job they’re on, with its address, its booked day and a chat with the office.

  • An FLHA in the crew app, “Frame the basement walls and set the bathroom rough-in”: the task with its hazard and its control, and the crew on site under it.

    Before the work starts. Pick the job and the site, its contact and the crew fill in; they add each task with its hazard and its control, and submit it from the phone.

  • FLHA forms on Crew and up: job, site, conditions, tasks with hazard and control, the crew on site
  • Clock-in and timesheets from the phone in their pocket
  • Checklists filled in on the job — with a signature if you want one
  • Photos taken where there is no signal, filed when it returns
The crew app

Getting paid

Invoiced by stage. Closed out with a review request.

The invoice is raised off the quote the client approved — all of it, the part that is finished, or the extra work approved on top — so a long project is billed stage by stage. A reminder you set once does the following-up, with a Pay Now link; e-transfers are matched to their invoices for you to confirm. And when the job is finished, its page offers the warranty and closeout package and a review request.

Invoicing & payments
A finished job in Daybook: Job finished, Generate warranty and Closeout.

Getting paid

Invoiced by stage. Closed out with a review request.

The invoice is raised off the quote the client approved — all of it, the part that is finished, or the extra work approved on top — so a long project is billed stage by stage. A reminder you set once does the following-up, with a Pay Now link; e-transfers are matched to their invoices for you to confirm. And when the job is finished, its page offers the warranty and closeout package and a review request.

  • Progress invoicing on long jobs — billed, paid and still owed on every statement
  • An invoice off the approved quote — all of it, the finished part, or the extra work approved on top
  • Change orders for the work the client adds after the quote
  • An overdue invoice chases itself, with a Pay Now link
  • E-transfer matched for you to confirm; cards online; EFT
  • A finished job offers the warranty and closeout package, and a review request
  • GST/HST by province, and the Sales Tax report ready for filing
Invoicing & payments

The crew

The phone already in their pocket.

Field seats are free and unlimited on Crew and Company, so every carpenter and labourer has the app: the day’s jobs, clock-in, the FLHA, the checklists, the photos — and the office sees it the moment it lands.

  • A crew member’s list in the crew app, 11 active: “Felix Thompson — Whole-home renovation” and “Nadia Chen — Kitchen & bathroom” among them, each with its address and its time.
  • The crew app’s home: a greeting by name, then Submit hours, FLHA, My jobs and More, and the jobs on the go below them, each with Add update.
  • The job on its page in Daybook, its steps across the top: Schedule, Start, Finish, Invoice and Get paid.
  • The checklists in Daybook: “Pre-construction checklist” and “Daily site log”.

The economics

Priced on the office. Free for the crew.

Most field-service software charges by the head, in another currency. Daybook charges the office seats, in Canadian dollars, and leaves the people on the tools alone.

Workflow Field-service platforms priced per user Daybook
Currency Often billed in US dollars — the exchange rate and your card’s foreign fee ride along. Canadian dollars. Every plan, every add-on, printed on the pricing page.
The crew Typically an extra monthly fee for every field user past the plan’s cap. Field seats free and unlimited on Crew and Company — every carpenter and labourer gets the app.
General contracting tools A generic quote form; the allowances and the subs’ numbers live in a spreadsheet. A labelled general contracting price list with the allowances and the subs carried through, three contractor’s sheets, and change orders and subcontractor links on the job page.
Canadian tax and mileage Usually an accounting add-on, or by hand. GST/HST by province on every invoice, the Sales Tax report, a mileage log at your own rate, receipts read for you.
Your website Usually a separate builder, or a designer. A general contracting site template on every plan, with a renovations page, a how-we-work page and a quote-request form that mints a real lead.

Nothing here is a discount, and there is no setup fee.

Three plans, priced in CAD.

General contracting runs on the trades rate card — every plan the same app, the office seats counted and the crew free from Crew up. Solo $99 / Crew $249 / Company $449 a month CAD. Office seats included on every plan. Field seats are free and unlimited on Crew and Company. Crew and Company include selling online, and Company also includes your own domain and texting — a plan without them can add them.

  • Solo — $99/mo CAD · 1 seat · no additions · Start on Solo
  • Crew — $249/mo CAD · 3 office seats · +$39/mo each after · Start on Crew
  • Company — $449/mo CAD · 10 office seats · +$39/mo each after · Start on Company

Start the free trial on CrewSee the plans

Switching

Moving from a spreadsheet, or from another platform.

There is no importer for another product’s export, and the page does not pretend there is. What there is gets a general contracting company running in an afternoon.

Bring your client list

Upload a CSV or paste it in — names, phones, emails, addresses — and the clients are there. A QuickBooks client list imports straight across.

Put your prices on the list

The general contracting price list is already labelled, from the carpenter’s hour to a kitchen allowance and a bin. Type your own prices in — or, on Crew and up, scan a supplier invoice and the price book fills with your real costs.

Your website, live day one

The general contracting template is already written for the work, with a renovations page and a how-we-work page — your photographs and your words go in, and the quote-request form drops leads straight into Daybook.

Questions general contractors ask.

Is there a general contracting estimator?

No. The quote builder prices from your own labelled list — demolition by the square foot, framing by the linear foot, the allowances as budgets, each sub’s quote carried through as its own line, and the project management on top. There is no takeoff that works out the quantities: you put them in, and every number is yours to change before the quote goes out.

Which jobs will it not let me close?

All six job types — a whole-home renovation, a kitchen or bathroom, a basement development, an addition or garage, a new build and a commercial fit-out — carry the deficiency and handover sheet: the deficiency list, whether the final inspection passed, what was handed over, the photographs after and the client’s sign-off. It is yours to edit.

Does it do holdback invoicing?

No. Daybook does progress invoicing — bill the stage, and the statement shows what is billed, paid and still owed. The holdback itself stays with your accountant, who has a clean trail to work from.

Can I share a job with a sub?

The job page generates a subcontractor link to share the job with an outside trade, and the daily site log records which crew and subs were on site each day.

Can I bring my own prices?

Yes. Scan a supplier invoice and the price book updates; put your own subs’ rates and allowances alongside the starter list; set your own labour rates and markups. The quote builder prices from your numbers, not ours.

What does a carpenter cost?

Nothing on Crew and Company — field seats are free and unlimited. The office seats are what is counted, and the pricing page prints exactly how many each plan includes.

Does it work on a site with no signal?

Clock-in, checklists and photos work with no signal and file themselves when the signal returns. The office sees them the moment they land.

Bring a real basement. Watch it quoted.

Your own numbers beat any feature list — start the trial, put the subs’ quotes and the allowances on the list and price a project.

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