The whole job, handled from lead to final payment.
Managolio covers the full contractor workflow in one clean, mobile-first platform. See exactly how it works, one screen at a time.
One dashboard, the whole operation.
Revenue, pipeline, today's schedule, and what needs attention. Live from every job.
The business at a glance
Pipeline value, close rate, and revenue month-to-date: the health of the whole operation the moment you log in.
Today, already laid out
Site visits, deliveries, and check-ins in one list, with a nudge on stale leads and unanswered proposals before they cost you.
Never lose another lead.
Every call, text, and referral lands in one pipeline, tagged by source, deduped automatically, with the full history attached.
A pipeline that moves itself
Send a proposal and the deal is in Proposal Sent; the customer accepts and it's Won. Open boards stay current on their own, and you see exactly where things stall.
Follow-up, built in
Every new lead gets an automatic 24-hour follow-up task, and stale deals get flagged before your competition calls back.
Win the job, keep the margin.
Estimates built from your own price book in minutes, while a live margin meter shows your profit on every line.
Your price book, your math
Costs, waste, complexity, and contingency: the sheet does the arithmetic. One tap prices the job to your target margin, and it holds when costs change.
A margin floor you set
The meter flags a thin bid before it goes out the door, and a below-floor estimate needs sign-off from someone who didn't build it.
Sign the job online.
An approved estimate becomes a branded proposal your customer accepts in the browser: no printing, no chasing signatures.
What your customer signs
A branded proposal they open, read, and sign right in the browser: scope, investment, and your payment schedule in plain language.
Live status the whole way
An email the moment they open it, follow-up tasks for you if it goes quiet, and a reminder to the customer before it expires. None go cold in an inbox.
First-pass approval, fewer delays.
Every permit tracked against a jurisdiction checklist. Nothing goes in half-ready, and review cycles are logged until it's approved.
Nothing goes in half-ready
County-specific submission checklists, starting from built-in trade templates, with a completion ring that shows how ready each package is to file at a glance.
Review cycles & inspections
Corrections and resubmissions tracked to first-pass approval, with inspection dates on the calendar. Never pull permits? Turn the whole module off.
See the whole week at a glance.
Drag jobs onto the calendar, assign crews, and let the job's stage move itself as work gets logged, synced to every phone.
Drag, drop, rescheduled
Weather day? Move the block and everyone assigned knows. Log real work and the job's stage moves itself (Scheduled to Active to Punch List), with the customer portal following along.
The crew always knows
Assign or move a job and everyone on it gets an email with exactly what changed (Wed 2:30 PM → Thu 9:00 AM), and their synced Google or Apple calendar updates too, so nobody runs yesterday's plan.
Runs where you actually work.
Quote from the driveway, update a job from the roof, check the schedule from the truck: the real web app, nothing to install.
Leads
Schedule: agenda
Field: daily log
Nothing to install
The same Managolio in your browser, sized to your phone: no app store, no separate login, always the latest version.
Made for the job site
Big tap targets and fast-loading pages you can actually use in gloves and sunlight, not a desktop tool crammed onto a screen.
Get paid your way.
Milestone invoices straight from the contract, and the money lands in your own account. Managolio never takes a cut.
Card through your own Stripe
No platform fee, no percentage skimmed: your rate is whatever your Stripe account says.
Every other way, too
Venmo, Cash App, Zelle, or a check in the mail. And with two-way QuickBooks sync, every invoice you send and every payment you record lands in your books automatically.
Every customer, in one place.
Leads, customers, and past clients, with their projects, invoices, and every touchpoint attached.
One record per person
Every lead, customer, and past client in a single address book, deduped automatically, with every property they own saved for the next job. No scattered spreadsheets or sticky notes.
Their whole history, attached
Projects, estimates, invoices, and every call or message, all linked to the contact and one click away.
Ask about your work, or tell it what to add.
It finds your records and turns a sentence, typed or said, into a draft lead, contact, or calendar event. Nothing is saved until you press Create.
Answers from your records
Ask for a contact, a lead, a job, or what's on the calendar, and it comes back as a card you can open. On Basic and Pro, ask for your close rate, open pipeline, or revenue and get the figure Analytics shows. Owners, Operations Managers, and Estimators can use it; Crew can't, and Estimators don't get the numbers.
Private to you
No one else in your account can read your chats, the Owner included, and Managolio's staff tools never show them. Each message is deleted 30 days after it's sent. Speak instead of typing: your speech is turned into text on your own device, and the audio never leaves it.
And the rest runs itself.
A customer portal and job costing on every plan. Subcontractors, warranty claims, analytics, and the Crew role join on Basic and Pro.
Customer portal (included free)
Live status, quotes, invoices, and job photos for every client. Want it in your brand colors? Add a portal theme from the Marketplace.
Reporting & job costing
Included with Basic and ProBudget vs. actual by category, with an A–D profit grade on every job.
Team roles
Owner, Operations, and Estimator on every plan, plus Crew on Basic and Pro: everyone sees what they need, and Crew never sees a dollar figure.
Subcontractors
Included with Basic and ProInsurance, license, and W-9 expiry tracked automatically: a sub with lapsed insurance or W-9 can't be put on new work.
Warranty claims
Included with Basic and ProCustomers file claims from the portal, you track each one to closed, and you're reminded before coverage runs out. Your warranty terms print on proposals on every plan.
Archives, by year
Finished, fully-paid jobs roll into a tidy per-year archive, with their invoices and documents attached.
Every plan runs the whole job
From first lead to final payment, the whole job runs on every plan, Starter included. Basic and Pro add crew tools and the extras a growing business needs: crew roles and dispatch, team time tracking, service plans and recurring billing, subcontractors, warranty claims, and analytics.
See pricingOne platform for every trade
Spend less time on admin. More time on the job.
Try Managolio free for 30 days and see how much smoother your week runs when leads, quotes, schedule, portal, and payments live in one place.
- 30-day free trial
- No credit card
- Cancel anytime