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.
·The command center
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 expiring estimates before they cost you.
·Lead management
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.
·Quoting & estimates
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.
·Proposals & contracts
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.
·Permits & inspections
First-pass approval, fewer delays. Every permit tracked against a jurisdiction checklist — nothing gets submitted half-ready, and review cycles are logged until it's approved.
Nothing goes in half-ready
County-specific submission checklists — start from built-in trade templates — with a completion ring that shows ready-to-submit 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.
·Job scheduling
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.
·Built for mobile
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.
·Invoicing & payments
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.
·One clean database
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.
·The back office
And the rest runs itself. Subcontractors, warranty, reporting, and a customer portal — built in, never an add-on.
Customer portal — included free
Live status, quotes, and invoices for every client. The “are you still coming?” calls stop.
Reporting & job costing
Budget vs. actual by category, with an A–D profit grade on every job.
Team roles
Owner, Operations, Estimator, and Crew — everyone sees what they need, and Crew never sees a dollar figure.
Subcontractors
Insurance, license, and W-9 expiry tracked automatically — a sub with expired paperwork can't be put on new work.
Warranty & claims
A workmanship warranty starts on completion; customers file claims from the portal, and you're reminded before coverage runs out.
Archives, by year
Finished, fully-paid jobs roll into a tidy per-year archive — invoices, permits, and documents attached.
No premium tiers hiding the good stuff
Everything you just saw is included on both Basic and Pro. The only thing that changes is how many people you add.
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, and payments live in one place.
- 30-day free trial
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