THE PRODUCT

One workspace. Every part of the job.

Explore the tools that connect your first client conversation to the work on site and the numbers in the office.

Pipeline & clientsGive every opportunity a clear next step.

Opportunity pipeline
Follow new inquiries through conversations, proposals and awarded work. Keep owners, notes and follow-ups with the opportunity.
Client directory
Find contact details and connected projects without searching through separate lists.
From lead to project
Carry the client and job details forward when an opportunity becomes a project.

Proposals & scopeTurn the details into a proposal clients can follow.

Organized scope
Build itemized proposals with sections, subsections, quantities, pricing and photos. Reuse your own templates.
Revisions & decisions
Keep revisions and change orders organized. Let clients accept, sign, decline or request changes from a private proposal link.
AI drafting assistance
Draft scope from job details and selected project notes or photos, then review and edit it before adding it. Available when enabled for your company.

Projects & schedulingKeep the people, dates and work connected.

Project workspaces
Bring tasks, plans, files, financial records and client communication together around each job.
Tasks & dependencies
Assign responsibility, set priorities and dates, add subtasks and identify the work that must finish first.
Crew & equipment planning
Book resources, review schedule conflicts and follow project timelines from the same workspace.

Field operationsPut the next task within reach.

A personal workday
Show crew members their assigned work with task details, conversations, checklists and job information close at hand.
Time with the task
Clock in and out of labor tasks, see the running timer and submit time for office review.
A record from the job site
Add daily logs, photos, receipts and files where the work happens. Keep selected downloaded tasks available when coverage drops.

Plans & project filesKeep questions attached to the drawing.

Plan revision history
Open current PDF or image plans and revisit earlier revisions with clear current and superseded labels.
Plan notes
Place notes on image drawings or attach them to PDF page numbers. Link questions to tasks and mark them resolved.
Photos & files
Keep captions, tags and project records together, with access based on the person’s assigned work.

Client portalGive clients a clear place to follow their project.

Shared progress
Publish updates and milestones so clients can see what is complete and what is coming next.
Decisions & documents
Bring shared proposals, invoices, files and selections into the client’s project view.
Your company’s presentation
Choose from four portal home layouts, show your company branding and let clients choose their own display theme.

Financials & reportingSee how the job’s numbers are taking shape.

Job costs & commitments
Track project budgets, posted costs, purchase orders and outstanding commitments.
Billing & payables
Prepare standard, service or progress invoices. Manage vendor bills, subcontract applications and retainage.
Reports & exports
Review saved billing, cash, cost and crew-hour records by project or period, and export report data to CSV.

Connections & controlsFit the workspace around the way your company works.

Google Drive & Dropbox
Import a copy of a supported image or PDF, or save a copy back to your connected account.
Connected business tools
Configure supported email, QuickBooks and Stripe connections for the workflows your company needs. Provider setup and availability apply.
Access & preferences
Manage team permissions, use English or Spanish, choose a landing page by device type and enable supported device notifications.

See it through
your workday.

Choose a workflow to see how the details come together.

Turn a first conversation into a clear, approved scope.

Give dates, people, files, and plans one shared home.

Put the next task and the running clock within reach.

Keep the decisions and updates easy to find.

Connect the work you do to the numbers behind it.

LET’S LOOK AT YOUR WORKDAY

See how Nebubee fits your team, your clients, and the way you build.