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• OnboardingStep-by-step setup using the Profit Genie Wizard to configure your business profile.
• Profit GenieSmart pricing engine that calculates your daily rate based on labor, overhead, and profit goals.
• ProposalsTools for building, customizing, and presenting client-ready proposals with upgrade options.
• ProjectsCentral hub for managing accepted jobs, tracking materials, and organizing files.
• Smart CalendarColor-coded scheduling, that auto-adjusts for change orders and crew availability.
• Mobile AppField-friendly app for crews to view schedules, proposals, and clock in on-site.
• Best PracticesTips for reducing unbillable labor, setting realistic owner pay, and improving profitability.
• Project BudgetsLive material tracking for each job, showing what’s ordered, on-site, and still needed.
• FAQAnswers to common setup, pricing, and scheduling questions in Elevation Advisor.
• InvoicingAutomated billing system that updates with change orders and tracks payment plans.
• GlossaryQuick definitions of key terms like PMM, ISPS, and Proposal Packages.
• Project FoldersCentralized storage for designs, photos, and documents tied to each active project.