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Innovative tools to transform your workflow

Draw-Schedule Engine

Build a draw schedule tied to project milestones so you bill the homeowner or lender exactly when work is complete. Each draw tracks what's funded, requested, and still outstanding.

Automatic Retainage

Hold back a percentage on every draw automatically and release it at project close-out. No more spreadsheet math to track retainage across a long remodel.

Lien-Waiver Release Gates

Require a signed lien waiver before a draw is released, protecting you and the owner from payment disputes. Waivers are tracked per draw and per subcontractor.

Inspection Gates

Block a draw from releasing until the matching inspection passes. Keep funding aligned with jobsite progress and code milestones.

Photo-Gated Draw Release

Tie each draw to jobsite photos so lenders and homeowners can see the completed work before money moves. Proof of progress lives right alongside the payment.

Client Draw Approval

Send a draw request to the homeowner for one-tap approval from their portal. Everyone sees the same numbers and the same paper trail.

Spreadsheet Importer

Drop in the estimate spreadsheet you already use and turn it into a tracked construction schedule in seconds. Map your columns once and your line items become real tasks.

Spreadsheet Export

Export any job back out to a spreadsheet for your accountant, lender, or your own records. Your data is always yours to take with you.

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Satya NadellaCEO, Microsoft

Draw schedules with <strong>retainage, inspection, and lien-waiver gates</strong>

Draw schedules with retainage, inspection, and lien-waiver gates

Define a job's contract value and milestone draws. Each draw computes retainage automatically and won't release until its gates are met — required inspections, photos, and signed lien waivers. Both you and the homeowner see exactly what's been paid, held, and released.

Start in minutes — <strong>import your existing spreadsheet</strong>

Start in minutes — import your existing spreadsheet

Already tracking a job in a spreadsheet? Upload it and ProjexPilot turns it into a tracked schedule with tasks, phases, assignees, and due dates. No re-typing, no setup wall. Export back to spreadsheet anytime — your data is always yours.

A <strong>construction client portal</strong> both sides trust

A construction client portal both sides trust

Give homeowners a real seat — not a locked-down afterthought. They see the schedule, budget, draw status, and photos, and approve change orders and draws right from the portal. Free homeowner and subcontractor seats, always.

<strong>Job costing</strong> that shows budget vs. actual on every job

Job costing that shows budget vs. actual on every job

Build a line-item budget with cost groups and markups. Track every change order against the contract price, and see budget vs. actual as the job runs — so margins never surprise you.

<strong>Daily logs, photos, and schedules</strong> from the field

Daily logs, photos, and schedules from the field

Log daily progress with photos, track tasks by phase, and see the whole schedule on a Gantt with critical path and milestone dates. Built mobile-first for the jobsite.

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