Full Feature List
Everything You Need to Command Your Business
One platform. Every tool a contractor needs to win work, run jobs, and grow.
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The four things only CMDBLD does
Every capability below matters — but these four are the reason contractors leave their old stack. You won’t find them together anywhere else.
🤖
Governed AI agents
A growing suite of governed AI agents that draft change orders, price scope, and flag schedule slips — each held to a documented 95% independent-audit standard before anything is shown. AI you can trust with money, not a chatbot bolt-on.
💵
In-house payroll → job costing
Real gross-to-net payroll calculation on 2026 federal + state tax tables that posts straight to your GL and job costing, with certified payroll (WH-347). Direct deposit and tax filing run through a connected licensed provider. Almost no competitor calculates payroll in-house.
🖊️
E-signed change orders that auto-invoice
Legally-binding, tamper-evident e-signature (ESIGN/UETA). Client approval instantly updates the contract value and generates the invoice — no DocuSign, no verbal approvals, no leakage.
📐
AI plan-reading estimate + takeoff
Upload the plan set; get an itemized, code-compliant estimate and a full material takeoff with computed quantities — every code-governed line cited to the section.
Everything below is included too — it replaces Procore, QuickBooks, Gusto, a CRM, PlanSwift and more, in one login.
Upload plans → priced, itemized takeoff
A real material takeoff, in minutes
CMDBLD reads your full plan set and returns every material to build the job — with computed quantities, the derivation behind each one, recommended source, lead time, and extended cost. No other platform does this.
CMDBLD · Estimating — ADU, Murrieta CALive simulation
1Upload plans
2AI reads the sheet set
3Quantities computed
4Reconciled to estimate
Plan set
📄
ADU-Murrieta-PlanSet.pdf
42 sheets · 18.4 MB
Uploading…
A-2.1 Floor plan
A-3.0 Elevations
S-1.0 Foundation
S-2.0 Framing
A-5.1 Roof plan
M-1 Mechanical
🤖 Estimatorwaiting for plans
Material Takeoffawaiting plan read
⬆️
Drop the plan set to begin
PDF, or a folder of sheets
Illustrative simulation of the real workflow. AI-assisted, human-approved — CMDBLD supports your estimator’s judgment; it doesn’t replace it.
📐
Derived, not guessed
Every quantity is computed from the priced scope and plan measurements using standard construction assemblies and waste factors — and each line shows its basis so you can check the math.
✅
Human-verified before it ships
Anything the AI isn’t sure of is flagged for review. Your estimator edits quantities inline, and the takeoff reconciles to the priced estimate so nothing is missing or double-counted.
📈
It learns your numbers
Every correction teaches CMDBLD your real waste and coverage factors, so takeoffs get more accurate on every job — a per-company edge that compounds over time.
Illustrative output. AI-assisted, human-approved — CMDBLD supports your estimator’s judgment; it doesn’t replace it.
See it in motion
Watch the platform do the work
Not screenshots of a chatbot bolted on — the actual modules, running the job from the first plan to the last dollar.
AI Estimating & Takeoff
Upload the plans. Watch the estimate build itself.
The estimator reads every sheet, extracts an itemized CSI estimate and a full material takeoff, and checks the design against the building code — citing the exact section.
- Itemized CSI estimate with material / labor / equipment
- Full takeoff with computed quantities
- Code-compliance check (CBC/IBC/UBC), section-cited
cmdbld.app / estimate
Itemized CSI estimate
03 30 00Cast-in-place concrete$42,180
05 12 00Structural steel$88,540
06 10 00Rough carpentry$31,900
09 29 00Gypsum board$18,220
23 00 00HVAC$64,750
Code-checked · CBC 1011.5.2Total $245,590
Project Management (PMP)
Run the job to PMBOK — with a live critical path.
Every project runs on a real CPM schedule with baselines and stage gates. When an activity slips, the critical path and finish date update in real time.
- CPM schedule with baselines & slippage alerts
- Stage gates with a recorded approval trail
- Earned value (SPI / CPI) and a PM plan export
cmdbld.app / schedule
CPM schedule critical path
Sitework
Foundations
Structure
MEP rough-in
Finishes
Finish slips 3 days — critical path recalculated
Financials & Accounting
See margin move against budget as costs land.
Real double-entry books with live job costing. Committed and actual costs post to the project the moment they happen — so you catch an overrun while you can still act.
- Live job costing against budget on every project
- Double-entry GL, AP/AR, reconciliation & 1099s
- Invoice from the project with a Pay-Now link
cmdbld.app / job costing
Cost vs budgetMargin 22.4%
Labor72% of budget
Materials61% of budget
Subs88% of budget
Equipment44% of budget
Subs trending over — flagged before it compounds
Field Operations
Tools your crew actually uses — on any phone.
GPS clock-in, a photo-gated daily log, and one-tap RFIs, all from the field. No app-store install; everything flows straight to the office in real time.
- GPS clock-in with photo-gated daily logs
- One-tap RFI flags & punch-list photo sign-off
- Live, traffic-aware ETA texted to the client
9:41
Field · Time clock
Clock in
GPS verified · 7:02 AM
Field · Daily log
Poured footings — grid A
Rebar inspection passed
Delivery: 14 CY concrete
Field · Site photos
Synced to the office
Change Orders & E-Sign
Signed in the portal. Invoiced the same second.
Court-ready e-signature captures identity, IP, timestamp and a document hash. The moment the client approves, the contract value updates and the invoice is generated.
- Built-in legal e-signature — no DocuSign
- Client approval updates the contract value
- Approved change orders auto-invoice
cmdbld.app / change order
CO #14 · Added scope
Relocate panel + subfeed$6,480
Client signature
✓ Approved · contract updated · invoice created
Win More Work
Tools to find opportunities, manage your pipeline, build winning bids, and market your business.
| Capability | What it does | What's included |
|---|---|---|
| Capability💼Job Board | What it doesPull daily bid opportunities from top construction data sources and track every lead through your pipeline. | What's includedPull daily bid opportunities from public and municipal bid portals — updated every day · Filter by location, trade category, CSI division, project value, and bid due date · Save leads and track through your full pipeline: Tracking → Estimating → Bid Submitted → Won/Lost · One-click convert any listing to an active CMDBLD project with details pre-filled · Daily morning email digest of new bids matched to your trade and location |
| Capability👥CMDBLD Community | What it doesJoin our private Facebook community for CMDBLD contractors. Network, share best practices, and grow. | What's includedPrivate Facebook Group exclusively for CMDBLD platform users · Network with peers in your trade, share referrals, and find trusted subcontractors in new markets · Learn real workflows from contractors using CMDBLD to win more bids and run tighter projects · Post opportunities, ask questions, and get advice from experienced contractors who’ve been there · Included with every CMDBLD plan — active, moderated, and growing every day |
| Capability🎯Built-In CRM | What it doesNever lose track of a lead. Manage your full sales pipeline from first contact to signed contract. | What's includedKanban pipeline: New → Contacted → Estimate Sent → Won/Lost — never lose track of a lead · Full contact and company profiles with complete job history and communication log · Outgoing recorded calls placed from the CRM, with in-app playback and AI call summaries auto-logged to the timeline · Automated follow-up reminders and drip sequences so no lead goes cold · Email and text notifications with automated follow-ups from the CRM — no switching apps · Win rate, deal size, and revenue forecasting reports to know where your business is headed |
| Capability📋AI Estimating & Takeoff | What it doesUpload a plan set and get a code-compliant estimate — plus an on-screen takeoff canvas that measures for you. | What's includedAI reads your full plan set and returns a priced, code-compliant estimate with per-line confidence flags · Interactive on-screen takeoff canvas: count, linear, area, and volume tools with scale calibration · AI auto-detect finds and counts symbols and measures runs — you review and accept · Assembly burst turns a single measurement into a full material + labor takeoff by CSI division · Revision compare overlays a new plan against the old and clouds exactly what changed · Estimating accuracy that learns your real costs each job; bid leveling to compare sub quotes side by side · Company cost model: labor rates by position with auto-calculated burden (FICA, workers’ comp, benefits), per-cost-type markups, and overhead — set once, applied automatically · Verified takeoff: calibrate the plan scale and measure real quantities; corrections feed back to sharpen the next bid (actual-vs-estimated variance tracking) |
| Capability📍Field EstimatingOn-site | What it doesOn the job with no plans? Build a real estimate room-by-room from photos and measurements, then close it on the spot with an in-field signature. | What's includedRoom-by-room capture (kitchen, bath, whole-house) with guided prompts and per-room photos · Measure-from-photo with an adjustable measuring tool — correct to the real dimension on site · Priced automatically with your own overhead, markup, and labor burden plus a regional ZIP cost factor — the same numbers as a desk estimate · Capture the client and job-site address, add custom features per room, and save it straight to your CRM · In-field client signature that generates a certified, tamper-evident e-sign packet (ESIGN/UETA) and converts the job to a project — right from the driveway |
| Capability📢Marketing Hub | What it doesGrow your brand, collect reviews, and generate leads without hiring a marketing agency. | What's includedBranded email campaigns with open and click tracking · Automated review requests sent after job completion to Google and Yelp · Social media scheduling for Facebook and Instagram from one dashboard · AI-generated ad copy and images for Facebook/Instagram — trade-specific templates included · Lead capture forms that feed directly into your CRM pipeline · Ad ROI: track spend against real CRM outcomes for true cost-per-lead, cost-per-won-job, and ROAS by channel — the governed AI Marketer then drafts a budget move per channel for your approval · SEO Intelligence: connect your own Semrush account to see domain authority, organic traffic, ranking keywords, backlinks, and competitor gaps right inside CMDBLD (owner-only) |
| Capability📚Smart CitationsAI-Powered | What it doesInstantly embed industry-standard citations into proposals, reports, and RFIs. OSHA regulations, AIA contract clauses, RSMeans cost data, CSI MasterFormat codes, IBC building codes, and EPA compliance requirements — all searchable and one-click insertable. | What's includedOSHA 29 CFR citations for safety compliance and corrective actions · AIA A201 clause references for contract disputes and payment apps · RSMeans 2024 cost data for accurate estimate justification · CSI MasterFormat division codes for scope documentation · IBC and EPA references auto-attached to inspection reports |
Run Your Jobs
Everything your office and field team needs to execute jobs on time, on budget, and without chaos.
| Capability | What it does | What's included |
|---|---|---|
| Capability🏗Project Management | What it doesOne central hub for every project — budget, schedule, team, documents, and client communication. | What's includedFull project dashboard: budget, schedule, team, documents, and communications in one view · Active / Warranty / Archived status tracking with automated warranty alerts · Custom tags, bulk actions, and filters to manage large project portfolios · Client-facing milestones and progress updates via the white-label portal · Unlimited project storage — photos, documents, plans, and videos all in one place |
| Capability📷Field Operations | What it doesGive your field crews the tools to report, flag issues, and close out jobs from their phone. | What's includedDaily reports with role-specific prompts — crew, foreman, and PM views · RFI management: submit, track, and close requests with full audit trail · Punch list with photo documentation and assignee tracking · GPS clock-in/out and mobile-first design for field crews · Inspection checklists with pass/fail logging and automatic escalation |
| Capability🔔Next-Step Notifications | What it doesThe app tells the right person what to do next at every hand-off — so nothing sits waiting on someone who doesn’t know it’s their turn. | What's includedDeterministic, PMBOK-sequenced hand-offs across the whole lifecycle: lead → estimate → signed → project → construction → closeout → warranty · Each alert routes to the role that owns the next step — PM, superintendent, estimator, or approver — never a generic broadcast · Grounded in your real data (project, amount, phase, inspection), so it can’t invent a fact · Internal-only: your team is notified, never the client; urgent steps like approvals and failed inspections add SMS/push · Per-person preferences — mute a whole class of nudges, in-app, email, or push |
| Capability📅Scheduling | What it doesKeep every job on track with drag-and-drop Gantt charts and automated schedule alerts. | What's includedDrag-and-drop Gantt chart for project schedules and milestones · Crew assignment and resource loading across multiple active jobs · Automated schedule alerts when tasks are overdue or at risk · Subcontractor schedule coordination with shared access · Schedule vs. actual variance reporting at project and portfolio level |
| Capability📁Document Management | What it doesEvery drawing, permit, contract, and photo organized by project — always current, always accessible. | What's includedOrganized folder structure by project phase: Plans, Permits, Contracts, Photos, Reports · Version control — always know which drawing or spec is current · One-tap document sharing with clients, subs, and inspectors via secure link · E-signature support for contracts, change orders, and lien waivers · Unlimited storage across all plans — no per-GB charges |
| Capability🧷Subcontractor Management | What it doesBuild a reliable sub network, track compliance, and award bids from one place. | What's includedCentral subcontractor database with trade classifications and coverage areas · Prequalification tracking: COI expiration alerts, license verification, safety records · Bid invitations sent directly from the estimating module · Performance scoring based on on-time delivery, quality, and cost variance · Integrated bid leveling to compare and award subcontractor quotes |
| Capability🧰Dispatch & Service | What it doesSchedule service calls, price them from your price book, and bill on-site — with photos. | What's includedPrice book with a photo on every material — build your own or import from ServiceTitan / Housecall Pro · Fully editable price book, wired into both the estimator and dispatch billing · Editable pricing at the moment of billing — adjust on the job without leaving the field · Itemized customer invoices that show the material photos · Standalone, shareable service receipt with a Pay Now link · Service work flows into the same books as your projects — no re-keying |
Get Paid Faster
Invoice professionally, track every dollar owed, and eliminate the billing paperwork that slows cash flow.
| Capability | What it does | What's included |
|---|---|---|
| Capability💵Invoicing & Payments | What it doesSend milestone-based invoices and get paid online — ACH and credit card accepted. | What's includedGenerate professional invoices tied directly to project milestones and change orders · Client online payment portal — ACH and credit card accepted · Recurring & autopay billing for maintenance agreements — weekly, biweekly, or monthly, card or ACH on file · Automated payment reminders at 7, 14, and 30 days past due · Retainage tracking: automatically hold and release per contract terms · Real-time accounts receivable aging dashboard |
| Capability📝Change Orders | What it doesCreate, send, and get e-signatures on change orders from the field in minutes — and bill field changes instead of absorbing them. | What's includedCreate, send, and get e-signatures on change orders from the field · Superintendents report a field change with photos and voice notes; it’s priced against the published scope and turned into a draft change order automatically · Photo and document attachments to justify scope changes · Auto-generate invoice from approved change order — zero double entry · QuickBooks push: sync approved change orders directly to QBO · Change order log by project with pending/approved/rejected status |
| Capability📄AIA G702/G703 BillingPro+ feature | What it doesGenerate AIA-standard payment applications with a schedule of values that calculates in real time. | What's includedGenerate AIA-standard G702 Application for Payment and G703 Continuation Sheet · Schedule of values with inline editing — totals calculate in real time · G703 line items feed the G702 summary automatically — no manual entry · Submit, approve, and track draw applications by project · Export to PDF for architect/owner submission |
| Capability🏭Draw Schedule & Lien Waivers | What it doesTrack construction loan draws and automate lien waiver generation tied to each payment. | What's includedTrack draws by funding source: construction loan, equity, or owner pay · Automated lien waiver generation tied to each payment milestone · Conditional and unconditional waiver templates for subs and suppliers · Draw request package builder — attach all required documents in one click · Payment received confirmation workflow with automatic lien waiver release |
Know Your Numbers
Real-time financials, job costing, and reporting so you always know exactly where your business stands.
| Capability | What it does | What's included |
|---|---|---|
| Capability📈Built-In Accounting | What it doesA full construction accounting system built in — no QuickBooks required unless you want it. | What's includedFull general ledger, chart of accounts, and journal entries — no QuickBooks required · Accounts payable and receivable with aging reports and automated reminders · Bank reconciliation with automatic transaction matching · Financial statements: P&L, balance sheet, and cash flow — real time · 1099-NEC contractor tracking and certified payroll (WH-347) built in |
| Capability💵Payroll (Gross-to-Net) | What it doesCalculate job-costed payroll in-house — hours in, net pay computed, with pay stubs, register, and W-2 data. Direct deposit and tax filing run through a connected licensed provider, not CMDBLD. | What's includedPulls hours from the project-linked time clock so every paycheck is job-costed to the right project · Computes federal (2026 IRS tables), Social Security, Medicare, and state withholding into net pay · Federal plus 12 states (CA, NY, IL, MI, GA, NC, CO, PA, AZ, VA, OH, MA) calculated to each state’s exact 2026 schedule, and every no-income-tax state; remaining states configurable and clearly labeled · Employer taxes too — FICA match, FUTA, state unemployment (SUI/ETT) — for true fully-loaded labor cost · Pay stubs, payroll register, and year-to-date W-2 data generated automatically · Connect Check or Zeal for direct deposit and 941/940/W-2 e-filing — the same figures flow through, no double entry |
| Capability🔍Job Costing | What it doesTrack every dollar spent by job and know your true profitability before the final invoice goes out. | What's includedReal-time cost tracking: labor, materials, subcontractors, and equipment by job · Estimated vs. actual variance flagged automatically when over budget · Cost code breakdown using CSI MasterFormat divisions · Overhead allocation across projects for true job-level profitability · Weekly cost reports emailed to PMs and principals automatically |
| Capability📊Custom ReportingEnterprise feature | What it doesPre-built and drag-and-drop custom reports across every module in CMDBLD. | What's included12 pre-built reports: revenue by month, job profitability, AR aging, lead ROI, and more · Drag-and-drop report builder across Projects, Financials, CRM, and Crew data · Schedule reports to run and email automatically — daily, weekly, or monthly · Export to PDF or CSV with one click · Saved report library with sharing across your team |
| Capability💹Financial Health Dashboard | What it doesLive cash position, 90-day forecast, and profit margin tracking across every job and client. | What's includedLive overview: cash in, cash out, receivables, payables, and net position · 90-day cash flow forecast based on active projects and scheduled invoices · Overhead settings and break-even analysis by crew size · Profit margin tracking by job type, trade, and client · Alert thresholds for low cash, overdue invoices, and budget overruns |
| Capability🎯Company Goals & ScoreboardNew | What it doesOwner-set company targets the whole team can rally around — with a full-screen war-room scoreboard that keeps everyone working on the same team. | What's includedOwner sets annual targets across sales, production, operations, and people — editable only by ownership, visible to the whole crew · Auto-tracked goals pull live from your app data (revenue won, jobs completed, cash collected, backlog); add manual or fully custom goals · See pace at a glance — monthly, quarterly, and year-to-date, with on-pace status and a year-end projection · Full-screen TV / war-room mode: an auto-cycling scoreboard for the shop wall or Monday huddle, with progress rings, quarter breakdowns, and milestone celebrations · Goal pace lands on the dashboard and in the weekly owner digest so the team stays aligned all year |
| Capability💸Sales Commission Tracking | What it doesSet how your salespeople get paid and let CMDBLD accrue it automatically off real won work — no spreadsheets. | What's includedDefine commission structures by rep or role — percent of contract, of margin, or flat per job · Assign a seller to an estimate; commission accrues automatically when it’s won and converts to a project · Per-project commission card shows what’s earned, pending, and paid against the real contract value · Change orders and final contract value flow through, so the number is always current |
Permits & Approvals
The only construction platform with a built-in AI agent that monitors every active permit — checking building department portals daily and alerting your team before anything slips.
| Capability | What it does | What's included |
|---|---|---|
| Capability🏛Automated Portal MonitoringAI-Powered | What it doesThe AI agent connects directly to building department portals and checks the status of every active permit daily at 4:00 PM — no manual lookups, no missed updates. | What's includedDirect connection to building department portals across all jurisdictions · Every active permit checked daily at 4:00 PM — automatically, without manual input · Detects status changes, new comments, holds, and inspection requirements · Works across all your projects simultaneously — one agent, every permit · No login required for your team — the agent handles it all |
| Capability📊Morning Permit Reports | What it doesA full permit status report for every active project is emailed to project managers and the owner before 7:00 AM — every single day. | What's includedFull permit status report delivered before 7:00 AM every morning · Covers every active permit across all projects in one digest · Highlights status changes, upcoming inspections, and expiring permits · Sent directly to project managers and the owner — no login required · Mobile-friendly format for quick review before the workday starts |
| Capability⚠Smart Permit Alerts | What it doesGet instant notifications the moment something changes — holds, comments, inspection requirements, status updates, or upcoming expiry. | What's includedInstant alert when a permit is placed On Hold or receives a comment from the department · Upcoming inspection alerts at 90, 60, and 30 days in advance · Permit expiration warnings — 90 days, 60 days, and 30 days out · Status change alerts — notified the moment a permit moves from Pending → Issued · Escalation to PM and owner if a permit remains On Hold for more than 48 hours |
| Capability📋Status History & Audit Log | What it doesFull timeline of every permit from Applied to Issued — every status change recorded with timestamps, inspector notes, and department contact info. | What's includedComplete status history from Applied through Issued and beyond · Timestamped log of every status change and agent check · Inspector notes and department contact info attached to each permit · Exportable permit reports for GC submittals, owner updates, and AHJ records · Integrated directly into the project record — one place for all permit data |
Compliance & Add-Ons
Purpose-built compliance tools and powerful integrations that plug into your existing workflow.
| Capability | What it does | What's included |
|---|---|---|
| Capability📋Certified Payroll / Davis-Bacon | What it doesStay compliant on prevailing wage projects with automated WH-347 reports and rate lookups. | What's includedGenerate WH-347 Certified Payroll Reports for federally-funded prevailing wage projects · Prevailing wage rate lookup by county and trade classification · Compliance check: automatically compare employee pay rates to required prevailing rates · Statement of compliance signature workflow built into weekly report submission · Employee records with SSN masking, trade classification, and fringe benefit tracking |
| Capability🏷White-Label Client Portal | What it doesYour brand, your domain — clients see a polished portal under your company name, not CMDBLD. | What's includedYour logo, brand colors, and welcome message replace CMDBLD throughout the client portal · Custom domain: clients visit portal.yourbusiness.com — CMDBLD never appears in the URL · Branded login screen, email notifications, and document sharing under your name · Remove “Powered by CMDBLD” footer on Enterprise — clients see only your brand · Looks like proprietary software you built — increases perceived value and trust |
| Capability📸CompanyCam Photo Sync | What it doesJob-site photos flow into CMDBLD and file themselves to the right project — documentation that lives with the job. | What's includedAuto-sync CompanyCam photos to the matching project · Time-stamped, location-tagged site documentation · Attach photos to punch list, RFIs, and change orders · Share progress galleries with owners via the client portal · Document conditions before, during, and after — dispute protection |
| Capability📈Accounting Sync — QuickBooks + Xero | What it doesKeep your accountant’s book of record in sync — QuickBooks Online or Xero — or skip it and use CMDBLD accounting. | What's includedTwo-way sync with QuickBooks Online or Xero: pull customers/vendors and chart of accounts, push new invoices and bills · Choose your book of record: keep QBO/Xero, or run everything natively in CMDBLD · Cost categories map to your chart of accounts; full sync history log with record counts and error reporting · One-click connect via secure OAuth — no tokens to copy · Available on all plans |
| Capability🎨Branding & White-Label Settings | What it doesUpload your logo, set brand colors, and send all client communications under your company name. | What's includedUpload your logo and set brand colors — applied across the client portal and emails · Branded email campaigns and notifications sent under your company name · Custom portal domain setup with CNAME instructions · Welcome message and portal title customized for your business · Available on all plans with progressively more customization at higher tiers |
| Capability📋Onboarding Packet Agent | What it doesAuto-generate state-specific onboarding packets — I-9, W-4, and state tax forms delivered on day one. | What's includedState-specific I-9, W-4, and tax forms — always the current version · Auto-send on hire date with e-signature collection built in · Subcontractor agreement templates tailored by trade and state · Automatic follow-up reminders until every document is complete · Stored permanently in the worker or subcontractor record |
| Capability✍Legally-Binding E-Signature | What it doesCourt-ready electronic signatures on proposals, change orders, and compliance docs — built to the ESIGN Act and UETA. | What's includedSigners see a full Electronic Record & Signature Disclosure and give explicit, versioned consent before signing · Every signature produces a Certificate of Electronic Signature: signer, email, timestamp, IP, device, and consent record · Tamper-evident SHA-256 fingerprint of the exact terms signed — any later edit is provably detectable · Typed or drawn signature, from any device on the jobsite; certificate is retained and printable · Assemble multi-document signing packets (contract + addenda) into one certified, executed PDF — with in-person and remote signers · Sign in the field: capture the client’s signature on your device on site and generate the certified packet on the spot · Built in for proposals and change orders, plus DocuSign for external envelopes when you prefer it |
| Capability🌐Find a Contractor — Network | What it doesA private directory of other CMDBLD companies — find crews and subs by trade and area, request bids, and connect. | What's includedOpt-in company profile: your trades, HQ, service radius, project size, and the contact info you choose to publish · Search by trade and “near ZIP” with a radius, or find who serves a given area · Request a bid or message another company in-app — or reveal published contact info to reach out directly · Invite matching contractors straight into a project’s Bid Room · Contractor-to-contractor only — no third-party accounts, no data leaves the network |
| Capability📸Jobsite Photo & Document Sync | What it doesBring the tools your field and office already use into the right project automatically. | What's includedCompanyCam jobsite photos pulled in and matched to projects by name and address · Documents from Google Drive, Dropbox, Box, OneDrive, and Autodesk (ACC / BIM 360) linked into each project by folder name · Nothing is copied out of your storage — CMDBLD links to the source, so it stays the system of record · Push your project schedule and milestones to Google Calendar or Outlook · Post project, CRM, and financial alerts to Slack |
| Capability🔌Public API, Webhooks & Zapier | What it doesConnect CMDBLD to your own tools and thousands of apps — no vendor lock-in. | What's includedREST API with scoped API keys to read and write your data · Signed webhooks (HMAC-SHA256) fire on the events you subscribe to · Works with Zapier, Make, and custom code for no-code automations · Manage keys and webhook endpoints in Settings → Developers · Every request is org-scoped and permission-checked |
| Capability📅Deadline & Renewal Tracker | What it doesTrack contractor licenses, COIs, OSHA certifications, and permits across your entire workforce. | What's includedAutomatic alerts 30, 60, and 90 days before any expiration · Block expired-credential subs from being assigned to active jobs · One-click renewal workflow with document re-upload prompt · Coverage across all 50 states — requirements built in · Compliance calendar view for your entire team and sub roster |
| Capability🔍Compliance Gap Scanner | What it doesAI-powered scan of your entire workforce to surface missing documents and compliance gaps. | What's includedInstant scan for missing forms, expired credentials, and open gaps · State-by-state breakdown: what's required vs. what's on file · Prioritized action list — highest-risk gaps surfaced first · One-click remediation: send missing forms or request updated documents · Monthly compliance health report delivered automatically |
AI Agents
Governed AI agents that draft the work and hand it to you to approve — every one held to a 95% independent-audit standard.
| Capability | What it does | What's included |
|---|---|---|
| Capability🤖Command Construct Assistant | What it doesAnswers questions and drafts work across your whole account, grounded in your data. | What's includedTriggers: Ask a question or request a draft, anywhere in your account · Replaces: Hunting across tools for answers and starting documents from scratch · Governed — independently audited to 95% before it acts |
| Capability🤖Setup Concierge | What it doesSets up your workspace: profile, pricing, team, subs, data migration, and integrations. | What's includedTriggers: A new workspace that needs to be set up · Replaces: Manual, piecemeal onboarding and configuration · Governed — independently audited to 95% before it acts |
| Capability🤖Long-Lead / Procurement Agent | What it doesSurfaces long-lead items with an order-by date tied to the schedule, so nothing stalls the job | What's includedTriggers: Material takeoff completed on an estimate · Replaces: Manual buyout tracking and last-minute expedite fees · Governed — independently audited to 95% before it acts |
| Capability🤖Daily Report Compiler | What it doesAssembles the daily log from time punches, photos, weather and deliveries for the super to approve | What's includedTriggers: End of each work day · Replaces: Nightly paperwork for supers and PMs · Governed — independently audited to 95% before it acts |
| Capability🤖Submittal Agent | What it doesBuilds the submittal log, tracks approvals and ball-in-court, and flags overdue items | What's includedTriggers: Spec sections or a submittal register uploaded · Replaces: Hand-built submittal logs and follow-up · Governed — independently audited to 95% before it acts |
| Capability🤖Proposal Follow-up Agent | What it doesAuto-nudges at day 3 / 7 / 14 and flags "viewed but not signed" | What's includedTriggers: Proposal sent to a client · Replaces: Chasing signatures manually · Governed — independently audited to 95% before it acts |
| Capability🤖Retainage Release Agent | What it doesTracks retention held and owed, and drafts release requests at the right milestones | What's includedTriggers: Project milestone or completion reached · Replaces: Forgotten retainage that quietly erodes cash · Governed — independently audited to 95% before it acts |
| Capability🤖Invoice 3-Way Match Agent | What it doesMatches invoice ↔ PO and flags discrepancies before you approve (3-way adds a receiving record) | What's includedTriggers: Vendor bill received · Replaces: Manual AP checking and overpayments · Governed — independently audited to 95% before it acts |
| Capability🤖Certified Payroll (WH-347) Agent | What it doesAssembles the weekly WH-347 per project from employees + the wage determination, with a printable Statement of Compliance | What's includedTriggers: Weekly on prevailing-wage jobs · Replaces: Hours of WH-347 paperwork on public work · Governed — independently audited to 95% before it acts |
| Capability🤖Weekly Owner Digest | What it doesOne rollup: cash position, at-risk jobs, approvals waiting on you, and wins | What's includedTriggers: Every Monday morning · Replaces: Manually pulling the weekly state of the business · Governed — independently audited to 95% before it acts |
| Capability🤖Cash-Flow Forecast Agent | What it doesProjects an 8–13 week weekly cash runway and flags the week you could dip below zero | What's includedTriggers: Anytime — pulls live A/R, A/P, payroll and overhead · Replaces: Hand-built spreadsheets and cash surprises · Governed — independently audited to 95% before it acts |
| Capability🤖Schedule Delay / Notice-of-Delay Agent | What it doesComputes the delay and driving activities and drafts a grounded Notice of Delay for sign-off — in each project’s Schedule tab | What's includedTriggers: Critical path slips past the baseline · Replaces: Missed delay notices that forfeit time-extension rights · Governed — independently audited to 95% before it acts |
| Capability🤖Change-Order Pricing Agent | What it doesPrices the scope delta by CSI division with your OH&P, adds a time impact, and drafts a COR that flows into approval → auto-invoice | What's includedTriggers: A bulletin / ASI / RFI response / owner directive · Replaces: Manual pricing of every scope change · Governed — independently audited to 95% before it acts |
| Capability🤖Subcontract & MSA Review Agent | What it doesReconciles it against your bid, flags onerous terms by severity, gives a sign / negotiate / reject call, and drafts amendment language | What's includedTriggers: A subcontract, PO, or MSA arrives to sign · Replaces: Line-by-line contract review before signing · Governed — independently audited to 95% before it acts |
| Capability🤖Estimating Agent | What it doesReads the full sheet set, extracts an itemized CSI estimate + material takeoff with computed quantities, checks the design against the governing building code, and flags items to verify | What's includedTriggers: A plan set is uploaded to an estimate · Replaces: Days of manual takeoff and code cross-checking · Governed — independently audited to 95% before it acts |
| Capability🤖PMO Agent | What it doesChecks PMBOK deliverables, flags out-of-order work and missed inspection hold-points, and drafts the escalation up the chain for approval | What's includedTriggers: A phase gate or project status change · Replaces: Manual project-controls review and status chasing · Governed — independently audited to 95% before it acts |
| Capability🤖Job Costing Agent | What it doesAlerts the PM and owner, forecasts end-of-job margin from committed + actual costs, and flags cash-flow risk before it compounds | What's includedTriggers: A budget line crosses its variance threshold · Replaces: Surprise overruns caught only at closeout · Governed — independently audited to 95% before it acts |
| Capability🤖Field Change Agent | What it doesPrices the change against the published scope of work and drafts a change order for the PM to review — so field changes get billed, not absorbed | What's includedTriggers: A superintendent reports a field change (photos + description) · Replaces: Unbilled field changes that quietly erode margin · Governed — independently audited to 95% before it acts |
| Capability🤖A/R Collections Agent | What it doesSweeps overdue invoices, drafts a tiered reminder per invoice (friendly → firm → final notice) grounded in the real balance and pay link, and sends only the ones you approve | What's includedTriggers: Any invoice goes past due · Replaces: Manual dunning and slow, inconsistent collections · Governed — independently audited to 95% before it acts |
| Capability🤖Insurance / COI Compliance Agent | What it doesFlags every lapsed or expiring certificate of insurance and drafts the renewal request so no sub works uninsured — you approve before it sends | What's includedTriggers: A subcontractor COI is expired or expiring soon · Replaces: Manual COI tracking and uninsured-sub exposure · Governed — independently audited to 95% before it acts |
| Capability🤖Lead Response Agent | What it doesScores each lead and drafts an instant first-touch reply (or a re-engagement note) with a suggested next step — no invented prices or promises, sent on your approval | What's includedTriggers: A new lead comes in (or an old one goes cold) · Replaces: Slow lead response that loses the job to whoever answers first · Governed — independently audited to 95% before it acts |
| Capability🤖Lien / Preliminary-Notice Agent | What it doesComputes each project’s prelim-notice deadline from its state and start date, flags at-risk/overdue jobs, and drafts the notice for your attorney to review and file | What's includedTriggers: A project passes its state preliminary-notice window · Replaces: Forfeited lien rights from a missed notice deadline · Governed — independently audited to 95% before it acts |
| Capability🤖Permit & Inspection Agent | What it doesFlags every permit and inspection at risk and drafts the next action — renewal, jurisdiction follow-up, readiness check, or re-inspection | What's includedTriggers: A permit is expiring/stuck or an inspection is due, overdue, or failed · Replaces: Blown permit deadlines and missed/failed inspections that stall the job · Governed — independently audited to 95% before it acts |
| Capability🤖Punch List & Closeout Agent | What it doesRolls up open/overdue punch items by project and drafts a closeout push so jobs get punched out and closed on time | What's includedTriggers: Open punch items are lingering as a project nears completion · Replaces: Slow closeouts and retention held up by an open punch list · Governed — independently audited to 95% before it acts |
| Capability🤖Warranty / Callback Triage Agent | What it doesClassifies each as likely warranty, likely billable, or needs-info, recommends who should handle it, and drafts a careful client response — no coverage guarantees | What's includedTriggers: A warranty request or callback comes in · Replaces: Slow, inconsistent callback handling and absorbed billable repairs · Governed — independently audited to 95% before it acts |
| Capability🤖Timesheet & Labor Anomaly Agent | What it doesSweeps the last two weeks of punches for missing clock-outs, overtime, long shifts, short meal breaks, and flagged entries, and drafts what to fix first | What's includedTriggers: Before each payroll run · Replaces: Payroll errors and compliance exposure caught only after the run · Governed — independently audited to 95% before it acts |
| Capability🤖Bid Leveling Agent | What it doesNormalizes every bid to a common scope, flags scope gaps and price outliers, and recommends an award with rationale so you compare apples-to-apples | What's includedTriggers: Sub bids come in on a bid package · Replaces: Hours of manual bid tabs and awarding a low bid that was missing scope · Governed — independently audited to 95% before it acts |
| Capability🤖Past-Client Reactivation Agent | What it doesFinds prior clients due for a repeat, seasonal, or maintenance touch and drafts a personalized re-engagement email — no invented projects or prices, sent on your approval | What's includedTriggers: A past client has gone quiet for months · Replaces: Repeat revenue left on the table because no one followed up · Governed — independently audited to 95% before it acts |
| Capability🤖Referral Agent | What it doesIdentifies your happiest clients and drafts a warm referral ask grounded in their real review — no incentives offered, sent on your approval | What's includedTriggers: A client leaves a 4-5 star review · Replaces: The referrals your best clients would gladly give if asked · Governed — independently audited to 95% before it acts |
| Capability🤖Review Response Agent | What it doesDrafts a reply matched to the rating — warm for praise, calm and professional for criticism (no admissions or disputes) — for you to approve before it posts | What's includedTriggers: A public review needs a reply · Replaces: Unanswered reviews and off-the-cuff replies to bad ones · Governed — independently audited to 95% before it acts |
| Capability🤖Controller / CMO Agent | What it doesReviews the whole demand engine — first-response SLA, win rate & top loss reason, ad CAC by channel, reputation, and SEO authority — drafts a ranked growth brief, and pulls the lead-response, reactivation, referral and review agents into one weekly marketing-action queue — advice only, audited to 95% | What's includedTriggers: Weekly — continuously reviews leads, pipeline, ad spend, reviews and SEO · Replaces: Flying blind on the funnel — slow lead response, wasted ad spend, unanswered reviews, and deals that leak with no one watching · Governed — independently audited to 95% before it acts |
| Capability🤖AI Marketer (Ad Autopilot) | What it doesReads real ad spend against CRM outcomes and drafts a budget move per channel (scale / hold / trim / investigate), each grounded in that channel’s cost-per-lead, cost-per-won-job and ROAS — advice only, audited to 95% before you see it | What's includedTriggers: On demand from the Ad ROI page · Replaces: Guessing which ad channels to fund and reconciling spend against real jobs won · Governed — independently audited to 95% before it acts |
| Capability🤖Win / Loss Analysis Agent | What it doesComputes win rate, avg won vs lost price, win rate by lead source, and speed-to-send, then drafts an actionable brief on what wins work and where deals leak | What's includedTriggers: Anytime — analyzes your decided proposals · Replaces: Flying blind on why proposals win or lose · Governed — independently audited to 95% before it acts |
| Capability🤖RFI Aging Agent | What it doesBuckets open RFIs by how long they’ve been outstanding, flags the ones blocking work, and drafts the follow-up to the architect/engineer for you to send | What's includedTriggers: An open RFI sits past its needed-by / response window · Replaces: Stalled work and forfeited delay claims from RFIs that quietly age out · Governed — independently audited to 95% before it acts |
| Capability🤖Change-Order Chaser | What it doesFinds every CO stuck in the pipeline, computes how long it’s been stuck and the dollars at risk, and drafts the right nudge for each — never touching status or approvals | What's includedTriggers: A change order stalls awaiting approval, sending, or signature · Replaces: Unsigned change orders that delay billing and erode margin · Governed — independently audited to 95% before it acts |
| Capability🤖A/P Payment Timing Agent | What it doesBuckets unpaid bills by due date, catches early-pay discounts in the terms, and drafts a pay-now / hold plan to protect cash and capture savings | What's includedTriggers: Anytime — reads open vendor bills and their terms · Replaces: Missed discounts, late fees, and cash squeezed by bad payment timing · Governed — independently audited to 95% before it acts |
| Capability🤖Controller / CFO Agent | What it doesScans the last 180 days of bank & credit-card feeds, vendor bills and Stripe payouts for recurring/duplicate spend, bank & card fees, missed early-pay discounts, and processing-fee leakage, then drafts a ranked savings brief — advice only, audited to 95% before you see it | What's includedTriggers: Weekly — continuously reviews bank, credit-card, vendor-bill and Stripe activity · Replaces: The quiet money leaks — unused subscriptions, double payments, fees and missed discounts — no one has time to hunt down · Governed — independently audited to 95% before it acts |
| Capability🤖Client Status-Update Agent | What it doesComputes real % complete from the schedule and latest field log and drafts a friendly client progress update — no invented dates or promises, sent on your approval | What's includedTriggers: Weekly, per active project · Replaces: The “where are we?” calls and cold clients from radio silence · Governed — independently audited to 95% before it acts |
| Capability🤖Bid / No-Bid Qualifier | What it doesScores each opportunity against your trades, home states, and timeline into pursue / review / pass and drafts a go/no-go rationale so you chase the winnable work | What's includedTriggers: New opportunities land in the bid feed · Replaces: Time burned bidding jobs you were never going to win · Governed — independently audited to 95% before it acts |
| Capability🤖Two-Week Look-Ahead Agent | What it doesPulls the tasks starting, finishing, or overdue in the next 14 days, flags critical-path items, and drafts a field-ready look-ahead for each job | What's includedTriggers: Weekly, per active project · Replaces: Hand-built weekly look-aheads and blindsided crews · Governed — independently audited to 95% before it acts |
| Capability🤖Daily-Log Gap Agent | What it doesFinds active projects missing a daily log on any working day in the last two weeks and drafts a reminder — protecting the records you need for delay and dispute claims | What's includedTriggers: Weekly — checks working days against logged reports · Replaces: Gaps in the daily record that sink a claim when you need it most · Governed — independently audited to 95% before it acts |
| Capability🤖AIA Pay-App Drafter | What it doesRecomputes the pay-app math (completed & stored, retainage, less-previous, current due) and drafts the transmittal cover — every figure audited to match | What's includedTriggers: An open G702/G703 application is ready to bill · Replaces: Manual pay-app math and slow owner billing · Governed — independently audited to 95% before it acts |
| Capability🤖Selections Overage Agent | What it doesReads the chosen option’s price against the allowance, computes the exact overage, and drafts a courteous client notice so overages become change orders, not absorbed cost | What's includedTriggers: A client picks a selection over its budgeted allowance · Replaces: Allowance overages eaten because no one caught them · Governed — independently audited to 95% before it acts |
| Capability🤖License & Certification Watch | What it doesFlags every credential expiring within 60 days (or already expired) and drafts a renewal reminder — so nobody works a lapsed license or cert | What's includedTriggers: An employee license or certification is expiring soon or lapsed · Replaces: Compliance and jobsite-access risk from lapsed credentials · Governed — independently audited to 95% before it acts |
| Capability🤖Weekly Toolbox-Talk Agent | What it doesDrafts this week’s crew toolbox talk, focused on your recent incident pattern and jobsite weather — grounded in real signals, no fabricated statistics | What's includedTriggers: Weekly safety briefing · Replaces: Skipped or generic safety talks and the paperwork to write them · Governed — independently audited to 95% before it acts |
| Capability🤖Document Auto-Filer | What it doesProposes a folder for every unfiled document from a standard construction taxonomy and, on your approval, files them — a reversible one-click cleanup | What's includedTriggers: Documents pile up unfiled in a project · Replaces: Hours lost hunting for files in a disorganized project drive · Governed — independently audited to 95% before it acts |
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Feature FAQ
What’s included, and how it fits together.
Is every feature really included at every plan?+
Yes. CMDBLD is all-in — estimating, project management, real accounting, payroll, dispatch, CRM, HR compliance, and a growing suite of governed AI agents are included at every tier. You choose a plan by company size, not by features. No add-ons or per-feature upsells.
Does the AI estimating actually read my plans?+
Yes. Upload a plan set and the AI reads it, identifies scope, and produces a code-aware, locally-priced estimate with scale-calibrated on-plan takeoff quantities. An independent auditor verifies the output to a 95% threshold before it reaches you.
Do I still need QuickBooks?+
No — CMDBLD includes a real double-entry general ledger with AP/AR, bank reconciliation, and 1099s. If you prefer to keep QuickBooks or Xero, it syncs two-way with no double entry.
Can it handle payroll and certified payroll?+
Yes. Gross-to-net payroll is built in and job-costed, with certified payroll (WH-347) for prevailing-wage jobs. Withholding is exact in 12 states and clearly labeled elsewhere; direct deposit and tax filing run through a connected licensed provider.
How does the client portal and getting paid work?+
Clients get a branded portal to view the project, approve change orders (with tamper-evident e-signature), and pay invoices online via Stripe — and everything flows back into your books automatically.
What makes CMDBLD’s AI different from other tools?+
It’s governed: every high-stakes AI output is checked by an independent auditor and withheld unless it passes a 95% threshold, and the estimator learns your real historical costs over time. It’s AI that has to prove its work.
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Run every job, invoice, and bid from one platform — with a 30-day free trial to prove it on your own work.
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Field-firstBuilt for the field.
Tools your crew actually uses — on any phone
Capture the day from the jobsite and it flows straight to the office: daily logs, photos, punch lists and time — no app-store install, no re-keying.
- +GPS clock-in with photo-gated daily logs
- +Punch lists with photo sign-off & field RFIs
- +Live, traffic-aware ETA texted to clients
🤖 Governed AI, built into every module
The AI does the busywork. You make the call.
43 governed agents read your plans, price change orders, chase invoices and flag risk — and every high-stakes output clears an independent 95% audit before you approve it.
Your data in. Governed work out.
Everything you already have flows into a governed engine — agents reason over it, cite their sources, and pass an independent audit before a single result reaches you.
43 governed agents across preconstruction, project delivery, finance, field, sales & risk — every high-stakes output cleared by an independent 95% audit before you see it.
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You
Draft an RFI about the beam-penetration conflict between S-101 (detail 3) and A-205 (detail 205).
🤖RFI Generator agent· 3 steps
✓Located the conflict on S-101 / detail 3 and A-205 / detail 205
✓Pulled the governing spec section (05 12 00 — Structural Steel)
✓Drafted a numbered, grounded RFI — held for your approval
RFI #014 — Beam penetration conflict, Grid C-4Audited 95%
Grounded in S-101, A-205 & spec 05 12 00
Numbered, logged, ready to send to the EOR
Approve & sendEditNothing sends without you.
43 governed agents— far more than any other platform. Every high-stakes output clears an independent 95% audit before you see it.
Project delivery · 13Financial · 10Field · 5Marketing · 4Sales · 3Workforce · 3Risk & contracts · 2Preconstruction · 2Executive · 1