Estimates & proposals
Price from your own catalog and cost codes, with per-item markup and configurable sales tax. Turn the estimate into a proposal and contract from your own templates.
For general contractors & renovation companies
Run every job from one place — from first call to final invoice.
FirmStead keeps the estimate, the scope of work, the schedule and the money on a single project record. Change it once and it is right everywhere: in the office, on site and in front of your client.
In daily use on residential renovation jobs in the Ottawa–Gatineau region.
WBS 3.2Kitchen — base cabinetsSupply & install, 14 lin. ft
- EstimateCost + markup
- Scope of workWhat the client signs
- ScheduleDates & dependencies
- PurchasingOrder & delivery
- InvoiceBilled when done
Why it is different
Write it once. It stays true everywhere.
Most contractor software keeps estimating, proposals and scheduling in separate modules, so the same work is typed three times and drifts apart. In FirmStead, they are views of the same work items.
01
No re-typing
The line you priced is the line the client sees in the scope, the task your crew is scheduled on and the amount you invoice.
02
Changes carry through
A change order updates the price, the scope and the schedule together, with a history of who changed what.
03
Everyone sees their part
Managers, foremen, vendors and clients each get the view their role allows — never your costs or margins unless you say so.
Features
Everything a job needs, in one system
Built around how a renovation company actually works — on the phone, on site and in the office.
Scope of work
A clear, client-ready scope generated from the same items you priced, so what you sell is exactly what you build.
Schedules
A real work breakdown with phases, dependencies and a Gantt chart. Move one task and every date that depends on it follows.
Field crews
Foremen see only their assigned tasks on their phone, update progress, clock in and out and keep a daily log with photos.
Purchasing & logistics
Purchase orders, vendors and their branches, shopping lists and deliveries — with receipts read straight from email.
Client portal
Clients follow the schedule, review documents and change orders, see invoices and message the team — all in one link.
Change orders & invoices
Track changes against the contract and bill as work is completed, with budgets compared to actual costs.
Leads & sales
Inquiries from email and phone land in one pipeline, so no call goes unanswered and no job is lost to a forgotten message.
AI assistance
Draft an estimate or a technical scope from your notes, find missing prices, and ask questions about any job in plain language.
How it works
Up and running without a migration project
- 1
Talk to us
A short call about how your company runs jobs today: trades, cost codes, documents, who does what.
- 2
We set up your company
Your own isolated workspace with your catalog, cost codes, roles and document templates loaded in.
- 3
Your team and clients sign in
Office staff, foremen, vendors and clients each get access to exactly their part — on desktop or phone.
Your data stays yours
Each company has its own isolated workspace. Role-based permissions decide who sees what.
Works on any device
Runs in the browser on desktop, tablet and phone, and installs to the home screen.
Made for Canadian contractors
Configurable sales tax and Canadian address lookup, from a team based in Ottawa–Gatineau.
See FirmStead on one of your own jobs
Send us a recent project — we will walk you through it in FirmStead in 30 minutes.