01
Handoff
The advance is matched and the job is created with scope, crew and dates.
From the accepted estimate to a job, with the materials ordered.
The job is created from the accepted version: scope, customer, photos and money. Order materials per supplier and see the real margin as costs arrive.
Product preview. Helmar.AI is in development. The features shown are planned; accounts and integrations are not open yet.
- From the acceptancenothing retyped
- Purchase ordersone per supplier
- Real marginestimated against actual
Without Helmar.AI
- The job retyped from the quote into a calendar
- Materials ordered by phone, costs found later
- The margin known only when the year closes
With Helmar.AI
- A job created from the accepted version
- Orders from the estimate lines, counted in the margin
- Estimated against actual per job, as costs arrive
How it works
Four steps, in this order.
02
Order
Accepted lines become purchase orders per supplier.
03
Run the job
Crew days, photos, extra work and a job chat in one place.
04
Close
Completion act, final invoice and the job margin.
Features
Made for the way small teams actually work.
Calendar by crew
Day and week by crew; move a job and conflicts are checked first.
Purchase orders
Lines from the estimate, quantities with waste, delivery to the site.
Job margin
Materials, subcontractors and approved hours against the estimate.
Job chat
Office, crew, subcontractor and the customer in one thread.
Subcontractors
They see their part, not your prices; their invoices become job costs.
Cost alerts
An alert when materials reach 90% of the estimate.
In detail
The specifics.
- Created from
- The accepted version and the matched advance
- Orders
- Per supplier · sent by email from your address
- Costs
- Receipts, supplier invoices, subcontractors, approved hours
- The customer
- Their own job page with dates and photos
- Handover
- Checklist, completion act and final invoice
- Plans
- Team and Business
Questions
Straight answers.
- Is the job created automatically?
- When the advance is matched, the job is created from the accepted version with its scope, customer and dates. You assign the crew.
- Can I order materials from the estimate?
- Yes. Accepted lines become purchase orders per supplier, and the ordered amounts count in the job margin.
- How is the margin calculated?
- Estimated net minus materials, subcontractor invoices and approved crew hours at your hourly cost.
- Can the customer follow the job?
- Yes. Their page shows the dates, the crew, photos each evening and what is next to pay.
See the preview
See how your next estimate could work.
Explore the product preview in a 20-minute demo. Accounts are not open yet. No card, no obligation.