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Projects / Riverside Retreat
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Riverside Retreat

In ProgressCustom Pool
+ New
Overview
Timeline
Tasks
Photos
Documents
Finances

Client

John Anderson

Contract

$85,000

Manager

Mike Johnson

Billed

$72,250

Timeline

Pool

Contract Signed

Design & Planning

Engineering

Phase: Gunite

Photos

Built around every job stage

Control every job from lead to final payment.

BLTHQ keeps the work tied together across the job lifecycle, so sales, field operations, files, clients, and billing stay in the same system.

Lead
Estimate
Build
Collect
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Sales pipeline

Win the right jobs

Track leads, clients, estimates, and next steps before a job ever hits production.

LeadsClientsEstimates
Project control

Run every build without drift

Keep schedules, tasks, phases, and change orders tied to the live project record.

ScheduleTasksChange orders
Files & field capture

Find proof fast

Organize plans, permits, signed files, and field photos where the team already works.

DocumentsPhotosReports
Client communication

Keep clients informed

Share progress, approvals, invoices, and updates through a clean homeowner portal.

PortalUpdatesPayments

Clear limits. No surprises.

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Pricing tiers
Growth selected. Higher tiers increase project capacity, portal access, storage, AI updates, controls, and support.

Proposal workflow

Share the proposal before the job turns into production.

BLTHQ keeps pre-construction work tied to the same record your team will use after the contract is signed.

1

Create a lead or estimate

2

Add scope, amount, dates, and proposal files

3

Share a secure portal link by email, SMS, or copy

4

Track views and collect client questions

Riverside Retreat Proposal

Secure portal link for John Anderson

Viewed today

Amount

$85,000

Timeline

Apr 15 - Jun 17

Question

1 open

Client message

Can you confirm whether the equipment pad is included in this proposal?

OpenCopyEmailSMS
CRM-ready

Lead captured

Capture source, priority, close probability, and next follow-up before the job becomes production work.

Client-ready

Proposal viewed

Create a private proposal portal, share it by email or SMS, and track when the client views it.

Team-ready

Question logged

Client questions come back to the project record so sales and operations stay aligned.

Built for your trade

Solutions tailored to how you build.

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Move from inspection and estimate to materials, install, and final inspection.

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