Manage leads, quotes, projects, customer communication, service requests, invoices, and AI workflows — in one powerful platform.
Real construction crews, real outdoor living companies, real revenue. ByPlan replaces five tools with one — and pays for itself in the first month.
Spreadsheets, group texts, paper quotes, three calendars, a folder called "FINAL_v3". Sound familiar? Here's what falls through the cracks every week.
Sarah · pergola estimate — never followed up.
"I'll get back to you Monday." It's now Thursday.
quotes_final_v3_ACTUAL.xlsx · last edited by who?
Three calendars. Two PMs. Nobody knows what's done.
Crew got the message. Office didn't. Client is confused.
Warranty ticket from March. Still open. Still nobody's job.
Every tool you need to run a construction or outdoor living business — built to talk to each other natively. No syncing, no copy-paste, no "let me check the other system."
A personalized dashboard giving you a clear overview of your business.
Capture, track and manage leads from all sources in one place.
Manage customer profiles, history, documents and all interactions.
Create professional quotes quickly with accurate pricing and labels.
Generate invoices, track payments and manage billing with ease.
Create agreements and collect digital signatures securely.
Manage online requests, quote requests and form submissions in one place.
Manage claims, track status and resolve customer issues efficiently.
Accept payments, track transactions and manage financials securely.
Create campaigns, automate emails and track customer engagement.
Manage social accounts, run ads and track performance from one dashboard.
Make and receive calls, record conversations and improve customer service.
Notify customers from each step and track projects in real-time.
Add team members and manage roles and permissions easily.
Full accounting management with reports, expenses and more.
Customers can access, pay, view and sign their projects anytime.
Out-of-the-box pipelines, quote templates, and project phases — purpose-built for seven industries.
Join 1,200+ teams running their entire business on ByPlan. Onboarding in 7 days. Most teams see ROI in their first month.