Out-of-the-box pipelines, quote templates, project phases, and AI prompts — already shaped for the way your industry works. No setup wizard. No "configure your workflow" weekend.
From a sketch on a napkin to a signed contract — pergola-specific pipelines for cedar, aluminum, motorized, and adjustable louvre systems.
Kitchens, fire features, patios, lighting, audio — one project, many trades. ByPlan keeps every spec, every sub, and every approval in line.
Design-build, maintenance contracts, irrigation, snow ops — one platform for the seasonal swings of a real landscape business.
Walk-ins to install, in days not months. Sample tracking, sq-ft pricing, install scheduling — built for showrooms that actually want to grow.
Subs, permits, change orders, draws, lien releases. ByPlan handles the parts of construction nobody else's CRM gets right.
Design revisions are part of the job. ByPlan keeps every render, every comment, and every spec change linked to the same project record.
HVAC, pool care, repairs, refinishing — dispatch-first workflows for the businesses that live in the field, not the office.
Our team configures ByPlan around how your business actually runs. Roofers, fencing, pool builders, deck companies, masonry — if it builds things, it fits.