Construction project management

The job, the money, and the milestones — in one place both sides trust.

ProjexPilot is built for small remodelers, general contractors, and the homeowners they work with. Turn a spreadsheet into a tracked project in seconds, and run a draw schedule that won't release a payment until its gates are met.

No per-project fees Free homeowner & sub seats Import & export anytime

One workspace for

Remodelers General contractors Homeowners Subs & vendors
Two things the big tools do poorly

The reasons to switch

Most construction software is built for the contractor's back office. ProjexPilot is built around the money and the milestones — the things both sides actually care about.

Spreadsheet → tracked tasks

Start from the spreadsheet you already have.

Upload an .xlsx or .csv — a scope of work, a task list, or a carrier estimate — map the columns once, preview, and commit. It becomes a tracked project in seconds.

  • Column-mapping you save as a reusable template
  • Preview & validate before commit — never silently drop a row
  • Export back to xlsx/csv anytime — your data stays yours
Demo kitchenDEMO · done
Rough plumbingROUGH-IN · in progress
Set cabinetsFINISHES · Apr 6→9
Payment & draw-schedule engine

A draw won't release until its gates are met.

Define your contract value and an ordered set of milestones. Each draw carries its retainage, its net release, and its gates — required inspections, photos, and a signed lien waiver. No gate, no release.

  • Retainage, net release, and accumulated retainage — computed for you
  • Inspection / photo / lien-waiver gates per milestone
  • Cumulative-paid vs. cash-available, at a glance
Foundation draw 2 of 3 gates met
Inspection passed Photos attached Awaiting lien waiver
Draw amount$32,000
Less retainage (10%)– $3,200
Net release on approval$28,800
⚠ Release blocked — 1 gate remaining
Owner as a first-class participant

Two real personas. One workspace.

Everywhere else the homeowner is a read-only afterthought. Here, the contractor logs the work and the homeowner approves the money — and both see the same truth.

The contractor

Run the job

  • Build budgets, draw schedules, and change orders
  • Log daily progress and attach photos as draw evidence
  • Request a draw release when the gates are clear
The homeowner

See the money

  • Watch progress, photos, and the schedule in real time
  • Approve change orders and draw releases with a recorded sign-off
  • No login to create — join by invite, free of charge
How it works

From spreadsheet to first draw, fast.

Import the job

Upload your task list or estimate and map the columns. It becomes a tracked project.

Build the draw schedule

Turn phases into milestones with retainage and inspection, photo, and waiver gates.

Invite the homeowner

Send a free invite link. They watch progress and approve from their own portal.

Release & get paid

Clear the gates, the homeowner approves, and the draw releases. Everyone sees it.

Everything a job needs

The rest is here too — without the bloat.

The table stakes, done cleanly and fast. No 50-feature maze.

Budgets & job costing

Line-item budgets with cost codes, markup, and totals. Budget vs. actual at a glance.

Change orders

Line-item change orders with a one-tap, timestamped client approval that adjusts the contract.

Daily logs & photos

Date, weather, crew, and work performed — with photos that double as draw-gate evidence.

Schedule & timeline

A clean, phase-colored timeline of tasks and milestones. Set a start and end, see the bar.

Documents & waivers

Contracts, permits, and lien-waiver templates — linked right to the draw gates that need them.

Client & sub portals

Homeowners approve; subs see only their tasks and docs. Portal seats are always free.

Insurance-restoration mode

Built for the way insurance pays.

Import a carrier estimate and ProjexPilot keeps the cash timing straight — what's available now versus the recoverable depreciation that releases on completion — and ties your final draw to it. Track supplements as they come.

  • Import Xactimate-style line items into the budget
  • ACV-now vs. recoverable-later cash timing
  • Track supplements and depreciation recovery
Claim cash timingWater loss · #FA-2240
Received to dateACV payment$41,300
Available nowPayable against current draws$28,800
Recoverable on completionHeld depreciation + O&P$19,650
Simple, flat, public

Pricing without the per-user creep.

No per-project fees. Homeowner and sub portal seats are always free. Cancel anytime.

Free trial

Run a real job, end to end, before you pay a cent.

$0
  • 1 active job
  • Full features
  • Free homeowner & sub seats
Start free
Team

More seats, restoration mode, and templates.

$99 /mo
  • Everything in Solo
  • More team seats
  • Insurance-restoration mode
  • Templates & priority support
Choose Team

Prices shown are launch pricing and may change. Need to talk it through? Book a demo →

Run your next job where both sides can trust the numbers.

Import a spreadsheet, build a draw schedule, and give the homeowner a window in — free to start.