Win the work. Build it. All in one place.
LedgerLine is the CRM and the budget tracker for home builders, renovators, and developers. Track leads, send proposals and invoices clients accept and pay online, then win the job and turn it into a live project — budget, change orders, tasks, and paper trail — with your GCs and subs all on the same real-time numbers. A built-in AI assistant drafts proposals, reads your receipts, and answers questions about your books.
Priced by active projects — your whole team, GCs, and subs join free, always.
Spreadsheets go stale the moment money moves
A look inside LedgerLine
From winning the work to building it — here's what the app looks like.
Every project's health, the moment you log in
Active projects, portfolio budget, spend to date, and which jobs are drifting over — all on one screen, with each project's budget-vs-spent and variance at a glance.
Your whole pipeline at a glance
Every lead and deal, from first call to won — with open value, pipeline total, and a weighted forecast up top. Drag a deal forward as it moves.
Every conversation in one timeline
Notes, calls, and emails on one thread — with open & click tracking so you know when a client reads your proposal, plus follow-up tasks so nothing slips.
Send proposals clients accept online
Build a proposal from a deal, send it as a tracked link, and watch it go from Sent to Viewed to Accepted — which wins the deal and spins up the project automatically.
Know what's coming
A weighted forecast, win rate, and a pipeline funnel — real sales analytics so you can see what's likely to close and when.
Budget by cost code, exportable in one click
Once a job is won, track budgeted vs. actual by cost code — over-budget codes flag instantly — then export to CSV or PDF whenever a lender or investor asks.
One project, everything in one place
Target vs. budgeted vs. actual up top, your GCs and subs invited by email, a to-do overview by role, and tabs for the budget, schedule, change orders, RFIs, punch list, and documents — all scoped to who should see what.
Every part of the project, in one workspace
Change orders, RFIs, schedule, punch list, daily site log, and documents — all attached to the same project as the budget.
A real sales CRM — that turns won work into projects
Everything HubSpot and JobTread give you on the sales side, built for builders: contacts and company accounts, a visual pipeline, follow-up tasks, tracked emails, and proposals your clients accept online. Win the job and one click turns the deal into a live LedgerLine project — budget and all.
- ✓Contacts & company accounts
- ✓Visual deal pipeline
- ✓Tasks & follow-up reminders
- ✓Email with open & click tracking
- ✓Proposals clients accept online
- ✓Forecasting & pipeline reports
- ✓CSV import & export
- ✓Won deal → project in one click
An assistant that does the paperwork for you
Every page has a chat button. Ask it anything about your jobs, or just tell it what you need — it drafts and sends proposals, builds invoices, logs expenses from a photo of a receipt, and even flags what needs attention before you ask. You approve before anything saves, so nothing happens by surprise.
- ✓Draft, price & send proposals
- ✓Create invoices from a plain-English ask
- ✓Log expenses from a receipt photo
- ✓Import a bank or credit-card statement
- ✓Flags overdue invoices & over-budget jobs
- ✓Builds your cost-code system
- ✓"Which jobs are over budget?"
- ✓Type or talk — on every page
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One app, three scoped views
See every project's budget, health, and open items at a glance. Approve change orders, answer RFIs, invite your GCs and subs by email.
Update task status, submit change orders, log the daily site report, and manage the punch list — scoped to the project(s) you're assigned to.
A flat checklist of your assigned tasks and punch list items across every job you're on — no budget clutter, just what's due and its status.
What's inside
Your projects and files, protected
Contracts, plans, and budgets are sensitive. Here's how we keep them safe.
“I ran the numbers on real projects for years. LedgerLine is the single source of truth I kept wishing I had.”
Ready to get everyone on the same page?
One renovation or fifty active builds — if you're running a construction budget, LedgerLine is built for you.
Prefer a walkthrough? Book a demo.