From a won deal to a complete jobsite.
A project often starts from a won deal, then it becomes a record that pulls together everything about the jobsite: overview, phases, team, tasks, schedule, photos, documents, quotes, purchase orders, billing, hours, expenses, profitability — seventeen tabs. Instead of having your jobsite scattered across an Excel file, an email folder and photos on your phone, everything lives in one place.
And you set it up to fit your business: you pick the project type from your own list, you give your phases a color, you build your team, and you drop the jobsite address on a map. The record mirrors how YOUR company works, not a generic mold.
Québec jobsite vocabulary — not an American CRM translated.
Where an American CRM gives you generic « opportunities », toncrm speaks your trade: Quotes & Bids, Purchase orders, Change orders — native construction tabs, with the workflow that goes with them. And the warranty tracking is built in months, like the typical twelve-month Québec warranty: toncrm notes the start and the duration, and warns you before the warranty runs out.
Everyone sees what they need to see.
On a jobsite, not everyone needs to see everything. toncrm manages permissions tab by tab: a technician sees only the photos and the tasks, a project manager sees the whole record. And even your documents are split into categories — plans, quotes, invoices, contracts, before/after photos — each with its own access.
You give access to your team, a subcontractor or a client without laying everything bare: the right person sees the right information, no more, no less. No sensitive file lying around under the wrong eyes.
Client, subcontractors, suppliers — each with their own thread.
A jobsite means people. toncrm gives each one their own discussion thread, separate, with the right level of access. The conversation with your client stays apart from the one with your plumber, which stays apart from the one with your supplier. And when you open a thread with a subcontractor, their contact gets tagged automatically in your CRM — one less thing to do by hand.
Progress billing — 35 / 40 / 25.
Construction doesn't get billed all at once at the end. toncrm lets you set a milestone billing schedule: the Québec classic 35% at signing, 40% at midpoint, 25% at completion — or 50/50, or your own split. Each milestone keeps track of when it was paid and how.
You set your percentages, then you bill each stage when you decide it's time — the way your trade actually bills, not the way a generic tool would want you to bill.
The profitability of every jobsite, live.
A busy jobsite isn't the same as a paying one. The profitability tab shows you your real margin — actual versus budget — factoring in your overhead. You finally see which of your jobsites make you money, not just which ones keep you busy.
And you can flag some projects as internal — admin, the office, training — so they don't pollute your client numbers while still absorbing their share of overhead. What you see is what you actually earn, not an inflated figure.
Your client follows their jobsite — no account.
Your client wants to know where things stand, but you don't want to give them access to your whole CRM, or force them to create an account. toncrm handles it with a private link: your client follows their jobsite directly, no account. They see the conversations that concern them and the attachments you share with them.
The result: they get their picture without calling you three times a week, and you keep control of what they see — without opening the door on the rest of your business.
Attach any business object to the project.
Every trade has its own things to track — a « Purchase promise », a « Property », an inspection. toncrm lets you attach these business objects to the project without writing a line of code. The jobsite record ends up holding exactly what YOUR company needs — when a standard tab doesn't cover a specific case in your field, you add it yourself.
Jobsite management, in brief.
Everything about projects.
Put your whole jobsite in one place.
14 days free, no card. Or book a demo, we'll build your first jobsite record with you.
We'll build your first jobsite record with you during the demo.
