CC. ReyesFraming
Construction
A construction client portal. One project tracker, every view.
General contractors and project managers need one source of truth. But project managers, estimators, accounting, and subcontractors all work differently. Instead of building five separate dashboards, build one. Let each team shape what they see.
The problem
Project data is scattered. A general contractor has active projects, bids pending, invoices to approve, and change orders in flight. Your field team needs task timelines. Your back office needs payment status. Your estimators need active bid numbers. Your subs need to know what's assigned and how much they'll earn.
You build a dashboard. Then project managers ask for it sorted differently. Estimators want different columns. Accounting wants filters you didn't plan for. You spend weeks building variants instead of managing jobs.
How ShapeKit fixes it
Build your data layer once
Connect your projects, contacts, contracts, estimates, invoices, and task activity to one app. Set your business rules in the database layer. Ship it without predicting every view variant.
Each team shapes their own view
Your project managers describe: “I need tasks sorted by start date, grouped by phase.” The estimator says: “Show me active bids with due dates and bid amounts.” The AI generates each view from the same data. No dev work.
Subcontractors get a portal
Assign work to subs, filter to show only their tasks, let them shape a view that works for their crew. They see what's assigned, what they've invoiced, and what they're owed. No separate portal to maintain.
Accounting gets control
One source of truth for invoices, change orders, and budget status. Each project finance person shapes the view they need for their workflow. Easy to audit, hard to misread.
What each team does
Project manager
Tracks phases, task timelines, and dependencies. Sees which subcontractors are assigned. Views tasks grouped by phase with progress. Monitors schedule risk.
Estimator
Manages active bids, due dates, and bid amounts. Tracks estimate status and win rate. Views only bids they created. No extra project data in the way.
Accounting
Reviews invoices, change orders, and project budgets. Filters by job phase or sub name. Sees payment status and variance from estimate. Approves before payment.
Subcontractor
Views assigned work, task details, and what they've invoiced. Sees payment status and remaining balance. No access to other subs' work or budget data.
Site foreman
Tracks today's tasks, assigned crews, and material callouts. Views timeline with dependency warnings. Marks work complete to trigger next phase.
Owner
High-level project health across all jobs. Sees budget status, top risks, and cash flow. Custom dashboard that changes quarter to quarter.
Skills in action
ShapeKit makes these building blocks work harder together.
Tasks
Job phases, task lists, and dependencies in one view.
Contacts
GCs, subs, project managers, and crew members with roles.
Contracts
Sub agreements, terms, and scope tied to each job.
Estimates
Active bids, pricing, and due dates with win tracking.
Invoices
Payment invoices, change orders, and approval workflows.
Dashboard
Project health, budget, schedule, and team activity.
Activities
Work marked complete, status changes, and timeline events.
The result
“One app. No feature requests for a different layout every week. Project managers get their timeline. Accounting gets invoice approval. Subs get a simple work list. We all look at the same data.”
— General contractor with 15+ active projectsSee how it works
Try a fully-built construction tracker. Shape the views, watch the data stay clean, learn how to ship faster.