Scope checklist
Their part of the scope of work, as a checklist.
Run the job · Contractor portal
Your trades, on the same page as the design.
Invite a contractor from the project. They get their own portal with their scope, the drawings you share and the schedule. They post the day's update with photos, ask questions, and request payment for a finished stage.
- Each contractor sees their own
- Their projects only
- With photos and questions
- Daily updates
- On their own letterhead
- Request payment
- Ever shown to a contractor
- No client payments
How it works
Invite, assign, build.
- 01
Invite from the project
Invite → Contractor, with their email. They accept and land on the projects they are assigned to.
- 02
Share the scope and drawings
Their scope checklist, the documents you share with contractors, your notes and the schedule.
- 03
Updates from the field
They post today's update with photos, or ask for something they need. You choose what the client sees.
- 04
Get paid by stage
They request payment for a stage they finished. The office approves it and the schedule moves forward.
Field updates
End-of-day updates the client can actually read.
Contractors post what got done today with photos, and questions that need an answer. Updates marked for the client show up in the client's Updates tab, with comments under each one.
Payments
Payment requests tied to the work.
A contractor requests payment on one of their stage payments. Modula prepares the request as a PDF on their letterhead, marks the stage as done, and the office approves and records the payment, with the receipt attached.
- Contractor agreements with their own payment schedule
- Signed online, separately from the client
- Office approves, then marks paid
What contractors get
Everything they need, nothing they should not see.
Shared documents
Drawings and specs you share with contractors.
Notes
Notes the office or salesperson sends to them.
Post updates
Today's update with photos, or a request for something they need.
Sign agreements
Their contract and payment schedule, signed online.
Request payment
Per stage, on their own letterhead with their logo.
The details
For the office
- Contractor directory with license and insurance documents
- Assign contractors to projects
- Approve payment requests and record payments
- Messages between contractors and the client
- Independent pros can invite contractors to their own projects
- Visibility rules checked twice on every list
FAQ
Common questions
Works with
Connected on the same project
- Run the jobClient portalWhat your client sees: design, documents, payments, schedule and messages.Learn more
- Run the jobDocumentsEvery sheet, contract and photo of the project, shared on your terms.Learn more
- Run the jobContracts & invoicesContracts, change orders, payment schedules, invoices and receipts, tracked.Learn more
Bring the trades into the project
Scope, drawings, updates and payment requests in one portal.