Contractorsly Roadmap
Feature delivery plan by phase, with current status for each item.
Phase 1
13 features
| No. | Feature Name | Description | Phase | Status |
|---|---|---|---|---|
| 1 | CRM / Lead Pipeline | Manage leads and organize potential client data in one place. | Phase 1 | Completed |
| 2 | Client Portal | Client login to view proposals, payments, and progress. | Phase 1 | Completed |
| 3 | Estimating Book | Materials and labor pricing database to create estimates. | Phase 1 | Completed |
| 4 | Estimating & Quoting | Create estimates quickly with AI assistance from images. | Phase 1 | Completed |
| 5 | Proposal Generation (PDF) | Auto-generate professional proposals for clients. | Phase 1 | Completed |
| 6 | Invoicing System | Create and manage invoices (deposit, progress, and final). | Phase 1 | Completed |
| 7 | Payment Integration (PayPal) | Accept online payments from clients. | Phase 1 | Completed |
| 8 | Automated Notifications | Send SMS and email alerts. | Phase 1 | Completed |
| 9 | Time Tracking | Track employee work hours with GPS. | Phase 1 | Completed |
| 10 | Daily Logs (AI Voice) | Voice-to-text daily reports for field workers. | Phase 1 | Completed |
| 11 | Document & Photo Management | Upload and manage project documents and images. | Phase 1 | Completed |
| 12 | Role-Based Access (Basic) | Admin, Office, Field, and Client roles. | Phase 1 | Completed |
| 13 | E-Signature (Basic) | Simple "Accept" button for approval. | Phase 1 | Completed |
Phase 2 (Advanced / Future — Priority Ordered)
26 features
| No. | Feature Name | Description | Phase | Status |
|---|---|---|---|---|
| 1 | Mobile Access (PWA) | Mobile-friendly app (no Play Store required). | Phase 2 | Completed |
| 2 | Client Communication (Chat & Email) | Two-way messaging with clients and users. | Phase 2 | Incomplete |
| 3 | Project Scheduling (Gantt) | Manage project schedules in advance with a Gantt view. | Phase 2 | Completed |
| 4 | Change Order Management | Manage project changes with approvals. | Phase 2 | Incomplete |
| 5 | Advanced Task & Workflow Management | Task assignment, deadline tracking, and RAG Light status monitoring. | Phase 2 | Incomplete |
| 6 | Purchase Orders (PO) | Create and send orders to suppliers. | Phase 2 | Incomplete |
| 7 | Vendor Bills (Accounts Payable) | Manage payments to vendors. | Phase 2 | Incomplete |
| 8 | CRM Subscription Plans | Manage subscription plans, pricing, billing cycles, and feature access. | Phase 2 | Incomplete |
| 9 | SaaS Administration Panel | Centralized admin dashboard to manage CRM users, subscriptions, plans, invoices, payments, coupon codes, feature access, and account settings. | Phase 2 | Incomplete |
| 10 | SaaS Checkout & Payment Integration | Client plan selection, checkout process, coupon support, and secure payment gateway integration. | Phase 2 | Incomplete |
| 11 | Real-Time Notifications | Notifications for important actions and updates. | Phase 2 | Incomplete |
| 12 | AI Zip Code Pricing in Estimates | Use ZIP code to fetch local pricing for estimates. | Phase 2 | Incomplete |
| 13 | Live Material Price Updates | Auto-update estimate prices from current market rates. | Phase 2 | Incomplete |
| 14 | Vendor / Subcontractor Portal | Separate login for vendors and subcontractors. | Phase 2 | Incomplete |
| 15 | Internal Messaging | Team communication inside the app. | Phase 2 | Incomplete |
| 16 | Advanced Reporting | Business insights and analytics dashboards. | Phase 2 | Completed |
| 17 | Vehicle Logs | Track mileage, fuel usage, maintenance, and vehicles. | Phase 2 | Completed |
| 18 | Proposal Template Library | Add more professional HTML proposal templates. | Phase 2 | Incomplete |
| 19 | Client Activity Tracking | Track client actions and engagement. | Phase 2 | Completed |
| 20 | Audit Logs | Track all system activities and changes. | Phase 2 | Incomplete |
| 21 | Data Export & Reports | Export data and reports in DOCX, PDF, and Excel formats. | Phase 2 | Completed |
| 22 | QuickBooks Integration | Sync invoices and accounting data. | Phase 2 | Incomplete |
| 23 | Zapier Integration | Connect with external applications. | Phase 2 | Incomplete |
| 24 | Budgeting & Project Costing | Track actual vs estimated cost and profit. | Phase 2 | Completed |
| 25 | Email Tracking | Track whether a client opened a proposal email. | Phase 2 | Incomplete |
| 26 | Custom Fields | Add custom data fields as needed. | Phase 2 | Incomplete |