Quote
From a walkthrough to an itemized quote.
Film a walkthrough, snap photos, or just talk through the job — Breeze drafts a quote before you're back at the truck. For decks, concrete, siding, and new-build wall framing (garages and additions), the takeoff isn't a guess: deck framing is sized from DCA-6 span tables, wall framing follows IRC prescriptive practice, concrete gets an advisory check against standard residential practice, and vinyl siding gets a full accessory list. The free deck and concrete calculators run the same deck sizing and concrete quantity math; the concrete check itself runs only inside a quote. None of it is an engineered design, so sizes still get confirmed with your inspector. You check the two or three line items that need a human eye, and it's ready to send.
Send
One link. Your client signs, no account required.
The client gets a single link — no app, no password, no "create an account to view your estimate." They review the scope, e-sign, and the job moves to the calendar. Subs get the same treatment: a token link to bid or view their scope, nothing to install.
Build
Everything the crew needs, and everything the client sees.
Crew packets and SOPs keep the job consistent even when you're not standing over it. Receipts and material costs track against the estimate in real time. The client's link shows a live Done / Now / Next status — they always know where things stand without a phone call. Design work happens right in the job, not a separate tool: lay out a shower or tub surround wall by wall — tile pattern, niche, valve, bench, grab bar — spin it in 3D, and flip to the blocking view that tells the framer where every 2x goes, in heights above finished floor.
Bill
Draws, deposits, and change orders go out on the link they already have.
A change order goes out with the scope and the price; the client approves it from their phone, same link as everything else. Deposits and progress draws land in the same place — what you invoiced, what they've paid, what's still due, so nobody has to call and ask. However the money actually shows up — check, cash, transfer, your own card processor — you mark it paid and the draw schedule and the P&L move with it. Taking a card through Breeze itself still runs on my account only; that's the multi-tenant billing work on the roadmap, and it isn't done.
Close
The job closes, and the P&L freezes — for real.
When a job closes, the numbers lock: quoted price, actual cost, real margin. No more guessing whether a job actually made money — it's sitting right there, permanently, the day you close it out.
Is a no-login link safe?
The link is the credential, the same way a Zoom invite or a DocuSign link is. It carries 24 random characters, so there is nothing to guess and no list to work through. Revoke it and the page dies everywhere at once, enforced on the server rather than hidden in the browser. And an approval is pinned to the exact version of the scope it covers: change the scope and the old price goes stale and has to be re-priced, so nobody can approve an old number against new work.
Three things it does not do, and you should hear them from me rather than find them. Links do not expire on their own — revoking one is a decision you make, not a timer. Revoking kills the page, not a payment link you already sent, so a stale payment link has to be shut off on its own. And an approval records the name they typed, the exact scope version they were shown, and the time: a typed name is a claim, not proof, and nothing records which device it came from. If you need to prove in court who tapped approve, a product like DocuSign does that and this does not.
A sub cannot give themselves a badge
Your Black Book is the list of subs you actually use. Each one can carry three badges — Insured, Licensed, W-9 on file — and a badge appears only after someone opened the real document and stamped it. That is the whole difference between a badge and a sub telling you they are covered.
- You stamp it, from the paperwork. The sub uploads their certificate of insurance, license or W-9; you open it and mark what you saw. Nothing is marked by default, and an unstamped sub simply has no badges.
- They cannot stamp themselves. The badges are written server-side. A sub's own profile can change their name, trades and photos — never their badges. “Verified” is not a word anyone can type about themselves here.
- Their documents stay private. A W-9 or COI is readable by the contractor it was sent to, not by the directory and not by the public. The badge travels; the paperwork does not.
- Insurance carries its expiry date. The insured badge stores when the policy runs out, so a certificate that lapsed stops reading as current instead of sitting there looking fine.
What it is not: Breeze does not run background checks and does not look anyone up at a licensing board. A badge says one specific thing — that the paperwork was produced and somebody checked it. That is worth more than a claim in a text message, and less than a license-board search, and you should know which one you are holding.