Run your operation from one platform
Bids, invoicing, subcontractor management, compliance, scheduling, and AI-powered estimating — all connected, all in one place.
The problem
Why this matters
of GCs use 5+ disconnected tools
Spreadsheets, email, paper, and a dozen apps that don't talk to each other. Canopy replaces them all.
average lost per project to admin overhead
Time spent chasing invoices, tracking receipts, and coordinating subs is time not spent building.
average delay from compliance issues
Expired licenses, missing lien waivers, and disclosure gaps create costly project delays.
Platform
What you get with Canopy
Bid Pipeline & CRM
Manage your entire bid lifecycle from lead to signed contract. Track notes, activities, and auto-populate from your contact directory.
Invoicing & Expense Tracking
Auto-numbered invoices, receipt OCR, and expense categorization. Send invoices via email and track payment status.
Subcontractor Management
Invite subs with a 3-step workflow. Verify CCB and BCD licenses, collect W9s, and track payouts.
AI Estimator
Generate detailed construction estimates from project descriptions. Oregon market data, trade breakdowns, and one-click bid conversion.
Project Scheduling
Task dependencies, milestone tracking, and time entry logging. Room-based organization with hierarchical task views.
Oregon Compliance
Built-in knowledge of ORS 87.021, CCB requirements, lien waivers, and right-to-cancel notices.
How it works
Get up and running in minutes, not weeks.
Create a project
Set up the project with budget, timeline, and team members.
Invite your subs
Send invites — subs accept, upload W9s, and get verified.
Build and track
Assign tasks, log time, upload photos, and track expenses.
Invoice and close
Generate invoices, mark payments, and archive the project.
“We used to spend hours every week just coordinating between spreadsheets and email. Now everything's in one place.”
Your clients see their portal
When you use Canopy, your homeowner clients get a dedicated portal where they can track progress, view invoices, upload files, and stay connected — without the phone tag.
- Real-time project status for clients
- Invoice visibility and payment tracking
- Document signing and file sharing
Ready to get started?
See how Canopy works for your role. No commitment, no credit card.