Features
A closer look at the tools in StructureDesk. Pick an area below to see what you can do.
Clients & pipeline
Keep the details you need before the next conversation.
- Client records
- Contact information, notes, projects, and documents in one client profile.
- Sales pipeline
- Track enquiries through qualification, proposals, negotiation, and the outcome.
- Client history
- Return to earlier estimates and conversations when a client asks about more work.
Estimates & contracts
Keep the agreed scope with the job.
- Itemized estimates
- Build a quote from line items, costs, and fees. Save templates for work you quote regularly.
- Contract conversion
- Turn an approved estimate into a contract and set its payment milestones.
- Signatures
- Send a signing link and keep the signed document connected to the client.
Projects & scheduling
Give the work a time, a place, and a record.
- Project records
- Keep the budget, progress, tasks, and client together as the job develops.
- Schedule
- View appointments and project tasks by day, week, or month. Open the client record from the schedule.
- Tasks & daily logs
- Assign work and record field updates so the next person can see what happened.
Costs & payments
Follow the amount agreed, the money recorded, and the balance left.
- Job costs
- Add and edit actual costs against a contract, including descriptions, vendors, and dates.
- Payment history
- Record partial and later payments against milestones, with the method and notes retained.
- Financial reports
- Review contracted amounts, recorded payments, costs, and margins across your work.
- QuickBooks
- Connect your account and use the customer, estimate, invoice, and payment sync tools.
Messages & follow-ups
Keep conversations connected to the people they concern.
- Messages
- View client conversations from the workspace and return to the related client details.
- Bulk email
- Select a client group, personalize a message, and review delivery and engagement records.
- Automations
- Configure events and follow-up actions, such as creating a task or sending a notification.