Powerful tools.
Simple enough for every team.
StructureDesk gives you the core systems you need to manage the business without stacking disconnected tools.
CRM & Pipeline
Track leads, manage conversations, and see every opportunity from first contact to close.
Projects & Tasks
Plan work, assign tasks, track deadlines, and keep every job moving.
Estimates
Create clean, professional estimates and turn them into active projects.
Contracts
Send, sign, and store contracts in one organized place.
Scheduling
Manage tasks, project timelines, and daily deliverables with clarity.
Invoicing & Payments
Create invoices, track collections, and understand cash flow in real time.
Financials
Monitor revenue, project values, payments, and performance metrics.
Reporting
See what is working with clear dashboards and simple business insights.
Messages
Keep communication connected to the clients and projects it belongs to.
Client Portal
A shareable link clients use to view contracts, payments, project progress, and field updates.
Automations
Chain triggers like estimate viewed or contract signed to emails, tasks, and notifications — set once, runs forever.
Bulk Email
Pick a segment of clients, write once with personalization tokens, and send. Opens, clicks, and bounces tracked.
P&L Tracking
Live profit & loss across every signed contract — revenue in, costs out, gross margin, and collection status at a glance.
QuickBooks Integration
Sync accounting data and reduce manual admin work.
Built for the way teams
actually work.
Send proposals in minutes, not hours.
Reusable line items, smart defaults, and instant PDF — your sales team stops dreading quote day.
Signed contracts that don't live in inboxes.
Send a link, get a signature, store the document with the client and the project. Done.
Kitchen Remodel
ActiveSignedJohn Smith—$20,000
Signed on May 2, 2026
Know what's next, every day.
A clean calendar tied to projects, tasks, and people. No more missed milestones.
A window into every project — without a login.
Send one link. Clients see contracts, payment progress, project status, and daily field updates the moment they open it. No accounts to chase, no apps to install.
Payment Milestones
Deposit / Mobilization
Paid30%—$30,000
Paid $30,000 on May 2 via check
Midpoint Progress
Paid40%—$40,000
Paid $40,000 on May 2 via check
Final Completion
Paid30%—$30,000
Paid $30,000 on May 2 via check
Change Orders
No change orders yet
Actual Job Costs
No costs logged yet—using estimated costs for profit calculations
The boring parts run themselves.
Chain triggers — estimate viewed, contract signed, payment overdue, lead captured — to the emails, tasks, and notifications they should fire. Stop chasing the same follow-ups every week.
Automations
Trigger actions automatically when events occur
New Automation Rule
Reach the right list with one send.
Pick a segment — active clients, leads, pending estimates — write once with {name} and {company} tokens, and send. Every open, click, and bounce traces back to the recipient.
Marketing
Email campaigns and copy templates
1. Select Audience
All Clients
Everyone in your CRM
Active Clients
Currently working with you
Leads Only
Haven't started a project yet
Inactive / Lost
Re-engage past clients
No Projects
Clients with no active work
Pending Estimates
Sent estimates awaiting response
1 clients with email addresses in this segment.
2. Compose Email
Use {name} and {company} to personalize.
Hi {name},
Just wanted to reach out and let you know about…
Best regards,
3. Preview & Send
Profit and loss, live across every contract.
Total contracted revenue, estimated costs, gross profit and margin — calculated from your signed contracts in real time. A second view tracks collection status so you always know what is in the bank versus what is still out.
