A signed estimate updates the CRM, offers to create the project, feeds the job site and then the invoicing. The complete flow — prospect, estimate, signature, project, job site, invoicing — with no retyping between steps.
Your prospects and deals on one board, from the first call to the signature. Each deal carries its value, its stakeholders and its main estimate — the one whose amount counts in your forecast, so the same opportunity is never added twice.
Pipeline stages, from prospect to won
Client record with GST and QST exemptions, tags and contact details
Automatic move to "lost" when an estimate is declined or expires
"Manual reminders only" switch for your project owners
Price, structure, send and get signed. The three-step assistant proposes the structure with the AI, from your price book; you review it in the builder, with sections, sub-sections and your internal margin in view.
Sections and sub-sections, reproduced as-is on the PDF and the portal
Takeoff imported from Bluebeam, PlanSwift, STACK or AutoCAD (CSV), priced from your price book
Internal margin per line and per category, never visible to the client
Optional lines the client ticks themselves at signature
Good / better / best: three tiers side by side
Deposit required at signature, with an automatic deposit invoice
Versions v1, v2, v3 — the new one supersedes the old and carries its own link
Internal approval above a threshold you set
LCCJTI signature: signer, date, time, IP address, SHA-256 fingerprint
Your price book: materials, labour at CCQ rates, equipment rental and subcontractor lump sums. The fuller it is, the less the AI has to invent — and the faster your estimates go out.
Search from the builder or straight from a line description
Assemblies: one lump-sum line, or expanded component by component
Custom margin per item, on top of the category margin
Financial-assistance notes added to the description — shown, never applied
CSV import in a single file, bulk export and adjustment
Variance flagged when you correct a price by hand; history of every price
Sell
Client portal
One link, no account to create. Your client reviews the estimate, ticks their options, asks a question on a specific line, signs — then follows their invoices and balance.
Total recalculated live when the client ticks an option
Line-by-line questions, which you answer from the estimate
Version badge and revision history, without the price detail
Net payable shown when the invoice carries a holdback
Acknowledgement of partial payments
Portal preview for you, without marking the estimate as viewed
Deliver
The job site, the crew, the materials.
Deliver
Projects and job costing
The sold job becomes a project, budget and client pre-filled. Each phase carries its budget, its committed costs — signed subcontracts and placed purchase orders — its actual spend and its margin; the projected final cost tells where the current pace leads.
Budget per phase and per category: materials, labour, equipment, subcontractors
Projected final cost and final margin, an alert when projected cost nears the budget
Approved change orders that adjust the contract amount
"Bill progress" button on each phase, at the suggested amount
Chained phases, shifts proposed in construction business days
Subcontractors: CNESST certificate and RBQ tracked before payment; notices and releases tracked
Documents and photos attached to the project; "billed" column fed per phase
A subcontractor's debt to their workers or to the CNESST can be claimed from you: their certificates are tracked, and recalled before every payment. Their prices next: a bid request, bids compared like for like, and the awarded bid becoming an estimate line with your margin.
A Compliance column for every subcontractor paid or active, and a reminder before each payment
Holdback kept on their invoices, releases and contract notices tracked per project
One record per company: RBQ, business number, CNESST certificate and insurance with their expiry
Bid request with a scope checklist, and a PDF to send, the same for everyone
Side-by-side comparison, with a warning when the cheapest excludes what others include
The awarded bid transferred to the estimate, margin in % and in $ — the client never sees the subcontractor
At signature, a “planned” subcontractor on the project, its price as the contract
Directory and bid requests from the Business plan; each project’s tab in every plan
The signed estimate’s materials ordered at the best price, one order per supplier; price requests, receipts and the stock in your warehouses. Invoice lines linked to the price book trigger the stock issue.
Purchase orders drawn from the signed estimate, one per supplier, charged to the project
Several suppliers per item, “Best price” suggested; price requests compared line by line
Receiving at the office or on site, even offline; the price received goes back to the price book
Never blocking: stock issued when a linked invoice is sent, negative stock flagged for reconciliation
The week-by-week crew board: who does what, where, when. You assign directly on the grid, and conflicts and time off show before they become a Monday-morning phone call.
Assign with one click on a cell, full day or half day; the work order in the same step
Time off and absences visible on the same view
Assignment conflicts flagged — never blocked
Journeyperson / apprentice ratio (CCQ) adjustable; available labour at a glance
Lump-sum or itemized invoices, progress or final, holdback, payments, reminders and accounting exports. Every issued invoice is frozen, archived and SHA-256 hashed — the copy you serve again is exactly the one that went out.
GST 5% and QST 9.975% calculated separately, recalculated server-side
holdback with immediate tax on residential, deferred on commercial
CCA-5B contract reconciliation table on progress invoices
Holdback release invoice from the Holdbacks tab
Credit notes, cancellations and a ledger of partial payments
Tiered reminders, never automatic on commercial or public work
The fiscal year's documents filed on their own, because they come from what you already do: invoices, payments, expenses, payroll, remittances, bank statements. BatiCore draws the journal and the general ledger from them; your accountant opens them for free and never writes a figure there.
The fiscal-year binder, and everything in one ZIP: documents as PDFs, an index with each file’s fingerprint
Double-entry journal, general ledger and trial balance, as CSV
Summaries by GIFI code (corporation) or by T2125 line (sole proprietor)
Construction chart of accounts, opening balances and documents brought over from other software
Your accountant invited for free: they read, download and leave notes
Period closing: what your accountant has seen no longer moves
A single view for all your dates: expiring estimates, overdue invoices, employee certifications, licence renewal, bonding, inspections and remittances.
Reminders before every deadline — 45 days for the RBQ licence, 30, 60 and 90 days for certifications
Certifications tracked employee by employee
History kept for your audits
Eighteen kinds of dates brought together, across every module
Invoice and track
Dashboard
Your company's home page: your indicators, your alerts and the day's priority actions, with the progress of the complete flow.
Estimates waiting to be opened, viewed without signature, won
Overdue invoices by ageing bucket
Projects at risk of overrun
Compliance deadlines coming up
Invoice and track
AI Copilot
An assistant wired to Québec's standards and tax rules. It proposes the structure of an estimate, flags forgotten items, analyzes your real profitability data and drafts your reports.
Estimate structure proposed from a brief, with your price book
Often-forgotten items flagged on the estimates you build
Profitability analysis and detection of at-risk projects
Supplier invoices and receipts read from a photo or a PDF — a draft expense to approve
Timesheets to double-check before payroll goes out
Daily report drafted from your raw notes
Three models to choose from, by complexity and cost
Obvious contact details masked before text is sent; a receipt photo is sent as is, on your click — a shared responsibility
From the job-site punch to the file for your bank: construction payroll calculated under the CCQ collective agreements, pay slips, tax slips, and a reminder before every filing. BatiCore prepares every filing; you submit it under your own credentials.
Timesheets fed by punches, to approve before payroll; anomalies flagged
Payroll calculated to the cent: 13%, CCQ contributions, pension, insurance, income tax, TD1 and TP-1015.3
Construction workers and office staff in the same payroll
Direct deposit file, pay slips in each employee’s own space
Monthly CCQ report, T4, T5018 and record of employment in XML, remittances
"To file" tab: deadline, portal, reminder in the bell
A score, dated alerts and the proof as a PDF: RBQ licence, CCQ cards, CNESST incidents and prevention, Law 25 registers, CRA and Revenu Québec remittances, GCR deadlines.
Compliance score, and for every gap the action to take and the time left
RBQ, CCQ, CNESST, CRA / Revenu Québec, CAI (Law 25), GCR — one tab each
PDF report and CSV exports as evidence
Subcontractors: licence and CNESST certificate verified before paying
Contact details, taxes, official numbers, team, security and alert preferences. This is where what prints on your documents gets set.
RBQ licence, NEQ, GST and QST numbers printed on your documents
Default margins and margin profiles by project type
Estimate follow-up sequence and invoice reminder tiers
Roles and permissions: Owner, Administrator, Project manager, Finance and HR, Estimator, Site supervisor, Field
Invoice terms and mentions, or a suggested template
Administer
Sign-in and accounts
Create your account, sign in securely, invite your team and manage roles. Your data is isolated from other companies'.
Two-factor authentication, backup codes; Google or Microsoft sign-in
Invitations and role management
Hash-chained audit log of sensitive actions
Complete data isolation per company
Administer
Invite a friend
Invite another contractor and track your invitations. The construction trade runs on word of mouth: it might as well pay you back.
Personal invitation link and code
Tracking of invitations sent and accepted
Discounts on your subscription, with no cap
Administer
Help and support
A real person answers. The FAQ and the per-module user guide live in the app; for everything else, you write first, and your message is saved before it is sent.
FAQ and per-module user guide, in the app
Support form tied to your account
Answer within one business day
Try it on your next estimate
Seven days, no credit card. We bring in your clients, your employees and your licences with you — you see right away what's slipping.
