Most contractor software treats projects as a thin wrapper around their real data model — a label attached to invoices, a bucket of files, a pseudo-folder. MY LAURA treats projects the way they actually work in your business: as multi-month operations with their own lifecycle, history, documents, contacts, and financial health. Every record in MY LAURA — every estimate, invoice, change order, PO, appointment, file — belongs to a project, and the project itself is the primary view you work from.
Status, finances, schedule, trade partners, documents, photos, activity history. Stop opening five tabs to answer one question.
Lead → Planning → Waiting on Supplies → Scheduled → In Progress → Complete. See the whole pipeline as a Kanban board or a sortable table, and move projects between statuses by drag or dropdown.
Generate a printable project sheet with scope, schedule, and checkboxes for field use. For the old-school crew that prefers paper on site.
Click into any project and you see everything connected to it — not scattered across the app, but on one project page with tabs:
Status, start date, target completion date, client info, trade partners assigned, current balance owed, profitability-so-far, and the next three upcoming appointments. This is the view you open when you want to answer "how is the Martinez job going?"
Every estimate on the project (with status — draft, sent, approved, rejected, partially invoiced, fully invoiced), every invoice (sent, viewed, paid, overdue), every payment, and the running balance. See the whole financial arc of the project on one screen.
Every change order for the project, with status, signed date, amount, and which invoice it was applied to. Full history — nothing gets lost.
The project's calendar with every appointment, every trade partner assignment, and the overall timeline. Switch to Gantt view for the bird's-eye look. This is the tab the project manager lives in during active construction.
Permits, design plans, inspection reports, progress photos, punch list items — everything uploaded to the project, automatically synced to a Google Drive folder you own. See QuickBooks Sync for the accounting side and the Drive folder lives in your own Google Drive, not ours.
An activity timeline showing every significant event: "Estimate #0042 sent to client," "Change order #3 signed by client," "Payment of $12,500 received," "Trade partner Alpha Tile Co. confirmed appointment." You can also add manual entries ("Called client about tile selection, confirming grey grout"). When something goes sideways six months later, the full history is there to reconstruct what actually happened.
Every material order for the project, by vendor, with status and costs. This is where you answer "did the tile get ordered?" and "how much did we actually spend on cabinetry?"
The project starts as a Lead while you're writing and sending estimates. Once the client signs, the lead flips to "Approved." From there you convert it into a project — MY LAURA doesn't auto-create one, because you may still be chasing a deposit or confirming a start date.
A new project lands in Planning. This is where you nail down scope details, finalize selections, order long-lead materials, and coordinate with trade partners before anything hits the schedule. The moment you book the first project appointment, MY LAURA auto-advances the project to Scheduled — no manual status flip needed.
Cabinets on order, countertops being templated, tile on a truck — the project is locked in but can't be scheduled until materials are in hand. Park it here so it's visible but doesn't clutter your active-work view.
Appointments are on the calendar, trade partners notified, start date confirmed. MY LAURA stamps the project's start date from the earliest scheduled appointment, and on that date the project auto-advances to In Progress.
Active construction. This is the status you live in day-to-day — schedule changes, change orders, invoice draws, progress photos all flow through here.
Final invoice paid, final walkthrough done. Marking Complete moves the project into your historical archive — still searchable, still accessible, just out of the active pipeline view.
Not every crew wants to pull out a phone to check what needs doing. MY LAURA can generate a printable PDF project sheet for any project — scope items with checkboxes next to each, signed change orders included so the field crew sees the latest scope, all laid out for a pencil-and-clipboard crew. Travis takes one to the job site, checks off what got done, and the sheet can stay on site through the life of the project or get reprinted fresh each day.
This is a small feature that a lot of contractors asked for — the bridge between a digital system and the way field work actually gets done.
Every project has its own task list — not a generic "to-do" bucket, but actual project work items you can assign to a team member, give a due date, and track to completion. Tasks have role-based visibility, so a trade partner doesn't see your office tasks and your bookkeeper isn't buried in field-crew checklists.
Overdue and upcoming tasks roll up to the dashboard, so the day starts with "what needs to happen today" instead of clicking through every project to find it. Stop running a side spreadsheet for things you keep forgetting to do.
Each project and each lead has an assignee — a team member who owns it. The dashboard shows assignee chips on flagged items so you know who's on what at a glance, and there's a "My Projects" / "My Leads" filter (default ON for Project Managers) so each team member can focus on their own queue without the noise of everyone else's. Audit columns (created by, last edited by) on projects, leads, POs, and tasks make sure handoffs don't lose context.
Projects & Workflow is included in MY LAURA at $199/month. Unlimited everything. 30-day free trial, no credit card.