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Features · the full surface

Every part of trade execution, under one roof.

From AI-assisted budget coding and field measurement OCR to AIA pay applications, retainage, lien releases, and a sub portal that's actually scoped right. Scaftra ships the whole spine.

10 categories 4 native AI surfaces Replaces Zoom, QuickBooks, Buildertrend, Procore add-ons
4+
native AI workflows
7
product-line trades modelled
users on every plan
12
ERP entries per install tap
Built-In AI

Four AI surfaces. All trained on the actual work, not generic text.

The AI in Scaftra doesn't write your emails. It does the boring stuff: coding budget lines, reading measurements off a tape photo, transcribing meetings, and routing trades. Every time.

AI · Meetings

AI Meeting Transcription

Run meetings inside Scaftra. Every recording is automatically transcribed to searchable text. Speaker labels and multi-participant audio handled automatically. The whole meeting (calendar, attendees, agenda, minutes, action items, decisions, full transcript) lives with the project.

AI · Budgets

AI Cost Code Assignment

Type a budget line. Scaftra predicts the right cost code from your description, ranks the best match, and offers alternatives. Learns from your overrides, getting smarter with every correction. Works on manual entry and CSV imports.

AI · Trades

AI Trade Classification

Budget items auto-route to the correct trade: cabinets, countertops, trim, paint, tile, flooring, glass. No manual sorting. No mis-coded line wandering across three reports.

AI · Field

AI Field Measurement OCR

Snap a measurement in the field. Scaftra extracts the text automatically, validates it against a construction-aware spellcheck dictionary, and stores the photo plus location with the measurement. No more squinting at a phone in landscape.

Project Management

Hierarchical projects, lifecycle status, the works.

Units, rooms, scopes. Real structure that the schedule, the budget, and the punch list all share.

01 · Structure Foundation

Hierarchical projects: Units, Rooms, Scopes

Build a single kitchen or a 2,000-unit multi-family job on the same data model. Sections, cost codes, and scope maps inherit cleanly all the way down.

  • Guided project setup wizard from blank slate
  • Status tracking: Open, In Progress, On Hold, Completed, Cancelled
  • Sections, cost codes, scope mapping
  • Design iterations + vision / inspiration boards
  • Closeout checklists per project
  • Control who can access each project
02 · Vision

Design iterations & mood boards

Capture the look before the work. Pin inspiration, version every iteration, and carry it through to specification.

  • Versioned design rounds with diff
  • Per-room appliance & finish library
  • Submit-for-review with structured sign-off
Scheduling & Dispatch

Drag, drop, dispatch. Without the double-booking.

The schedule board, the crews, the rooms, and the trades, all working off the same project.

01 · Board

Interactive drag-and-drop schedule

Move work between days, crews, rooms, and trades. The schedule remembers what was where.

  • Multi-room views
  • Per-project schedule views
  • Trade + room assignment in one click
02 · TimeTimezone-aware

Project local time + yours, side by side

Dispatching across regions stops being a math problem. Every time chip shows both clocks.

  • Project's local time auto-detected
  • Display in your timezone too
  • Notifications respect both
03 · Conflicts

Conflict detection across crews

Two installs in the same kitchen at the same hour? Scaftra catches it before you publish.

  • Crew double-booking detection
  • Room contention warnings
  • Dispatch notifications to assigned crews
04 · Auto-scheduleAI · Availability

Auto-schedule installers & subs based on availability

Hand Scaftra a project with rooms, scopes, and a target completion date. It builds the schedule against your installer and sub availability, trade dependencies, and existing crew load, then drops the proposed lanes onto the board for you to confirm or adjust.

  • Pulls availability from every assigned installer and sub crew
  • Respects trade-readiness dependencies (cabinets before tops, tops before tile)
  • Avoids existing assignments: never double-books a crew
  • Optimizes for completion date, idle time, or crew utilization (your call)
  • Proposes a draft schedule, never auto-publishes: you stay in the driver's seat
  • Re-run anytime the project shape changes
Built-In Meetings

Run meetings inside Scaftra. Replaces Zoom.

Every meeting is a project artifact. Calendar, attendees, agenda, minutes, action items, decisions, full transcript, all attached to the project that needed them.

01 · Meetings hub Replaces Zoom

Live meeting sessions, with AI transcription on every recording

Schedule, run, record, transcribe, and file the meeting, without ever leaving the project. The transcript is searchable. The action items become tasks. The decisions become decisions.

  • Calendar view + meeting scheduling
  • Live meeting sessions with attendee management and roles
  • Agendas, minutes, decisions, action items
  • Discussion entries & presentation tracking
  • Meeting document distribution to attendees
  • AI transcription stored with the project
02 · The artifact

Decisions and action items become real records

A decision doesn't live in a chat thread. It's a record on the project, with the actor, the time, and the meeting it came from.

  • Decisions attached to projects
  • Action items assigned with due dates
  • Discussion threads search across history
CRM & Sales Pipeline

Leads, opportunities, customers, contacts. One database.

The lead that became a project, the opportunity that became a backlog. Same customer record. No re-typing.

01 · Leads

Qualification + budget ranges + address capture

Score, qualify, and tag leads. Capture the address once.

02 · Opportunities

Convert, reopen, full lifecycle

Move from lead to opportunity to project without losing the trail.

03 · People

Customers, contacts, dealers

A clean roster across every relationship type.

  • Tasks assignable to staff and clients
  • Multi-role contacts
Financials

An actual financial spine underneath. The kind contractors need.

SOV, AIA pay applications, retainage, lien releases on both AR and AP sides, backcharges, change orders, budgets with variance, and Stripe payments. Not "ERP-grade." The real thing.

01 · The spine Financial

Schedule of Values, AIA Pay Apps, retainage, lien releases

Structured for multi-family from day one. Certified approval workflow on every pay app. Retainage held and released. AR-side and AP-side lien releases tracked separately, the way the doctrine demands.

  • SOV with line items, multi-family ready
  • AIA-style Pay Applications + certified approval workflow
  • Retainage tracking and release
  • Lien releases (conditional / unconditional, partial / final, AR + AP)
  • Change orders + cost tracking
02 · Budgets

Commitments, variance, alerts

Budget lines that know about the work, not just the dollars.

  • Commitments + line items
  • Variance tracking
  • Threshold alerts
  • AI-suggested cost codes on every line
03 · Backcharges

Creation, recovery, deductions

The full lineage. Who broke it, who pays, where the money goes back.

04 · Cash

Position per project + forecasting

Real-time cash health. Per-project breakdowns. Forecasts that take retainage into account.

05 · BillingStripe

Invoices + sub-billing portal + Stripe payments

Customers pay directly inside the portal. Subs submit their billing packages in theirs.

  • Stripe payment processing built in
  • Sub-billing portal scoped to commitments
06 · Variance

Earned-value reporting

PV, EV, CV, SV, CPI, SPI: the real measures, not Friday morning vibes.

  • Reconciliation workflow
  • Exception request & approval
Field Operations

Daily logs to punch packs. Proof at every step.

The field surface is where the proof chain actually gets built. Photos, GPS, sign-offs, and structured tasks every time.

01 · Daily logs

Photos, crews, GPS

A real log, not a check-in. Photos timestamped, crew tracked, location recorded.

02 · Installations

Phases, checklists, signoff

Room phases with structured task checklists. Inspections built in. Item-level sign-off captured.

03 · Service

Requests, visits, recurrence

Warranty calls and service visits, tracked from request through close-out.

04 · Punch

Lists, proof packs, warranty docs

Punch items with assigned owners, required photos, and a warranty-doc bundle on every close-out.

05 · MobileNative

Native mobile app for field staff

Installer-friendly. Tablet-shaped. Big buttons. Camera-first.

  • FastField mobile integration
  • Room appliance delivery verification
06 · Continuity

Field to Office, no re-typing

Whatever the installer captures lands in the right project, the right room, the right scope, automatically.

Compliance & Documentation

CYA, by design.

The proof you wish you had on the call with the lawyer, captured before the call ever happens.

01 · CYA ScoreProof Meter

Cover Your Assets photo scoring

Every install gets a CYA Proof Meter. 33% / 66% / 100% based on photos, sign-offs, and timestamps captured.

02 · RFIs

RFIs with discussion threads

A real RFI workflow: submit, discuss, resolve, with the trail attached to the room.

03 · Submittals

Status cards on every submittal

Where's the kitchen submittal? In review. Where's the granite shop drawing? Approved last Tuesday.

04 · Documents

Compliance requirements + tracking

COI, W-9, license, insurance, all with expiry tracking and a status that the billing workflow respects. Submit billing with an expired COI? Scaftra blocks it.

  • Per-document expiry countdown
  • Required-by-project matrix
  • Proof packs auto-generated on close-out
Product-Line Workflows

Each trade modelled on its own terms.

Cabinets and trim aren't the same job. Tile and glass aren't the same scope. Scaftra ships purpose-built workflows for each.

01 · CabinetsManufacturing

Manufacturing queue, variants, install workflow

From design to fab queue to room-by-room install. Variants tracked. Hardware accounted. Delivery verification on every room.

Manufacturing queue Variant tracking Per-room install Hardware checklist
02 · Countertops

Design + specification

Materials, edges, seams, sinks. Captured before the template visit.

03 · AppliancesSpec lookup

Appliance database with spec sheets

A database of appliances and their spec sheets. Look up the model, pull the cut sheet, read the dimensions and clearances. That's it.

  • Appliances organized by room
  • Spec sheet attached to every entry
  • Searchable by model, brand, or category
04 · Everything elsePurpose-built

Flooring, Paint, Tile, Trim, Glass, Doors & Hardware, Closets

Each trade gets its own scope shape, its own scheduling lanes, its own proof requirements.

Flooring Paint Tile Trim Glass Doors & Hardware Closets
Vendor & Supply Chain

The vendor side, modelled the way it needs to be.

Materials, categories, substitutions, preferences, commitments. All on the AP side of the financial spine.

01 · Vendors

Vendor management

One roster, one record per vendor, one set of compliance docs.

02 · Materials

Categories & substitution records

Track the spec, the substitute, and the reason. Every swap leaves a trail.

03 · Commitments

Material commitments + cost tracking

Vendor preference overrides supported. Cost variance flagged. AP routing automatic.

Portals

The right people see the right things. Nothing else.

Client portal for the client. Sub portal for the sub. Internal stays internal.

01 · Client portalScoped

Role-specific dashboards

Each client sees their project, their documents, their RFIs, their pay apps. Nothing else.

  • Tailored dashboards per role
  • View-as-client preview before sharing
  • Tightly scoped data exposure
02 · Subcontractor portalVendor-side

Subs get their own login, scoped to their commitments

Subs run their work inside the same system. No more "let me email you the COI." No more chasing daily logs.

  • See projects and schedules they're committed to
  • Submit billing packages against their commitments
  • Upload & maintain compliance docs (license, COI, W-9, insurance)
  • Manage punch items assigned to them
  • Submit daily logs
  • Read RFIs and meeting notes for their projects
  • Manage their own crew members
  • See backcharges affecting their commitments

Financial detail stays internal. SOV, budgets, change orders, and pay applications never leak across the sub boundary.

Platform

Login, teams, alerts. The boring stuff, done right.

One-click company switching. Passwordless login. Construction-aware alert priorities. The things that aren't features until they're broken.

01 · AuthPasswordless

Sign in via one-time email link

No password to remember. No reset flow. Links are single-use and expire in 72 hours. The field never gets locked out at 7 a.m.

02 · Universal search⌘K

Search any project, document, or record

One search bar across the entire account. Find the kitchen submittal you uploaded six months ago, the RFI thread on Smith Residence, the COI from your tile sub, the meeting note that mentioned the granite seam. Hit ⌘K and start typing.

  • Full-text search across projects, documents, RFIs, submittals, daily logs, meetings, transcripts
  • Filter by type, project, person, or date range
  • Permission-aware: you only see what you're allowed to see
  • OCR'd PDFs and field photos searchable too
  • Recent results pinned, frequent queries saved
02 · Teams

Multiple companies, one click to switch

Users hold multiple roles. Switch between them without signing out.

  • Multi-company accounts
  • Multi-role per user
  • One-click context switch
03 · Alerts

Built for construction, not Slack

Priority levels that mean something. Schedule notifications, role-targeted client notifications, budget variance alerts, and site-wide reminders on anything.

  • Construction alerts with priority levels
  • Schedule + dispatch notifications
  • Role-targeted client notifications
  • Budget variance alerts
  • Site-wide reminders. Set follow-ups on anything
Proof. Not Promises.

The whole spine. Not a checklist.

Features only matter if they share the same room, the same scope, the same chain of evidence. Scaftra ships the operating spine, and every feature on this page sits on top of it. Bring one project. See what that feels like.

Book a 30-min demo → See how we compare
// what's actually on screen
+ projects, units, rooms, scopes
+ schedule with timezone awareness
+ AIA pay apps + retainage + waivers
+ vendor portal scoped to commitments
+ 4 AI surfaces, trained on the work
+ 7 trade-specific workflows

// what's not
- a fifth tab for "AI assistant"
- a re-skin of QuickBooks
- a Procore knockoff