Project$12,400
Brookside Homes Extension
Awaiting morning reviewRun your contracting business with West.
Run your business in one workspace. West keeps project details, quote drafts, and customer updates ready for your review.
Animated example of the West dashboard, project board, and right-hand assistant panel using fictional project data.
OF
Dashboard
Here’s what needs your attention.
Active projects5Work currently underway
Scheduled8Projects ready to start
Needs closeout3Punch-list projects
Open project value$84,250Quoted value across open work
Drafted, not sent$1,2402 invoices drafted, not sent
Cash to collect$18,4204 sent invoices, not paid yet
Late$2,4501 invoice past its due date
‹ ›September 2026Today
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Project board
Follow the work from schedule to closeout.
ScheduledReady to start
8Project$3,425
Jordan bathroom renovation Oak & Field Contracting
Schedule and crew confirmedProject$4,045
Maple Avenue painting Oak & Field Contracting
Schedule and crew confirmedIn progressWork underway
5Project$4,395
Miller kitchen remodel Oak & Field Contracting
Schedule and crew confirmedProject$5,015
Parkside deck installation Oak & Field Contracting
Schedule and crew confirmedPunch listNeeds closeout
3Project$5,365
Johnson final walkthrough Oak & Field Contracting
Schedule and crew confirmedProject$5,985
Baker trim touch-ups Oak & Field Contracting
Schedule and crew confirmedCompletedFinished work
8Project$6,335
Westfield patio Oak & Field Contracting
Schedule and crew confirmedProject$6,955
Wilson window replacement Oak & Field Contracting
Schedule and crew confirmed
West
Illustrative preview. Sample data; no changes are saved.
What needs to get done?
Describe the work. West will ask for anything else it needs.
Tell West what needs to happen...
Illustrative workflow
For contractors and service businesses
General contracting·Electrical·Plumbing·Painting·Landscaping·Roofing·HVAC·Remodeling
See your workspace.
Watch projects, finances, and your office come together in three short narrated tours.
A day in your business
See how a real project moves through West.
Choose a piece of work. Follow the steps, see where the information lives, and decide what to hand off.
A homeowner asks for a bathroom renovation estimate.
From customer details to a quote ready for review
Quotes
Create, send, and track quotes from one place.
- Draft
- 2 Ready to review
- Accepted
- 10 Ready for the next step
Q-2026-0008Northstar Neighborhood OfficesDoor and trim repairs
$6,488.51Accepted
Q-2026-0004Barton Terrace Property CoCommon-area gutter replacement
$4,250.00Sent
- 1
Add the customer
- 2
Describe the work
- 3
Review and share
West’s available actions depend on your account access and connected services.
Keep the work together
One project. All the details.
Open the scope, schedule, team, and related records from the same project. Pick up where you left off without piecing together the story.
Explore Projects →Projects
Keep the work moving, from the first inquiry to the final payment.
- Active projects
- 12 Work in progress
- Inquiries to scope
- 1 Ready for an estimate
Active projects Customer · Schedule · Team
Project 9In progress
Office corridor door and trim repairs
Northstar Neighborhood Offices
Project 7Scheduled
Courtyard deck-board renewal
Pecan Row Management
Project 4Quoted
Office interior repaint
Clearfork Workspace
Project 13Awaiting payment
Meeting-room partition and door repair
Elm Creek Property Group
See the week ahead
Make room for the next project.
See scheduled work on a shared timeline. Move between day, week, and month to understand what is coming up before committing to the next date.
Explore scheduling →Calendar
Schedule projects and keep upcoming work visible.
September 14–18, 2026 Week view
Mon14
8:00 AM – 4:00 PMCorridor door repairsNorthstar OfficesLuis & Caleb
Tue15
8:00 AM – 4:00 PMCorridor door repairsNorthstar OfficesLuis & Caleb
Wed16
9:00 AM – 3:00 PMPaint & finishNorthstar OfficesLuis & Caleb
Thu17
8:00 AM – 4:00 PMDeck-board renewalPecan RowMaya & Luis
Fri18
8:00 AM – 4:00 PMDeck-board renewalPecan RowMaya & Luis
Follow the money
Know what came in. See what went out.
Review collected revenue, recorded costs, and outstanding balances together, with the underlying invoices and expenses within reach.
Explore Finance →Finance
See what came in, what went out, and what needs attention next.
- Collected
- $16,581.41 6 paid invoices
- Outstanding
- $15,032.68 4 sent invoices
- Recorded costs
- $9,438.48 11 expenses
- Operating result
- $7,142.93 Collected less recorded costs
Financial position
- Collected revenue
- $16,581.41
- Recorded costs
- − $9,438.48
- Operating result
- $7,142.93
Needs attention
2 overdue invoicesReview outstanding balances and follow up from the invoice record.
$3,975.24Overdue balance
For owners and crews Less hunting for details.
Less hunting for details.
More work ready to review.
You decide what needs doing. West can help find the information and prepare the draft, while the workspace keeps the underlying records within reach.
See what you can delegate →Ask in everyday language
“Which projects are in progress?” or “Draft a quote for this renovation.” Start with a task you already know.
Get an answer or a prepared draft
West uses accessible business records and asks for missing information when the work needs it.
Check it, refine it, approve it
Review supported changes before they are applied. Check the recipient and message before approving delivery.
A manageable start
Put your next project in West.
Start with one customer, one project, and one piece of admin. Add more of the workspace as it becomes useful to your business.
Clients
Customer details and project history, together.
Northstar Neighborhood OfficesOffice corridor door and trim repairs
3 projectsPecan Row ManagementCourtyard deck-board renewal
2 projectsClearfork WorkspaceOffice interior repaint
2 projectsBefore you get started
Practical questions, answered.
Do I have to set up everything before I can use West?
Start with one customer and one real project. Add the project details, create a quote or task, and bring in team records, catalog items, and email when you need them. You can work directly in the pages as well as through West.
What can I delegate to West?
West can find and summarize records, prepare quotes and invoices, draft email replies, and propose supported record and schedule changes. The delegation guide shows concrete examples. Available actions depend on your account, role, and connected services.
Does West send messages or change records without me?
Supported changes are presented as proposals for review and approval. Delivery is a separate step: check the recipient and content before approving a send. Read-only questions do not require you to approve a record change.
Can I keep using my existing tools?
You can begin with the work you want to manage in West. Gmail can be connected for email workflows. Check the available integration before assuming another system will sync; not every external tool is connected.
Is this suitable for a small crew?
You can start with customer records, projects, and quotes, then use more of the workspace as your work grows. Compare the team sizes and West task allowances on the pricing page to choose the right plan.
How much time will it save?
That depends on your projects, the information you provide, and the work you delegate. Start with a recurring task such as preparing quotes or catching up on customer email, and compare the preparation and review effort in your own business.
Start with your next project.
Add a customer, bring the project into West, and try handing off the first piece of admin.