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Home/Features/Project collaboration
Team

Everyone in the loop, nothing overshared.

Role-based access for owners, admins, PMs, bookkeepers, and viewers — plus contractor and family scopes.

RBACSeat-aware invites
Team access
PTPriya Thomas
Owner
JMJan Mercer
Editor
TTTom Thomas
Viewer
AIPermissions first

Financial figures follow the role — viewers never see what they shouldn't.

The costly mistake

Misunderstandings are the most expensive defect of all.

Clear roles mean the right people see money, and everyone else still sees progress.

How it helps

Built into your day-to-day project

Team invites

Available across Self-Build, Contractor-Led, and Professional where your plan includes this capability.

Family viewers on Self-Build

Available across Self-Build, Contractor-Led, and Professional where your plan includes this capability.

Owner-only billing

Available across Self-Build, Contractor-Led, and Professional where your plan includes this capability.

Pending invites use seats

Available across Self-Build, Contractor-Led, and Professional where your plan includes this capability.

What it's worth

Everyone in the loop, nothing overshared. One small recovery on a real build pays for the software many times over.

Start your free trial
Project collaboration, answered

Common questions

Is project collaboration included on every plan?

Core project tools ship on all plans. Portfolio, client, and some collaboration features unlock on Contractor-Led or Professional — see Compare and Pricing.

Can I try it before paying?

Yes. Every plan includes a 90-day free trial with full access for that plan. Card required; you are not charged until the trial ends.

Does AI change what I approve?

Financial figures follow the role — viewers never see what they shouldn't.

Ready to put project collaboration to work?

Start free for 90 days. Cancel anytime before the trial ends.