How a remodeling project moves through Dheed
- Lead. A web form, Google Ads lead form, Google Sheet or phone call creates the lead with its source.
- Walkthrough. You book the site visit on the shared calendar with a length and travel buffer.
- Estimate. You build it from your price book and send it the same week.
- Signature. The homeowner picks an option and signs on a phone.
- Job. The signed estimate becomes a job with visits, crew, notes and photos.
- Invoice. You bill from the job and collect by card or record a check.
Because every step shares one record, the dashboard shows open bids, signed work and unpaid invoices without a spreadsheet.
Estimates with options that homeowners can sign
Remodeling estimate software has to handle choices, because remodel buyers rarely want one number. A Dheed estimate holds up to three options, for example:
- Option A: refinish cabinets, new counters, keep the layout.
- Option B: new stock cabinets, quartz counters, new sink and faucet.
- Option C: semi custom cabinets, moved island, new lighting plan.
Each option pulls services, materials and fees from your price book, with its own discount and sales tax on the taxable amount. Use the address based tax rate if you have automatic sales tax, which is included on Pro and Business. With contractor e-signature, the homeowner reads the estimate on a phone, checks the agreement box and signs with a finger. The signed copy is kept with a timestamp, the deal is marked won, and a job is created. For more on writing the scope, see how to write a contractor estimate.
Contractor business software that follows up for you
Estimate follow up for contractors matters because most unsigned bids are not a no. They are a homeowner who got busy. The Estimate follow-up recipe emails the customer two days after an unsigned estimate, then creates a call task for you three days later. It stops as soon as the estimate is signed or declined. If you mark the lead Lost, the Missed opportunity check-back recipe brings the lead back up 90 days later, when some projects come back. Read more on estimate follow-up.
You can also duplicate an estimate to revise it after a second walkthrough, so the first version stays on file.
General contractor job management with crews and photos
Once the job is open, add visits to the schedule, assign the crew and keep line items, notes and private photos on the job. Take before photos of the old kitchen and progress photos at rough in, and they stay with the project. Each worker sees only the jobs they are assigned to, which keeps homeowner details limited to the people on site. Time off and closures can be set for one person or the whole company. For calendar details, see field service scheduling.
If you run remodeling and a small repair crew as separate operations, workspaces keep their pipelines and settings apart. Pro includes 3 workspaces and Business includes 5.
Construction invoicing for small contractors
Create the final invoice from the job, or write invoices from scratch for each stage you bill. Customers pay by card from a link into your own Stripe account, and partial payments are tracked. Online card payments carry Stripe's fee plus a Dheed platform fee of 1% on Free and Starter, 0.5% on Pro and 0.25% on Business. Checks, bank transfers and Zelle can be recorded by hand. Overdue reminders go out at 3, 7 and 14 days and stop when the invoice is paid.
Reports show estimate win rate, collected revenue by month, unpaid invoices by age and which lead sources bring paying work.
What Dheed does not do
Dheed is not construction project management software. It does not include Gantt charts, change order tracking, subcontractor bidding or lien waivers. It is built for the front of the business: leads, bids, scheduling, jobs, invoices and follow up.
Contractor business software is only as good as the habits around it, so start with estimates and follow up, then add the rest. Dheed is part of an all-in-one business platform. See plans and pricing, or start free.
Frequently asked questions
What should contractor business software include for a small remodeling company?
Look for leads and a pipeline, estimates with options and e-signature, jobs with crews and photos, invoices with card payments, and follow up reminders. All of it should share one customer record so nothing is retyped. Dheed covers these on every plan, with texting and the AI Receptionist as add-ons.
Can I give a homeowner several options on one remodel estimate?
Yes. A Dheed estimate can hold up to three options, each with its own items from your price book, discount and sales tax. The homeowner picks one and signs on a phone, and the signed option becomes the job.
How do I follow up on remodeling bids that go quiet?
Turn on the Estimate follow-up recipe. When an estimate is still unsigned two days after you send it, Dheed emails the customer, then creates a call task for you three days later. It stops if the estimate is signed or declined.
Does Dheed do construction scheduling with Gantt charts?
No. Dheed schedules visits on a shared calendar and assigns crews to jobs, which suits remodelers and small general contractors. It does not include Gantt charts, change order tracking or subcontractor bidding.