AI assistant for safe, reliable productivity with code, collaboration, and integrations.
Partner
About Partner
Partner is a business management application designed for contractors, offering tools to streamline operations across estimating, invoicing, scheduling, and payroll. The platform uses AI, named Kowalski, to draft estimates, generate invoices, and automate follow-ups, reducing administrative workload. It includes features for project management such as daily logs, punch lists, RFIs, and change orders, with offline capabilities for crews in the field. The system also provides payroll processing, certified payroll generation, and a GPS time clock for tracking crew hours. Partner supports bid management, client portals, and marketing campaigns to attract repeat business. It integrates with accounting software like QuickBooks and payment processors such as Stripe, while offering data export options. The platform is structured to scale from small contractors to larger firms, with tiered pricing plans and sample data for evaluation.
Key features
- AI estimate drafting from scope or blueprint photos
- Automated invoice chasing with reminders
- GPS time clock and payroll processing
- Certified payroll and 1099-NEC worksheet generation
- Project management with RFIs, change orders, and daily logs
- Client portal for subcontractors and referrals
- Bid management and campaign tools for lead generation
- QuickBooks and Stripe integrations
Use cases
- Drafting and sending client proposals from job descriptions or blueprints
- Managing payroll and certified payroll for prevailing-wage jobs
- Tracking crew hours and automating invoicing for faster payments
Pros
- AI-powered drafting of estimates and proposals from descriptions or blueprints
- Automated invoicing with payment reminders and online payment processing
- Project management tools including schedules, daily logs, and punch lists with offline access
- Payroll and certified payroll generation integrated with time tracking
- Client portal for subcontractors with drawings, bids, and payment requests
Cons
- No free tier beyond trial period
- Limited to contractor-focused use cases
- No multi-language support listed
- Enterprise plan requires custom quote
Frequently asked questions about Partner
What is Partner and who is it designed for?
Partner is an all-in-one business management application designed specifically for contractors, builders, and service businesses. It consolidates tools for estimating, invoicing, scheduling, payroll, and project management into a single platform.
How does Partner use AI in its platform?
Partner uses an AI assistant named Kowalski to draft estimates, generate invoices, automate follow-ups, and assist with scheduling and bid management. Kowalski operates based on live data from the user's business to ensure accuracy.
Does Partner offer a free trial and how does pricing work?
Partner offers a 30-day free trial with full access to all features. Pricing is structured in tiered plans billed annually, with monthly billing also available. There are no setup fees or minimum contract terms.
Can Partner integrate with other business tools?
Yes, Partner integrates with accounting software like QuickBooks and payment processors such as Stripe. It also supports importing data from tools like Procore and Jobber via CSV files.
Is Partner suitable for large construction firms or only small contractors?
Partner is designed to scale from small contractors to larger firms, including commercial GCs, developers, and multi-branch businesses. It offers tiered plans to accommodate different business sizes and needs.
How does Partner help with project management on-site?
Partner includes features like daily logs, punch lists, RFIs, change orders, and offline capabilities for crews in the field. It also provides GPS time clocks for tracking crew hours and live visit tracking.