What Keystone does
Six things itruns for you.
Not a bigger dashboard with more boxes to fill in. Keystone runs the back office of your contracting business — your jobs, your crews, and your money — and tells you what needs you today.
Know which jobs are real
Every lead and job gets scored the moment it lands — by how warm it is, how fast it's moving, and what it's worth. Keystone surfaces the hot ones, flags the ones going quiet, and clears out the dead accounts, so you stop spending your week on jobs that were never going to close.
Scored on arrival
Riverbend Clinic
$310k
Halcyon Warehouse
$88k
Northwind Pad
$12k
One pipeline for every job
Lead to quoted to scheduled to invoiced — every job on one board, sorted by what needs you next. Each card carries its last activity, its next step, and who's on it. No more tracking jobs across texts, a whiteboard, and your memory.
Lead
Westside Reno
Quoted
Halcyon WH
Cedar Deck
Scheduled
Riverbend
Invoiced
Maple Office
An assistant that does the busywork
Keystone doesn't just remind you — it works. It writes the quote, drafts the follow-up, logs the call, schedules the next touch, and tells you which jobs to subcontract when your crews are maxed. Ask it in plain language; it handles the rest.
“Hi Dan — following up on the Westside renovation quote. Happy to walk the scope this week. Does Thursday work?”
It watches your money
Keystone tracks margin against budget on every job and tells you the second one's heading underwater. It catches invoices going overdue and chases them. It knows your win rate and your numbers — so the bad news reaches you while you can still do something about it.
Riverbend Clinic
WatchKeystone · This job slipped under your margin floor. Want me to flag the change order?
Quote to signed, automatically
Send a quote, get it e-signed, and the rest happens on its own — the client record is created, the books are updated, and onboarding kicks off. The paperwork that usually eats your evenings runs itself in the background.
It asks before it acts
Keystone never sends a message, invoice, or change without your say-so. It texts you the question while you're on site and waits for a yes. And every move it makes is logged, so you can always see exactly what happened and when.
Logged to your activity ledger either way.
And the rest of what it runs
Daily rundown
Every morning: who's hot, what's stuck, what's overdue, and which jobs are tight on margin — before you're out the door.
Call notes, done for you
Records and transcribes your calls, then hands you a short summary and the next step. Nothing important gets forgotten.
Crew & scheduling
See who's on what, who's got capacity, and where to put your people — without juggling a separate spreadsheet.
Books that stay straight
Invoices, expenses, and margin against budget — synced to your accounting and kept current automatically.