Standalone project and field operations

Standalone construction project management and work order software

Run CRM, projects, tasks, calendars, work orders, field photos, files, workforce time, costs, and integrations as a standalone workspace with no home showroom required.

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Illustrated construction workspace with a floor plan, project milestones and progress
Original workflow illustration. Sample information, not customer records.

Built around your daily work.

Barton Digital Project Operations gives contractors, builders, and service companies a shared operational record without requiring a public showroom. Work can start in CRM or directly as a project, then carry ordered items, tasks, milestones, calendars, work orders, assignees, photos, files, forms, assets, and financial information through completion.

Contractors and buildersProject managersOffice coordinatorsField employeesOwners and operations managers

See the workflow before you sign up

A self-guided construction tour.

No account, sales call or app download needed. This is an interactive workflow illustration, not a connected company workspace.

Step 1 of 3

Set up the job

Start a project directly or carry a won CRM opportunity into a repeatable project template.

Sample information only. Actions stay in this page and cannot change records, send messages or create charges.

Sample workspace
  • Sample job: Cedar renovation
  • Project location and instructions
  • Next step: site preparation

Try the example action to see what happens next.

01

Repeatable project setup

Build reusable templates for different home types and project types, order the included work, and choose the best template when a CRM deal becomes a project.

02

Clear daily responsibility

Assign tasks and work orders to employees, set priority and due dates, use individual calendars, and let management review the full company schedule.

03

Better project cost records

Track estimated and actual values, work-order costs, project financial details, purchase information, and accounting synchronization status.

04

Reviewable workforce time

Employees can clock in, record breaks, link time to work, and submit time for manager approval before an authorized Gusto synchronization.

Capability 1

Create templates that match how the company actually builds

Templates can be specific to a modular, manufactured, ADU, or other home type and to a defined project type. Ordered template items let the company place work in the sequence it expects, while tasks and milestones carry assignments, priorities, dates, and descriptions.
  • Home-type and project-type matching
  • Reorderable project checklist items
  • Template tasks, milestones, and work orders
  • Generic fallback templates
  • Project creation from CRM

Capability 2

Give employees an app-like field dashboard

Field users see the work assigned to them and their own schedule. Office, manager, and owner roles can access wider planning views according to company-controlled permissions. Mobile layouts emphasize quick actions, readable work-order details, camera uploads, and practical status updates.
  • Four paid seat roles: field employee, office, manager, and owner
  • Individual task dashboard and calendar
  • Management-wide calendar
  • Work-order acceptance and progress states
  • Phone and tablet photo or file uploads

Capability 3

Keep work orders detailed, searchable, and recoverable

Work orders support project and customer context, assigned people, job locations, contact information, schedule windows, due dates, instructions, categories, priorities, status, labor time, parts, vendor details, estimated and actual totals, files, and change history. Completed work can be archived without disappearing from search.
  • Open, assigned, accepted, in-progress, blocked, completed, and archived states
  • Multiple assignees and customer contacts
  • Photos, PDFs, text files, and supported video
  • Labor records, parts, and estimated or actual totals
  • Archive and restore workflow

Capability 4

Keep time reviewable before payroll

The mobile-friendly time clock supports shift start and end, breaks, manual corrections, manager approval, project, task, and work-order links, and CSV export. Companies may disable location, let employees choose it, or require a disclosed clock-event location. The platform does not continuously track devices.
  • Employee clock-in, clock-out, and break events
  • Manager approval, rejection, and correction history
  • Regular and overtime classifications with company settings
  • Optional location only at disclosed clock actions
  • Tenant-specific Gusto employee and job mapping

Connections with clear expectations

Keep the tools you already rely on.

QuickBooks OnlineStripe checkout

QuickBooks workflows require company authorization and supported record types. Stripe handles subscription checkout. Separate provider accounts and charges may apply; these names do not imply endorsement.

Put a number on project delays.

Use your own assumptions. Our free calculators do not require an email and do not promise a particular result.

Frequently asked questions

What companies ask about project management & work orders.

Can I use Barton Digital project management without a home showroom?

Yes. Project Operations is a standalone subscription for CRM, customers, projects, work orders, scheduling, time, files, reporting, and supported integrations. It does not include or display a public home showroom or model catalog.

Can project templates be selected by home type and project type?

Yes. Template matching can use both the home type and project type, with a generic fallback when an exact template is not available.

Do employees get their own task calendar?

Yes. Field employees can view their assigned tasks and schedule. Management roles can review a broader calendar across the company, subject to role permissions.

Can completed work orders be archived and still found?

Yes. Archived work orders remain available through search and an include-archived filter. Authorized users can restore them if needed.

Can employee time sync to Gusto?

The platform includes tenant-specific Gusto OAuth, employee or contractor mapping, approved shift synchronization, and payroll-period sync controls. Live payroll use requires Barton’s Gusto production approval and each company must authorize its own Gusto account.

Does project financial tracking support QuickBooks workflows?

Yes. Each company authorizes its own QuickBooks Online connection. Authorized users can queue customer records, customer sub-projects, estimates, invoices, linked payments, vendors, and purchase orders through a retry-safe background process. Project contract, invoicing, payment, committed-cost, actual-cost, margin, external IDs, and sync errors remain visible in the company workspace.