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Built for the way contractors actually work
PhaserOnline is not just a list of modules. It connects the office, field, contacts, schedules, time, assets, and documentation into one modular workspace.
Phaser Sheets & Estimating
Build detailed scopes, phases, labor, materials, subcontract costs, markups, conditions, exclusions, alternates, change orders, client-ready proposals, and billable contract work in one estimating workflow.
Agenda, Booking & Field Scheduling
Coordinate visits, jobs, assigned staff, travel-aware availability, online booking, referrals, forms, daily agendas, and operational follow-up from one scheduling layer.
Phaser Connections
Connect contractor and service-provider companies through Phaser's canonical company records. Build a contractor network without creating duplicate company identities or separate disconnected records.
Partner Referrals & Ordering
For companies using the Partner capability, Phaser Network can connect stores, suppliers, referrals, catalogs, customer intake, order requests, pickup workflows, and contractor project creation.
Invoices + Square Payments
Turn Sheet and Agenda work into invoices, preserve line-level tax handling, support partial payments, client delivery, and Square payment confirmation while keeping Phaser's subscription billing separate from each company's own seller account.
Inventory, Assets, Rentals & Fleet
Track materials, company stock, tools, equipment, rentals, vehicles, dumpsters, jobsite assignment, barcodes, movement, and operating history through dedicated but connected capabilities.
AI-Assisted Contractor Tools
Use AI where it improves actual contractor work: descriptions, marketing support, photo/bid assistance, document interpretation, and workflow recommendations—while keeping AI as a controlled company capability.
Files & Upload Management
Photos and files remain entitlement-controlled and storage-limited. Companies can enable Files when they need it and purchase only the storage capacity they intend to use.
Messaging, Contacts, Forms & Notes
Keep everyday company information together with contacts, direct messaging, forms, submissions, notes, directories, notifications, and operational records that can be attached to the work they support.
Explore Phaser Modules
Start with Phaser Base, then add the tools that fit the way your company works. Related capabilities stay grouped together so your subscription grows naturally with your operation.
Core
Phaser Sheets
IncludedBuild scopes, estimates and structured project sheets.
- Structured scopes and estimates
- Labor, material and subcontractor line items
- Reusable project pricing workflow
Operations
Projects
Jobs, projects and project-level work management.
- Project and job records
- Project status and work tracking
- Customer/job history
Time Clock
Employee time tracking tied to company work.
- Employee clock in/out
- Work-linked time records
- Management review
Agenda & Routing
Scheduling, dispatch, availability, travel-time and routing.
- Calendar and agenda management
- Employee scheduling and dispatch
- Travel-time calculation
- Home Base routing
- Schedule conflict detection
- Availability calculation
- Recommended field employee
- Travel buffers and route planning
Forms
Build custom forms, collect submissions and attach them to work.
- Custom form builder
- Public and internal submissions
- Attach forms to Phaser work
Online Booking
Let customers book from your website using real company availability.
- Website booking embed
- Uses real Agenda availability
- Customer self-scheduling
- Travel-aware time availability
Materials & Equipment
SlipSync
Capture and track material receipts and slips.
- Receipt and material slip capture
- Material purchase tracking
- Job and project cost association
Inventory
Manage stock, materials, locations and inventory levels.
- Multiple inventory locations
- SKU/barcode tracking
- Low-stock visibility
- Jobsite stock movements
Assets
Track tools and equipment, assignments, tags and history.
- Tool and equipment records
- Barcode/tag/serial tracking
- Check-in/check-out history
- Assignments and locations
Rentals
SubmoduleRental and loan workflows for company assets and equipment.
- Rental and loan records
- Due/return tracking
- Works directly with Assets
Files
Company files and uploads with configurable storage limits.
- Central company file storage
- Uploads attached to Phaser work
- Company-specific storage limit
- Expandable storage by GB
Business
Invoicing
Create customer invoices, collect payments and track balances.
- Customer invoices
- Square payment collection
- Partial payment and balance tracking
- Bill from Phaser work
Phaser Financials
Track income, costs, profitability and company financial performance.
- Income and expense tracking
- Labor/material/subcontractor breakdowns
- Project profitability
- Payment and balance visibility
Customer Relationships
Customer, lead, follow-up and relationship management.
- Lead and customer management
- Follow-up tracking
- Customer lifecycle and history
- Lead source visibility
Pro Marketing
Campaigns, email, social and customer marketing tools.
- Email campaigns
- Customer segmentation
- Social media workflow
- Campaign and follow-up tools
Expansion
AI Assistance
AI assistance throughout the Phaser tools your company enables.
- AI assistance across enabled Phaser modules
- Writing and workflow assistance
- Feature-specific AI tools as they become available
Phaser Network
Retail, vendor and supplier referrals, catalogs and shared workflows.
- Partner company relationships
- Retail/vendor/supplier referrals
- Partner catalogs and materials
- Order and pickup workflows
From contact to jobsite to payroll, the pieces talk to each other.
A contact can become a job, referral, booking, or Phaser Sheet. Jobs feed the Agenda. Crews can clock time against the work. Partner materials, assets, FleetBin, forms, files, invoices, and payments can stay connected to the same operational story.
Build Your Phaser Subscription
Phaser Base includes the company foundation and core capabilities. Add complete modules and submodules as your operation needs them. Pricing below comes from the same database records used by the in-app subscription manager.
Create a Trial Company
The trial is intentionally broader than the paid bundle builder. It lets a new company evaluate Phaser before deciding which modules to keep.
What the trial unlocks
For 30 days, explore the broader Phaser workspace before deciding what belongs in your long-term setup. Core tools are included automatically, and the trial is designed so you can experience how the pieces work together before choosing your paid configuration.
Trial company creation
Create your company and owner account to begin a one-time 30-day Phaser trial. No subscription payment is required to get started.
FAQ
How Phaser's current module, trial, and billing model works.
What is included in Phaser Base?⌄
How are modules defined now?⌄
What is a submodule?⌄
How does the 30-day trial work?⌄
Why are Files/Uploads different in the trial?⌄
What happens after the trial?⌄
Do legacy module flags still work?⌄
Is Phaser Network part of this model?⌄
Contact
Have a question, want a demo, or want to start a free trial? Send a message and we will get back to you.
