CoastPlannerRun the whole business, from bid to books, in one place.
CoastPlanner brings estimating, projects, crews, payroll and accounting together, so the numbers from the job site flow straight into payroll and the ledger. Built with a working Washington shoreline contractor, with Washington taxes built in.
Site visits, takeoffs and estimates.
Work orders, crews and equipment.
Time clock and timecards by job.
Checks, leave and payroll taxes.
Invoices, bills, bank and reports.
One system instead of five
Most contractors stitch together an estimating spreadsheet, a scheduling app, a payroll service and QuickBooks. CoastPlanner replaces the stitching.
Win the work
Go from a site visit to a signed estimate without retyping anything.
- Contacts, leads and site visits
- Bids with takeoff templates and material price history
- Estimates your customers review and accept online
Run the jobs
Every project in one place, with its costs, documents and crew.
- Projects with job costing and job profit and loss
- Work orders, kanban boards and workflows
- Fleet and equipment, documents and site plans
Schedule the crew
Know who is where, and capture time where the work happens.
- Crew schedule and shared calendar
- Clock in and out, with timecard review
- Receipts snapped and filed by the crew
Pay your people
Payroll built for hourly crews and Washington employers.
- Payroll runs with printed checks and a check register
- PTO and leave balances, prevailing wage rates
- Form 941, W-2 and 1099-NEC preparation
Keep the books
Full double-entry accounting, not a bolt-on.
- Invoices, recurring billing and credit memos
- Bills, vendor credits, A/R and A/P aging
- Chart of accounts, journal entries and financial statements
Bank and taxes
Bank feeds, reconciliation and the Washington returns you file.
- Bank feeds through Plaid, with suggested matches you approve
- Washington excise tax returns and L&I risk classes
- A filing calendar for employer tax deadlines
Get paid faster, without chasing checks
Send invoices and estimates from CoastPlanner. Customers accept estimates and pay invoices online through your own Stripe or PayPal account, and payments land in your books on their own.
- Online estimate acceptance and invoice payment
- A customer portal for questions and requests
- Share project documents with a private link
Coming from QuickBooks? Bring your history with you.
Connect QuickBooks Online and CoastPlanner imports your accounts, customers, vendors and ledger history, then keeps syncing while you run both side by side. Switch over when your books tie out, not before.
- Years of general ledger history, not just opening balances
- Run in parallel until you are ready to cut over
- Customers, vendors and open bills carried over
Your books, your crew, your access rules
The office manager, the foreman and the owner each see what they need, and nothing more.
Roles and permissions
Decide who can run payroll, see bank balances, approve bills or only clock in. Every user gets a role.
Two-step verification
Protect sign-ins with an authenticator app on top of the password.
Encrypted and backed up
Data is encrypted in transit, files are stored encrypted at rest, and the database is backed up automatically.
See CoastPlanner with your own jobs in mind
Tell us how you run your crews and your books today. We'll walk you through CoastPlanner and what switching would look like for you.