For restoration, adjusting, roofing, contracting & property work

Run thewhole job.

One record runs the whole job, from the first call to the last payment. Your pipeline, field photos, files, signatures, and invoices all live in one place, instead of scattered across six apps that don't talk to each other.

Get early accessSee how it works
One record, not six loginsBuilt for the fieldYour data exports anytime
app.meetchalk.com
Chalk
Projects
Systems
Run the work
Relationships
Document the field
Sell, sign & collect
Claims & cases
Operate & scale
Share & grow
Projects
0 projects · 0 in progress · 0 scans
Recently activeStarredAll
Recently active
3821 Ludlam Rd
Miami · Roof replacement
22 photos · 2h ago
Ready
Flagler Manor 4B
Palm Beach · Storm damage claim
3 scans · 9:41
Processing
Coral Gables Remodel
Coral Gables · Kitchen build-out
1 scan · Just now
Uploading
Why one record

Everything the job needs, in one place.

Chalk replaces the disconnected stack you already pay for. One record your office, field, clients, and partners all work from. One login, one bill, and nothing retyped between apps.

CRM & pipeline

Customers, leads, and where every job stands.

Photo & documentation app

The camera roll where job photos go to get lost.

Task & calendar tool

Assignments, due dates, and the day's schedule.

File drive

Documents, reports, and folders in a separate login.

E-signature tool

Authorizations and approvals in yet another app.

Project spreadsheet

The ledger tracking the money the software forgot.

One record in Chalk. The whole job on one project everyone works from: pipeline, evidence, documents, signatures, and money.
How it works

From first call to final payment.

Chalk collapses the whole job into one record, the same four moves your business already makes, without the app-switching between them.

1

Win it

Intake forms turn calls into routed jobs. Proposals priced from your book, signed on the tailgate.

New intakeLead
1428 Palmetto Ave, Miami Shores
Water, Category 2
R. Alvarez · (305) 555-0114
Proposal sent · $8,420 · awaiting signature
2

Run it

Boards move every job through your stages. Crews clock in, checklists keep the day honest.

Board · Mitigation3 active
Intake
Coral Gables BungalowMold assessment
Drying
1428 Palmetto AveDay 3 of 6 · 4 fans
Review
Flagler Manor 4BReport drafted
3

Prove it

Photos, video, and measured scans land on the record as the work happens. Assemble a branded report from what the field already captured, instead of the office rebuilding the file from scratch.

Evidence · 1428 Palmetto AveAssembled
Measured plan3 rooms · 618 sq ft · LiDAR
Measured
Report assembled · 42 photos · measured plan · signed auth
4

Get paid

A documented file behind every line item. Payment requests tracked to the job, so nothing gets invoiced twice or missed.

Invoice · #1042Paid
Water mitigation, 3 rooms$4,850
Equipment · 6 days$1,920
Contents handling$1,650
Total$8,420
R. Alvarez · Signed Mar 14
Everything it does

Seven systems, one project record.

Every part of the job shares the same record, so nothing gets copied between apps and nothing falls through the cracks.

Operate

Run the work

Every job on a board, moving through your stages.

  • Projects & boards. Every job on a stage, from first call to closed out
  • Tasks & workload. A clear queue for everyone, overdue work in plain sight
  • Calendar. Deadlines, tasks, events, and visits on one schedule
  • Jobs & visits. Schedule and dispatch field visits, track them live
Explore run the work
Relate

Manage relationships

Every person, company, and responsibility in one place.

  • Contacts & companies. One directory for every person and company you work with
  • Project contact rosters. Homeowners, adjusters, experts, attorneys, all on the job
  • Team, crews & roles. Company permissions for authority, project roles for ownership
  • Multi-company collaboration. One shared matter across companies, each keeping its own space
Explore manage relationships
Document

Document the field

Capture the evidence once, and keep it on the job.

  • Photo & video. Hundreds of photos per job, organized and fast
  • Markup & measurements. Turn a photo into evidence without touching the original
  • Measured scans. Walk the space, get a floor plan and dimensions
  • Files & folders. A drive-like file system on every project
Explore document the field
Get paid

Sell, sign & collect

Price it, send it, sign it, and track the money.

  • Price book & proposals. Priced from your book, reviewed and accepted online
  • Contracts & e-signatures. Route signers in order, sign on site or remotely
  • Invoices & payment requests. Bill the job, request deposits and balances, track status
  • Client hub. One branded place for the client to follow and act
Explore sell, sign & collect
Claims

Run claims & complex matters

The claim file and the money behind it, in one record.

  • Case operations. Parties, policy, coverage, phases, and diary, structured
  • Policies & coverage context. Policy details and coverage lines, searchable on the file
  • Deadlines & submissions. Statutory, policy, and SLA deadlines you see coming
  • Estimate & settlement rounds. Every negotiation round preserved, not overwritten
Explore run claims & complex matters
Manage

Operate & scale

See what's happening, and what needs you.

  • Command Center. Pipeline, signatures, overdue work, and receivables at a glance
  • Reports & stage analytics. Cycle time by stage, closed cohorts, responsibility
  • Global search. Find any record without remembering which module owns it
  • Permissions & audit. The right access for staff, crews, and guests, with a trail
Explore operate & scale
Grow

Share & grow

Turn finished work into the next job.

  • Galleries & timelines. Share polished evidence without opening your workspace
  • Guest uploads. Let clients and partners add media to the job
  • Showcases & portfolio. Finished jobs become proof that wins the next one
  • Review requests. Ask for the review, tied to the work that earned it
Explore share & grow
For the owner

Open the app and see what needs you.

The Command Center shows where every job stands, what's waiting on a signature, what's overdue, and what you're owed. Click any number and you land on the record that needs action.

Command CenterSample data
24Active projects
7Contracts out
5Signed this week
31Open tasks
4Overdue
3Unassigned
$86.2kReceivables
9Needs action
Needs action
Contract waiting 3 days1428 Palmetto Ave · authorization to proceed
Sign
Invoice #1042 overdueFlagler Manor 4B · $8,420 · 6 days
Collect
Task unassignedCoral Gables · schedule mold assessment
Assign
Find your trade

Set up for the way your trade works.

Chalk sets up your language, stages, contact types, and folders for your industry on day one. Same platform, tuned to your work.

Public adjusters

The claim file and the money behind it in one record: parties, policy, settlement rounds, fees, and team splits.

Restoration & mitigation

The field record, the schedule, the deliverables, and billing stay attached to the same job. The office stops rebuilding the file.

Roofing & exteriors

One pipeline from lead to production. Documented, proposed, signed, and collected without four separate apps.

Independent & CAT adjusters

Standardized per-property files and structured field work, captured in one pass, even in a dead zone.

General contractors & remodelers

A configurable project record from site visit through closeout: scope, change evidence, task ownership, and draws.

Also set up for
Legal servicesInspection servicesEstimating servicesProperty managementReal estateHVACPlumbingElectricalCleaningLandscapingand more

See how Chalk runs in your trade →

The part nobody else has

One matter. Every company. Their own workspace.

Bring the PA, the attorney, the engineer, and the contractor into one shared matter. Each partner sees only the records you permit, and every company keeps its own pipeline, assignments, and private data. It's real collaboration, not a vendor portal.

Shared matter
1428 Palmetto Ave · Water loss
  • Documents and evidence you permit
  • Diary, deadlines, and submissions
  • Shared activity across companies
Public adjusterRuns the claim, sees the shared filePrivate workspace
AttorneyViews the documents and diary you permitPrivate workspace
ContractorAdds scope and photos to the jobPrivate workspace
EngineerUploads the report, and nothing elsePrivate workspace
Why Chalk exists

The record is the business.

Every job you can't prove is a job you ate. Missing photos, un-measured rooms, verbal change orders: that's margin leaking out before the estimate is even written. Chalk makes the record automatically, while your team works, so you never argue from memory.

Evidence over memoryEvery photo, scan, signature, and dollar lives on the job it belongs to. Six months later, the answer is one search away, not an archaeology dig.
The field is the officeChalk is built for flooded kitchens at 7am, gloves on, one bar of signal. Fast enough to keep up with a walkthrough, and your work syncs when the signal returns.
Proof, not approximationLiDAR-measured floor plans and stamped media turn 'about' into fact. When money depends on the record, the record holds.
On the roadmap

Built next: proof the carrier can't argue with.

Two features in active development, aimed at the same thing: turning a claim or a bid into a record nobody can wave off. Founding members help decide what ships first.

Coming soon

Storm & hail history

Verified hail, wind, and storm dates for any property address, attached to the job so the date of loss is backed by data instead of a homeowner's memory.

See what we're buildingComing soon

Permit history

The real permit record on a property. Most tools report no permits when there were permits. We are building history you can actually trust.

See what we're building
Client-facing by default

Send a link, not an attachment.

Every job gets a public face: photo galleries clients actually open, proposals they sign from a phone, showcases that win the next bid. No logins, no PDFs rotting in inboxes. One link, your brand, always current. And every page you share builds into a portfolio at madewithchalk.com.

Get early access
Questions, answered straight

The things you'd ask on the call.

What does Chalk cost?

We're in early access. Your whole team is included, and you'll see the price before you pay anything. Founding-member details live on the early-access page.

What does Chalk replace?

The disconnected stack most teams run today: a CRM, a photo and documentation app, a task and calendar tool, a file drive, an e-signature tool, and the spreadsheet tracking the money. Chalk puts all of it on one project record. One login, one bill, nothing retyped between apps.

Do my techs need special equipment or training?

No separate scanner. Measured LiDAR floor plans use a supported iPhone or iPad Pro; photos, video, checklists, files, signatures, and everything else run on any recent iPhone. If they can use a camera app, they can build the record.

Does it work where there's no signal?

Yes. Chalk records eligible work on the device and queues it, then syncs when connectivity returns. A basement, a burn-out, or a CAT zone with no bars doesn't stop the field from working.

Does Chalk replace my estimating platform?

Chalk is the record your estimate comes from: measured floor plans, dimensions, photo and video evidence, signed authorizations, and exported reports. Write the estimate wherever you write it today, with a documented file behind every number.

What happens to my data if I leave?

It's yours. Projects, photos, plans, reports, and files export in standard formats whenever you want. The record belongs to the business that made it.

Better than every tool you're paying for.

Everything your CRM, camera roll, measuring app, e-sign, and spreadsheets do, on one record, done better. Give us one real job to prove it, free, and become one of our 30 founding firms.

Early access is open to a first cohort. Free onboarding, and your whole team is included.

Want the details first? See the founding-member deal →