See what's happening, and what needs you.

One screen for what's happening and what needs you: project pipeline, contracts out for signature, open, overdue, and unassigned tasks, receivables, labor, and the exact records that need action. Click straight into any of them.

Build filtered, grouped, and aggregated reports from projects, people, invoices, case records, activity, and time. Analyze cycle time by stage and closed outcome to find bottlenecks instead of arguing from anecdotes. Export to CSV, XLSX, JSON, or PDF.

Search across projects, addresses, people, companies, custom fields, policies, media, files, Pages, reports, tasks, checklists, jobs, visits, and invoices, with results filtered to what each member is allowed to open.

Company permissions, project access, case-financial gates, and revocable, expiring public links, all enforced on the server. An activity and audit record preserves who did what and when, including signatures and immutable ledger corrections.

Issue scoped API credentials and read or write projects, media, customers, tasks, and checklists, with signed webhooks for create, update, and delete on those same records. Export your whole workspace whenever you want. Your data is yours.

Chalky answers questions from only the records you're allowed to see, cites the exact project, task, or file behind each answer, and proposes a small set of project actions for a human to review before anything changes. A reviewed operator, not an autonomous agent.