Every Feature You Need in One Powerful Place

Create digital mood boards to present interior design concepts, inspiration, and product ideas.

Build multi-page boards to present multiple rooms, design options, or phases of a project.

Arrange products, materials, and inspiration images freely on a flexible visual canvas.

Resize, rotate, duplicate, and layer images to refine the visual composition of the board.

Crop images and adjust placement to highlight key design elements.

Copy an existing mood board to quickly create alternate design concepts or variations.

Organize multiple mood boards within a single project to represent rooms, design concepts, or phases.

Pull images directly from your houzz ideabooks

Remove image backgrounds to create clean product cutouts and polished mood board compositions.

Add paint colors, finishes, fabrics, and other materials to illustrate palettes and textures.

Add annotations, descriptions, and notes to communicate design ideas clearly.

Flip images horizontally or vertically and rotate elements to refine layout and presentation.

Adjust the stacking order of images and products to control how elements overlap on the board.

Zoom in and out and pan across the canvas to work on detailed layouts and larger boards.

Extract colors directly from images to create matching swatches and palettes for design concepts.

Change the background color of the mood board canvas to improve visual presentation or branding.

Clip products from any website and automatically capture product details for mood boards.

Upload inspiration images and files from your computer or device.

Store product information such as vendor, price, and links for reference.

View product pricing directly within mood boards to support budgeting and product evaluation.

Open the original vendor or retailer webpage directly from products placed on the mood board.

Select colour swatches from integrated vendors: Benjamin Moore and Sherwin-Williams

Items added to mood boards are saved to the project product library for reuse across tools.

Reuse products from mood boards in selection boards to organize final design decisions.

Add in 3d floor plans

Share mood boards with clients and collaborators and collect feedback directly on the board.

Present polished mood boards during client meetings or design presentations.

Save reusable layouts to quickly create new boards for future projects.

Add logos and consistent layouts for professional client presentations.

Create, edit, and present mood boards from the Houzz Pro mobile app.

Upload floor plans (PDF, JPG, or PNG) to use as a reference for building layouts

Convert your 2D plans automatically into 3D

Trace walls, doors, and windows over uploaded plans to recreate layouts

Design floor plans in 2D and view them in 3D

Create and adjust walls and rooms precisely within the layout

Design multiple floors within a single project

Add and adjust doors and windows precisely within floor plans

Set wall lengths, room sizes, and dimensions

Update layout and dimensions as designs evolve

Add and arrange furniture and decor objects to visualize layouts

Place products into floor plans

Convert product images from a saved library into 3D models for use in floor plans

View floor plans in different modes including 2D, 3D, and dollhouse

Navigate through the design in a walkthrough view

Apply finishes to floors, walls, and surfaces, add your own finishes

Generate rendered images of designs from different angles

Save specific viewpoints for reuse

Capture floor plans using a mobile device

Use LiDAR-enabled devices for more detailed room scans. LiDAR automatically adds as-built walls, windows, and doors to create an as-built 3D floor plan.

Share floor plans with clients or collaborators, shared plans are automatically updated

Add and review comments directly on floor plans

Export or print floor plans for sharing

Use floor plans within projects and alongside other Houzz Pro tools

Use AI to convert your floor plans into Estimates

Use floor plans as part of the takeoff workflow

Use floor plan items as part of selections workflow

Use AI to automatically read plans and generate area, length, and count measurements with one click.

Use AI to automatically measure elevation plans

Use AI Symbol Recognition or OCR to automatically detect all instances of a symbol across a page or whole plan

Export takeoff summaries and quantities to Excel for reporting or additional analysis.

Turn takeoff measurements into estimate line items to continue the estimating workflow.

Modify measurements easily as plans change, with totals updating automatically.

Review all measurements in a centralized summary for quick validation.

Organize measurements into folders or groups to structure takeoff data by scope or trade.

Duplicate existing measurements or groups to reuse them for similar plan areas.

Add height, depth, pitch, or multipliers to measurements for more accurate quantity calculations.

Convert an area measurement into a perimeter measurement for things like trim or baseboards.

Measure square footage for spaces, rooms, or defined areas directly on the plan.

Measure lengths such as walls, edges, or runs using linear takeoff tools.

Count items such as fixtures, doors, windows, or symbols directly from plans.

Calculate cubic measurements for use cases that require volume-based quantities.

Measure irregular or custom shapes using flexible polygon and drawing tools.

Create measurements tied directly to items/materials/products from your houzz pro catalog

Add notes, labels, and visual markups directly on plans for clarity and reference.

Visually distinguish measurement types using color coding on the plan.

Hide or reveal measurement layers on the canvas to reduce clutter while working.

Upload PDF floor plans to perform digital takeoffs directly on screen.

Set or adjust plan scale to ensure accurate measurements across the entire drawing.

Perform takeoffs across multiple plan pages within the same project, pin pages for convenience

View measurements directly on the plan to verify accuracy before estimating.

Customize takeoff summary views to organize measurements by plan, page, or project scope.

Generate takeoff measurements from a Houzz Pro 3D floor plan in a few quick step

Create organized selection boards to present products, materials, and finishes for client approval.

Organize selections by room, category, or project phase using customizable sections.

Save and reuse selection board layouts for faster project setup.

Duplicate existing selection boards, items, or sections to reuse them in other projects.

Add placeholder items to represent selections that will be finalized later.

Control which product specs clients can see when reviewing Selections, and whether pricing is visible.

Share boards with clients and collect approvals directly on selected items.

Send selection boards using customizable email templates.

View and manage selection boards using the Houzz Pro mobile app on iOs

Store and organize products, materials, and services in a centralized library for reuse across projects.

Import your own catalog of products using spreadsheet uploads.

Add items to a Selection Board by pasting a product URL directly, and let AI automatically pull in the item details.

Save products from vendor websites directly into the Houzz Pro product library.

Access integrated vendor catalogs such as Home Depot directly within Houzz Pro.

Use catalog pricing data to estimate typical product costs.

Attach multiple product images to selection items for better visual presentation.

Organize products into categories to simplify sourcing and selection workflows.

Generate product tear sheets for client review and documentation.

Assign cost codes to products and services to track costs and categorize project expenses.

Group multiple components such as materials and labor into reusable assemblies.

Track all approved selections, procurement status, and product details in a centralized tracker.

View and manage selections across multiple projects in a consolidated report.

Export selection tracker data to spreadsheets for reporting and procurement coordination.

Track ordering and procurement progress for selected items across projects.

Convert approved selections into proposals with pricing and payment structure.

Turn selections into estimate line items without re-entering product details.

Selection data carries across proposals, estimates, invoices, and procurement tracking.

Include Mood Boards and 3D Floor Plans in Selection Boards to create a complete client presentation.

As selections are approved, track how their cost affect the overall budget.

Generate purchase orders from approved selections for procurement.

Capture leads from Houzz, forms, email, or manually and store them in one centralized CRM.

Track leads through customizable stages from initial inquiry to won project.

Organize leads using tags, filters, and custom fields to match your workflow.

Track where leads come from to understand marketing performance and ROI.

Communicate with leads via email, text messaging, and click-to-call directly within Houzz Pro.

View all messages, notes, and interactions with each lead in one place.

Send professional, branded emails and reuse templates for consistent communication.

Convert leads into active projects with all data carried over automatically.

Create estimates and proposals directly from leads to move deals forward faster.

Share booking links and schedule meetings synced with your calendar.

Assign tasks, set reminders, and track next steps for each lead.

Store notes, documents, and activity history for each lead or client.

Track lead volume, conversion rates, and performance by source.

View lead status, activity, and progress at a glance across all opportunities.

Sync emails and manage communication directly from your inbox.

Integrate with Google Calendar, Zoom, and other scheduling tools.

Connect Houzz Pro with other tools to automate lead workflows.

Manage leads, messages, tasks, and meetings from the Houzz Pro mobile app.

Lead data flows into estimates, proposals, schedules, invoices, and project management tools in one system.

Create detailed bid requests with scope of work, due dates, project details, and trade requirements.

Define scope, project address, estimated start date, and instructions for subcontractors.

Upload floor plans, specifications, and supporting documents to include with bid requests.

Duplicate existing bid packages or edit draft bids to save time on similar projects.

Select existing subcontractors or add new ones and invite them to submit bids.

Send bid requests to different trades (e.g., plumbing, electrical, etc.).

Notify subcontractors via email and optional text message when bids are requested.

Subcontractors can submit bids digitally with pricing, notes, and attachments.

Subcontractors can accept or decline bid requests directly from the invitation.

Subcontractors can include documents, clarifications, and scope details with their bids.

Track bid progress with statuses such as released, sent, received, awarded, and closed.

View and compare multiple subcontractor bids within one centralized interface.

Manage all bids across trades and projects in one overview table.

Track all bid-related activity including submissions, updates, and communication in one place.

Maintain a centralized record of interactions between your team and subcontractors.

Select winning subcontractors and notify them automatically.

Close bid requests to prevent further submissions and finalize the selection.

Send automatic reminders to subcontractors before bid due dates.

Create and manage bid requests within a project, keeping all related documents and communication organized in one place

Manage bid requests, track responses, and award bids from the Houzz Pro mobile app.

Save products from any supplier website directly into your Houzz Pro product library using the browser extension.

Capture product images, descriptions, pricing, dimensions, SKUs, and specifications directly from vendor websites.

Automatically extract product information from supplier pages using AI-powered smart sourcing.

Source items from any website or supplier and store them in your centralized product library.

All clipped products are saved to the Houzz Pro product library for reuse across projects.

Edit product details such as pricing, vendor information, categories, and descriptions in the Clipper, before saving to Houzz Pro

Add and manage multiple product images within each clipped product listing.

Assign categories and vendors to clipped items to organize sourcing and make products easier to find later.

Quickly add clipped items to mood boards for design presentations.

Use clipped products to create client-ready selection boards and gather approvals.

Generate product tear sheets for client presentations and documentation.

Insert clipped products directly into estimates, proposals, and other financial documents.

Add markup percentages or adjust client pricing when adding clipped products to projects.

Reuse previously clipped products across multiple projects without re-entering details.

All relevant product images are auto-detected on the vendor website, for faster clipping.

Add and assign your own images to a clipped product.

Clip products while browsing on mobile and send them directly to your Houzz Pro library.

Generate vendor-specific Purchase Orders from clipped products.

Create professional contracts directly within Houzz Pro to formalize project agreements.

Start from pre-built templates or save your own contracts as reusable templates.

Upload your own contract documents and convert them into reusable templates.

Automatically populate contracts with project details such as client name, address, and project information.

Add custom sections, clauses, and editable content to match your business requirements.

Add required checkboxes for key terms so clients must review and acknowledge them.

Place signature fields anywhere in the contract for clients and team members.

Preview contracts before sending and control how they appear to recipients.

Allow clients and team members to comment directly on contracts for clarification and collaboration.

Send contracts via email or text message with a shareable link.

Collect legally binding electronic signatures directly within Houzz Pro.

Clients can review and sign contracts from any device, anywhere.

Get notified instantly when contracts are viewed, signed, or updated.

Send automated reminders to clients to review and sign contracts.

Track every action — including views, comments, and signatures — in a centralized activity log.

Contracts are linked to projects, clients, and financial documents within Houzz Pro.

Manage contracts alongside proposals, estimates, invoices, and project management tools in one platform.

Send, review, and track contracts from the Houzz Pro mobile app.

Use AI to quickly generate estimate line items and costs based on project details.

Start estimates using pre-built or saved templates for common project types.

Create professional, client-ready estimates with your logo and business details.

Measure plans and generate quantities to support accurate estimating.

Turn takeoff measurements directly into estimate line items.

Group materials, labor, and costs into reusable assemblies for faster estimating.

Organize estimate line items using cost codes for clearer tracking and reporting.

Send estimates to clients for online review and approval.

Save products and materials to your library and add them to estimates.

Access material and labor cost catalogs to build accurate estimates.

Automatically calculate quantities and costs as items are added or updated.

Turn approved estimates into a project schedule.

Convert estimates into invoices to start billing.

Set up payment schedules tied to project milestones or stages.

Connect estimates with project budgets and accounting tools for financial visibility.

Track estimated and actual costs throughout the project lifecycle.

Build proposals manually within a project

Use AI (AutoMate) to generate proposal line items from a project description

Create, save, and reuse custom proposal templates

Duplicate existing proposals and reuse them across projects

Upload external proposal files and edit them in Houzz Pro

Add products and services as line items from your library or sourcing workflow

Create a proposal from approved selection board items

Generate a proposal from a 3D floor plan with item lists based on design elements

Edit title, client info, pricing, terms, memos, and document settings

Include images, descriptions, and terms to clarify scope and expectations

Automatically include business details and branding in proposals

Preview and control what clients see before sharing

Clients can approve or decline proposals digitally from any device

Control whether clients approve the full proposal or individual items

Communicate directly on proposals with built-in comments

Add and manage payment schedules tied to the proposal

Enable clients to pay directly from proposals

Convert proposals into invoices for billing

Send proposals with custom or saved email templates

Download proposals as PDF, export to Excel, or print

Create change orders to manage scope changes, material updates, and pricing adjustments within projects.

Generate change orders directly from approved estimates or proposals without re-entering data.

Build change orders manually or use reusable templates to standardize workflows.

Use AutoMate AI to generate change order line items and categories based on project descriptions.

Automatically calculate the difference between planned and updated costs for accurate billing.

Adjust pricing, quantities, and scope details while preserving original values for comparison.

Add new materials, services, or scope changes directly to change orders.

Clearly display updated values to show what has changed from the original scope.

Send change orders to clients for approval and collect electronic signatures.

Share change orders via email, link, or messaging for quick client review.

Track approval status and receive notifications when clients review or approve changes.

Convert approved change orders into invoices to collect additional payments.

Charge only the difference between original and updated costs for accurate billing.

Set up deposits, installments, or payment terms directly within change orders.

Connect change orders with project budgets for financial visibility.

Change orders are linked to estimates, proposals, invoices, and project financials.

Use saved items, assemblies, and catalogs when creating change orders.

Add notes and descriptions to explain scope changes to clients.

Control what pricing, details, and information clients can see before approval.

Create and send change orders directly from the jobsite using the mobile app.

Capture changes instantly and keep project financials up to date across devices.

Notify clients when approvals or payments are required.

Project data flows automatically from estimates to change orders to invoices.

Create detailed invoices for services, materials, products, and project phases directly in Houzz Pro.

Generate invoices from approved estimates, proposals, or change orders without re-entering project details.

Build custom invoices manually with flexible line items, pricing, and descriptions.

Combine billing documents to streamline invoicing and avoid duplicate entries.

Invoice clients in stages based on project progress, milestones, or percentage of completion.

Create payment schedules with deposits, installments, or milestone payments directly on invoices.

Bill for specific items, project phases, or the entire project depending on your billing structure.

Allow clients to pay invoices online via credit card or bank transfer.

Track invoice status including sent, viewed, partially paid, and fully paid.

Send automated reminders to clients for upcoming or overdue invoice payments.

Sync invoices with QuickBooks Online for accounting and financial reporting.

Void invoices when needed while keeping accurate financial records.

Invoice data stays connected to estimates, proposals, purchase orders, and project records.

Use predefined assemblies, materials, and service items to create invoices faster.

Send invoices via email or shareable link so clients can review and pay online.

Clients can view invoices alongside proposals, schedules, and project updates.

Create, edit, send, and track invoices from the Houzz Pro mobile app.

Clients can pay directly from estimates, proposals, or invoices using a built-in “Pay Now” option.

Accept payments via credit card or ACH/bank transfer directly through Houzz Pro.

Clients automatically receive a payment receipt after completing a transaction.

Enter payment details and process payments for clients when needed.

Set up payment schedules with deposits, milestones, or installments tied to project documents.

Allow clients to pay in stages based on the defined payment schedule.

Offer different payment options (card, ACH, etc.) and control which methods are available.

Accept payments from anywhere using the Houzz Pro mobile app.

Accept in-person payments via QR code or contactless Tap to Pay on mobile devices.

Send payment links via email, text, or PDF for easy client access.

Payments are automatically recorded on invoices, estimates, and proposals without manual entry.

Receive instant notifications when clients make payments.

Payment data syncs with QuickBooks Online to eliminate double data entry.

Receive funds in as little as 2–3 business days depending on payment method.

Access funds within minutes with optional instant payout functionality.

Choose to absorb fees, pass them to clients, or include them in markup pricing.

Payments are processed securely with bank-level verification and compliance requirements.

Payments are automatically linked to invoices, proposals, and estimates within each project.

Manage payments alongside invoicing, budgeting, and project management in one platform.

Clients can pay anytime, from anywhere, without needing separate tools or logins.

Clients have a complete digital record of all payments for documentation and reporting.

Generate reports in seconds to view business financial data with applied filters

Access different reports including payments, payouts, transactions, time billing, and taxes

View incoming and outgoing payments, invoiced amounts, and remaining balances

Track payouts to your bank account, including lump sums and partial payouts

Track unpaid and partially paid invoices, including overdue and aging balances

View revenue across estimates, proposals, invoices, retainers, and change orders grouped by project

Track costs and purchase orders grouped by project

See totals such as approved amounts, outstanding balances, discounts, and upcoming payments

Compare estimated and actual project costs to track cost variance

View income, expenses, and cash flow for each project with detailed breakdowns

Track billable hours by project or team member and export results

View how much sales tax is owed based on transactions

Filter by date, project, document type, client, and other criteria

Group reports by project, client, month, or transaction type

Show, hide, and reorder columns to control report layout

Create and save custom reports based on selected filters and layouts

Download reports as spreadsheets for accounting, sharing, or analysis

Export consolidated data across multiple projects for reporting (e.g. tax prep)

Control which team members can access financial reports

Sync financial data with QuickBooks Online to support accounting and reporting workflows

Connect Houzz Pro with QuickBooks Online to sync financial data between systems

Authenticate and link your QuickBooks account through a secure connection flow

Sync client information between Houzz Pro and QuickBooks

Sync invoices created in Houzz Pro with QuickBooks

Sync recorded payments with QuickBooks to keep financial records aligned

Automatically sync supported financial data between Houzz Pro and QuickBooks

Use QuickBooks alongside Houzz Pro to manage accounting and project finances

Reduce manual entry by syncing financial documents instead of re-entering them

Keep accounting records in QuickBooks while managing projects in Houzz Pro

Configure account mapping and preferences for how data syncs between systems

Choose how and when data is synced between Houzz Pro and QuickBooks

Review synced items to ensure accuracy in both systems

View and address sync issues or errors when they occur

Use QuickBooks reporting tools alongside Houzz Pro financial data

Work with estimates, invoices, change orders, purchase orders, expenses, and payments while syncing results to QuickBooks

Provide financing options to clients directly through Houzz Pro to help fund projects

Homeowners can explore financing offers from providers such as Intuit Credit Karma, Figure, and GreenSky

Offer financing options such as home improvement loans or lines of credit depending on provider

Financing options are automatically included in client-facing estimates and proposals

Homeowners can view and apply for financing directly within Houzz Pro workflows

Financing providers offer repayment plans based on the homeowner’s selected loan terms

Financing providers offer quick approval processes to help projects move forward sooner

Financing allows homeowners to increase project scope based on available credit

Financing is offered with no setup or ongoing cost for pros

Pros receive payments based on their existing estimate or proposal schedule

Offering financing helps clients move forward and can increase project size

Financing is connected to estimates, proposals, and invoices within Houzz Pro

Financing is part of Houzz Pro’s Financial Hub alongside payments and budgeting tools

Compare estimated project costs against actual project costs

View project budget information in one place

Connect budgets with estimates, change orders, purchase orders, time tracking, invoices, and expense tracking

Pull project costs, expenses, and financial activity into one budget view

Keep budget, cost, and financial information connected within the project

Track project purchases and supplier orders

Keep budget, cost, and financial information connected within the project

Group multiple cost items into reusable assemblies for estimating and budgeting

View differences between estimated and actual project costs

Build and manage project costs using saved cost catalogs

Organize budget items using cost categories and project cost structures

Forecast project cash flow and payment timing

Manage budgets directly within projects

Track product sourcing, ordering, shipping, and receiving activity

Monitor overall project budget performance throughout the project lifecycle

Export budget reports for accounting or stakeholder review

Share budget-related project information with clients and team members

Automatically convert approved estimates into a project schedule using AI, saving setup time and reducing manual entry.

Create schedules from preset or custom templates and reuse them across projects and leads.

Switch between Gantt, calendar (day/week/month), and list views to visualize timelines, dependencies, and workloads.

Organize schedules into phases, items, tasks, milestones, and document-linked dates to reflect real construction workflows.

Create finish-to-start or start-to-finish dependencies with adjustable lag time between construction activities.

Assign schedule items and tasks to internal teams, subcontractors, or clients with automatic notifications.

Define working days, hours, holidays, and company closures so schedules reflect real availability.

Work privately in edit mode, then publish changes live to clients and subs when ready.

Capture a baseline snapshot and compare planned vs actual timelines to track delays and changes.

Share full or limited schedule visibility via the client dashboard and role-based subcontractor access.

View and manage schedules on mobile and sync tasks and deadlines to personal or business calendars.

Export schedules as PDF or PNG in Gantt, calendar, or list view for sharing or printing.

Create tasks within projects or leads to track work and to-dos

Add title, due date, description, and attachments to tasks

Create and manage tasks from both desktop and mobile app

Assign tasks to internal team members to delegate work

Assign tasks to clients or subcontractors with controlled visibility (private or shared)

Invite new team members or collaborators directly when assigning tasks

Track task status (e.g. complete, in progress) and updates

Set due dates and view tasks sorted by urgency (overdue, upcoming, future)

View all tasks across projects and leads in a centralized Task Center

Manage tasks within individual projects or leads with full visibility

Filter tasks by status, assignee, project/lead, or reporter

Organize tasks using tags (mentioned in task management help section)

Save tasks as templates to reuse across projects

Save multiple tasks at once into templates from Task Center or projects

Add comments to tasks for team or client communication

Send and receive notifications when tasks are assigned, updated, or completed

Choose whether tasks are visible to clients via shared or private settings

Add selected tasks to project schedules

Tasks appear on project timeline and can be shared with clients

Shared tasks are visible in the client dashboard

Export tasks as PDF or PNG for offline use or sharing

View upcoming tasks in the homepage To-Do section

Create and manage daily job site logs within projects

Record daily project activities, progress updates, and completed work

Add weather conditions to daily logs

Record labor activity and subcontractor presence on site

Notify stakeholders when logs are published, a comment is added, or a team member is mentioned

Add daily notes, comments, and project observations

Attach project photos to daily logs

Upload files and supporting documents to logs

Store and review historical daily logs within the project

Automatically populate weather conditions in logs

Share daily logs with clients, team members, or subcontractors through Houzz Pro workflows

Create, edit, and manage daily logs from the Houzz Pro mobile app

Create boards and structure them into sections to organize all product selections by project.

Set and manage budgets at the board level for better cost control.

Add and manage product options with specifications and quantities.

Group selections into sections by trade, product type, style, or others.

Use labels and color coding to visually organize selections.

Leave comments for your clients and communicate with them directly on specific product selections.

Keep internal team discussions separate from client-facing communication.

Track all items from selections, estimates, invoices, and POs in one place.

Track whether items are approved, pending, or declined.

Track vendor details for each selected product.

Associate each item with a specific room in the project.

Link items to estimates, invoices, and purchase orders.

Create custom fields (e.g., responsible party) for advanced tracking.

Create custom views to always have the set of information visible at a glance that you need.

Filter items by estimates, invoices, or purchase orders.

Filter items based on approval status (approved/declined).

Download a customizable, consolidated report of all your projects' selections.

Track items from requested to ordered, shipped, and received.

Group and filter items by vendor for ordering.

Identify items to order and organize purchasing by vendor.

Track order date, shipping cost, and tracking information.

Track delivery dates and monitor incoming items.

Update status as items are shipped, delivered, or damaged.

Update multiple items at once for efficiency.

Sort items by delivery date to plan job site readiness.

Complete purchasing by generating and sending POs to vendors (no direct checkout integration).

Convert items into purchase orders for vendors.

Track financial progress through linked estimates, invoices, and POs.

Export selections and procurement data for field teams and subcontractors.

Export documents like tear sheets or FFE schedules for on-site use.

Compare subcontractor bids side-by-side; product comparison possible manually via selections.

Send bid requests to multiple vendors and collect quotes in one dashboard.

Track time in real-time using a stopwatch on desktop or mobile.

Run multiple timers simultaneously across projects or tasks.

Log time entries manually with project, rate, and service details.

Access and manage time entries across desktop and mobile.

Enable location services to enhance mobile time tracking accuracy.

Mark entries as billable or taxable for invoicing.

Add notes, files, or supporting documents to time entries.

Add expenses per project with cost and details.

Capture expenses from the field or office at any time.

Add multiple expenses at once for efficiency.

Attach receipts or files to expense entries.

Turn tracked time into invoices with one click.

Include tracked expenses directly in invoices.

Ensure accurate billing by capturing all tracked hours and costs.

View logged time in reports for billing and analysis.

View total time and cost per project for profitability insights.

Track time across multiple team members and activities.

Assign different rates for different team members or services.

Add additional time entries to invoices before billing

Provide clients with a single dashboard to access all project-related information in one place.

Enable clients and pros to communicate directly within the dashboard.

Share estimates, invoices, proposals, and related documents.

Share project files, images, and documents with clients.

Share project schedules and timelines with clients.

Allow clients to view assigned tasks and project activities.

Allow clients to interact with tasks (e.g., updates, completion where applicable).

Share daily logs to keep clients informed on job site progress.

Share selections boards and allow clients to review and interact with items.

Share mood boards for design collaboration.

Share 3D floor plans for visualization and review.

Allow clients to pay invoices and financial documents online.

Allow clients to view payment-related information and status.

Allow clients to review and approve project documents (e.g., estimates, proposals).

Enable digital signing of documents such as proposals or contracts (via Houzz Pro workflows).

Share and display project budget information with clients.

Control which dashboard sections are visible to clients.

Publish or hide specific documents from client view.

Customize dashboard sections shown to clients.

Add elements such as text or media to enhance dashboard experience.

Display company logo, contact details, and branded header background

Provide access via shareable link or email invitation.

Subcontractors can access the dashboard via a unique link without creating an account.

Receive a secure link via email to access project-specific dashboard.

Save dashboard link for quick access on desktop or mobile.

Create an account for expanded functionality and multi-project access.

View shared project files such as floor plans and drawings.

Download project documents directly to device.

Upload documents and photos to share with project team.

View tasks assigned by contractor or designer.

Mark tasks as complete directly in the dashboard.

Add notes, photos, and files to tasks.

Create new tasks when using an account.

View schedule items assigned to the subcontractor.

View full project timeline when shared by the pro.

Open schedule items for detailed timeline information.

Mark schedule items as complete.

View daily job site activity logs shared by the pro (account required).

Access detailed updates from project team via logs.

Access files, tasks, schedules, and logs in one place.

View and manage multiple projects from one dashboard (with account).

Access limited to invited project(s) via unique link.

Different capabilities depending on login vs no-login usage.

Invite employees to collaborate and control their access to projects, leads, and key features

Invite subcontractors with controlled access to project information.

Share documents, plans, and photos with team members

Control what team members and subcontractors can see and access.

Manage projects, files, updates, and communication in one place.

Communicate with team members and share updates, files, and mentions.

Comment directly within documents and project items.

Create private notes for internal team collaboration (not client-facing).

Assign tasks to team members, subcontractors, or clients.

Notify users of new, updated, or completed tasks.

Create and manage project schedules and timelines.

Sync schedules with personal calendars for better coordination.

Capture daily progress with photos, videos, and updates from the field.

Give team and subcontractors visibility into project progress and updates.

Share schedules, tasks, daily logs, purchase orders, files and chat with subcontractors via a dedicated dashboard.

Edit website content using the built-in editor interface.

Create, edit, and organize website pages.

Customize fonts, colors, and overall site design.

Edit header and footer sections for branding and navigation.

Display and manage project portfolio on the website.

Add and manage blog content on the website.

Manage global website settings and configuration.

Control page structure and navigation.

Add custom fields to contact forms.

Collect client inquiries through website forms.

Connect a custom domain to the website.

Add Houzz badge to the website.

Edit website elements that impact SEO (e.g., content, structure).

Modify website elements to improve accessibility.

Add tracking pixels (e.g., Facebook/Google).

Edit images, text, and page content.

Select and feature a specific review prominently on the profile.

Display verified client hires to build credibility and trust.

Display badges such as “Responds Quickly” and other profile indicators.

Customize slideshow to highlight selected projects and create a strong first impression.

Add videos to showcase projects or brand story on profile.

Highlight specific projects to improve visibility and engagement.

Receive and manage inquiries directly from profile visitors.

Answer homeowner questions to increase visibility and authority.

Display verified professional credentials on profile.

Track profile visibility and engagement activity

View engagement metrics related to project photos and portfolio content

Analyze lead activity across Houzz and external lead sources

View campaign reach, clicks, and engagement data for sponsored placements

Get discovered by homeowners actively looking to hire on Houzz

Appear in relevant searches based on location, project type, and services

Access leads through subscription-based pricing instead of pay-per-lead

Receive leads aligned with your services, service area, and budget preferences

Houzz team screens and connects you with homeowners for initial conversations

Leads are introduced through Houzz rather than broadcast to multiple pros

Showcase projects and photos to attract and convert homeowners

Display client reviews prominently to build trust and credibility

Highlight differentiators (e.g., services, experience, availability) on your profile

Allow prospects to book and attend video meetings directly from your profile

Track leads through stages (new, contacted, meeting, proposal, won)

Filter and manage leads by project type, tags, source, and status

Communicate with leads via messages, notes, and files within Houzz Pro

Turn qualified leads into active projects within the platform

Schedule meetings and track appointments with leads

Connect with tools like Gmail, QuickBooks, and calendars for workflow management

Choose specific service areas where your ads appear

Select the services you offer to match your ads with relevant homeowner searches

Define the types of projects you want to advertise for

Set preferred project budget ranges to attract relevant inquiries

Control which types of leads you receive based on your targeting settings

Appear in search results when homeowners look for professionals on Houzz

Show your business to homeowners as they browse projects and professionals on Houzz

Choose which project photos are used in your ads

Receive inquiries generated through your advertising placements

Get notified when a homeowner submits a project request through your ads

Enable text notifications for new advertising leads

Update targeting (location, services, budget) to refine ad performance

Enable or disable advertising availability to manage lead flow

Add special offers (e.g., free consultation) to advertising placements

Send bulk marketing emails to leads, clients, and vendors.

Create and send newsletters, promotions, and email campaigns.

Create and manage email lists to send targeted campaigns.

Send emails to specific groups based on contact lists.

Create, edit, and customize emails using a template editor.

Use pre-built email templates for newsletters and campaigns.

Build custom email layouts using rows, columns, and content blocks.

Add and edit text, images, and layout elements within emails.

Insert recipient-specific fields (e.g., name) into emails.

Store and manage contacts (clients, leads, vendors) in one place.

Create multiple email lists for different audiences.

Send marketing emails using a connected Gmail account.

Save customized templates for reuse in future campaigns.

Send updates and newsletters to stay in touch with leads and clients.