RenoSpendHow to Use RenoSpend
A visual process guide — from project creation to final report
?The #1 Question: How Do I Structure My Projects?
✅ Correct Approach
ONE project per address or distinct scope
Then add budget categories for each trade: Framing, Electrical, Plumbing, HVAC, etc.
❌ Avoid This
Splitting one job into many projects
This fragments your budget, reports, and checklist — making it impossible to see the full picture.
The 7-Step Workflow
Project Setup
Create ONE project per address/scope. Name it after the address or job (e.g. "New House — 123 Main St" or "Kitchen Remodel"). Set your total budget, contract type, contractor name, and key dates.
- ▸One project = one address or distinct scope
- ▸Budget categories represent each trade (framing, HVAC, etc.)
- ▸Full house build → one project with many budget categories
- ▸Multiple kitchens on same property → still one project
Budget
Break the total budget into trade categories. Each category tracks: Original Budget → Current Estimate → Invoiced → Paid. This is your financial dashboard.
- ▸Add a category for every trade on the job
- ▸Budget vs. actual updates as invoices are saved
- ▸Contingency and builder fee are separate categories
Invoices & Quotes
Upload any invoice or contractor quote (PDF, photo, spreadsheet). The AI extracts all data and reviews it for red flags like vague line items, unusual markups, or missing details.
- ▸Invoice mode → extracts & reviews, saves to budget
- ▸Quote mode → extracts, reviews, AND auto-creates checklist items
- ▸AI flags concerns before you pay — not after
- ▸Each invoice maps to a budget category
Checklist
Phase-by-phase task list that tracks every item from pre-construction through closeout. Items can be manually added or auto-imported from a contractor quote.
- ▸13 construction phases covered
- ▸Quote imports pre-populate tasks for you
- ▸Assign responsible parties and due dates
- ▸Never miss an inspection or sign-off
Change Orders
Any scope or cost change gets logged here. Track who requested it, why, and the dollar and schedule impact. Disputed or contractor-initiated changes are clearly separated.
- ▸Keeps your budget accurate as scope evolves
- ▸Links to the affected budget category
- ▸Tracks schedule impact in days
- ▸Statuses: Pending → Approved / Rejected
Documents
Central file cabinet for all project paperwork: contracts, permits, inspection reports, warranties, photos, and more.
- ▸Tag by document type for easy retrieval
- ▸Stores contracts before work begins
- ▸Permits and inspection sign-offs for CO purposes
- ▸Email/text screenshots for dispute records
Reports
Export a full project summary: budget vs. actual by category, all red flags, change order history, and payment status. Share with your lender, attorney, or keep for your records.
- ▸PDF export of the full financial picture
- ▸Red flag summary across all AI reviews
- ▸Change order impact report
- ▸Useful for draw requests and inspections
How the Sections Connect
Construction Phase Order (Checklist)
Supporting Features
Vendors
Track every sub and their spend, red flags, and performance across all your projects.
Blueprints
Upload floor plans and annotate them with notes, concerns, or scope references.
Before/After
Document transformation photos by area (kitchen, bath, exterior, etc.).
Timeline
Automatic activity log: every invoice, payment, change order, and decision in order.
Contractor Portal
Invite contractors to submit bids directly in the app. Compare bids side by side.
Quick Start: Your First 10 Minutes
Create a Project
Name it after the address. Set your total budget and contract type.
Add Budget Categories
One row per trade. Set your original budget estimate for each.
Upload Your First Quote
Use "Quote" mode — the AI will review it and generate your checklist.
Review the Checklist
You now have a phase-by-phase task list automatically built from the quote.
Upload Contracts & Permits
Drop them in Documents so everything is in one place.
Track Invoices as Work Progresses
Upload each invoice — AI checks it before you approve payment.