Frequently Asked Questions

The efficiency and outcomes achieved with CostMate depend on your selected plan and the extent of your organization's daily utilization.

Typically, tangible results emerge upon submitting your first proposal for customer approval. Gone are the days of managing multiple emails, version iterations, and change requests from various stakeholders. CostMate introduces a streamlined, customer-facing dashboard that centralizes approvals, rejections, and revision requests.

With a single click, an approved proposal seamlessly transitions into a project within the CostMate Suite. As your team leverages CostMate for project management—including dispatch, timecard management, purchase orders, subcontractor coordination, and invoicing—your operational efficiency scales significantly. Real-time cost tracking further empowers you to monitor expenses daily, optimizing project performance and profitability.

Yes. CostMate supports the Model Context Protocol (MCP), which lets you connect it securely to leading AI platforms such as Claude, Microsoft Copilot, and ChatGPT. Through these platforms, CostMate can work alongside your accounting software and other business systems, so you can automate many routine tasks and reports without manual data entry. For example, you can pull cost data from CostMate into reports, reconcile figures across systems, or generate summaries that combine information from multiple sources.

CostMate also continues to work as a fully standalone solution, so you can use it on its own or as part of a connected workflow, whichever suits your business.

The CostMate mobile app is intuitively designed to accommodate users of all technical proficiency levels. Its primary objective is to streamline field operations by enabling accurate and efficient daily reporting without the burden of complex forms or extensive documentation.

The app facilitates precise tracking of essential data, including scheduled field personnel and their respective work hours, ensuring operational clarity and simplicity. For detailed features and specifications, please refer to CostMate's official documentation or contact the support team.

The CostMate Suite offers a robust alternative to traditional spreadsheets and Word documents, providing an integrated, interactive database that unifies customers and contractors within a single, cohesive platform.

Unlike spreadsheets and Word documents, which are challenging to track, time-consuming for job costing due to extensive manual input, and cumbersome for accessing historical data, CostMate streamlines operations with a centralized system. This unified approach supports multiple features within one platform, eliminating the need for multiple third-party applications required by spreadsheet-based solutions.

CostMate offers flexible scalability to accommodate your evolving business needs. Whether you require additional capacity or prefer to scale back, adjusting your plan is seamless. Both CostMate Proposal and CostMate Suite provide a baseline number of site and user licenses, which can be easily increased or decreased at any time. Additionally, licenses for field technicians with mobile app access are always provided at no extra cost, and customers enjoy complimentary access to their dedicated portal.

Yes. CostMate uses industry-standard security measures to protect your information. All data transmitted between your device and our servers is encrypted using HTTPS/TLS. We store project, company, and location data in secure, access-controlled databases.

Sensitive information, such as payment details, is processed directly by trusted third-party providers like Stripe — we never store your card information. We also use reputable third-party services for location data, document generation, and email communications, all of which follow strict security protocols.

While no system can guarantee 100% security, we continuously monitor and update our safeguards to keep your information protected.