When handling multiple projects or even a single project with many moving parts, small oversights can snowball into significant problems. For example, if your team communicates across different messaging platforms, crucial information may get lost. Similarly, keeping track of the various financial aspects of your business can be overwhelming without manually pulling reports for each project and category. That’s why Houzz Pro has introduced four powerful new tools to help streamline your workflow.

Here’s a breakdown of these new features:

1. Team Chat

Communicate and share project-related files with your team in real time using this instant messaging feature within Houzz Pro. Whether your team members are in the field or the office, Team Chat makes information sharing faster and more efficient. Everything stays organized in one place, eliminating the need to use multiple platforms.

“Educating your team and clients to use a central platform frees you up to focus on what you do best,” says Luke Thomas, CEO of H&L Design and Build in Rochester, New York. “Whether it’s sales, estimating, or working with the field crew, Houzz Pro eliminates the need for constant communication workarounds, allowing the business to grow faster.”

Webinar to watch: Building Success Together: Best Practices for Teams

2. Monthly Digest

Say goodbye to manually compiling project reports. The Houzz Pro Monthly Digest provides a comprehensive summary of key information across all your projects at once, including payments, time worked, expenses, daily logs, and lead summaries. Powered by AI, the tool highlights the most important data, helping you stay on top of your business’s overall health and performance.

“As designers, we’re great at creating but not always at managing business operations,” says designer and business coach Ann Ueno. “This often leads to failure within the first few years. With the Monthly Digest, Houzz Pro helps us stay profitable by providing a clear financial overview.”

Combined with Houzz Pro’s financial reports, the Monthly Digest helps you stay on top of your business’s financial health. “Houzz Pro’s financial reports have been invaluable for business analytics,” says interior designer Christina Couvillon. “We can track client retainers and evaluate project efficiency, helping us improve our ROI.”

Related read: Best Accounting Practices for the Upcoming Tax Season

Also visit the Houzz Pro Financial Hub for dozens of articles and videos offering help on the financial side of running a business.

3. Voice-Over Notes

Prefer speaking over typing? With Houzz Pro’s AI-powered AutoMate AI, you can speak your Daily Logs and notes, and the tool will transcribe them for you. It can also capture images and videos from the jobsite, creating an organized and easily accessible record of your work.

Maintaining thorough records helps reduce the risk of client disputes and delayed payments. By providing Daily Logs through the Houzz Pro Client Dashboard, you also keep clients informed. “Constant updates reduce client requests and show that we’re on top of everything,” says builder Garrett Guthrie of Guthrie Construction.

Related read: Document and Share Time-Stamped Information with Houzz Pro Daily Logs

4. Contracts

Stop wasting time customizing individual contracts for each client. Houzz Pro’s new contract tool offers smart text that lets you input information once and reuse it for future clients. Pre-built industry-standard templates save time, while a dedicated area stores all your contracts securely and tracks activity, including client signatures.

Collecting and tracking client signatures is now easier than ever. The new e-signature feature allows multiple signatures and automatically sends the signed contract to you, any admin, and the client. A PDF copy is also saved in the project’s files for easy access, helping keep everything organized.

Learn how to create contracts in Houzz Pro.

These new tools are fully integrated into Houzz Pro, allowing professionals to manage their entire project lifecycle in one platform—covering Estimates, Takeoffs, 3D Floor Plans, Online Payments and more. Sign up at houzz.com/pro.

*Based on a 2024 analysis of project payments from over 1,800 firms using the software.