Dashboard
Your morning check-in: money outstanding, jobs in motion, proposals awaiting an answer, and follow-ups that are due today.
For independent contractors and tradesmen
One workspace for the paperwork side of the trade — proposals, job progress and invoices, without a shoebox of receipts or a spreadsheet you dread opening.
Build line-item estimates with labor, materials and tax. Track sent, accepted and declined.
Move each job from scheduled to complete and log timestamped notes from the truck.
Turn an accepted proposal into a numbered invoice, set the due date and mark it paid.
A quick walkthrough
Your morning check-in: money outstanding, jobs in motion, proposals awaiting an answer, and follow-ups that are due today.
One page per customer with contact details, site notes and every proposal, job and invoice tied to them.
Line-item estimates with labor, materials and tax. Email for approval or share a PDF; accepted proposals become jobs automatically.
Track status from needs scheduling through complete, log timestamped notes and photos, and see profit after materials and labor.
Click a date to book a job with a start time and expected duration. Overlaps are blocked and past dates ask for confirmation.
Numbered invoices with due dates, payment links, partial payments and reminder cadences for anything overdue.
Log material purchases and subcontractor labor against a job, attach receipts, and track what you still owe.
Store your license, insurance and W-9 with expiration dates and get reminded 60, 30 and 7 days before renewal.
Once you sign in, the same walkthrough runs inside the app — reopen it any time from the Tour button.