Dashboard

Company access

Sign in

Passwords are case-sensitive. Phone keyboard auto-capitalization is disabled.

Account security

Individual Passwords

Set a different password for each person. Passwords must contain at least 12 characters.

Crew phone access

Create Phone Login

Job workspace

Job Hub

Accepted estimate

Finalize signed estimate

Customer signature

Customer signature

Your contractor signature

New record

Add job

Owner review required

AI Pricing Draft

Audited correction

Correct Time Record

The original and corrected values, your name, reason, and correction time are permanently recorded.

New payment

Add payment

Payment proof preview
Leave unchecked to save the payment and receipt for your records. No customer email is needed.
Save this payment Payments started from an invoice are saved first, then the receipt is emailed automatically.
Be specific. This wording will appear on the customer's receipt.

New photo

Add progress photo

Progress photo preview

Upload receipt pictures

Select pictures together (including batches of 75). Each picture becomes a separate Needs entry receipt. Keep this screen open until uploading finishes.

Pictures are resized before upload and stay attached to the expense. There is no automatic deletion after three years.

Pictures are saved first. Enter details later, with the free reader optional.

New business expense

Add Business Expense

Receipt file

Upload a clear receipt photo and the app will suggest the vendor, date, total, and category.