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Operate like a pro from day one
Plan your day, execute with checklists and photos, invoice automatically and see your metrics in real time.
Daily Operations
Plan the day and execute without friction
- Jobs & Calendar (daily view): Single/recurring jobs, assign by availability/distance.
- Estimates: Convert quotes into jobs in one click.
- Events: Vacations, absences, meetings & blocks.
- Checklists & Photos: Every job completed exactly as requested.
Customers & Properties
A CRM you’ll actually use
- Customer CRM: Contacts, history, balances, filters & reports.
- Properties: Notes, prices, services, codes & iCal sync.
- Services & Pricing: Categories with prices & times.
- Customer App / Portal: View jobs, photos, checklists & invoices; pay online.
Team & Payroll
Real hours, no spreadsheets
- Employee Management (web): Activate/deactivate without losing history; dashboards.
- Employee App: Notes, photos, checklists
- Automatic Payroll (MVP): Real worked hours, reimbursements & tips.
- Tips Report: Automatic summary per employee and client.
Billing & Finance
Invoicing that won’t leave money on the table
- Invoices: Paid/Unpaid/Sent/Estimated; bulk & taxes.
- Batch Invoices: Group invoices; partial/full payments & discounts.
- Payment Gateway: Cards, check (photo), cash & more.
- Transactions: Register, approve or reverse with double-check.
Reports & Dashboard
Clarity to decide today, not tomorrow
- Business Dashboard: Income, expenses, liquidity & top services.
- Jobs by Date: Daily report of completed jobs.
- Labor Cost: Profitability & time deviations per job.
- Customer Tax Report: State/county taxes ready to file.
Settings & Security
Control, audit and guided onboarding
- Company Panel: Company data, email/SMS, county taxes.
- Users & Roles: Admin, Office, Employees & Clients access.
- Activity Feed: Full audit log of changes and actions.
- Onboarding: Assisted import, guided setup & support.