FEATURES
Everything in one place
From the first estimate to the paid invoice — and every receipt, trip, and appointment in between.
Customers & projects
Every customer gets a complete workspace: contacts, addresses, notes & action items, files, and projects — with a full activity trail so you always know what happened last.
- Contacts, addresses, and rich-text notes per customer
- Action items you can complete and reopen
- Photos & files library with secure uploads
- Company projects for internal work
Estimates, work orders & invoices
One line-item engine runs your whole paper trail. Estimates convert to work orders; work orders convert to branded invoices — nothing re-typed, nothing lost.
- Estimate templates and online customer approval
- Built-in job timers and billable-hours tracking
- Saved rates, products & services, discounts, deposits, taxes
- Recurring charges and scheduled invoice delivery
- Payment terms, late fees, reminders, and your own numbering series
- Your logo on every PDF
Get paid online
However the money arrives — card online, cash, cheque, e-transfer, or bank transfer — it lands on the invoice and the balance updates. Paid, partially paid, unpaid, and overdue are tracked in real time.
- Online card payments powered by Stripe — a secure pay link, no account needed
- Collect payment in person or over the phone
- Deposits — fixed or percentage, per customer
- Partial payments tracked, with a receipt emailed for every payment
- Processing fees logged automatically as an expense
And the rest of the toolbox
Mileage & vehicles
Log trips with route templates, track fuel and repair costs per vehicle, and read odometers from a photo with AI.
Work calendar
Week-view scheduling with calendar invites for customers, vendors, and your team — synced to Google Calendar, Microsoft 365, or Apple iCloud.
Expenses & receipts
Snap receipts, categorize spending across 20 built-in categories (plus your own), and attribute costs to customers, projects, or jobs.
Sales & commissions
Record direct sales with taxes and fees, and track commissions and deductions with year-end summaries.
Reports
Revenue and profit, revenue over time, top sellers, expenses by category, A/R aging, and tax summaries — download as PDF or save to your files.
Team & permissions
Invite your team with per-seat roles, per-person permission overrides, and an audit trail of who did what.
Email from your address
Connect your own mailbox so estimates and invoices arrive from you — not a noreply address.
Multi-company
Run more than one business? Switch between companies under one login — each with its own data and billing.
Password vault
Store your company's and your customers' credentials encrypted, assigned to the device or account they belong to. Reveals are logged, and staff access is permission-gated.
Photos & files
One library for receipts, photos, and documents — preview PDFs, images, spreadsheets, and Word files in the app, and assign anything to a customer, expense, project, or vehicle.
Quick setup & support
A guided setup wizard gets your rates, branding, and email ready in one pass. Help & feedback sends a case from any page, and you can track its status.
Security built in
Two-factor authentication on every account, one active device at a time, re-confirmation before high-risk changes, and a full activity log.
See it for yourself
Poke around a live demo account, or start your own 90-day free trial.
{{ zoomImg }}
×