Everything you need to run the job
From the first quote to the final payment.
Customer records
Contacts, addresses, notes and full history for every customer in one searchable list.
Estimates & invoices
Build from your product catalog with tax and discounts. Estimates convert to invoices on approval.
Online payments
Customers pay by card or PayPal. Payments land in your own Stripe or PayPal account.
Automatic reminders
Friendly emails before and after the due date — they stop the moment an invoice is paid.
Client portal
Each customer gets a private page to view estimates, invoices and payment history. No login needed.
Jobs & scheduling
Schedule jobs, assign them to your team and track status from scheduled to done.
Inventory
Stock is deducted when invoices go out, with low-stock thresholds per item.
Reports
Revenue, outstanding balances, portal activity and online payments at a glance.
AI assistant
Draft estimates from a short description, ask questions about your business and write follow-ups.
Your brand
Your logo, colors, fonts, footers and email wording on every document and message.
Team roles
Owner, Admin and Staff roles, with invitations by email.
Audit log
See who created, changed or deleted records, and when.