Step 01
Create your account
Company name, logo, your own login. That is the whole setup — there is no implementation call to book and no consultant to schedule before you can use it.
Your first job, start to paid, this week
Three steps to get set up, then one job carried the whole way through: quote, approval, schedule, crew, invoice, payment. Every screen below is the real product.
Getting set up
Three steps before the first job
Setup is deliberately small. The product is meant to prove itself on real work, not on a configuration weekend.
The walkthrough
One job, in the order it actually happens
Follow a single job from the estimate you type to the money in the account. Nothing in this sequence is re-entered anywhere.
1 · Quote
Price the work in line items
Build the estimate the way you would write it on paper — labour, materials, the optional extra the customer asked about — and the totals maintain themselves. Save it once and it is ready to send.
- Line items with quantity, rate and totals
- Optional add-ons the customer can accept or skip
- Your company branding on the document
- Saved against the client, not in a folder on a laptop
2 · Approval
The customer approves it from a link
No printing, no scanning, no waiting for a signature to come back by email. The client opens the quote in their portal, reads the line items and approves — and the approval is recorded against the record.
- Client reads the full breakdown, not just a total
- Approval timestamped on the quote
- The approved quote becomes the job
- Deposits can be collected at approval
3 · Schedule
Put it on the calendar and assign the crew
The approved job lands on the same schedule the whole office reads. Assign the worker or crew, set the day, and if the weather moves it, move the job — everything downstream follows the change.
- Day, week and month views of every visit
- Assign by worker or by crew
- Reschedule by moving the job once
- Crew app reflects the change immediately
4 · The crew
On site, it is one screen
Workers do not get a dashboard. They get today's visits, a clock, a camera and a notes field — because that is all anybody wants to operate while standing on a roof.
Crew today view, crew job list, and the same job as the customer sees it. Photos, notes, clock-ins and receipts all upload against the visit that produced them.
Getting paid
The last two steps are the shortest
Everything the invoice needs was agreed on the quote and confirmed by the crew. Billing is a click, and the client pays where they already approved the work.
5 · Invoice
Bill the job without rebuilding it
A completed job becomes an invoice carrying the quote's line items, plus anything the crew added on site. The number you send is the number you agreed, and nobody retyped it to get there.
- Line items carried from the approved quote
- Materials and expenses added from the field
- Sent to the client the moment the job closes
- Deposits already taken are credited against the balance
6 · Paid
The customer pays where they already are
The same portal that carried the quote carries the invoice. The client pays from it, the status updates on the record, and the job closes without a follow-up call from your office.
- Card payment from the portal
- Status updates against the invoice
- Client keeps a record of everything they approved
- Insights picks the revenue up automatically
Week one
What the first week actually looks like
Not a rollout plan. Six small things, one a day, each of which leaves you better off even if you stopped there.
Day one — set the shop up
Company details, logo on the paperwork, and the handful of clients you have live work with right now.
- Branding on quotes and invoices
- Add active clients and properties
- Invite the office
Day two — send a real quote
Build one quote with real line items and send it to a real customer. Everything downstream is shaped by that document.
- Line items and totals
- Client approves from a link
- Approved quote becomes the job
Day three — put the week on the calendar
Move the jobs you already had on a whiteboard onto the schedule and assign the crew that is doing them.
- Assign by worker or crew
- Reschedule by moving the job
- Crew see it immediately
Day four — get the crew on their phones
Walk one worker through the today view. Once one crew member clocks in from the app, the rest follow without a meeting.
- Clock in and out on site
- Photos and notes on the visit
- Receipts from the truck
Day five — bill it and get paid
Close a completed job into an invoice, send it, and watch the payment land against the same record.
- Invoice carries the quote lines
- Client pays from the portal
- Status updates on payment
End of week — check the numbers
Insights reads from the jobs you ran this week, not from a spreadsheet somebody remembered to update.
- Revenue and job counts
- Hours by worker
- Export reports to CSV
Questions