Quote once, never retype it
An approved quote becomes the job, and the job becomes the invoice, carrying its line items the whole way.
- Client approves from a link
- Totals stay in sync
- No second entry at billing
Long jobs with many trades moving through them. Keep the phases, the paperwork and the money on one record instead of five.
Long jobs with many trades moving through them. Keep the phases, the paperwork and the money on one record instead of five.
These are not trade packs. They are the parts of the day that look identical whether you're on this trade or the one next door.
An approved quote becomes the job, and the job becomes the invoice, carrying its line items the whole way.
Every visit — service call, install, follow-up — lands on the same schedule the crew app reads from.
Crew clock in and out on their phones, so labour attaches itself to the job rather than to a Friday guess.
Photos, notes and sign-offs are stored on the visit that produced them, ready when a customer questions it.
Snap a supplier receipt from the truck and it becomes an expense line against the job instead of glovebox paper.
The portal shows the customer their quotes, their schedule and their invoices, so the phone stays quiet.