Clients
0
Dashboard
Business Home
Track crews, log completed work, and move from job to invoice in a few taps.
Live Snapshot
Live Snapshot
Operational totals across your active client base.
Properties
0
Open Work Logs
0
Service Lines
3
Clients
Add and manage customer billing contacts.
Add Client
Signed-in users can add clients. Edit existing records from Client File below. Delete requires permission.
Client List
| Client | Contact | Phone | Properties | Actions |
|---|
Properties
Assign sites to clients and service categories.
Add Property
Signed-in users can add and edit properties. Delete requires permission.
Property List
| Property | Client | Address | Services | Actions |
|---|
Work Logs
Document jobs, pricing, and convert to invoices with one click.
Log Work
Workflow: Select open work logs, then use Create Invoice From Selected. If nothing happens, check that selected rows belong to one client.
Open Work Logs
| Date | Property | Service | Description | Qty | Unit | Total | Status | Actions |
|---|
Invoices
Print, email, or text invoices from one screen.
Invoice Center
Final Step: Review invoice, send via Email/Text, then mark paid once received.
Invoice Creation
Create: Select open work logs, then create an invoice from your selection.
Tip: Selection is managed in the Work Logs tab.
Search
Records
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Settings
Business info, pricing defaults, security, and backups.
Account Settings
Current Account
Account TypeGuest
UsernameNot signed in
Email-
Use Switch Account to sign in with another profile.
Business Settings
PIN Lock
PIN Lock
Data Backup
Data Backup
| Saved | Scope | Tier | Size | Fingerprint | Actions |
|---|---|---|---|---|---|
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Archive backups are kept until manually deleted. Rolling backups are rotated automatically.