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Everything stays on this computer.
New estimateType or say what the customer wants
Add an expenseReceipts and materials
Log hoursWho worked where today
Today's crew sheetWhat each job needs today
Who owes usInvoices and reminders
Needs your attention
Finish setupAdd the business Gmail and its app password so the assistant can read receipts and emails. Takes two minutes.
Open Setup3 to reviewReceipts, payments and new leads found in your email.
Review now1 late invoiceAlvarez $3,360.00, 19 days
Send remindersOkafor: Write the estimateTell me about the job in a few sentences. I draft the scope of work and the prices.
Start the estimateBrooks: Check the labor priceLabor works out to $51 per crew-hour (144 crew-hours). Below $65 a crew-hour the work doesn't pay for the crew, truck, insurance and your time. At $72 labor would be about $10,368.
Open the estimateChen: Waiting on payment 1002-CHE-1$10,450 invoiced. When it arrives, the email check suggests it for approval.
Open the jobAlvarez: Waiting on payment 1001-ALV-3$3,360 invoiced. When it arrives, the email check suggests it for approval.
Open the jobInsuranceNo certificate for the business's own insurance is on file yet. Add one so it's handy when a client asks.
Open CrewOpen jobs
Open jobs
4
Still to collect
$29,380.00
| Job | Client | Still owed |
|---|---|---|
| 1004-OKA | Ada Okafor | |
| 1003-BRO | Jordan Brooks | |
| 1002-CHE | Sam Chen | $18,400.00 |
| 1001-ALV | Dana Alvarez | $10,980.00 |
Payments not yet received 7 · $29,380.00
| Payment | What it's for | Amount | Status |
|---|---|---|---|
| 1002-CHE-1 | Schedule hold + all materials + 25% of labor | $10,450.00 | Invoiced |
| 1002-CHE-2 | 25% of labor: Phases 1–2 | $2,450.00 | Not yet |
| 1002-CHE-3 | 25% of labor: Phase 3 | $2,450.00 | Not yet |
| 1002-CHE-4 | 25% of labor: Phases 4–5 + debris / dump fee | $3,050.00 | Not yet |
| 1001-ALV-3 | 20% of labor: Phases 3–4 | $3,360.00 | Invoiced |
| 1001-ALV-4 | 20% of labor: Phase 5 | $3,360.00 | Not yet |
| 1001-ALV-5 | 20% of labor: Phase 6 + debris / dump fee | $4,260.00 | Not yet |
Job margins · Weekly report · Download everything as Excel (for QuickBooks or the accountant)