Demo with made-up jobs and people. Buttons that save, send or ask the AI are switched off here; in the real app they run on the owner's Mac. Back to the portfolio
Reclaimed Space Crafters Next task

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Your next taskFinish setupAdd the business Gmail and its app password so the assistant can read receipts and emails.
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Finish setupAdd the business Gmail and its app password so the assistant can read receipts and emails. Takes two minutes.
Open Setup
3 to reviewReceipts, payments and new leads found in your email.
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1 late invoiceAlvarez $3,360.00, 19 days
Send reminders
Okafor: Write the estimateTell me about the job in a few sentences. I draft the scope of work and the prices.
Start the estimate
Brooks: 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 estimate
Chen: Waiting on payment 1002-CHE-1$10,450 invoiced. When it arrives, the email check suggests it for approval.
Open the job
Alvarez: Waiting on payment 1001-ALV-3$3,360 invoiced. When it arrives, the email check suggests it for approval.
Open the job
InsuranceNo certificate for the business's own insurance is on file yet. Add one so it's handy when a client asks.
Open Crew

Open jobs

Open jobs
4
Still to collect
$29,380.00
JobClientStatusContractStill owedProfit so far
1004-OKA Ada OkaforEstimate Room model
1003-BRO Jordan BrooksEstimate Room model
1002-CHE Sam ChenSigned $18,400.00$18,400.00 $18,400.00 Room model
1001-ALV Dana AlvarezIn Progress $35,450.00$10,980.00 $28,078.36 Room model
Payments not yet received 7 · $29,380.00
PaymentWhat it's forDue whenAmountStatus
1002-CHE-1 Schedule hold + all materials + 25% of laborAt acceptance of the estimate$10,450.00 Invoiced
1002-CHE-2 25% of labor: Phases 1–2Upon completion of Phases 1–2, Steps 1–4$2,450.00 Not yet
1002-CHE-3 25% of labor: Phase 3Upon completion of Phase 3, Steps 5–6$2,450.00 Not yet
1002-CHE-4 25% of labor: Phases 4–5 + debris / dump feeUpon completion of Phases 4–5, Steps 7–10$3,050.00 Not yet
1001-ALV-3 20% of labor: Phases 3–4Upon completion of Phases 3–4, Steps 5–8$3,360.00 Invoiced
1001-ALV-4 20% of labor: Phase 5Upon completion of Phase 5, Steps 9–10$3,360.00 Not yet
1001-ALV-5 20% of labor: Phase 6 + debris / dump feeUpon completion of Phase 6, Steps 11–12$4,260.00 Not yet

Job margins · Weekly report · Download everything as Excel (for QuickBooks or the accountant)

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