Today
Welcome back.
Today’s Work
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Needs Attention
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Team
Crew Time
Review everyone’s recorded hours and current clock-ins in one place.
Your Team
Manage access without deleting past jobs or time records.
Add a Team Member
Choose this Crew Member's job access and forms. Admins always have full access.
Financials
Approved work, collections, costs, and projected profit.
Job Profitability
Expenses
Settings
Business Profile
This appears at the top of every Estimate, Invoice, and other document you generate. All fields are optional.
Business Name
Business Address
Business Phone
Tax
Default Tax Rate (%)
You can change the rate or set it to 0 on an individual document. Existing documents never change.
Plan & Billing
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Customers
New Customer & Job
Create the customer and their first job. Schedule it now or later.
Requested Start Date (optional)
Preferred Time of Day (optional)
More customer details (optional)
Site Access Notes
Contact Preference
Lead Source
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My Work History
Your recorded time from finished jobs. Customer contact details are not kept here.
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Customer
Document
Team Calendar
Schedule a Job
▸Assign to (select one or more)
Date
Time
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