Company details
Add your logo, business contact details, tax settings and timezone.
HOW IT WORKS
One completed job.
One clear handoff.
Workers record the work, prepare a draft and send it for review. The owner checks the invoice before approval creates the issued PDF.
Run an example job ↗- 01
Capture the completed work
A worker sends the customer and job details in the app. When useful, add equipment information or a photo in the job form.
A team message is a conversation, not an invoice. Choose Use as job notes when you want to open the intake form.
- 02
Prepare and check the draft
Use the job notes to prepare an AI-assisted draft, or enter the details manually. Select services from your price book and review quantities and tax.
The company price book supplies service rates. Review the customer, completed services and quantities; resolve unclear details before saving.
- 03
Let the owner approve
Save the draft for review. An authorized owner checks the invoice and approves it, or rejects it for correction.
Workers prepare their own drafts. Owners with the required approval permission make the final decision.
- 04
Issue the PDF and keep the record
Approval generates the invoice PDF. Share the issued invoice, record received payments and export records when your accountant needs them.
The current release records payment manually after the owner confirms receipt. Sending a PDF does not charge a customer.
AN ILLUSTRATIVE HVAC JOB
From a filter replacement to a reviewed draft.
A technician finishes a furnace inspection and filter replacement. They send the customer details and completed work to the owner in the app, then use that message as job notes.
In the job form, they review extracted details, select the inspection and replacement services from the company’s price book and save the draft. The owner checks the quantities, tax and total before issuing the invoice PDF.
The same handoff can use the configured services for other service trades.
Before your first real job.
Agree the company setup, invite your team and check an example invoice together.
Services and prices
Review your trade preset and customize the price book to reflect the work you bill.
Team access
Invite your owners and workers through the company workspace and confirm each worker’s active roster assignment.
LET’S LOOK AT YOUR WORKFLOW
Bring a real job.
See how the paperwork flows.
Tell us what your team bills for and how job details reach the office today.