Dashboard
Recent Activity
Ledger
| Date | Description | Category | Amount | Running Balance |
|---|
Add Transaction
Recurring Transactions
Schedules that automatically post to your ledger. Pause one to stop it temporarily without losing the schedule.
| Description | Category | Amount | Frequency | Next Due | Status |
|---|
Recurring transactions due
You have transactions ready to post to your ledger.
Year End Tax Summary
Pick the tax year, the report opens in a new tab and you can save it as PDF.
Profit & Loss Report
Pick a period, the report opens in a new tab and you can save it as PDF from there.
Upload Receipt or Check
Folders
Mileage Tracker
Add New Trip
Mileage Log
| Date | Starting Address | Destination Address | Purpose | Miles | Reimbursement | Round Trip |
|---|
Mileage Totals
💰 Outstanding Payments
Money owed to you from jobs that haven't been paid yet.
Time Tracking
Clock in to start a stopwatch against a specific job, or log time manually below. Time entries automatically roll up into each job's total hours.
Add Manual Time Entry
Time Log
| Date | Job | Hours | Billable | Amount | Notes |
|---|
Add New Job
Job Log
| Date | Property | Job | Hours | Pay | Status |
|---|
Totals
Service Calls
Add Service Call
All Service Calls
| Date | Customer | Type | Total | Status | Payment |
|---|
Parts & Materials
Add Part
Inventory
| Part | Part # | Category | Qty | Unit | Cost | Value | Reorder | Supplier |
|---|
Equipment
Add Equipment
All Equipment
| Name | Type | Serial | Price | Warranty | Condition | Location |
|---|
Property Route Tracker
Add Property
| Client | Address | Service | Freq. | Day | Price | Active |
|---|
Equipment Maintenance Log
Add Maintenance Record
| Equipment | Last Service | Next Service | Service Type | Cost |
|---|
Materials Tracker
Add Material
| Material | Type | Qty | Unit | Cost | Job | Date |
|---|
Material Estimator
Add Estimate
| Project | Squares | Shingle | Material Cost | Waste % | Total Needed |
|---|
Subcontractors
Add Subcontractor
| Name | Trade | Job | Rate | Paid | Balance | Status |
|---|
Warranty Tracker
Add Warranty
| Client | Address | Install Date | Type | Years | Expires |
|---|
Client Schedule
Add Client
| Name | Address | Type | Freq. | Day | Price | Active |
|---|
Supplies Tracker
Add Supply
| Supply | Category | Qty | Unit | Cost | Reorder | Supplier |
|---|
Estimate Builder
Add Estimate
| Client | Address | Rooms | Material | Labor | Total | Status |
|---|
Paint & Color Tracker
Add Color
| Client | Room | Brand | Color | Code | Finish | Gallons | Applied |
|---|
Deal Tracker
Add Deal
Deals
| Property | Client | Side | Sale Price | Net Comm. | Status | Closing |
|---|
Listings
Add Listing
All Listings
| Property | Client | List Price | List Date | DOM | Status |
|---|
Add Owner Draw
Owner Draws Log
| Date | Description | Amount | Running Total (Year) | Notes |
|---|
Draws Summary
Safe Draw Calculator
Recommended
Vendors
Track suppliers, subs, utilities, and anyone else you regularly pay. Link transactions to a vendor on the Add Transaction tab to auto-populate payment history.
Add Vendor
All Vendors
| Name | Category | Contact | Phone / Email | Paid YTD | Last Payment |
|---|
Quick Notes
Important Business Info
Important Dates
Vendor & Client Contacts
Your Business Info
Saved once and pre-filled on every new invoice.
Invoices
Saved Invoices
Saved Clients
Pin repeat clients here, then pick them from the "Saved Clients" dropdown at the top of any invoice, quote, or estimate to autofill every field.
| Name | Company | Phone |
|---|
Custom Invoice Style
Pick how your invoice looks. Changes preview live in the invoice builder.
My Account
Current email: -
A confirmation link will be sent to the new email address. Click it to complete the change.
My Industry
Tutorial
Get a quick refresher on where everything is. The tour auto-runs once for new accounts; click here anytime you want to see it again.
Security
Add an extra layer of protection to your account with Two Factor Authentication. After enabling, you'll need both your password and a 6-digit code from an authenticator app to sign in.
Tax Settings
Your filing status and state drive the federal-bracket + state-flat-rate tax estimate shown on the Dashboard and Taxes tab.
My Features
Toggle features on or off. Disabled features are hidden from the navigation, your data is preserved.
Export Data
Download your records as CSV files. Each export covers the currently selected LLC.
Import Data
Bring existing records into the currently selected LLC from a CSV file. Click Download Template inside any import to get a sample file with the exact headers we expect.
Imports always land in the currently selected LLC. Blank rows and rows missing required fields are skipped, you'll see a per-row error report at the end.
Reports
Generate professional reports to give your CPA. Each one opens in a new tab so you can save it as PDF.
⚠️ Tax numbers in these reports are estimates only, always have a licensed CPA review them before filing.
Help & Feedback
Get support, replay the tutorial, report a bug, or request a feature. The floating ? button in the bottom-right corner opens the same menu from anywhere in the app.
Refer a Friend
Share your personal referral link. When someone signs up and pays for any plan, we add 30 free days to your account automatically.
Your Referrals
My Custom Categories
Add your own categories. They appear in dropdowns alongside the built-in ones.
Danger Zone
Delete this LLC: permanently wipes the currently selected LLC and all of its records (transactions, jobs, mileage, write offs, receipts, documents, invoices, quotes, etc.). Other LLCs on your account are untouched. You must have at least one LLC at all times.
Current LLC: -
Delete my account: erases every record tied to your account across every LLC. The email becomes free to use for a new signup. This cannot be undone.
Import Data
Select a CSV file with the columns shown below.
Clocked Out
Record Payment
Add a payment received from the client.
Your free trial has ended.
Upgrade now to keep all your data. Your information is safe and waiting for you.
Add Job to Invoice
Email to Client
We'll send a professional email with the document embedded so the client can read it without downloading anything. Replies come straight to your inbox.
Portal Links
All share links generated for this document.
Save a copy to Documents?
Drop a printable copy of this invoice into your Documents library so you can find it later by client, folder, or date.
Delete this LLC?
You are about to permanently delete - and all of its data. This cannot be undone.
This will erase every transaction, job, mileage log, write off, owner draw, folder, receipt, document, note, contact, calendar event, invoice, and quote that belongs to this LLC.
Delete your account?
This will permanently erase:
- All transactions, jobs, mileage, write offs, and owner draws
- Folders, receipts, documents, notes, contacts, and calendar events
- Invoices, quotes, and invoice settings
- Every LLC you own and your profile
- Your login (the email becomes available to sign up again)
To confirm, type DELETE below:
Today
Upcoming Events
Tax Summary
Tax Rates Used
Adjust filing status and state from Settings → Tax Settings.
| Tax | Rate |
|---|